Setup page · Accounts receivable
Customer posting profiles
Customer posting profiles control how customer transactions post to the general ledger, assigning ledger accounts and document settings to all customers, a customer group or a single customer.
- Used by
- Accounts receivable clerk, Accounts receivable manager, Auditor and 18 more roles
- Business process
- Define posting profiles in Dynamics 365 Finance
- Menu item
CustPosting- Main table
CustLedger- Data entity
CustCustomerPostingProfileHeaderEntity- Setup steps
- 1 on this page
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Everyone
1What it is and why
| What it is | Customer posting profiles control how customer transactions post to the general ledger, assigning ledger accounts and document settings to all customers, a customer group or a single customer. |
|---|---|
| What you do here | Use it to define the summary (Accounts receivable trade) account and related accounts, plus settlement, interest and collection letter settings, applied to invoices, payment journals, collection letters and interest notes. |
| Example | You could create two posting profiles: one that posts customer balances in the national currency to one account and another for balances in a foreign currency; organizations taking prepayments often add a separate prepayment profile. |
Functional consultant · Solution architect
2Where it fits
| Business process | Define accounting policies › Define posting policies › Define posting profiles in Dynamics 365 Finance |
|---|---|
| Menu path | Accounts receivable › Setup › Customer posting profiles |
| Set up first | Customer groups Microsoft Learn ↗ |
| Used next by | Accounts receivable parameters Microsoft Learn ↗Customer to ledger reconciliation report Microsoft Learn ↗ |
| Related pages | Transaction posting definitions Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Step by step, with screenshots
Set up Customer posting profiles1 screen
Set up the posting profiles that control how customer transactions are posted to the general ledger.
Screen 1
Create the customer posting profile
Go to Accounts receivable > Setup > Customer posting profiles
- Select New and enter the posting profile and description
- On the Setup FastTab, select Add
- Set Account code to All and enter the summary account
1Posting profile BEAT Description Atlas standard trade receivables Account code All Summary account 120100 
Show the full screen
page title tab to open what to set or check
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Posting profile | The code of the posting profile, for example one for national and one for foreign currency balances.Microsoft Learn ↗ | BEAT | PostingProfile |
| Account code | Whether the profile applies to one customer (Table), a customer group (Group), or all customers (All).Microsoft Learn ↗ | All | — |
| Account/Group number | The customer or customer group the profile applies to; left blank for All.Microsoft Learn ↗ | — | — |
| Summary account | The Accounts receivable trade main account that customer balances post to.Microsoft Learn ↗ | 120100 | — |
| Liquidity account for payments | The account used for cash flow forecasts; it appears only when cash flow forecasts are turned on.Microsoft Learn ↗ | — | — |
| Sales tax prepayments | The account for sales tax on payments received in advance.Microsoft Learn ↗ | — | — |
| Liabilities for discount account | The ledger account for liabilities of discount.Microsoft Learn ↗ | — | — |
| Collection letter sequence | The collection letter sequence used for customers on this profile.Microsoft Learn ↗ | — | — |
| Interest code | The interest code used to calculate interest for customers on this profile.Microsoft Learn ↗ | — | — |
| Settlement | Turns on automatic settlement for transactions with this profile.Microsoft Learn ↗ | — | Settlement |
| Collection letter | Whether collection letters are generated for customers on this profile.Microsoft Learn ↗ | — | CollectionLetter |
| Close | The posting profile a transaction moves to once it is fully settled.Microsoft Learn ↗ | — | PostingProfileClose |
| Description | — | Atlas standard trade receivables | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| Set up Customer posting profiles | — | — |
Solution architect
5Design impact
| Shared or per company | Per company: each legal entity has its own records. Microsoft data model ↗ |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | During posting the most specific profile wins: a profile for the customer first, then one for the customer's group, then one for all customers. Microsoft Learn ↗ |
Technical architect
6Technical
| Menu item | CustPosting Checked in Dynamics 365 |
|---|---|
| Form | CustPosting Checked in Dynamics 365 |
| Table | CustLedgerShown as “Customer posting profiles” in Record infoKey field: PostingProfileChecked in Dynamics 365 |
| Data entities | CustCustomerPostingProfileHeaderEntityCustomer posting profiles Microsoft data model ↗ |
| Who can open it | PrivilegesMaintain customer posting profiles CustPostingMaintainView customer posting profiles CustPostingViewDutiesInquire into invoice and cash policies CustInvoiceInvoiceAndCashPoliciesInquirEnable invoice and cash process CustInvoiceInvoiceAndCashProcessEnableInquire into general ledger policies LedgerGeneralLedgerPoliciesInquireEnable general ledger process LedgerGeneralLedgerProcessEnableReview general ledger process performance LedgerGeneralLedgerProcessPerfReviewInquire into invoice and cash policies RentalCustInvInvoiceAndCashPolInquirEnable invoice and cash process RentalCustInvoiceInvAndCashProcEnableInquire into general ledger policies RentalLedgerGeneralLedgerPolicieInquireEnable general ledger process RentalLedgerGeneralLedgerProcessEnableInquire into quotation to sales order policies RentalSalesQuotationToSlsOrdPoliciesInquireEnable quotation to sales order process RentalSalesQuotationToSlsOrdProcessEnableInquire into quotation to sales order policies SalesQuotationToSalesOrderPolInquireEnable quotation to sales order process SalesQuotationToSalesOrderProcessEnable21 security rolesAuditorAuditPolicyManagerCollections manager CollectionLetterCollectionsManagerChief executive officer CompanyChiefExecutiveOfficerChief financial officer CompanyChiefFinancialOfficerAccounts receivable clerk CustInvoiceAccountsReceivableClerkAccounts receivable manager CustInvoiceAccountsReceivableManagerInventory accountant InventCostAccountantInventory accountant clerk InventCostCostClerkAccountant LedgerAccountantAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorFinancial controller LedgerFinancialControllerAccounts receivable centralized payments clerk PaymAccountsReceivableCentralPaymClerkAccounts receivable payments clerk PaymAccountsReceivablePaymentsClerkRental coordinator agent RentalCoordinatorAgentRental manager RentalManagerRental purchasing manager RentalPurchasingManagerRental representative RentalRepresentativeRental sales manager RentalSalesManagerRetail service RetailServiceSales manager TradeSalesManager |
| Actions on the page | Options: Personalize, Page options, ShareChecked in Dynamics 365 |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=CustPosting |
|---|---|
| Integrate with | CustCustomerPostingProfileHeaderEntity data entity Microsoft data model ↗ |
| Table definition | CustLedger columns and relations Microsoft data model ↗ |
Everyone
8Sources and checks
- learn.microsoft.com/dynamics365/finance/accounts-receivable/customer-posting-profiles
- learn.microsoft.com/dynamics365/finance/accounts-receivable/accounts-receivables-set-up-overview
- learn.microsoft.com/common-data-model/schema/core/operationscommon/tables/finance/accountsreceivable/group/custledger
- learn.microsoft.com/dynamics365/finance/accounts-receivable/customer-posting-profiles
- learn.microsoft.com/dynamics365/finance/general-ledger/accts-recvble-posting
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page, the demo records and the values in the screenshots.