The Deferral Cockpit provides finance management, directors and financial controllers with additional functionality in Microsoft Dynamics 365 Business Central, offering fast and easy-to access visibility of posted deferrals.

How it works

Upon accessing the Cockpit, the user is presented with a detailed summary of the deferrals created from the standard deferral posting routine, sorted by account and split either by sales, purchases or general ledger entries. Each of the Cockpit views include a graphical depiction and line detail, which is fully drillable to the source document or journal G/L entries as well as including a quick navigation to the relevant account record.

Frequently Asked Questions

If your question does not appear on this page please get in touch using the contact form below.

Q1. Why is my deferral not appearing in the Deferral Cockpit?

A1. Please check the following
a) Has your deferral been posted?
b) Check that the Date Range has the correct date range entered that will include the deferral that’s been posted.
c) Ensure that no other filters have been entered which may be excluding the detail that you are expecting to be included in the Cockpit
d) Check that you are in the relevant Deferral Cockpit, i.e. Sales, Purchasing or G/L Entries.

Q2. Why can’t I find the Deferral Cockpit?

A2. Please check the following
a) Ensure that you are accessing the Deferral Cockpit from the correct page(s), i.e.

i. From the Customer List page, go to Navigate > History > Deferral Cockpit;
ii. From the Vendor List Page, go to Navigate > History > Deferral Cockpit;
iii. From the General Ledger Entries page, go to Navigate > Deferral Cockpit.

Q3. Why is my Deferral Cockpit not displaying any entries?

A3. Please check the following
a) Have your deferrals been posted?
b) Check that the Date Range has the correct date range entered that will include deferrals posted in that period
c) Ensure the Date Range Filter include a range, i.e. a from and to date
d) Ensure that no other filters have been entered which may be excluding the detail that you were expecting to be included in the Cockpit

Get in touch

If you are having trouble getting set up with Deferral Cockpit, or just want more information, we’re happy to answer all of your questions and get you set up. Simply fill out the form, or for immediate assistance please contact us on 0247 7712050.

Tisski are trusted by companies of all sizes, in all industries, we look forward to hearing from you.


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