Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
Dynamics 365 Blueprints
Marketplace settlements
The order was fine. The accounting was not.
Who it is for
Marketplaces, delivery partners and retailers whose settlements are rebuilt by hand.
The problem
A marketplace pays a net amount weeks after the sale, less fees, refunds and adjustments. Finance rebuilds the statement so the ledger will match the bank. The blueprint is the posting order that removes that rebuild: order, clearing, fulfilment, settlement match, fees, and the balance released to the bank.
Inside the PDF
Why a settlement is an accounting problem
The posting order from order to bank
Why the settlement file must not bypass tax
What breaks when each channel has its own mapping
How an engagement runs
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It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.