Vendor workflow
I am just wondering why D365 does not offer basic vendor workflows. Also, most of the workflows we have do not have task assignment as a feature when configuring them. We need to include it in all the workflows. The vendor-proposed change workflow is not very useful.
Forex Revaluation history report for Vendor, Customer, Ledger and Bank
Currently before posting we need to take the dump in an excel for General ledger main account or for Bank foreign currency revaluation, and a report extracted to excel during the Foreign currency revaluation process for vendor or customer, but this report gives the grouping of Currency and ven...
Mass Export of Attachments
Currently, there is no OOB functionality to mass export attachments of od D365 Finance and Operations. There are times when a need arises for export of these documents and SMEs are subjected to opening each record to download the documents.
Italian localisation zero invoices to check on voucher
In Italy it is mandatory to register zero invoices in the system. Microsoft is providing this with a feature in the Italian localisation. However in case you enter multiple lines for one invoice in the invoice journal it is mandatory to fill in an offset account. Even if the voucher in total i...
Facing an issue where the Vendor to Ledger Reconciliation report does not include advance holders.
vendor to ledger reconciliation report should include advance holders.
under AP Parameter we are expecting ''Check the invoice number used'' option to allow the duplicates for different vendor not in same vendor vendor
Where we have requirement under AP>>Parameters ''system should allow to post the duplicate number for different vendors not with the same vendor.''
Invoice capture PO invoices
In the Invoice capture solution - a suggestion for the possibility of using procurement category for invoices related to non-stocked items such as rent. Many customers uses procurement categories for purchase orders, and this creates some issues when using invoice capture for PO invoices, as t...
Roll-up summary fields on Purchasing and Sales
I am hoping that D365FO should start adding roll-up fields on purchase orders, receipts and invoices. These roll-up fields could be total net price, total tax of purchase order (placed in the purchase order header). And also other fields that could help to give the users quick glance on s...
Alerts for vendor invoice batch posting process automation
Currently, there is functionality to set up alerts for specific process automations, including the vendor invoice batch posting. However, these alerts apply to the success/error of the individual batch jobs that get created asynchronously and not the invoices that do or do not get posted. In...
List view - Left Click Glitch (bug)
There is a bug when we click on a list view item. Let's say when we have a list of Purchase Requisitions open. Let's say we left click on the 5th PR number Hyperlink, It opens the 1st PR in the list instead of opening the one we clicked. If we want to open a PR other than the 1st one in the li...
Administrator
Admin has to add the “Expense type” in the configuration group > Fields control first and disable the mandatory check for “Item number”. Then both ""Item number" and "Expense type" will be shown in the side-by-side viewer and user can only enter the value of procurement type in this case.