Add [AccountNum] filed in "Vendor Invoice journal" into the scope of "Customer alert"
Add [AccountNum] filed in "Vendor Invoice journal" into the scope of "Customer alert"
So that when [AccountNum] filed has been modified, the system can display a customized message automatically.
Smaller pop up screen for Sales Tax Transactions
Would be nice to have this screen smaller or open in a new tab so you can see the tax amount that needs adjusted. If you have more than 1 tax type you need to snip the amounts before opening because you can't see the invoice.
Prepayment Settlement for Imported Supplier Invoices
We have suppliers that request a prepayment before the PO is shipped to us. We have been following the process of:
- raising and posting a supplier payment journal for the prepayment
- on the PO, settling the payment journal to the PO
- the goods are received and the purch...
STATUS DETAILSNew
Removing the localization of the Additional Months field, in the terms of payment forum
In the terms of payment form, when using payment method as cutoff days, in some localization, there's a field called additional months, so that the due date can be calculated no only in the current month, but based on the cutoff days and adding months.
examples:
Limit re-assignment of workflow from other levels of the same workflow
Currently as per design in D365 Finance and Operations ERP, there is nothing preventing a user from first level approval group to reassign a workflow that went to second level group for approval to themselves, since both user levels of same workflow have a common access point or privilege. Thi...
Line level workflow for vendor invoice journal
Currently we don't have any line level workflows for invoice journal in the standard functionality and we have noticed that the line level workflow is available for vendor invoice. Therefore, I request you to look into this as requirement in the upcoming version.
Blank out activity number when the project id is changed on a purchase order line
The purchase order line populates with the project id from the purchase order header. The activity number can then be added to the purchase order line and is correctly associated to the project_id. If the project id is updated on the purchase order at the line level (not on the project tab) ...
Vendor Groups updates to default account set up - roll back
Under Accounts Payable/Vendors/Vendor Groups you can add a GL account as a default dimension. The GL account is assigned to all vendors. If you remove or update the account number on the vendor group, the change does not update the default account number that was set up. You have to go int...
Do not duplicate purchase invoice (when invoice posted via Invoice journal) number during reverse function
When reverse function in vendor transaction form is started, in function dialog add possibility to write other invoice number, that when reverse is posted, reversed invoice number could have other invoice number (do not duplicate existing one).
Give capability to make Po number optional in Invoice Capture Solution
Manage Configuration group
Configuration groups are used to configure and define set of parameters, threshold limits of manual interventions and mandatory fields in the purchase orders a...