Sales Order Prepayment Function
It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side. We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO. I know...
Description in voucher transaction is only showing the first line from free text invoice.
If the user split an invoice into several lines for differentiation purpose, voucher transaction does not mirror the text invoice line. It would be great that voucher transaction can be generated regarding text invoice lines amount, invoice text and tax amount. Norwegian companies use to send in...
Released in 10.0.40
Reference to original customer credit note on a reimbursement transaction
When you want to reimburse a credit note of your customer, it should be wishfull that the reimbursement transaction has a reference to the original credit note, so that your customer knows which credit note is paid. However, the invoice field stays empty on the reimbursement transaction. Micro...
Change invoice address on the sales order
Would be useful if you can change the invoice address on the sales order like the delivery address. Right now a customer has a primary invoice address and when want to you change it for a sales order, you need to change the primary invoice address on the customer and that is a bit complicated....
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft.
Customer reimbursement functionality should work with filters on customer transactions
When running the customer reimbursement functionality, the system does not take into consideration any filter on Customer transactions, while the full customer credit balance will be reimbursed. It would be nice to have those filters working properly.
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft.
Set invoice date for all invoices in Batch Invoicing
Current Design In D365 standard functionality does not allow you to update the invoice date on all selected invoices in a batch, each invoice needs to be selected and the date changed on it individually before submitting to the batch. The same applies when confirming multiple sales order and c...
Consolidated Account Statement if a customer is also a vendor and vice versa
Create an AR and AP consolidated Account Statement if both the AR part id and the AP party id is linked to each other. I know that we can reclassify a credit balance to the vendor side but they were actually looking for a consolidated Account Statement showing open and not settled transactions...
Adding process for Prepayment function
Dear all, When I discuss with my customers, I receive some requirement related to set up prepayment. The detail of requirement as the following: + They have created a Sales order and they want customer must make prepayment within a specific percentage (for example: 50% total value of Sales ord...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Project activity on free text invoice
It is normal to differentiate project fees on different activities on fee journals while we do have not this possibility on free text invoices when we want to post against a project. In Dynamics 365 Finance & Operations, on Free text invoice 'Line detail', we can just choose 'Project' and ...
Print recurring invoices at posting
The idea is to use the print options when posting recurring invoices. From "Accounts receivable / Invoices / Recurring invoices / Post recurring invoices", you can only post the invoices. There are no print options. In ordre to print recurring invoices at the posting, here are 2 ideas : 1) In ...
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
PM,
Microsoft.
Administrator
We would like to update that we have plan to develop a robust prepayment invoice feature. This groundbreaking addition will provide users with a plethora of convenient options, revolutionizing the invoicing process. Here's a sneak peek at what's in store:
(a) Prepayment % to defaults: The feature enables users to set default prepayment percentages either based on the customer or the item-customer combination subject to order of priority provided for the feature.
(b) Goods release restriction: With this feature, goods will only be released once full payment against the prepayment invoice has been received. Say goodbye to any payment hiccups!
(c) Multiple prepayment invoices: Users will have the liberty to create multiple prepayment invoices for every adjustment percentage made for the prepayment invoice or item. Catering to the ever-changing dynamics of business has never been easier.
(d) Mandatory sales order confirmation: This feature ensures a mandatory confirmation of the sales order before issuing a prepayment invoice, guaranteeing accuracy and customer satisfaction.
(e) Printing of prepayment invoices: Seamlessly print prepayment invoices from your Microsoft AR system. Efficient and professional, just the way it should be.
(f) Settlement with final invoice: Say farewell to tedious manual calculations! The prepayment invoice can be conveniently settled with the final invoice, streamlining your accounting processes.
(g) Credit notes against prepayment: In the event of a refund or credit, the functionality to issue credit notes against the prepayment invoice will be at your disposal. A comprehensive solution to handle every scenario imaginable.
(e) The status of the prepayment invoice will update automatically based on the action taken by user.
Additionally, the prepayment invoice feature will encompass price inclusive and price exclusive tax options, granting users the flexibility they need to meet various tax requirements.
To ensure optimum efficiency and cater to specific business needs, the Microsoft AR team plans to release this feature in phases, prioritizing key business scenarios. Rest assured, we will keep you updated with version-wise plans shortly.
Please note that, as with any project, the above plan is subject to change based on organizational properties. However, we are committed to providing the best solution possible, tailored to your evolving invoicing requirements.
Exciting times lie ahead as the Microsoft AR team sets the stage for a groundbreaking prepayment invoice feature. Stay tuned for more updates about the phased manner releases of this feature and get ready to elevate your invoicing experience .
Thanks,
Regards,
-Prabhat
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Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
Senior Program Manager
Microsoft