100

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...

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6 Comments

Read more... 6 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

70

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...

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3 Comments

Read more... 3 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Needs Votes
39

Extend payment reference field payment journal AR

Several D365 users receive more individual customer payments for each payment (e.g a total payment received from a bank terminal with more payments included thus several payment references for each payment). Today there exist a limit for the 'payment reference' Field under AR->Payments ->...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Under Review
37

Address selection for collection letters

Within multiple implementations I got the question if it would be possible to setup a specific address/contact details for collection purposes.

It would be a good enhancement to have a address purpose for Collections which should be used when e.g. creating collection letters.

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Under Review
34

Ability to create workspace tiles for customer aged balances with 'My Views' feature turned on

Currently with 'My Views' feature turned on users cannot create a workspace tile that holds the filters set up on the customer aged balance list page. It would be nice to be able to use the workspace tiles to divide the work up amongst AR teams. This functionality is easy and works well with 'My ...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Needs Votes
34

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...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Under Review
31

Extend Credit Limit type to include Balance+Confirmation

Could you please extend the Credit limit type functionality in Sales ledger parameters to include one that is Balance+Confirmation. This would mean a customer available credit limit is only reduced at the point a Sales Order has a confirmation journal created and the document status changes to...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Needs Votes
30

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...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Needs Votes
23

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 ...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

22

Generate recurring invoices by using the default values from free text invoice template AND customer account

When you apply a recurring invoice template to a customer, you have to choose if the default values comes from the template or the customer account. But, if we take the example of financial dimensions, some of them have to come from the template but they have to be completed by others from the...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (164)

STATUS DETAILS
Needs Votes
Ideas Administrator

ank 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