237

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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19 Comments

Read more... 19 Comments

Category: Accounts Receivable (209)

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 

114

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 (209)

STATUS DETAILS
Under Review
97

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...

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3 Comments

Read more... 3 Comments

Category: Accounts Receivable (209)

STATUS DETAILS
Needs Votes
86

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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2 Comments

Read more... 2 Comments

Category: Accounts Receivable (209)

STATUS DETAILS
Under Review
76

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 (209)

STATUS DETAILS
Under Review
71

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.

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5 Comments

Read more... 5 Comments

Category: Accounts Receivable (209)

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,

Microsoft.

68

Automatic settlement with a prepayment and an invoice with more than one installment

User is posting a customer payment journal and then a customer invoice with payment schedule with more than one installment. Even if the automatic settlement is setup in AR parameter, the system does not settle the two transactions. It would be good to have it work properly, since it works as ...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (209)

STATUS DETAILS
Under Review
67

Project activity on free text invoice

It is normal to differentiate project fee on different activity on fee journal while we have not this possibility on free text invoice 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 'Project...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (209)

STATUS DETAILS
Needs Votes
60

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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2 Comments

Read more... 2 Comments

Category: Accounts Receivable (209)

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.

57

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...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (209)

STATUS DETAILS
Under Review
Ideas Administrator

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