84

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

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Category: Accounts Receivable (123)

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 

63

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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1 Comments

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Category: Accounts Receivable (123)

STATUS DETAILS
Needs Votes
35

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

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Category: Accounts Receivable (123)

STATUS DETAILS
Under Review
34

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

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Category: Accounts Receivable (123)

STATUS DETAILS
Under Review
26

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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0 Comments

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Category: Accounts Receivable (123)

STATUS DETAILS
Needs Votes
26

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

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Category: Accounts Receivable (123)

STATUS DETAILS
Under Review
22

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

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Category: Accounts Receivable (123)

STATUS DETAILS
Needs Votes
21

Customers - Add a field for the Customer Carrier Account #

In previous versions, we had a field in the Customer address form where the Customer's carrier account # could be entered. This is essential when processing shipments through any integrated TMS solution. Please add the Customer Carrier Account# field back to the Customer address form. This fie...

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2 Comments

Read more... 2 Comments

Category: Accounts Receivable (123)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

 Sincerely,

Shivam Pandey

PM, Microsoft

20

Need to select invoices which have different posting profiles for settlement in Draw bill of exchange journal

We cannot select invoices which have different posting profiles for settlement in Draw bill of exchange journal. We request to change design to make possible to select invoices which have different posting profiles for settlement in Draw bill of exchange journal. This impacts most if not all c...

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0 Comments

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Category: Accounts Receivable (123)

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.

18

re-design necessary to correct the link "acquired by" in relationships of a customer

When clicking on "acquired by" in relationships of a customer, you don't end up in the respective relation, but in the contacs of customer. You expect to end up in global addressbook, relationship. According to Microsoft Program Management there is a re-design necessary to correct the link, wh...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (123)

STATUS DETAILS
Needs Votes