66

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 (103)

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 

48

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 (103)

STATUS DETAILS
Needs Votes
34

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 (103)

STATUS DETAILS
Under Review
32

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 (103)

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 (103)

STATUS DETAILS
Needs Votes
22

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 (103)

STATUS DETAILS
Under Review
18

Be able to correct financial dimensions (for lines) under line-details as in former versions of 365

A couple of weeks ago we discovered a problem with free text invoice postings, that did not create a voucher after initial validation error, e.g. if you forgot to set some dimensions. We received a hotfix for this: KB4092585. What this hotfix did though, was that: if you forget to set some dime...

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0 Comments

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Category: Accounts Receivable (103)

STATUS DETAILS
Under Review
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,

Shivam Pandey

PM, Microsoft

18

Interest calculation should follow the 30/360 rule

The basic rule for interest calculation must be calculated as follows:
Monthly amount divided by 30 and multiplied with the days of the months – maximum days of a month can be 30 days !

Some examples:
A) If you calculate interest for the invoice in the repro steps until ...

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2 Comments

Read more... 2 Comments

Category: Accounts Receivable (103)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We will consider this in our roadmap.  

Sincerely,

Shivam Pandey,

Microsoft 

17

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

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Category: Accounts Receivable (103)

STATUS DETAILS
Needs Votes
17

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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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (103)

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