180

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...

Read more...

11 Comments

Read more... 11 Comments

Category: Accounts Receivable (339)

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 

89

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...

Read more...

3 Comments

Read more... 3 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Under Review
73

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Under Review
68

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Under Review
63

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 ...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Under Review
57

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Needs Votes
54

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Needs Votes
53

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.

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Under Review
50

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 -&gt...

Read more...

1 Comments

Read more... 1 Comments

Category: Accounts Receivable (339)

STATUS DETAILS
Under Review
45

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.

Read more...

4 Comments

Read more... 4 Comments

Category: Accounts Receivable (339)

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.