Bulk submissions and bulk approval of Free text invoice
Customer creates recurring AR invoice once a month and there are a lot of invoices which need to be submitted individually. The customer wants to submit multiple AR invoices at once for the approval. Adding to it, there should be a criteria to approve multiple AR invoices at once.
Record Payment
It would be good if we can record payment (Create Customer Payment Journal) through the Aged Balance/Transaction screen so that we do not need to move screen to record the payment
DueDate is calculated for incoming customer payments for ER format CAMT.054
Hi, We are started to import customer payments to F&O using CAMT.054 Electronic reporting payment format and we noticed that due date is calculated based on term of payments set up. With legacy format we don't see this behavior and due date is always equal to Transaction date. Do you know what is...
Customer to ledger reconciliation report issue when moving a Customer to another Customer group – Difference balance is not calculating correctly
Customer / ledger reconciliation report shows difference in the following scenario: there are different summary accounts for different customer groups (on posting profile setup). If you create invoices for a certain customer, then change customer group for that customer and run the reconciliation...
Provision for inter- operating units billing in D365 Finance and Operations
The functionality of raising invoices amongst business units or branches of the same legal entity should be available in ERP. The idea is whenever any invoice is raised by an operating unit to another operating unit, the corresponding invoice journal should be auto-created in the system and GST ...
Copy Customer Notes at Address Level to Sales Order
Currently users are able to add notes at the customer level, and in conjunction with the "Copy notes when transferring to sales order" Accounts receivable parameter, have those notes flow automatically to the sales order. However, if notes are added for an address setup for a customer, those n...
Clean up job for one time address
We would like to propose new feature or batch job to be implemented within F&O to clean up the one-time address from source table or to be truncated after a specific period of time
Correct customer balance list
Running the customer balance list checking totals line the value don't have comma separator, the single lines instead are ok.
Populate print setup destination for new companies
Once we create a new company in the solution, mostly, we need to define print setup for forms in account receivable, account payable , and project module manually (e.g. Account receivable > Setup > Forms > Form setup > General > Print management). It is cumbersome job once we create several co...
For bundle items involved in an intercompany transaction, the confirmed shipped date and confirmed receipt date are not inherited from the header to the exploded lines
For non-intercompany transactions, when a bundle item is exploded, the confirmed shipped date and confirmed receipt date is inherited from the header of the order to the exploded lines.
However, for intercompany transactions, the confirmed shipped date and confirmed receipt date is not i...