AR Automatic Settlements with Percentage option
HI there
Would like to suggest to have % option in AR parameters>Settlement>options so user can drive the settlements when invoice is paid.
Example: User setup in AR paraments>Settlement>Options Maximum penny difference and Maximum over...
Customer account statement to be completed
In customer account statement is not visible the document date, but only posting date of invoice.
For the customer what is relevant is document date and mainly when you migrate from a previous system the AR open items they posting date which is the one of the period of migration,
Default financial dimension of Ledger account is not displayed on Free text invoice line but is posted in the voucher
When a financial dimension value is set as a default dimension for your revenue account it will not appear on the free text invoice in the lines tab to inform the user that it will be used. However when you post, the financial dimension value does appear on the voucher.
It ca...
Company in the intercompany sales order numbering
We use sales order intercompany numbering "Company + original number". This way from original USMF company sales order number 000810 the intercompany sales order number USMF000810 in company DEMF is created.
We are looking for an option to replace the original company with the intercomp...
Allow to choose other legal entity employees in Employee responsible field for the Customer/Prospect master
The Employee responsible field on the prospect and customer is constrained by a pre-defined non-removeable filter limiting its values to employees that are/have been employed by the current legal entity only. But the same it allows to choose the employees from other legal entities in vendor m...
toggle box is not visible when creating from the Global address book Party action pane's Customer button, when the Party in question has a Customer in another legal entity
Dynamics 365 for Finance supports using a shared number sequence for customers. This way, customers in one legal entity have the same customer number if they exist in another when created from the All customers list. When creating a Customer from the All customers list page, and entering the n...
Default dimensions on customer transaction form
Default dimensions should be displayed on customer transaction form's grid. That will help users to filter out data on dimensions.
Deferral functionality (Subscription Billing) trace deferral on customer transaction/voucher
Our customer is using deferrals on sales orders for different items/types of sales and with different templates. For some items/order types, sales orders are created manually, and transaction deferrals are maintained on the sales order line, prior to invoicing. For other items, sales orders ar...
Free Text Invoices should publish each line's description to the Accounting Source Explorer
For multiple-line free text invoices, only the first line's description is published to the accounting source explorer. We frequently put multiple wire receipts on one free text invoice to save time and effort in receipting. However, later when researching activity in the accounting source e...
Adding a validation process to prevent duplicate Customer name creation
- Customer name is getting duplicated. System allowing to create new customer with same customer name. So, need to prevent the customer duplicate records.
- If the records are edited and the name field is changed, even if the name already exists or used, the system will allow it. ...
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.