9

Gestión documumental de los mandatos independiente a la gestión documental de los clientes

Actualmente, en la ficha del cliente, en las ordenes de domiciliación (mandatos), tenemos un botón llamado Archivos Adjuntos. En el se asocian los documentos que te firma el cliente.

Sorprendentemente, esta opción, abre la gestión documental del cliente, y en el se mezclan todos los docu...

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Category: Accounts Receivable (382)

STATUS DETAILS
New
9

Free Text Invoice Templates and Financial Dimensions

When creating a free text invoice out of the template using the "Create invoice by using the default values from"->"Customer account" you can encounter something very odd looking. For example if your free text invoice template had a line with a cost center but the customer record didn't then the ...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
9

INTERCOMPANY AUTOMATION FOR FREE TEXT INVOICES

POSSIBILITY TO CREATE FREE TEXT INVOICES FOR CUSTOMERS WITH INTERCOMPANY CONFIGURATION SO THE VENDOR INVOICE IS CREATED AUTOMATICALLY, SAME WAY WE HAVE FOR SALES ORDERS AND PURCHASE ORDERS BUT FOR THIS KIND OF DOCUMENT. I'M SURE THERE ARE MANY COMPANIES WITH DYNAMICS THAT GENERATE INVOICE FOR REN...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
9

Sales order simulate delivery date window wont list all days of the week in shipping date

At present some of the days are not displaying in shipping date of simulate delivery date window of sales order. Ex : When we have a 2 day transport time and the customer has a calendar closed on Saturday and Sunday. Then we can't ship on a Thursday as the 2 days would get the product to the c...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
9

Option to reverse posted free text invoices

We have option to post free text invoices in bulk like say 4000 invoices. But if any mistake is made for all 4000 invoices which are posted ,option is needed to reverse these 4000 invoices based on filter criteria

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2 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
9

Credit control on overdue balances

Can we have the possibility to block the creation of new sales orders in case a customer is within the credit limit but has outstanding invoices that are due (past the due date).  For example a customer may be assigned a credit limit of €10,000 and has an outstanding balance of &euro...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in 2020 Wave 1 .

Please refer to the following link for more information: 

https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-finance/planned-features

 

Sincerely,

Dynamics 365 Finance,

Microsoft.

9

Correct ATP Delivery date should be updated for the replacement orders

Replacement order created for the returned sales order should consider the Delivery date control and Lead time , this replacement order is as same as new sales order , where the lead time is considered

repro below

1 Prerequisite: Delivery date control set to ATP or ATP and...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
8

Dimensions not properly defaulted when using free text invoice template

Correct the layout on service invoices so that when the user chooses to inherit the client or template financial dimensions, the system effectively picks up the client or template financial dimensions, depending on the user's choice.

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New
8

Advance Invoice Functionality available for Romania and Slovakia

Currently the advance invoice is limited to some countries.

https://learn.microsoft.com/en-us/dynamics365/finance/localizations/emea-advance-invoice

We need the same functionality to be available in Romania and Slovakia.

In addition, In Slovakia the tax document is also neede...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New
8

Accounting distributions applied to sales orders

Make the functionality set in the general ledger parameters 'value used for summary account = Accounting distributions' applicable to Sales orders and not just Purchase orders and free text invoices Show the accounting distributions form in the financials section on sales order lines

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Declined
Ideas Administrator

While not specifically mentioned in this idea, moving Sales order invoicing to the source document framework would be required.