53

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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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Under Review
53

Adding process for Prepayment function

Dear all, When I discuss with my customers, I receive some requirement related to set up prepayment. The detail of requirement as the following: + They have created a Sales order and they want customer must make prepayment within a specific percentage (for example: 50% total value of Sales ord...

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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

52

AP/AR Invoice Netting

D365 Finance should have the ability to perform invoice netting between a customer account that is also a supplier account. The functionality is already available for Hungary and Poland (called customer/vendor compensation) but this hasn't been filtered out to other regions. Invoice netting is ...

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3 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
51

Change invoice address on the sales order

Would be useful if you can change the invoice address on the sales order like the delivery address. Right now a customer has a primary invoice address and when want to you change it for a sales order, you need to change the primary invoice address on the customer and that is a bit complicated....

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1 Comments

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Category: Accounts Receivable (273)

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.

50

Customer open trasnsactions Entity

Create a new entity to check Customer Open Transactions, so these records can be exported or published to a portal, where customer could check if their invoices are paid or need to be paid.

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0 Comments

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Category: Accounts Receivable (273)

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

47

Ability to create workspace tiles for customer aged balances with 'My Views' feature turned on

Currently with 'My Views' feature turned on users cannot create a workspace tile that holds the filters set up on the customer aged balance list page. It would be nice to be able to use the workspace tiles to divide the work up amongst AR teams. This functionality is easy and works well with 'My ...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
47

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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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
42

Correctly stamp trial balance transaction lines as per free text invoice lines

Currently in Update 28 if you post free text invoice lines against the same main account, but different financial dimensions, when you look at trial balance transaction lines, the description is stamped from the first line of free text invoice on all the lines. For example: FTI line 1 Descript...

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3 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
41

Split of General ledger voucher transactions with the same accounting string

Request • Microsoft Dynamics for Finance & Operations is per design summarizing voucher transactions which have the same accounting string. • Current Batch transfer rules indicates that the general ledger transactions should NOT be summarized • The product is currently grouping the voucher tra...

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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
41

Revenue recognition on free-text invoices

The revenue recognition module only works on (project) sales orders. Since revenue recognition is interesting for services / subscription sales, it in a good option to get this invoiced via (recurring) (project) free-text invoices. (Project) Free text invoices are also interesting if your invoice...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes