2

Deposit Slip - Autogenerate

Enable auto-generation of "Deposit Slip" on Payment journal lines.

  1. Enable checkbox for "Use Deposit Slip" to be auto-checked across all unposted journal lines wherever a default/designated set of data exists (Method of payment, Bank account, transaction date).
  2. Enable auto-ge...

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    Category: Accounts Receivable (382)

    STATUS DETAILS
    New
2

Email templates for sending standard forms using print management in D365 F&O

When sending out standard forms for example Customer Statements/Vendor Remittances using the print management setup in D365 you are not able to add an email template, therefore when the documents are sent to the customer/Vendor the email body is blank with the attachment.


The...

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Category: Accounts Receivable (382)

STATUS DETAILS
New
2

Ability to email Customer Statements in excel format

Many of our customer demand that we send them a statement in an excel format, so we send them an excel version of the Aged Accounts Receivable report. This has to be done manually, not part of the monthly bulk emailing of statements in a PDF format.


We would like when generati...

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Category: Accounts Receivable (382)

STATUS DETAILS
New
2

Disallow Deleting of Method of Payment

Method of Payments in Accounts Receivable can be deleted even if already used. There are proper safeguards against this on the AP side and should also be done on the AR side.

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Category: Accounts Receivable (382)

STATUS DETAILS
New
2

Clearing customer ledger entries is not going well. Fields are empty when you enter the invoice-number.

Hello, this is the comment from our developer, Can you fix this ?


Unfortunately we cannot solve this issue for two reasons: 1. It is not enough to enter only the invoice number in the field “Applies-to Doc. No.“. You also have to fill the ...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. We are not considering the suggestion at this time due to the following reason(s):

- Insufficient Detail to understand the scenario. 

Please provide additional context into the proces that needs to be enhanced and the steps necessary to complete that process. 

  

Sincerely, 

Ryan Sandness

PM, Microsoft 

2

Customer Reference Required set in Customer Account

Have a toggle in the customer account for "Requires Customer Reference" for sales orders.

Then, where the customer has "requires customer reference" toggled to yes, all sales orders will have the "Customer Reference" field as required.


It is quite common for customers ...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New
2

Reverse entire Journal - Batch process validation errors and full automation of the process.

Reversing a customer payment journal with large number of lines would automatically trigger a batch job.


The batch job doesn't expose all validation errors to the end user as of today. For example a mandatory validation is not to have deposit slips created. We had to go throu...

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Category: Accounts Receivable (382)

STATUS DETAILS
New
2

Bundles not allowed on Sales Agreements (wrong fix for KB 5009531)

There was a KB 5009531 which was supposed to resolve issue 641340:

"Sales agreement allows release orders to exceed sales quantity when Max is enforced is enabled, and bundle items are used."

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Category: Accounts Receivable (382)

STATUS DETAILS
New
Ideas Administrator

As bundles is part of revenue recognition send this to the right team. 

2

Trace Database Log

We need Customer addresses to be traced in the Database log to be able to identify changes that happen randomly.

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Category: Accounts Receivable (382)

STATUS DETAILS
New
2

Dynamics 365 Year end closing reviews by module accounts receivable

Wish there is an option to easily identify and process year-end-closing by module, for example: accounts receivable (credit lines review, and customer accounts stops...)



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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes