Auto Invoice posting and Distribution through Batch run
There is an option to use the Batch run for invoice posting and distribution in D365 Finance and Operations Module. however, today This functionality is not currently on the product group’s roadmap as per Microsoft. hence, if we develop and implement this functionality then we can reduce the M...
Automating Credit Note Allocation
Credit notes are not auto-allocating to the invoice that they are crediting.
Process steps:
- Pick up invoice in Project Ops.
- Click Correct Invoice.
- Confirm invoice.
- Credit note is pulled into F&O.
- Post credit note.
Field "recipient" from free text invoice is not included in the customer free text invoice entity, we would like this to be included
Field "recipient" from a free text invoice is not included in the customer free text invoice entity, we would like this to be included
sales invoice summary update
I would be great to have summary invoice with paramter "invoice account" to be working aggregating for invoice account and not checking summary update paramters, which are taken care by "automatic summary" option
Details of Charges included in Invoice Reports
In relation to both Free Text Invoices and Sales Invoices, the details of charges are missing from the SRSS invoice reports. To aid in the transparency of invoicing, it would be useful to have the breakdown of all charges relevant for that invoice, including the charge name, amount and relevant t...
Customer account statement, opening/closing balances and currencies
The "Customer account statement" report currently only shows opening/closing balances by currency (= amounts due by customer by currency) when there are transactions within the date range selected (e.g.: within the month). If there are no transactions, then the opening/closing balances are displ...
Customer Balance List Report Based on actual posted Accounts rather than customer posting profile
Customer Balance list Report currently showing balances based on main accounts indicated in customer posting profile. While actual amounts posted to other main accounts as main accounts used in posting profiles have been changed. We want to see customer balances based on actual main accounts t...
Multiple Prepayment invoice from sales order
Unable to create Multiple Prepayment invoice from sales order. After raising prepayment proposal, second time there is no option to generate prepayment invoice.
Feature was released in 41 version to generate prepayment invoice from sales order. Custom requires to generate multiple invoic...
finance insights for UDE environments to utilize customer payment predictions
To run tests and demos, you need to activate the tool called Customer Payment Predictions. This is not possible without first installing a plugin called Finance Insights. The problem is that if you have a UDE environment, this is not possible, which does not allow you to run tests or demos of ...
Make requestion field available in Open customer invoice form
Currently the field requisition is only available to be added to the open customer invoice form in legal entities with a primary address i China. But there are legal entities in other countries that wish to be able to use this field in this form, for an effective work process.
So this i...