Dynamics 365 Finance customer sales order invoice replacement tracing
Wish there is potential future option to easily visualize a replacement customer invoice and easy document tracing. Not featuring replacement document and record to original, user may not easily visualize reason and history, but potentially visualize a reversal instead of visualizing a potential ...
Dynamics 365 Finance Save to favorites visual specific customer balance per period
Wish there is future option to easily save to favorites visual customer balance per default selected period or year todate. Not having the option to easily save to favorites specific customer accounts or range of accounts or customer groups, user might potentially must run the aging report, or se...
Customer template - add financial dimenson
Add the fields for Financial dimension to the Customer Template. When creating a new customer it should be possible to choose the financial dimension already in the customer template.
Dynamics 365 Finance Accounts receivable sales order packing slip delivery date same as invoice date option to be flexible from parameter configuration settings
Wish there is a future option to feature setting configuration flexibility from settings parameters to feature delivery date as invoice date, or invoice date to be suggested or enforced to be today's date, or for a group or table customer to be delivery date same as invoice date. Not featuring f...
Dynamics 365 Finance Accounts receivable Customer statement Enhanced Item customer invoice search
Wish there is future option to potentially search for an item or item description or external item description or code from customer statement, in the event, customer may have a potential question or dispute from customer statement. Not featuring item extended search from a customer statement, a...
Dynamics 365 Finance Accounts receivable Free text invoice suppress zeros quantities With suppress units
Wish there is future option to include suppress 0 zeros and suppress zeros units from free text customer invoices.
Dynamics 365 Finance Accounts receivable Free text invoice Suppress zeros quanitites
Wish there is future option to include suppress 0 zeros from free text invoice quantities, (e.g. fixed assets).
Free Text Invoice Header and customer address defaulting logic
A) Current behavior in vanilla / customer environment 1) when FTI is created then system will default the address from the customer master 2) when a new customer is updated in the same FTI then the new customer address will override the existing FTI address 3) When a new customer is updated i...
Need the ability to send the numerous Free Text invoices for approval, and could be approved at one time.
When a client wants to send through numerous Free Text Invoices for approval, there is no ability to batch them and send through as one for one approval – Each invoice has to go to the approver 1 by 1. This is not an efficiency behavior!
Customer Account Deactivation
Create a Deactivate function for Customer Accounts to prevent customer accounts that should not be used (ie "DO NOT USE" customer accounts resulting from inability to delete). This would prevent the use of the account and hide the accounts from selection when Customer Invoices are created.