Deleted recurring invoice cannot be generated again with the same recurring invoice template due to error: No invoices were generated because none matched the criteria provided.
Deleted recurring invoice cannot be generated again with the same recurring invoice template due to error: No invoices were generated because none matched the criteria provided. The system checks the match criteria, but it does not verify if the previous ...
Dynamics 365 Free text invoice fixed asset sale look up fixed asset retrieval record picture
Wish there is option when selecting a fixed asset for sale, to easily lookup and retrieve on fixed asset invoice the fixe asset picture, for purpose of easy read a fixed asset free text invoice sale and better display the "as is" sale conditions.
Print/View the invoice and the attachment altogether
Posibility to be able to print/view the invoice and the attachment altogether. Today we are able to attach in to the invoice a file as attachement and it is possible to send to the customers the invoice altogether. We, as users of D365 we are not able to print/view the invoice and the attachme...
Sales Invoice before packing slip posting
We have a requirement from client for advance invoicing. Is there a functionality in d365 to invoice the sales order before shipping? The client is issuing invoice to customers before the item is shipped and revenue recognition is also applicable in such scenarios.
Payment schedule modified on SO before invoice is not taken into account
Payment schedule modified on SO before invoice should be considered. We have a workaround but it does not help customer. If the user wants to change the dates of the payments then the user needs to change them after they click Invoice. There is a payment schedule option in the Overview section. ...
Reset Workflow Status for Approved Free Text Invoice
Right now, our only option is to delete an Approved free text invoice if there is an error on it. There is no way to edit the invoice after it has been approved in workflow and there is an error. We are forced to delete the invoice and re-enter it again.
Customer account statement using criteria Document date
Currently, Customer aging report can be generated by "Document date", but Customer account statement can only be generated using transaction date it would be great and more accurate if system add the Criteria in Customer account statement also for select "Transaction date" or "Document date" (cos...
Customer open report - Total for Amount in transaction currency
Can the report AR > Inquiries & Reports > Open transactions report have the same totals breakdown at the end of the report as the Vendor open transactions report i.e. Totals by each currency for the Amount in transaction currency?
More dimensions in Customer and Sales invoices
Why isn't there same number of dimension as in customer ledger entries? Would it be great to make it consistent across sales invoices and customers table too?
Allow parallelism for Customer Free Text Invoices Entity
To ensure optimal performance and efficiency for our clients, implementing parallel processing capabilities for this data entity is essential. Given the complex nature of modern business operations, the ability to process data concurrently rather than sequentially can significantly enhance sys...