Create one mandate per customer for all company bank accounts
·Business Focused Problem Description
The system is allowing to create customers direct debit mandates. As payments and remittances can be ...
Italian Bollo stamp duty setup as auto charges and validation of Item charge group on header level
Italian Bollo stamp duty is required on invoices where the subtotal of the lines without VAT exceeds 77,74 EUR.
If the requirement is met, Bollo charge is applied only once per invoice document, the charge is fixed, set to 2...
Adding opportunity to lock invoiced lines while creating credit notes on invoiced sales order is still possible.
Ref. TrackingID#2303310010000933 regarding the parameter "Safety level of invoiced orders" on Accounts receivable parameters - Updates. When selecting "Locked", you are not able to delete invoiced lines. However, you are not able to create credit notes on invoiced sales orders either. Therefor...
FTI: Using same data source setup for SSRS and Electronic reporting
The data basis for the free text invoice is inconsistent.
SSRS:
The report uses the 3 temp-tables (FreeTextInvoiceTmp, FreeTextInvoiceHeaderFooterTmp, FreeTextInvoiceLocalizationTmp) that get filled in within the ...
Migration of Print Management settings of customers
It would be nice to have the possibility to do export and especially initial import of the Print management settings of the customers. We have had requests from multiple customers.
Customer payment calendar configuration – Extention
Extending customer payment calendar configuration in order to:
1) let the configuration to be applied for specific customers, not only for specific payment terms/methods (it is not user-friendly asking to create a lot of similar payment terms/methods only for managing ca...
Sales Order Header - Changing Tax exempt number when selecting another delivery address
Customers have an additional delivery address in an other EU-Country, with a separate Tax exempt number.
When we create or edit a sales order and choose this delivery address, the Tax exempt number has also automatically be changed.
This must depend on the Delivery Term where we c...
Standard Data entity for the import of free text invoice templates on the customerinvoicetemplate table
For Organizations doing large data migrations in the course of implementation Projects, Partners would be better aided having a data entity to import free text invoice templates required for the client day to day operations. Currently the process is to create the template manually in the Applica...
Create a customer prepayment invoice is becoming mandatory in the French localization in 2022 (Dynamics 365 Finance)
As of 2022, in the French tax mandatory requirement, il is mandatory to generate a customer prepayment invoice. When creating a prepayment from a Sales order, it is mandatory now to generate a customer invoice for this prepayment.
Currently in Dynamics 365 Finance, it is not p...
Improvement for free text invoice template
Free text invoice template does not copy following fields on header level: -Customer requisition -Customer reference -Contact -Attachment In several countries that send invoice electronically, they send free text invoices electronically to customers and therefore they need to have following fiel...