Send invoice to e-mail stored on address record
Many businesses have a customers that have multiple addresses and each physical address has a different e-mail address that you must send the invoice to. Dynamics does not allow you to do this as you cannot use Print Management to send to the e-mail address specified on the address record, onl...
Split of General ledger voucher transactions with the same accounting string
Request • Microsoft Dynamics for Finance & Operations is per design summarizing voucher transactions which have the same accounting string. • Current Batch transfer rules indicates that the general ledger transactions should NOT be summarized • The product is currently grouping the voucher tra...
Revenue recognition on free-text invoices
The revenue recognition module only works on (project) sales orders. Since revenue recognition is interesting for services / subscription sales, it in a good option to get this invoiced via (recurring) (project) free-text invoices. (Project) Free text invoices are also interesting if your invoice...
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 ...
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...
Multiple bill-to address selection from Sales Order header
Currently if a customer has multiple bill to addresses (purpose = Invoice), user can select the secondary invoice address on Free text invoice header. However, this capability is not available on the Sales order header. The work around is to update the default invoice address on the customer r...
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...
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...
Customer bank account change proposal workflow
Some business scenario, self-billing or credit notes, workflow for the Bank account is needed for the customers as well to make sure that no information is changed without being validated and reapproved. This is achievable with the Vendors accounts and it will be great to have the same to not ...
Administrator
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft