40

Verification Customer "VAT Number" and "Fiscal Code"

Verification of VAT number and Fiscal code through an external service. Possibility of verification when entering the new customer and possibility of verification on existing customers in the system. In Italy there are this link for the validation - the link is a link of Italy government: VAT N...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
37

Due date for posted customer interest note

Per today, by posting an customer interest note, the posted transaction will get the same "Due date" as voucher date on customer transaction. It would be great that when an interest get posted, it gets a correct due date based on the customer "Terms of payment". Since the interest note should be...

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3 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
34

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...

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Under Review
Ideas 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

33

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 ...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
32

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...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
31

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.

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
29

Generate recurring invoices by using the default values from free text invoice template AND customer account

When you apply a recurring invoice template to a customer, you have to choose if the default values comes from the template or the customer account. But, if we take the example of financial dimensions, some of them have to come from the template but they have to be completed by others from the...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
Ideas Administrator

ank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

 

Microsoft

28

Customers - Add a field for the Customer Carrier Account #

In previous versions, we had a field in the Customer address form where the Customer's carrier account # could be entered. This is essential when processing shipments through any integrated TMS solution. Please add the Customer Carrier Account# field back to the Customer address form. This fie...

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3 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

 Sincerely,

Shivam Pandey

PM, Microsoft

28

customer lump-sum depreciation of overdue customer positions (invoices)

Hi,

Most D365f.O. users require a functionality that allows them correcting, that is depreciating, their overdue open customer balances by a certain percentage. As an example, all open customer invoices that are more than 180 days overdue are depreciated by 2%. The current so...

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6 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap. 

 

 Sincerely,

Shivam Pandey

PM, Microsoft

26

Direct debits in GBP

In the UK, customer needs to collect direct debit in GBP currency. It would be good for customers to be able to collect direct debits in any currency other than EUR.

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes