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.
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...
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...
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...
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.
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...
Missing fields in exportable data entity CustomerParametersEntity
I would kindly note that fields in table CustParameters are not mapped in Data entity CustomerParametersEntity so we are unable to export/import fields via standard function "copy to legal entity", nor by export/import project in Data management.
We would appreciate that field...
An additional parameter to the sales invoice posting form where users can specify the maximum number of invoice lines in case sales orders are grouped on one invoice
Idea on sales order invoice summary control
Multiple sales orders can be summarized on one invoice using the Summary update for parameter on the Posting invoice form:
In cases where a lot of sales orders are created for a customer which are delivered, this coul...
Payment schedule - reset - new arrangement
In some cases it is needed to setup a new payment schedule for the remaining installments after the first installments have been paid as the customer has a new agreement. We do not have any way today to undo the payment schedule. The complete transaction needs to be reversed. If payment have b...
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