37

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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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
37

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 (492)

STATUS DETAILS
Needs Votes
36

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...

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0 Comments

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Category: Accounts Receivable (492)

STATUS DETAILS
New
35

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...

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2 Comments

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Category: Accounts Receivable (492)

STATUS DETAILS
New
35

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 (492)

STATUS DETAILS
Needs Votes
34

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 (492)

STATUS DETAILS
Needs Votes
34

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 (492)

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

33

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...

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0 Comments

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Category: Accounts Receivable (492)

STATUS DETAILS
New
32

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...

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0 Comments

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Category: Accounts Receivable (492)

STATUS DETAILS
New
32

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...

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1 Comments

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Category: Accounts Receivable (492)

STATUS DETAILS
Under Review