25

Create Free text invoice lines with Project ID via Open in Excel - Funding source to be added automatically for new project customer

We wish an improvement in the process of importing FTI lines with Project ID via Open in Excel functionality so that missing funding source is added automatically to Project contract and invoice line, when customer is used for the first time for specific project. Currently when creating free t...

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Category: Accounts Receivable (382)

STATUS DETAILS
New
25

Subscription billing - revenue and expense deferrals

when creating revenue recognition, sales invoice is created for full amount and revenue recognition (deferral) are posted via General journal.

As per consequence, link between initial sales order / sales invoice does not exist. There is no traceability to initial transaction from accoun...

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
25

Add 'Purpose' to customer and vendor contact information list grid

You can email documents to customers and vendors by specifying an email address and Purpose, but you can't see the Purpose field in the Contact information list grid - you have to use the Advanced edit function. In Dynamics AX 2012 you could add the Purpose as a personalization - but you can't...

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2 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
Ideas Administrator


Appreciate you taking the time to feedback. This forum is for new features enhancements request. You maybe pointing out a bug that you should log through the support channels.
Lachlan Cash – Principal Program Manager - Microsoft

24

Customer hold options

Customer hold options. • No - This means that the customer is not on hold. So, if you want to take a customer off hold chose this value • Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
23

Data entity for customer and vendor summary update parameters

There is no data entity to update the Summary update settings against a customer or vendor. These are required to generate consolidated documents and are needed for data migration or mass updates. Accounts Receivable > Customers > All customers > Customer tab > Set up > Summary update (SalesJ...

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
23

"Customer balance list report" and "Customer auditor report" with wrong main account

The reports "Customer balance list" (Credit and collections > Inquiries and reports > Customers > Customer balance list report) and "Customer auditor report" (Accounts receivable > Inquiries and reports > Customers > Customer auditor report) display the wrong main account, if the customer Group w...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
23

Customer information not default when free text invoice is imported via data management

Free text invoices are imported via data management. some information such as VAT ID (tax exempt number) or Enterprise number (Belgium) have been set up on customer but does not shows on free text invoice. These fields are mandatory for business and must be defaulted from customer. it impacts i...

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2 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Under Review
23

Need to select invoices which have different posting profiles for settlement in Draw bill of exchange journal

We cannot select invoices which have different posting profiles for settlement in Draw bill of exchange journal. We request to change design to make possible to select invoices which have different posting profiles for settlement in Draw bill of exchange journal. This impacts most if not all c...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank 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.

23

ACCOUNTING VIEW BEFORE POSTING SALES INVOICE

Hello, At present, we do not have functionality to check accounting entries before posting the sales invoice. I understand that we do not have reversal functionality for sales invoice posted. Hence I suggest to have accounting view functionality activated, so that the users can understand the ...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We have had similar request and this requires us to update the source document framework on the sales order which is something under consideration for a future release. 

We will monitor the votes and other feedback to consider in future backlog.

Lachlan Cash – Principal Program Manager - Microsoft

22

Set up an email body message when sending a customer invoice via email

It should be possible to set up a body text to be used when sending a sales invoice to customers by email through print management. Because emails that are sent out now for customer invoices do not contain a body text and are thus empty, the i...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New