Apply Prepayment on sales order invoice
while invoicing sales order we need to apply prepayment amount from total invoice and invoice the SO by removing pre payment amount(same like apply prepayment while invoicing Purchase order).
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...
Revaluation report from AP and AR is not generated when D365 session expires
There is a functionality of Revaluation in Accounts Receivable and Accounts Payable. The people from Business need to know from the auditor reasons which Exchange rate was used when revaluating. The only possibility how to get this information is to generate revaluation report which can be se...
Intercompany scenario: negative charges added as percent on IC SO level will cause the charges to double in the IC PO, after invoicing the IC SO
In an intercompany scenario, if we have negative charges added as percent on Intercompany sales order level, the system will cause the charges to double in the Intercompany purchase order, after invoicing the Intercompany
Issue in customer to ledger reconciliation report - values are not displaying in Difference column..
Create Posting profile.
Create 2nd posting profile for Default.
While doing customer payment journal we will select one posting profile and we will post it, later we will do the reimbursement for the same customer at this time it is considering the default cus...
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...
Enable General ledger parameter - accounting distributions for Sales Order invoice
My client needs to post Account Receivable entries with the line-level dimensions instead of the header-level dimensions from Sales Order Invoices. There is a parameter in General ledger parameter>Ledger> Values used for summary account to switch dimension...
Be able to correct financial dimensions (for lines) under line-details as in former versions of 365
A couple of weeks ago we discovered a problem with free text invoice postings, that did not create a voucher after initial validation error, e.g. if you forgot to set some dimensions. We received a hotfix for this: KB4092585. What this hotfix did though, was that: if you forget to set some dime...
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,
Shivam Pandey
PM, Microsoft
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...
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...
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