20

Define default description for Revenue Recognition transactions

It is not possible to design/define the default description for Revenue Recognition transactions. I would be nice to have the same possibility to define these transaction text like the rest of the transactions within D365FO.

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the feedback!  We will consider this for future releases.  Kristi, Microsoft PM

20

re-design necessary to correct the link "acquired by" in relationships of a customer

When clicking on "acquired by" in relationships of a customer, you don't end up in the respective relation, but in the contacs of customer. You expect to end up in global addressbook, relationship. According to Microsoft Program Management there is a re-design necessary to correct the link, wh...

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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
19

Improve the Customer Lookup by Phone Number

Improve the process of looking up a customer by phone number. Today the customer phone number is a free text field. When a customer is setup, the phone number can be entered into the system multiple ways. Later when entering an order for a customer and you want to lookup the customer by their ...

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3 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
19

"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 (273)

STATUS DETAILS
Needs Votes
19

List code field should show as 'EU trade' when free text invoices imported through data management and where customer address is listed in EU trade list.

Free text invoices when imported through data management, where customer's address listed in EU trade listed, list code should show as ‘EU Trade’. It does when FTI created manually so that the invoices will get fetched when generating EU sales list report. As of now for imported FTI it's showin...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
18

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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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
New
18

Customer reimbursement should reverse the Conditional GST which would've been posted with the credit note

When Conditional GST is turned on and when a customer invoice or credit note is posted, Conditional GST will be posted (instead of actual GST Payables). In the case of invoice, Conditional GST will be credited. However, with the credit note, Conditional GST will be debited (as the customer balanc...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
18

Free text invoice: list code based on invoice address, should be delivery address

A service is delivered to this customer in an EU country and charged to the customer via a Free text invoice. When creating the Free text invoice the field List code in the Free text invoice header is set to Not included. It responds to the invoice address but it should have recognized the deliv...

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0 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
18

Automatic settlement at customer level

Currently automatics settlement can be configured, but only at a legal entity.  There are instance where a specific customer account would require automatic settlement, however not all customers.  If a customer level parameter could be added, which defaults from legal entity setup, o...

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1 Comments

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Category: Accounts Receivable (273)

STATUS DETAILS
Needs Votes
17

Document Date should be mandatory for Recurring Invoices

The Document Date should be mandatory for Recurring Invoices because it drives the due date for Free text invoices when printing. At present, you can Post recurring invoices without a Document Date.

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0 Comments

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Category: Accounts Receivable (273)

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