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...
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...
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...
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...
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...
"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...
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...
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...
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.
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 ...
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
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...
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