17

Seperate Main Account for Return Order and Cancellation

Currently alternative account for sales return and cancellation is given to Brazil legal entity. It should be set across gloablly as this is part and parcel of accounting request and not by country specific. Is useful and more convinient to populate into management reporter as well as PowerBi....

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
16

Customer bank account inactive state request

Not possible to block a customer bank account once the bank account isn’t valid anymore. Customers can easily switch bank accounts. When a customer is on direct debit, it is extremely important that a bank account won’t be used again after the customer \ or their bank does sent a m...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
15

Possibility of considering the 1st day of next open period when a period is closed / on hold, and the Free text invoice workflow status is 'Approved'.

Description of the issue:


- Free text invoice has been created with a posting date in March and submitted to workflow

- While workflow was being processed, March period has been closed

- Workflow has been Approved.

- Attempt to post...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
15

Process Credit Card Payment from Payment Journals and Free Text Invoices

We would like to be able to take credit card payments for customer's open AR, and to process them directly in D365 using a process similar to how credit card payments are taken in MCR/Call Center, rather than having to process the payment externally and then record the details.

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
15

Make Advance Invoices Possible for all Countries

The AX Wiki indicates that Advance Invoices can be created in the Europe localization.  We use advance invoices in the US for export sales and would like to have this functionality made available.

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3 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

15

Allow customer invoice corrections/adjustments

In some industries, the final customer invoice amount is finalised just after weighting and quality analysis on the customer's side.

The idea is to allow customer invoice adjustments at least for the net amount, and also on the invoiced quantity.

The idea is to enable an i...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
14

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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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
14

When changing the customer group the customer financial dimension is not populated correctly in customer master

When changing the customer group the customer financial dimension is not populated correctly. When you create a customer, customer financial dimension is populated to financial dimension, but when you change the customer group is not working with the same logic. We want customer dimension should...

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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes
14

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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1 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Under Review
14

Project number in the accounts receivable transactions list

When a customer has more than one projects it is very difficult for the user to find out, which transactions in the transactions list belongs to which project. He can only see, that the transaction belongs to a project, but not which one. It should be possible to get the project number display...

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0 Comments

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Category: Accounts Receivable (270)

STATUS DETAILS
Needs Votes