"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...
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 ...
Purpose displayed in column "contact information"
All customers Tab Addresses - Purpose is displayed in column = OK Tab Contact information - Purpose is NOT displayed = NOT OK (To see purposes attached - you must open Advanced) Could a column be added to Contact information to display purpose(s)? The same issue regarding Contact.
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
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...
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
Customer Prepayment - automatically setups (Account receivable posting profile, Item sales tax group, sales tax group
The following topics should be automatically setup in the Prepayment Invoice of the Sales Orders:
- Customer Posting Profile which is setup in the accounts Receivable Parameter (Ledger and Sales Tax - Posting profile with prepayment journals) - automatically put in ...
STATUS DETAILSNew
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 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...
Excluding royalties in the returns management module.
Create a parameter that if a royalty is already included in a contract, it does not lead to another one.
This is important because if a royalty is generated from a paid invoice, but then left open and re-settled in a different period, that royalty is generated again.
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...
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...
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