23

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...

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Category: Accounts Receivable (493)

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.

23

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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Category: Accounts Receivable (493)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

22

Allow for data entity "CustomerPaymentJournalLineSettledInvoiceEntity" to be used as "Open In Excel Add-in" from customer payment journal

Often business receives payments from financial service providers and an account statement excel file is received with the background for the payment. The payment file consist of hundreds of lines, where customers invoices are paid and all need to be settled.


We would like t...

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Category: Accounts Receivable (493)

STATUS DETAILS
New
22

Default descriptions - Module postings for descriptions – Extend length for description from 60 characters to 512 -Customer/Sales invoice and Free text invoice

The description text is truncated to 60 characters in the FTI and customer invoice transactions even when it is allowing more than 60 characters to be defined in default description. Customers are also expecting to extend length for description from 60 characters to 512 in other transactions lik...

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1 Comments

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Category: Accounts Receivable (493)

STATUS DETAILS
Needs Votes
22

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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2 Comments

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Category: Accounts Receivable (493)

STATUS DETAILS
Needs Votes
21

Allow separate due dates for credit notes in reminders.

Currently, the due date for credit notes is based on the payment terms defined on the customer's account. This can result in credit notes not appearing on collection or reminder letters until several weeks after they are posted, even though the credit is immediately applicable.


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Category: Accounts Receivable (493)

STATUS DETAILS
New
21

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 (493)

STATUS DETAILS
Needs Votes
21

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 (493)

STATUS DETAILS
Needs Votes
21

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 (493)

STATUS DETAILS
Needs Votes
20

Commission on Sales being recorded at time of Invoice (available for US localization)

Currently, when the OOB commission structure is setup for the US localization, the only option is to record the commission at the time of invoice. As company policies vary, some will record the commission at the time of customer payment of the outstanding invoice, to ensure they are not payin...

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0 Comments

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Category: Accounts Receivable (493)

STATUS DETAILS
New