Hash value on bank files
When creating (direct debit) bank files, hash values should be created to secure that the bank files have not been tampered with when the bank receives them.
Customer Contact Email Validation
When you enter a customer contact and select email, there should be a check that you're entering an actual email. I can create a contact now, select email and put 1234 and it accepts it.
Provision for inter- operating units billing in D365 Finance and Operations
The functionality of raising invoices amongst business units or branches of the same legal entity should be available in ERP. The idea is whenever any invoice is raised by an operating unit to another operating unit, the corresponding invoice journal should be auto-created in the system and GST ...
Collection Status in Payment Proposal
Bring in the Collection Status from the Aged Balances/Credit & Collection Module into the AR Payment Proposal. Would also be useful if when generating a Payment Proposal that you could filter on the Collection Status.
Bulk submissions and bulk approval of Free text invoice
Customer creates recurring AR invoice once a month and there are a lot of invoices which need to be submitted individually. The customer wants to submit multiple AR invoices at once for the approval. Adding to it, there should be a criteria to approve multiple AR invoices at once.
Contact information change is not appearing properly when saved
Issue appears when trying to change contact information on customer record. When address is added, after clicking Save the address is disappearing and whole page needs to be refreshed in order for address to appear. If a couple of addresses are added in contact information and click 'refresh', so...
Interest note waive or reversal
1. Voucher should be the same as Interest note or Reversal transactions 2. Invoice number should have Interest note number - not invoice number 3. Transaction type should be Interest - not customer 4. Voucher posting type should be customer interest - not customer revenue. Just parameters should ...
Payment schedule - reset - new arrangement
In some cases it is needed to setup a new payment schedule for the remaining installments after the first installments have been paid as the customer has a new agreement. We do not have any way today to undo the payment schedule. The complete transaction needs to be reversed. If payment have b...
Maximum amount for direct debit mandate
Clients/Customers can tell their bank to allow direct debits up to a certain amount. When a direct debit is suggested with an amount larger the maximum amount the bank will block the direct debit. This can result in cost for a rejected direct debit which can be avoided by adding the maximum am...
Allow to choose other legal entity employees in Employee responsible field for the Customer/Prospect master