16

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 (382)

STATUS DETAILS
Needs Votes
16

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 (382)

STATUS DETAILS
Needs Votes
16

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 (382)

STATUS DETAILS
Needs Votes
15

Ability to Import Advanced Notes

Currently, the Customer advanced notes setup and Vendor advanced notes setup areas only support manual entry. Customers with large volumes of note setup for item/customer combinations have no way to import the notes in from a legacy system, or to create new en masse. Furthermore, there is no a...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New
15

CustVendItemGroup as entity

At this time CustVendItemGroup exists as a table. Unfortunately, it does not exist as an entity.


CustVendItemGroup as an entity can bring more usages for the table itself and for future integrations in other products.

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New
15

Enhance Batch processing of 'Generate recurring invoices' function

The customer is looking for an option to enhance and automate the Batch processing of the Accounts receivable>Invoices>Recurring invoices>Generate recurring invoices function.


What they are looking for is when they submit the ‘Generate recurr...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
15

Add Reason code to Free text invoice Excel Add-In template

The Excel Add-In for Free text invoice (Free Text Invoice Entity template) does not have the field Reason code available for insert to the template.


The implication is that Free Text Invoice Excel Add-In cannot be used for Fixed asset sale, for companies having mandatory reas...

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
15

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.

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
15

Access rights to both companies when posting an Intercompany invoice should not be mandatory

An user with limited access to one legal entity (USMF) is unable to post intercompany sales invoice unless he has been granted access in both legal entities (USMF and DEMF). That should not be the case since there is a valid security scenario in which the employee has access only to DEMF and t...

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1 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
Needs Votes
14

Print management isn't supporting email body

We would like to suggest adding email body option within print management email notification set up for the customers who are unable to use ER or SSRS reporting. This would provide easier navigation instead of creating a whole process through ER or SSRS.

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0 Comments

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Category: Accounts Receivable (382)

STATUS DETAILS
New