20

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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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
19

Customer Prepayment - partial payment should also be appliable

With the new Customer prepayment feature it should be possible, that if the customer pays only a partial amount of the prepayment invoice, to apply this in the Sales order invoice.

What we expect:

We should have the possibility

19

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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Category: Accounts Receivable (492)

STATUS DETAILS
New
19

Allow Intercompany Accounting on the Free Text Invoice

On Free Text Invoices while in one legal entity (XXX) - it would be nice to allow the lines (revenue) to be coded to other legal entities. There does appear to be some functionality there because if you click on Distribute, you can add the legal entity field and change it, but the line still ...

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Category: Accounts Receivable (492)

STATUS DETAILS
New
19

Customer reimbursement should reverse the Conditional GST which would've been posted with the credit note

When Conditional GST is turned on and when a customer invoice or credit note is posted, Conditional GST will be posted (instead of actual GST Payables). In the case of invoice, Conditional GST will be credited. However, with the credit note, Conditional GST will be debited (as the customer balanc...

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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
19

Free text invoice: list code based on invoice address, should be delivery address

A service is delivered to this customer in an EU country and charged to the customer via a Free text invoice. When creating the Free text invoice the field List code in the Free text invoice header is set to Not included. It responds to the invoice address but it should have recognized the deliv...

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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
19

Document Date should be mandatory for Recurring Invoices

The Document Date should be mandatory for Recurring Invoices because it drives the due date for Free text invoices when printing. At present, you can Post recurring invoices without a Document Date.

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Category: Accounts Receivable (492)

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

19

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 inv...

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Category: Accounts Receivable (492)

STATUS DETAILS
Needs Votes
18

Issue with "Document" Field Not Retained When Importing JBA Format

Select "JBA(JP) - Format A" for "Import format" in "Methods of payment".

Specify any string for "Document" in the "Journal names" setting.

After selecting the "Journal names" created in the Journal in "Customer payment journal" and importing the JBA format file in "Import payments"...

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Category: Accounts Receivable (492)

STATUS DETAILS
New
18

Mex Loc Invoice rejected when sales order is created in Project module

Title: Issue with Purchase Order Linked to Project

Description

When a purchase order is created and linked to a project, please ensure the following steps are completed before proceeding:

  1. Set up the "Create Item Requirem...

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    Category: Accounts Receivable (492)

    STATUS DETAILS
    New