Prepayment in Sales Orders like in purchase orders
In FO we are missing a prepayment function like in purchase orders.
Also if prepayment is paid - the sales order needs to get a new status: Ready for shipping.
Most of customers needs this functionality in our projects - because of international background.
Automatic Post Draw Journal Does Not Work for Credit Notes
A known issue exists (# 411651) whereby the automated post draw payment journal that works seamlessly for a customer invoice, does not work for a credit (negative) transaction - an error is generated that stops the payment (reversal) from being posted. It would be ideal for this functionality...
Generating a Free text invoice from the Customer screen should populate the Free text form with that customers data
Currently when users select New free text invoices from the customer's screen, D365 pulls erroneous data into the form. Are current work around is to only generate invoices from the All free text invoice page. See TrackingID#2112090040007053.
Summary order update by customer reference
Many clients I have worked with would like the ability to produce a customer invoice by customer reference. We did customise this in one project to allow Summary update for 'Customer reference'. This is extremely useful for customers that only make payment against their reference number/PO.
Ability to offer customer appeasements (refunds/credits) for Freight or dollar amounts
Currently there is no way to offer a customer an appeasement (refund or credit) for a portion of an order which is already placed and paid for. We need a way to give our customer service, or operations teams the ability to be able to refund a dollar amount, at their discretion, when needed. This...
Batch Processing should be introduced to the Create Journal Process for Revenue Recognition schedules.
At the Point of running the task of creating journal lines for the recognized revenue schedules, due to the volume of data being transferred in some scenarios, It would be beneficial to introduce processing of this action via a batch job.
Error Message at Accounts Receivable Open Transaction Compensation (when using wrong booking date)
The customer uses the default "open transaction compensation" in Microsoft Dynamics 365 for accounts receivable. By clicking on the transactions which are to compensate and clicking on "Post" in the below right section, the system should post and compensate the transactions. If the date in the...
Conditional sales tax with down payment chains
Long term contracts, often related to projects, require down payment chains with installment invoices that have to be dealed with conditional sales tax. When the final invoice comes, the installment invoices are charged off and the complete contract amount is invoiced with regulary tax. Howeve...
Sales order line-Allocation of charges proportionally
On behalf of PWC/HRPL: Allocation of charges proportionally in the sales order line is requested as this is per GST regulation. As per GST guidelines , if we are supplying the material to customer and charging freight which is not under transportation service. So, we need to charge GST proporti...
Auto generate E Invoice PDF attachment
E Invoicing requirements are becoming more of a legal requirement across multiple countries, the business requirement here is to transmit invoices electronically via XML instead of via email or printed matter, many of these businesses require that a copy of the invoice is embedded into the XML...