Dynamics 365 Accounts receivable reporting for trading partner transactions
Wish there is an option per end user preferences to easily visualize trading partner transactions from ledger trail balance and form AR and AP aging reports, not efficiently visualizing, identifying or monitoring trading partner transactions (e.g. purchase 10 in exchange of sale of 5, customer...
error while generating all customer statements
When generating customer statements for all the customers through customer account statement report statements are not automatically downloaded sometimes.
After entering the space bar system downloads the customer account st...
Dynamics 365 Customer sales order line description security mask
Wish there is an option to easily setup security mask to customer sales order line description, for purpose of prevention (IF ANY prevention maybe available).
Dynamics 365 Accounts receivable free text invoice line description security mask
Wish there is an option to easily setup security mask to key free text invoice line description for purpose of safety (e.g. fixed asset or intangibles items).
Dynamics 365 Accounts receivable sales commission network and reference structure
Wish there is an option to easily setup sales agent commission network and network sales references (e.g. contact person, sales methods (e.g. phone, directory, web, tv spot, etc...) easy to identify commission structures. (including social or professional digital platforms)
Dynamics 365 Customer statement and invoice digital, conventional or both signup
Wish there is an option to easily signup for customer statements and customer invoices. Not easily visualizing digital and conventional requirements, user might potentially track conventionally or outside the system.
Main account default financial dimension to display in line details once main account is added to Free Text Invoice
Financial dimensions on lines for Free Text Invoices are coming from the master configuration (Customer, item, procurement category, employee, etc.). Any Configuration on Main account overrides all dimensions coming from above at the time of posting. However, the user does not expect this type o...
Dynamics 365 Finance customer free text invoice replacement tracing
Wish there is potential future option to easily visualize a replacement customer free text invoice and easy document tracing. Not featuring replacement document and record to original, user may not easily visualize reason and history, but potentially visualize a reversal instead of visualizing a ...
Dynamics 365 Finance customer sales order invoice replacement tracing
Wish there is potential future option to easily visualize a replacement customer invoice and easy document tracing. Not featuring replacement document and record to original, user may not easily visualize reason and history, but potentially visualize a reversal instead of visualizing a potential ...
Dynamics 365 Finance Save to favorites visual specific customer balance per period
Wish there is future option to easily save to favorites visual customer balance per default selected period or year todate. Not having the option to easily save to favorites specific customer accounts or range of accounts or customer groups, user might potentially must run the aging report, or se...