1

Recievables Transaction Inquiry-Customer-show dates in window

Currently the dates are not visible in the Customer screen. In the column Doc Date it shows Status (OPEN or HIST) and the Due Date is Doc Type (SLS or PMT). If you choose the drop down to show the payment, it is too much info displayed to view easily.

A view similar to Payables Transa...

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Needs Votes
1

Transaction By Customer Inquiry SubTotal for Multi Currency

When you have a customer that uses two currencies and you print the Transaction By Inquiry Report, it calculates the total but does not consider that these are different currencies. It would be nice if it gave subtotals by currency. If you have $10 US worth of transactions and $20 CDN worth of tr...

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Category: Financials - Accounts Receivable (51)

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Needs Votes
1

Sales Invoice Entry

Transactions > Sales > Invoice Entry Please allow recurring batches for invoices.

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Auto-Assign Customer ID's

There are ways to auto-assign employees and fixed assets already in place. This would be a nice feature as well!

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Set Customer Trade discount account by Class or by Customer

Currently you can only set the Sales Trade Discount account by going to Administration Setup Posting Accounts. When you have different segments to your business, need to be able to set the Trade Discount based on the Type of Customer. Need to have this option available in the Customer Card Acc...

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

1

Sales inquiry amount remaining

I would like to make a suggestion of a change for GP to add the Amount Remaining to the inquiry like it has in the Purchasing side. See below examples. Sales https://community.dynamics.com/cfs-file/__key/communityserver-discussions-components-files/32/pastedimage1562954834626v1.png Purchasing ...

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion, we will consider adding this in a future release.

Jodi Christiansen
PM, Microsoft 

1

Adding the SALES Type Distribution References to the RM Blank Document

Would like the ability to pull out the SALES Distribution Reference to the RM Blank Document. I can modify there report and remove the tax table in order to add the Distribution table to the report, but pulling out the Distribution Reference only gives me the AR account description. I would li...

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Declined
Ideas Administrator


Thank you for the suggestion but it will not be considered for a release at this time.
Terry Heley 
Microsoft
1

Auto Bank Deposit

If there is a large cash Receipts batch in GP, can we have the ability to automatically do a deposit by batch. It will save lot of time. If deposit screen can be enhanced to deposit by various forms of payment Credit card check Etc

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for the suggestion.
For the Lifecycle of Dynamics GP, this will not be considered at this time.
Thanks
Terry Heley
Microsoft

0

Customer Class column in Customer Navigation List

It would be great if the Customer Class was visible in the Customers navigation list. We often set up classes as a way to filter customers, but it's not an option to use it in the navigation list.

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your suggestion. We will consider this functionality for a future release.  

Best regards. 

This posting is provided "AS IS" with no warranties, and confers no rights. 

0

Rollback Sales Receivables batch transactions if EFT process fails when posting a recurring batch

Currently, if the EFT process does not complete successfully after posting a receivables recurring batch for EFT transactions, the transactions stay posted in the system, but the batch gets moved to the Batch Recovery (because the EFT process failed). I think it would be a good idea that if th...

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Category: Financials - Accounts Receivable (51)

STATUS DETAILS
Needs Votes
Ideas Administrator

Hi Patrick, 

Thank you for the suggestion, we will consider it for a future release.

Jodi Christiansen
PM, Microsoft