Cash Receipt Listing on Customer Card - Customer Payments history
Is there a way to customer cash receipt history on the Customer Card. Often we want to see when the last time a customer has made a payment on their account (cash receipt journal) and there doesn't seem to be an quick easy way to do it. Add it as a Tile in the Customer Card on the right would ...
Set tax area by line in Sales and Purchase Invoices
Currently, the tax area is restricted to one for the whole document. This means that if there are multiple line items that require different tax area codes, then the only work around is to create multiple individual invoices. A tax area code column already exists but it's not editable (read-only)...
Naser,
Thank you for your feedback. Currently the design of the product is to not allow the tax area codes to be changed at the line level because we use the tax area code assigned to the header, if you need taxes to calculate differently you have the ability to change the tax group code as those two fields together determine how taxes are calculated. You can also do the other workaround of creating different invoices for different tax area codes as you stated you are currently doing.
This is something we can definitely look for the future. Looking at the amount of effort to change this may also require other changes within the fumctionaltiy of sales documents in general.
thank you for your feedback
Jennifer Ranz
Standardize Trial Balance Reporting Across Versions
We recently provisioned a customer on a U.K. tenant and found that the U.K version does not have reports such as the Trial Balance by G. Dim or the Trial Bal. Spread by G. Dim. These reports are critical for users and don't seem to be region specific. They are important to anyone using dimensi...
Differency of a rounded price in a separated Invoice
In the invoice, we can selected the way to post as a separated Invoice. However, the total price is changed by a round with the calculated tax.
e.g. (price =113.95, sold tax=17%)
Quanty total price (no tax) ...
Time entries need to have date specific metadata
This is related to my previous suggestion of capturing NOTES with time entries. These metadata need to be captured on a per day basis, as I may be performing the same task day after day, but have different updates for the reviewing manager / project manager. On Monday my notes may be about ins...
Report Data in Web Viewer (Management Reporter)
In D365 when you view a Financial Report you can click "Report Options" and select your Base Period/Base Year.
What it should also show is the date that the data will actually be generated for.
If you are running a non-calendar year or had to create an extra year (2016A) in D365 ...
Have a 3 Check Per Page option for printing checks
Many customer require their vendors to implement sustainable practices, such removing wasted paper...we would like to see an option to bring check/check/check so we have an option that doesn't require a stub.
Set "FAX No." of the Service Documents from Contact, Customer
Hello together, the Service Header knows a field "FAX No." but this field isn't populated from the master datas (Contact, Customer). Please add the field into the Code: IF Cont.GET(ContactNo) THEN BEGIN "Contact No." := Cont."No."; "Phone No." := Cont."Phone No."; "E-Mail" := Cont."E-Mail...
User Interface - Look & Feel - Small Fonts, Small Field Heights, more data visibility in One Page
It would be great to accommodate / visible more fields in One Page. (Page should be like NAV 2009 Classic Client). Display verticals tabs instead of Row Tabs (Fast Tab). Making Small Fonts Size to accommodate more fields in one page. It shall be helpful; Reduce Scrolling Time, Fast Data Entry Pr...
Payment discount is not taken into account if the "applying entry" is the invoice (instead of the payment)
In order to consider payment discount the payment (refund) needs to be the applying entry. If choosing an invoice, the payment discout simply gets ignored and thus the (customer) ledger entry doesn't get closed.
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