Vendor bank account workflow - include Bank account type
In D365 version 10.0.32 a very good new feature for Workflow regarding Bank accounts approval is added as Beta. In Sweden we use Bank account type also and it is crucial that this field also is included in the workflow as “Bankgiro” is one type of bank account and “Postgiro” is anothe...
Prevent change to a purchase order if a pending invoice exists
When a pending invoice has been submitted to workflow, and is awaiting approval, currently a user may go to the purchase order attached to the invoice and change it to a DRAFT state. This causes the pending invoice workflow to fail.
Could a function be enabled to prevent this
To have a parameter that controls the approver access to edit the vendor pending invoices.
The approver should be able to access what is only required from him to approve or reject the workflow.
It should be at least controlled by a parameter to suit all business scenarios.
Cash on delivery to work also on invoice register/approval
The cash on delivery (COD) function in the terms of payment doesn't work anymore on the invoice register - invoice approval flow (it still does for invoice journal) (see issue 756614).
There are customers that were using this functionality and would still need it.
We ask this func...
Restore the button Invoice now in Vendor invoice entry workspace
After we updated to 10.0.26 and the workspace has changed layout, the button Invoice now in workspace Vendor invoice entry is not directly available but has been placed under a "More" button (ellipsis). This means one additional click for the user, and in the table list Product receipt, Invoic...
The workflow getting in error status is not recognizable with the status display
When a workflow gets in an error state, the status of the document to the end user displays as “In review”. This makes the user to think that the request is with approver waiting for his action which leads to confusion and delay of the process. If the stat...
Vendor/Ledger Reconciliation Report - Improvement to include Opening Balance
Current report only cater for transaction posted for date range in report selection and opening balance will not include in the report. The current report look like transaction movement report in details or summary instead of reconciliation. As a good reconciliation report to GL, it should be ab...
Make 1099 functionality available for non-US legal entities with US vendors that require 1099 tax reports
There seems to be a large gap in functionality when it comes to 1099s. Customers and partners can often times have non-US legal entities with US vendors. In this scenario, there is no way to enable the 1099 functionality as it depends on the country of the entity, regardless of vendor address. Th...
Functionality to allocate charges after adding taxes in PO
Currently sysytem is calculating charges on base amount i.e. qty*unit price. There should be a feature to calculate charges on base amount including tax amount.
Vendor account statement – information about whether vendor invoice is approved or not
When you reconcile vendor account transactions with vendor account statements received from vendors, information on the vendor account statement about which invoices have NOT been approved will be valuable. Therefore, on the report “Accounts payable > Inquiries & reports > Vend...
Administrator
Getting this in front of the appropriate team.