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...
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...
Need for an ‘Invoice totals tolerance amount’ option in the AP Invoice Matching parameters
Currently, there's only an ‘Invoice totals tolerance percentage’ parameter option in the D365FO Accounts Payable - Invoice Matching parameters. But since AX 2012, a lot of customers have been looking for an ‘Invoice totals tolerance amount’ option in addition to ‘Invoice totals tolerance percen...
A Product receipt date field required in Pending vendor invoices under Accounts payable -> Invoices
My query is that i want a Product receipt date field in Pending vendor invoices under Accounts payable -> Invoices. Since this feature is not available in front view and also in Add column functionality so the respective users can't find the actual product receipt date. There you can find the inv...
Accrual Scheme on Purchase Order
Nowadays most client adopting to process all prepaid expenses through purchase order. Accrual scheme is available on journal whereas i think it should also be available on purchase order wherein user can select accrual type of his choice and subsequently system should pass entries as being passed...
AP Invoice workflow to start from PO requestor
Accounts Payable Vendor Invoice workflow when assigned to a hierarchy allows only to start from workflow originator (person submitting the invoice) or the workflow owner. Often, multiple authorised users approve purchase order earlier and if the quantity matching is achieved, the workflow to aut...
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.
Invoice document date in intercompany
When posting an intercompany purchase invoice, the sales order invoice number is filled automatically, but not the invoice document date. Could this key information be managed automatically too? This would enable to post intercompany purchase invoices without keying in any information manually...
Use Sales direction from main account on Pending invoice line
Vendor invoices can contain credit lines which must be posted with sales tax with a sales tax direction 'Sales tax payable'.
In the Vendor invoice approval journal, a checkmark field option can be used to determine the sales tax direction of a vendor journal line. The field is...
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.
Administrator
Getting this in front of the appropriate team.