Importing a prepayment invoice without activating the "automatically create invoice lines" feature
Our client uses an OCR solution coupled with the vendor invoice automation feature in D365 for supplier invoicing. All vendor invoices are sent to the OCR app including prepayment invoice.
The integration utilizes two standard data entities: Vendor Invoice Header and Vendor Invoice Lines...
Request to remove the unnecessary error message , "Vendor Account field must be filled in" when creating a new vendor.
When creating a new vendor, an error from the system appears, but nevertheless it is possible to create a vendor and find it in the list.
The error appears only if the user, after logging into the system, has expanded the tab ,,Retail" when creating a new vendor.
If the use...
Present column "Balance" in AccountPayable >Vendor > Account Statement report , as it is done in AccountReceivables > Customer Account Statement
Currently the "Balance" column not exists in AccountPayable >Vendor > Account Statement report, but in AccountReceivables > Customer Account Statement exists .
As accountant it would be very helpful to have Balance column in AccountPayable >Vendor > Account Statement also.
Prevent Purchase order lines registration prior to order confirmation
The system allows the user to start the registration process for the PO lines (with arrival overview OR line registration) before the order is confirmed or even approved, this lead to many issues as the registered items are considered as an on-hand inventory and can be issued. So there must be ...
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...
Print report option for Feature "Process automation for AR and AP foreign currency revaluation (and coming Bank)
New Feature process automation for accounts receivable and accounts payable foreign currency revaluation (and coming Bank revaluation for process automation in ver 10.0.44) looks very promissing to optimize processes within companies. Unfortunately I am missing option in the setup of these pro...
Vendor Invoice 'Default quantity for lines' does not keep default settings.
Issue:
When creating an invoice for a purchase order, it is possible to select the default quantity for lines and update this from 'Product receipt quantity
Uploading Pending vendor invoice through Data entities should populate purchase order number in the Invoice header.
While importing the vendor invoice lines using the lines entity. So the PO number field should still be populated in the same way as for a manually processed invoice. The way the functionality works at present, this field behaves differently for manually created invoice lines vs imported invoice ...
Make Automatic charges date effective
Current functionality only allows a single "active" set of automatic charges, regardless of delivery date. By making automatic charges date effective, users would be able to plan ahead and configure the system well in advance of known charge changes. Purchase orders entered today with a deliver...
Enhancement for AP AR Foreign Currency Revaluation
Users need an enhancement in the AP and AR modules foreign currency revaluation similar to the "Enhancements to bank foreign currency revaluation" feature in Cash and bank management module.
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