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...
Optimize by minimize transactions when processing Royalty claims
Currently logic processing royalty claims
- Original accrual reversed with the orginal accrual date, causing financial periods to be reopen for which monthly reporting have been completed and settled, which is not optimal
- P&L transactions created again with vendor invoice, whe...
STATUS DETAILSNew
Approving broker claims with multiple lines when Tax Calculation Service is enabled
Broker claims- functionality is not supported by Tax Calculation Service for multiple lines in Broker claims approval. One broker may have several customers with different tax handling, or several lines per customer. Broker claims can only be approved on line basis when Tax Calculation Service...
Vendor invoice batch posting
We have configured our pending AP vendor invoices to be posted via workflow using the Post vendor invoice using a batch step.
This is working as expected however there are two things that would greatly improve this functionality:
1...
Correct or Cancel Unpaid Purchase Invoices
Correct or Cancel Unpaid Purchase Invoices. Solution is available in Microsoft Business central
https://learn.microsoft.com/en-us/dynamics365/business-central/purchasing-how-correct-cancel-unpaid-purchase-invoices
Vendor financial dimension inheritance in a vendor invoice journal
The standard D365 allows only vendor financial dimension inheritance for 1 offset expense line (when you enter your invoice on a single line). If you create an invoice with more than 1 expense line in the same voucher (that is common), you need to populate manually the vendor financial dimension...