31

Update Due Date on Pending invoice

When using the Invoice register, the Due date will not be updated based on the setup on the Purchase order header. The Due date from the Purchase order header is not going to be updated on the Pending vendor invoice. It will not be possible to maintain the due date manually.

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Category: Accounts Payable (690)

STATUS DETAILS
Declined
Ideas Administrator
The invoice register is normally created before the real invoice arrives. The due date should be decided in the step of invoice approval.
30

VendInvoiceInfoLine.AgreementLine_PSN is empty when the validity of purchase agreement related to vendor invoice is in the past

With reference to LCS Issue827545:


When the Expiration date of a Purchase agreement, classified for Direct Invoicing is in the past, then no link is made between the invoice line and purchase agreement. **VendInvoiceInfoLine.AgreementLine_PSN is empty in t...

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0 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
Needs Votes
29

"Approved by" in Invoice Register not mandatory or not company specific

When posting a purchase invoice in the Invoice Register it is mandatory to fill a worker in the field "Approved by". The worker has to be selected manually and it is only possible to select a worker that has a deployment in the company you are working in at that moment. 1. It is not logical to...

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0 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
Completed
Ideas Administrator
Feature is released in 10.0.37.
29

Invoice automation uncluding invoice registration

The current invoice automation functionality does not trigger an invoice register posting when the invoice is imported and processed.

We use the 'Post VAT at time of invoice register' logic. This means, when the invoice is received we need the sales tax to be posted. The current f...

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3 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
Completed
Ideas Administrator
The feature is released in 10.0.37
28

Purchase order confirmation number skipping auto-approve instances

On an approved or confirmed purchase order, it is noticed that if we make a Request Change that edit the unit price, the PO will need to be re-approved through workflow and re-confirmed. Upon reconfirmation, a new record would be generated in "Purchase order confirmation" (001).


...

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0 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
New
28

Import of incoming invoices per Data Management Framwork: Default data entity for charges on invoice header/invoice line cannot be found

Test of incoming invoice creation by data import using Data Management Framework -> Invoice charges could not be imported System: D365 F&O (v10.0.19) Could not find any possibility to import information about charges on header or lines of incoming invoices. Incoming invoices are imported by...

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0 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
Completed
Ideas Administrator
The charges entity is included in recent release. 
27

Ability to export invoice pool from screen to Excel

The option to export the invoice pool into Excel is missing. Microsoft instead recommends using the invoice register journal, but this doesn't display which invoices are still in the pool. Therefore, we would like to be able to export the invoice pool data.

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3 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
Completed
Ideas Administrator
The feature has already been introduced in the invoice pool. 
26

Vendor Change Report

Can we create or adapt an existing report like Vendors so the AP department can report on any vendor changes within a given date range? Information that would need to be created: Vendor Name Address Contact information Bank information Invoice & delivery Payment Financial Dimensions

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Category: Accounts Payable (690)

STATUS DETAILS
Needs Votes
25

AP Invoices that are placed on hold or changed after being added to Payment Batch

Users have the ability to put Vendors and Invoices on hold but if these are already in a Payment Batch and get submitted it causes major issues as it gets processed to bank and paid and then it does not post. Need a warning message either to user placing invoice on hold that the Invoice has b...

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0 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
New
25

Invoice matching creates zero amount transactions

The standard feature of invoice matching, in case of discrepancies between received goods and invoices, creates zero amount transactions.

The request is to avoid creating of zero amount transactions for ...

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0 Comments

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Category: Accounts Payable (690)

STATUS DETAILS
New