23

Add ability to use Mobile App for D365 vendor line level WF approvals

The Mobile App for D365 vendor approvals should support line level WF approvals. Not only header level approvals as in the current design.

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Needs Votes
23

Cash payment (COD) transactions should post in the vendor invoice-voucher transactions

When we use the terms of payment with the COD payment method then it should post the cash payment transactions in to the voucher transactions. -Created Terms of Payment with the COD payment method. -Then selected that Terms of payment method in the vendor master data. -Created and posted the pur...

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Under Review
22

Exclude Charge Codes like Freight from Cash Discounts Calculation

Hi Team,


We need the ability to exclude charges like freight from the cash discount calculation on vendor payments. Almost all of our vendors do not allow us to apply the cash discount to freight.


NOTE: Most of our payments are automated, so manually adjustin...

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7 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
New
22

Credit note for vendor prepayment

We have a business scenario where we receive credit notes from vendors for prepayments which we will never pay, or which were paid partially. At the time we receive the credit note, the prepayment invoice is already posted through the PO. However, if the credit note is posted and settled with ...

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1 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
New
22

Using Prepayment functionality of PO , Vendor Aging Balance column is not matching with GL

Hi There,

This idea is related with unbalancing of Vendor Aging and TB balance if a prepayment functionality of PO has been used.

Steps;

-AP Parameters should be removed of Prepayment posting profile.

-PO Created, Prepayment tagged with PO.

-Prepayment invoic...

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Under Review
21

Mass Payment Reversal Feature Required

As part of the vendor payment unsettlement process, D365FO users will need to manually go through each line and unsettle / reverse each transaction. This is after the vendor refund payment has been received in the bank account. There needs to be a more efficient method of completing this task ...

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
New
21

Post invoices automatically for non-direct delivery intercompany POs

When stock orders are shipped to receiving company via intercompany relation, the invoice from the shipping company should post automatically in the receiving company upon receipt or when the invoice is posted. This option exists for direct delivery POs, but does not for non-direct delivery PO...

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Needs Votes
21

Report to show invoices failed 2- or 3-way matching process (with approvers)

The idea is to give users the ability to filter out all invoices that did not pass (fully and partially) the matching process. Ideally, it should be a report where users manually approved the invoices are visible. Alternatively, "Invoice history and matching details" functionality can be improv...

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Completed
Ideas Administrator

Plan to add a tile on the Invoice entry workspace that shows invoices that failed matching validation. Drill down into list page that can be exported.

21

Vendor Account statement for all countries

There is a globalization for France regarding account statement report for vendors. So if you have the french globalizations setting you will find it in the menu under: Accounts payable / Inquiries and reports / Vendor reports / Vendor account statement. It´s a very good report compared to the s...

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Needs Votes
21

Dynamics 365FO - Exchange rate based on Invoice Date, not on Posting Date (as now)

Using Invoice date (not Posting date) to define the exchange rate, without manual changing in Exchange rate field. This change has to be developed both in invoice from purchase/sales order and invoice from invoice journal/free text invoice.

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0 Comments

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Category: Accounts Payable (510)

STATUS DETAILS
Needs Votes