Purchase order confirmation attachment should be appear on PO Invoice/pendin vendor invoice
When user add the attachment at the time purchase order confirmation then the attachment should be appear on purchase order invoice/pending vendor invoice form as well. Usually When we add the attachment at the time PO confirmation level then it is not appearing in the invoice form. Following s...
Invoice Total match within variance should include charges added at an invoice level when no PO charges exist
Current functionality: None of the AP Invoice Matching criteria (other than no matching) will allow the addition of charges at the invoice level without failing. Proposed: The Invoice Totals matching should be modified to allow additional charge/s at the invoice level be added in the total invoi...
Due date is not correct using the Month option from the Terms of Payment
One of the user using the “Terms of Payment” and updated the number of months in the “Months” field with the below setups. >Selected the “Payment day”. >Selected payment schedules. Once created the invoice journal then select all mandatory fields and then selected the invoice date “6/30/2020” fo...
[Data management] Vendor invoice import: Avoid GUID on the Vendor invoice document attachment entity
We can import vendor invoices with attachments such as vendor invoices in Data management. However, there is an issue to be resolved. Steps https://community.dynamics.com/365/financeandoperations/b/practitionersviews365operations/posts/import-ap-invoices-into-dynamics-365-for-finance-and-operat...
Inherit Financial Dimensions from Invoice
Through a ticket I've been working with Microsoft I've been informed that certain regional licensing keys (specifically for Russia and Norway) contain a feature that allows for postings that occur in the AP and AR processes such as the posting of a vendor invoice and the payment of that invoice t...
Show Charges code translation according to User language or legal entity language
Translations on charge codes not working- When defining the translation for Charges code and using the user language, the translation does not happen on the Charges form or on the transaction form. when I use the translation for Charges code for spain language and when the user is in spain langu...
Provide the report "Open transactions report" western Europe localisations
The report "Open transactions report" is available in PL and CZ in: AP -> Inquires and reports -> Open transaction report. It is very useful when user needs to check open transactions against GL accounts. The report can be generated on selected date and it is presenting all vendor transactions...
Top 100 vendors shows percentage based on all vendors total amount
Running Top 100 vendors report from menu Accounts payable | Inquiries and reports | Vendor reports, options number of records=100, sorting=Revenue ends with generating a report with incorrect percentage for each vendor and also sometimes the total of percentage is either lower or greater than 100...
Vendor Account Statement Should Contain Invoice Amount, TDS Deducted Details per line and data in Dr/Cr Format
Vendor Account Statement should contain details of the Invoice Amount of the Vendor also the TDS deducted on the Invoice details for each transaction line for better useability of the report. Also the report should be in Dr/Cr Format rather than on Positive negative sign format.
Allow purchase order modification once invoice register is posted
Invoice register is posted with wrong purchase order. During matching process via invoice pool, purchase order cannot be modified. It is advised to reverse invoice regsiter but this process is time consuming as just new purchase order should selected Workaround (may not work in all cases) &bul...
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