Undo the payment schedule functionality on posted customer and vendor invoice
Developing a new function on the open customer and vendor invoices to undo the splitting the invoice after running the payment schedule functionality and that by marking it and click on the undo payment schedule new button to be reverted back to the original due date as one invoice line
Vendor Invoice Journal Workflow expenditure reviewers
It would be beneficial if the vendor invoice workflow functionality around expenditure reviewers approval could be available in the vendor invoice journal workflow for accounts and offset accounts. We have a client that would like non-PO invoices to get approved by cost center owners.
EDI instead of OCR for a more sustainable invoice processing
Hi,
Processing vendor invoices by means of OCR tools requires a lot of resources and energy.
It has a much larger environmental footprint compared to processing invoices via EDI.
Suggestion:
Please implement a vendor invoice processing EDI solution that allows D365Fi...
Quick selection of account type in vendor invoice journal
When pressing the tab key the user selects the account type field on vendor invoice journal line and types ve for vendor or pro for project the system suggests vendor or project. Please change it, so that when  the user types v for vendor or p for project the...
When prices include sales tax is enabled on vendor and the invoice is submitted to vendor invoice workflow, the total invoice amount to be shown on pending vendor invoice list page
When the display invoice total is enabled on Accounts Payable Parameters, and prices include sales tax is set to yes on vendor master, the invoice total field on pending invoices page should show the invoice total amount when the invoice is submitted to the workflow.
Currently when the u...
Ledger account on Pending vendor invoice line
Working with Pending vendor invoices can be more efficient if the user have the ledger account available on the Pending vendor invoice line instead of the user have to select Financials > Distribute amount on the invoice line.
Make KB 591263 implementation optional
Following D365 upgrade from 10.0.18 to 10.0.22, KB 591263 caused some regression on the client process. KB 591263 : No validation on adjusting imported invoice lines against imported amount when approving the imported invoice in workflow. Before that KB, our client used to import invoice with ...
Ability to schedule a batch for payment advise to be generated in Batch ( This should not be Journal specific)
It would be nice to have a periodic task that allows us to send out the payment advice to vendors on a weekly basis. Presently we can configure the payment advice to be generated in batch, however, it is journal specific. Let us say we have created payment 10 payment journals for the current we...
Check the invoice number used withing fiscal year based on document date
‘’Reject duplicates within fiscal year’’ should consider the document date instead of posting date. Example: Invoices from previous year (document date year "x-1") are migrated (with the posting date of current year "x"). During the year x, if the user tries to post the invoice with same number, ...
The purchase order credit note should use the same exchange rate as the purchase order
When a credit note is created from a Purchase Order, the credit note invoice is not using the same exchange rate as the one from the purchase order invoice. The steps are: 1) Create purchase order and post receipt. 2) Invoice the purchase order and check the voucher transactions. 3) Go to the ...
Administrator
Thanks. We will consider it in our future roadmap.