Vendor invoice number – the field is too short, there is only 20 signs (digits) available.
It would be nice to extend the Invoice Id to at least 30 length. It's not country specific, but world wide need. Unfortunately, Shorter number (what means wrong number of the invoice) will be reflected in bookings and in SAF-T file (XML files required by the Authority in Poland). Manual workar...
Add Accruals Scheme to Pending Invoices
In the pending invoices screen is should be possible, as it is in the invoice approval screen, to select an accruals scheme that allows an invoice to be distributed across a number of periods. Ideally, it should be possible to select the scheme on line level.
Reverse Purchase order invoice
We need a quick easy process to reverse Purchase order invoices. The current process of adding a negative quantity line, posting the product receipt and invoice for that line, and then adding a third line to be posted with the correct invoice is much too lengthy and difficult.
We planned to release a feature "Reverse posted purchase order invoice" to cover your request in 2025 Wave 1 as a preview and GA is planned in 2025 wave 2.
Suggest improving intercompany’s transaction handling for massive SO/PO consolidation into a single consolidated invoice
Our F&O customers are having many intercompany transactions and facing challenges in consolidating multiple orders into a consolidated invoice. The aim is to post respective purchase orders and sales orders automatically for inter-company transaction and keep the posting consistency. The current ...
'Vendor balance list' with wrong main account
The report ‘Vendor balance list’ (Accounts payable > Reports > Status) display the wrong main account, if the vendor Group was changed. Then the ‘Vendor balance list’ do not display the ‘Vendor balance’ of the vendor transactions. Instead, the main acc...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft
Provide ability to cancel or correct vendor invoices associated with purchase order
Similar to purchase order product receipt correction functionality. It will be nice to have a vendor invoice correction functionality. This functionality should allow adjusting qty or unit price or both at the invoice line. Such Functionality will be usefull in handling debit memo or credit me...
We planned to release a feature "Reverse posted purchase order invoice" to cover your request in 2024 wave 2 as a preview and GA is planned in 2025 wave1.
Improve invoice matching where variance is due to change in currency exchange rate
In AP we are seeing a high volume of invoices with Match Status = Failed due to a currency exchange rate difference between the Purchase Order (PO) and Invoice. The root of the issue is that the match is looking at the 'accounting currency' and not the 'transaction currency'. Many of our POs a...
I’m not sure that whether this is known:
On the AP matching setting, there is one parameter Match price totals. It provides several options.
For Percentage, it compares the transaction currency.
For Amount, it compares the accounting currency.
If Percentage is choosen, the exchange rate difference will not result in matching failure.
Just want to make sure that, this is something Microsoft didn’t document well, or current functionality cannot fulfill other business requirements.
Provide "Open transactions report" for all localisations
For some localisations, a report is available at
Accounts payable > Inquiries and reports > Open Transactions report.
This is the by far most valuable report for the breaking down of accounts payable and pretty essential for auditing and internal con...
STATUS DETAILS
Completed
Completed and deliverd in 10.0.23 release
See document in https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoices-overview,
chapter Vendor open transactions report.
Completed and deliverd in 10.0.23 release
See document in https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoices-overview,
chapter Vendor open transactions report.
Financial Tag available in Pending vendor invoices > Distribute amount
To be able to add a Financial Tag in Pending vendor invoices > Distribute amount.
When using Vendor Invoice Automation cost invoices are imported to Pending vendor invoices, The coding such a ledger account and dimensions must be added in "Distribute amount", but there is no ability to ...
Payment schedules in vendor invoice journal
Currently, payment plans are not working automatically in vendor invoice journals. It would be great when payment schedules stored in the vendor master automatically will be used when posting an vendor invoice journal.
Planned in our roadmap
Administrator
Released in 10.0.40
Feature name: Extend the length of invoice number for vendor invoice