12

The workflow getting in error status is not recognizable with the status display

When a workflow gets in an error state, the status of the document to the end user displays as “In review”. This makes the user to think that the request is with approver waiting for his action which leads to confusion and delay of the process. If the stat...

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
12

Make 1099 functionality available for non-US legal entities with US vendors that require 1099 tax reports

There seems to be a large gap in functionality when it comes to 1099s. Customers and partners can often times have non-US legal entities with US vendors. In this scenario, there is no way to enable the 1099 functionality as it depends on the country of the entity, regardless of vendor address. Th...

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0 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
12

Need to save the voucher template by name.

When processing vendor invoices via an invoice journal, a lot of Voucher templates will be saved. These templates are listed by Journal batch number and Voucher. After some time this list is rather unclear. Need to save voucher template by name . 1. create an AP invoice journal 2. go to lines 3...

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1 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
12

Accrual Scheme on Purchase Order

Nowadays most client adopting to process all prepaid expenses through purchase order. Accrual scheme is available on journal whereas i think it should also be available on purchase order wherein user can select accrual type of his choice and subsequently system should pass entries as being passed...

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3 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
12

Functionality to allocate charges after adding taxes in PO

Currently sysytem is calculating charges on base amount i.e. qty*unit price. There should be a feature to calculate charges on base amount including tax amount.

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1 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
12

Invoice document date in intercompany

When posting an intercompany purchase invoice, the sales order invoice number is filled automatically, but not the invoice document date. Could this key information be managed automatically too? This would enable to post intercompany purchase invoices without keying in any information manually...

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0 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Under Review
11

Vendor/Ledger Reconciliation Report - Improvement to include Opening Balance

Current report only cater for transaction posted for date range in report selection and opening balance will not include in the report. The current report look like transaction movement report in details or summary instead of reconciliation. As a good reconciliation report to GL, it should be ab...

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0 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
11

Vendor financial dimension inheritance in a vendor invoice journal

The standard D365 allows only vendor financial dimension inheritance for 1 offset expense line (when you enter your invoice on a single line). If you create an invoice with more than 1 expense line in the same voucher (that is common), you need to populate manually the vendor financial dimension...

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0 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
11

A Product receipt date field required in Pending vendor invoices under Accounts payable -> Invoices

My query is that i want a Product receipt date field in Pending vendor invoices under Accounts payable -> Invoices. Since this feature is not available in front view and also in Add column functionality so the respective users can't find the actual product receipt date. There you can find the inv...

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0 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes
11

Able to reverse a previous year vendor transaction if the year end close task is executed.

The user posted a vendor invoice in 2019 through the vendor invoice journal. The GL year end close when then run for the 2019 year. After the year end close, the user is trying to reverse the vendor invoice. They are receiving the error "Reversal denied. The transaction is in a previous accounti...

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0 Comments

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Category: Accounts Payable (374)

STATUS DETAILS
Needs Votes