5

Vendor Aging is not able to filter out the data based on posting profiles

Hi There,

While selecting Filter of Dimensions.MainAccount before processing Vendor Aging or Customer Aging system is not generating the aging based on posting profiles, if any posting profile (Either Advance to Supplier GL account or Trade Payables GL Account) is selected then system ...

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Category: Accounts Payable (334)

STATUS DETAILS
Declined
Ideas Administrator
Due to the low votes, we closed this idea which is considered in our feature release. 
4

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

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Category: Accounts Payable (334)

STATUS DETAILS
Needs Votes
4

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.

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Category: Accounts Payable (334)

STATUS DETAILS
Needs Votes
4

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...

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Category: Accounts Payable (334)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks. We will consider it in our future roadmap.

4

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...

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Category: Accounts Payable (334)

STATUS DETAILS
Needs Votes
4

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 ...

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Category: Accounts Payable (334)

STATUS DETAILS
New
4

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...

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Category: Accounts Payable (334)

STATUS DETAILS
New
4

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, ...

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Category: Accounts Payable (334)

STATUS DETAILS
Needs Votes
4

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 ...

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Category: Accounts Payable (334)

STATUS DETAILS
Needs Votes
4

Financial dimension are missing although they are a required field

Customer reported that financial dimension is missing on voucher transaction for an AP currency revaluation, when the arrival and summary main accounts are the same. This is not correct, because the financial dimension must be populated on voucher transaction for an AP currency revaluation if yo...

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Category: Accounts Payable (334)

STATUS DETAILS
Needs Votes