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.
One Voucher & Vendor Invoices split on several projects (or FA) must be considered as a scenario where "one Voucher" is allowed
"One Voucher" is described with several scenarios that will be covered when "one voucher" is becoming obsolete - ex customer or vendor payments. But the accounting of how a Vendor Invoice where there are more than one project to be used, is not mentioned. This should/must be taken into conside...
One voucher - Finance | Dynamics 365 | Microsoft Docs
Auto posting vendor invoices with Post date in an on hold period
It would be nice to have a configuration parameter to allow setting up the vendor invoices to be automatically posted to the next open period when the Posting date falls into an on hold period or a period with AP module closed. This is helpful especially when auto posting is a workflow step an...
This feature has been delivered in 10.0.23 release.
See details here https://docs.microsoft.com/en-us/dynamics365/finance/accounts-payable/vendor-invoice-dates
Pending vendor invoice simulation enhancements
Posting simulation is very useful, it saves time by ensuring accuracy of the invoice before being sent for approval, or posting.
In case you are using AP automation and pending vendor invoices for all types of invoices, the option to simulate posting is even more appreciated.
Archiving digital receipts
D365 via OCR process allows to digitalise vendor invoices. But these digital documents should also be archived and have some audit trails, timestamps, ....
In France some legal requirement
Correct first approver on Pending vendor invoice
When Vendor invoice workflow is used to approve a pending vendor invoice and assignment Managerial hierarchy is used, it is only possible to select either Workflow originator or Workflow owner. Workflow originator is equal to the person who submit the invoice for approval. This is often an AP ...
Detaching PO from Pending Vendor Invoice should not remove posting profile, sales tax code and tax exempt number from header
When removing a purchase order from a pending invoice, important information like posting profile, sales tax code and tax exempt number from header should be left on the invoice. Otherwise the invoice will fail when trying to post unless the user who is detaching the purchase order remembers to r...
Totals in the Vendor Invoice Journal
During the posting of a Vendor Invoice Journal, the total amount of the invoice is not visible (taxable amount + tax amount). It would be great to add totals in the Vendor Invoice Journal, in order to ensure the rightness of the posting to the users (specially if the journal is without Sales Tax ...
Planned in 2022 wave 1 release
Intercompany flow is blocked when vendor invoice workflow is activated
Intercompany direct delivery is created with automatic purchase invoice validation.
If workflow is activated on Intercompany purchase company, the Intercompany sales is cannot be posted as ICO purchase invoice is not submitted to workflow.
But purchase invoice workflow cannot b...
Resolved in 10.0.25
PO Prepayment inquiry form
Currently, there's no quick and easy way (from the UI/front-end) for users to find about on which PO Invoices specific Prepayments have been applied to, particularly if they’ve been applied to more than 1 PO invoices.
One suggested workaround is to check via the Prepayment revers...
Administrator
Planned in our roadmap