Print 1099 Forms Standardly Needing Pre-printed 1099 Stock
D365 Finance and Operations currently requires 1099's to be printed on pre-formatted stock. This requires developers to have to adjust the fields so that they print correctly. Other ERP systems allow for printing on non-preformatted stock that print with all the boxes and the data already avai...
Personlized view not working properly for existing users
We were able to set as default view for new users but its not working for existing users. But For the existing users we have to select pin as default view from the drop down. SO that from next time on words the existing users can able to see the default view with out republish.
Approver should be correct or update the details in the Vendor invoice Journal, instead of using request change functionality.
Description: In the “Vendor invoice Journal workflow” the final approver should be correct the details in the vendor invoice Journal instead of using change request option. The final approver unable to change or update the details as lines are in the un editable. Whereas in the “Vendor invoice...
Vendor Invoice Automation for the manually created transactions.
The customer creating the Intercompany transactions manually in the pending vendor invoice form and they wants to use the Vendor Invoice Automation feature to submit automatically to the workflow. Currently this feature only allows the transaction which are imported. I have gone through the belo...
Warn in case of duplicates within accounting year option
In accounts payable module parameters, the "Check the invoice number used" field is set to value "Warn in case of duplicates". However, an invoice was posted in December 2020 using a supplier invoice journal and it was possible for a duplicate invoice to be posted in January 2021. The user did no...
Add the posibility to add a reason code on a vendor invoice register line
It is currently not possible to add a reason code/comment on invoice register lines. This offers a weird contrast to the invoice journal lines where this is possible.
Vendor Aging Report doesn't show transaction as per the report criteria
Issue Description: If we are opening the vendor aging report first time its working fine but if we add the table like “vendor transactions” and filter the supplier dimension as a criteria then its showing the transaction which are having the particular dimension, its correct. If we remove the ...
Purchase order confirmation attachment should be appear on PO Invoice/pendin vendor invoice
When user add the attachment at the time purchase order confirmation then the attachment should be appear on purchase order invoice/pending vendor invoice form as well. Usually When we add the attachment at the time PO confirmation level then it is not appearing in the invoice form. Following s...
Due date is not correct using the Month option from the Terms of Payment
One of the user using the “Terms of Payment” and updated the number of months in the “Months” field with the below setups. >Selected the “Payment day”. >Selected payment schedules. Once created the invoice journal then select all mandatory fields and then selected the invoice date “6/30/2020” fo...
[Data management] Vendor invoice import: Avoid GUID on the Vendor invoice document attachment entity
We can import vendor invoices with attachments such as vendor invoices in Data management. However, there is an issue to be resolved. Steps https://community.dynamics.com/365/financeandoperations/b/practitionersviews365operations/posts/import-ap-invoices-into-dynamics-365-for-finance-and-operat...