Allow purchase order modification once invoice register is posted
Invoice register is posted with wrong purchase order. During matching process via invoice pool, purchase order cannot be modified. It is advised to reverse invoice regsiter but this process is time consuming as just new purchase order should selected Workaround (may not work in all cases) &bul...
Unlocking Flexible Vendor Payments: Decouple Bank Account Selection from the Payment Proposal Process
The current vendor payment process in Dynamics 365 Finance & Operations (D365 F&O) is constrained by a rigid, one-to-one relationship between the "Method of Payment" and the company's "Bank Account." This design forces organizations to create and maintain a separate, often redundant, method of...
VendPaymentWorkspace analytics should have an option for all companies
Similar to AssetWorkspace which has "Analytics - all companies", the Vendor Payments workspace should also have an option for "Analytics - all companies". I understand this was initially the case, though Microsoft applied row level security to only apply to the company you are currently logged...
Voucher generation for correct/Cancel function on Product receipt (PO)/ Packing slip (SO) when Disable/Enable Allow posting to Ledger in AR/Ap Parameters
Enhance the Cancel and Correct functionality for product receipts (AP)/ Packing slip (AR) to ensure consistent financial audit trails. Specifically, ensure that a voucher is always generated when using the Cancel or Correct ...
In the Excel Add-In, the design does not include columns to map the fields for project category, project date, and line property
When using the Add-In in a vendor invoice journal where the offset account type is Project, it is required to fill in the fields Category...
Print balance report
Print balance report is not considering Exclusive/Inclusive tax if tax is input via Item Tax Group/Tax group due to not considering posting process but rather consider only data input in debit/Credit.
With the currently design, the report is only using for purpose making sure ...
Lack of Credit Memo Breakdown in Vendor Payment Advice
Issue Description:
In the current system behavior, when a credit memo is applied to a vendor payment, the credit is correctly deducted from the total amount, and the resulting payment amount is accurate. However, the payment advice does not display a separate lin...
Invoice capture solution should support Intercompany purchase order invoices
Currently, it seems the Invoice capture solution has yet to support Intercompany purchase order invoices, as mentioned on Yammer.
The error users will face when trying to transfer these invoices is: “The vendor invoice was generated with an error. The purchase order … for invoice … is an...
Change license for EXPENSEDELETEIMPORTEDTRANSACTIONS from Project to Team Member
The action to delete credit card transactions is getting a Project Licence where I believe this could be Team Member. It is a part of importing credit card transactions, which do not receive a Project Licence. The ability to delete transactions is a day to day responsibility which we used in m...
Vendor invoice line workflow - need to have conditions for Vendor invoice lines.Site and Purchase order lines.Site
We would like to have conditions for Vendor invoice lines.Site and Purchase order lines.Site for Vendor invoice line workflow to check the 'Site' at line level just like the similar ones Vendor invoices. Site and Purchase orders.Site in the parent Vendor invoice workflow.