PO Approval email
As soon as an approval workflow is assigned to an approver, we would like them to get the following email from which they can approve. This includes includes a description (outlined below in point 1-13), a draft PO PDF attachment and an approval button (so they don't have to actually log into ...
Purchase order auto text in text box
~~In future I would truly appreciate the fast and efficiency of when choosing the appropriate project name/number in a line in a PO that the project name and number would all automatically appear in the text box for that PO line.
Misleading message Resubmit instead of Recall is displayed when a PO is rejected.
When a PO goes through a Workflow for approval and gets rejected, the Workflow button displays a message "The current record has been returned to you, or you have been asked to make a change. Perform any required actions and choose resubmit to resume processing".
Accounts Payable Duplicate invoice check across multiple organisations
Currently we have a duplicate invoice check being performed which is picking up duplicate Accounts Payable invoices based on Supplier and Invoice Number. The issue is that suppliers can send invoices to a different organisation within our D365 F&O which bypasses the Duplicate ...
Enable prepayment invoice for intercompany purchase orders
LCS issue 595476
When users process the Prepayment invoice for the intercompany purchase orders, the prepayment invoice button is greyed out.
Suggestion: Enable the processing of prepayment invoice for intercompany purchase orders
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...
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.