53

Before posting in general ledger, tax details are not captured in Journal Print

Before posting in general ledger, tax details are not captured in Journal Print. Navigation > AP Module > Invoices > Invoice Journal > Lines > Print > Journal

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8 Comments

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Category: Accounts Payable (426)

STATUS DETAILS
Needs Votes
52

Charge adjustment to a posted invoice should consider accounting distribution of the invoice lines

Currently, there is an inconsistency in the accounting distribution of a charge in a purchase order a line. When a charge is assigned to a purchase order line, when posting the invoice, this charge respects the accounting distribution of that line. But, when a charge adjustment is applied to the...

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2 Comments

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Category: Accounts Payable (426)

STATUS DETAILS
Declined
Ideas Administrator
The adjustment to a posted invoice is not supported. The invoice itself represents the real vendor balance and the adjusted charges can only be reflected in the adjustment on the expense account. 
50

Unit price tolerance in net amount

Idea is to allow entering of unit price tolerance (in Accounts payable - Invoice matching setup - Price tolerance) in net amount (for 3way matching).


Current solution allows only unit price tolerance in percentage, which is not convenient.

Percentage for smaller unit pr...

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0 Comments

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Category: Accounts Payable (426)

STATUS DETAILS
New
50

Vendor invoice number length

Description of problem: Vendor invoice number length is not sufficient to hold the vendor's invoice number (up to 50 characters). The field cannot be used to control the duplicates from single vendor in a period. The extension of the field is not recommended by Microsoft as the EDT on the field...

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1 Comments

Read more... 1 Comments

Category: Accounts Payable (426)

STATUS DETAILS
Completed
Ideas Administrator

Close this since a duplicate one in the idea portal already. 

50

Ability to change Purchase Agreement selection on Pending vendor invoice

Once selected, field Purchase agreement on Pending vendor invoice is locked (greyed out). The value in the field cannot be changed. If user mistakenly selects the wrong value, there is no possibility to change it; pending vendor invoice needs to be deleted and new one created. Why not make it ...

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0 Comments

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Category: Accounts Payable (426)

STATUS DETAILS
Completed
Ideas Administrator

The issue has been fixed and released in 10.0.36

48

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 ...

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2 Comments

Read more... 2 Comments

Category: Accounts Payable (426)

STATUS DETAILS
New
47

Massive update sales item group in pending vendor invoice

It would be usefull to have a procedure that allows the massive update of the Item sales tax group or the sales tax group in the pending vendor invoice line instead of update every single line.

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0 Comments

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Category: Accounts Payable (426)

STATUS DETAILS
Planned
Ideas Administrator
Thanks for raising this idea. We will plan it in our future release. 
47

Accrued purchases excluding sales tax should match with General ledger

Accrued purchases excluding sales tax report is used by finance to reconcile General ledger. But some scenario are not considered when option is activated * Charges * Sales tax * discount should be excluded idea: https://experience.dynamics.com/ideas/idea/?ideaid=6a0a9399-712f-e911-9461-0003ff...

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2 Comments

Read more... 2 Comments

Category: Accounts Payable (426)

STATUS DETAILS
Needs Votes
47

Improvement in purchase prepayment funtionaity

Invoice prepayment functionality is very limited and does not cover the real needs of customers business. Some missing basic features covered by other ERPs as Oracle are: Scenario 1. We cannot create multiple prepayments for just one purchase order: 1.- Create a PO: Quantity= 20; price 100 2.-...

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2 Comments

Read more... 2 Comments

Category: Accounts Payable (426)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for raising the idea. For the reported scenarios: For scenario 1: The prepayment cannot be created again if the official invoice is posted.
For scenario 2: It is already supported. 

41

Add function that user can correct Purchase order number in invoice pool

The vendor invoice register lets you quickly enter invoice that has reference a purchase order, so that you can pre-register invoice (accrue the expense) when it arrived in the company with information (vendor account, invoice number, amount, purchase order number and approval person). Then, i...

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0 Comments

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Category: Accounts Payable (426)

STATUS DETAILS
Completed
Ideas Administrator
The issue was solved in release 10.0.32.