EDI instead of OCR for a more sustainable invoice processing
Hi,
Processing vendor invoices by means of OCR tools requires a lot of resources and energy.
It has a much larger environmental footprint compared to processing invoices via EDI.
Suggestion:
Please implement a vendor invoice processing EDI solution that allows D365Fi...
Fix: Periodically, voucher invoice number does not get incremented in Vendor Invoice Journals
Idea: Please fix issues regarding number sequences periodically not being incremented.
Response from MS Rep was as follows and I'd like to propose they fix this issue so that number sequences work properly with custom views.
I see a bug which is similar to this issue. This ...
Ability to create separate 1099 export files per type
On the 1099 export (AP>Periodic tasks>Tax1099>Vendor settlement for 1099s>Create export file) need the ability to create separate 1099 export files per type (NEC-01, 1099-MISC, etc....
Different forms have different filing deadlines with the IRS. NEC-01s are due on 1/31 with ...
Ability to schedule a batch for payment advise to be generated in Batch ( This should not be Journal specific)
It would be nice to have a periodic task that allows us to send out the payment advice to vendors on a weekly basis. Presently we can configure the payment advice to be generated in batch, however, it is journal specific. Let us say we have created payment 10 payment journals for the current we...
The purchase order credit note should use the same exchange rate as the purchase order
When a credit note is created from a Purchase Order, the credit note invoice is not using the same exchange rate as the one from the purchase order invoice. The steps are: 1) Create purchase order and post receipt. 2) Invoice the purchase order and check the voucher transactions. 3) Go to the ...
Invoice matching for add invoice lines
Possibility to enforce invoice matching (and discrepancy approval) when adding extra lines during the purchase invoice process. Currently (assuming that invoice matching is activated - 3-way matching enforced), if a user add a new line during the invoice process (ex: extra service invoiced by the...
Expand Purchase order field in Invoice register and invoice approval journal beyond 250 characters
Expand the character length for the purchase order field in the invoice register and invoice approval journals. Current length is 250 characters and will only support a limited number of purchase orders though the invoice may have more than 50 orders.
Unable to select shared number sequence code
Created Number sequence code using the "Shared" scope from the Accounts Payable Parameter>Internal Invoice Number sequence to select this number sequence code following the below steps. 1. All vendors 2. Invoice and delivery 3. Number sequence group > view details 4. Reference 5. Accounts payable...
Unable to create payment in payments proposal, where Include vendor invoices from other legal entity check mark enable
Unable to create payment in payment proposal where Include vendor invoices from other legal entity check mark enable. Details as below: 1. Two vendor ID are same, one account from USMF (US-101) and another from USRT (US-101) legal entity 2. Two vendor accounts party ID's are different. Exampl...
Historic vendor transaction list
A fundamental requirement in the DACH-region is transaction list on vendor side based on historical due dates. There no convincing workaround available.
Administrator
Thanks. We will consider it in our future roadmap.