Dynamics 365 Accounts payable payment allocation plans calculations
Wish there is an option to easily setup a vendor payment allocation plan calculation based on allocation plan types (e.g. Minimum...) Not featuring a payment allocation plan calculation based on current balance, user might potentially process conventionally or outside the system (payment financin...
Dynamics 365 Vendor payment allocation plan types
Wish there is an option to easily visualize and setup payment allocation plan types (e.g. minimum amount, fair amount, maximum amount, other). Not featuring accounts payable payment allocation plan types, potential management may not be able to easily justify a payment plan including a payment al...
Dynamics 365 Accounts receivable vendor posted payment email templates
Wish there is the option from accounts payable to specify listing of templates (e.g. vendor group, vendor classification, vendor account), to be applied-used when a vendor payment may had been posted, for purpose of auto-email notifications. Not easily featuring email templates within the accoun...
Dynamics 365 Finance vendor wizard templates
Wish there is an option to easily maintain template wizards and easily associate to end users (e.g. tools options), for purpose to easy entry process and keep master records data entry as best uniform as possible. (e.g. one time vendor or conventional vendor, or vendor groups). Not featuring tem...
Dynamic 365 Vendor credit line financing source type tracking
Wish there is an option to easily identify, visualize, inquiry and easily report vendor credit line sourcing type (e.g. legal entity equity, or debt loan credit lines, banking...) Not visualizing credit line financing sources, we may not easily visualize potential future legal entity credit risk...
Dynamics 365 Vendor record creation date field default proposal populated for easy inquiries and filtering
Wish there is a record creation date field defaulted proposed from vendors when a vendor record may had been created, for purpose of easy inquiries, reporting or filtering. Featuring a right click and visualizing record creation maybe helpful, however featuring a creation date field within the ...
Update 1099 settlements for expense report transactions
When paying a vendor invoice that is created from a expense report, the 1099 settlements should reflect this payment as a 1099 transaction if the vendor is setup as a 1099 vendor in D365. MSFT Ticket #2109220040007945
Dynamic 365 Legal entity credit financing endangered tracking
Wish there is an option to easily visualize, inquiry or easily report, in the event company legal entity credit financing maybe endangered (e.g. credit approval, credit approval attempts, vendor purchase order, posting attempts, credit line starting or ending date, etc..) Not featuring legal en...
Dynamics 365 Legal entity internal vendor credit line balance versus vendor external credit line balance comparissons
Wish there is an option to easily identify internal vendor credit line balance available versus vendor external credit line balance granted, for purpose to identify, compare financing, on a vendor to vendor or vendor group to vendor group basis if possible including financing percentages.
Dynamics 365 Legal entity vendor internal credit line balance arithmetics calculations history tracking
Wish there is future potential option to identify legal entity internal credit line balance arithmetics calculations and history tracking for purpose to identify vendor credit line requests versus vendor granted credit line balance. Not featuring legal entity internal credit line balance arith...