Invoice Capture - Vendor Name
Sometimes, the original invoice does not have the correct vendor name as in D365. Hence, the invoice capture adds the captured name from the original invoice and transfers the invoice with the wrong vendor name into D365. Once the invoice is created in D365, the vendor name field is greyed out...
Invoice Capture - Cost Invoice description
Currently in Invoice capture software, for Cost invoice: AP invoice journal or AP Vendor Invoice. It is not possible to transfer the header or lines description into D365. Users have to add the description manually in D365 after the transfer is complete.
Invoice Capture - Cost Invoice
For Cost Invoice. Currently, you can transfer invoices as AP Vendor Invoice OR as AP Invoice Journals.
We would like to have the possibility to decide at Invoice Capture software level whether to transfer the invoice as an AP Vendor invoice OR as Vendor invoice journal (base...
Removing the localization of the Additional Months field, in the terms of payment forum
In the terms of payment form, when using payment method as cutoff days, in some localization, there's a field called additional months, so that the due date can be calculated no only in the current month, but based on the cutoff days and adding months.
examples:
Limit re-assignment of workflow from other levels of the same workflow
Currently as per design in D365 Finance and Operations ERP, there is nothing preventing a user from first level approval group to reassign a workflow that went to second level group for approval to themselves, since both user levels of same workflow have a common access point or privilege. Thi...
Product receipt should show in the invoice history and matching details screen
Currently there is no way to identify which invoice has been matched to which product receipt, the matching details screen only shows you which purchase order has been matched. The matching details screen should show the 3 way match not just the 2 way match.
Thanks
Hanna...
Line level workflow for vendor invoice journal
Currently we don't have any line level workflows for invoice journal in the standard functionality and we have noticed that the line level workflow is available for vendor invoice. Therefore, I request you to look into this as requirement in the upcoming version.
Blank out activity number when the project id is changed on a purchase order line
The purchase order line populates with the project id from the purchase order header. The activity number can then be added to the purchase order line and is correctly associated to the project_id. If the project id is updated on the purchase order at the line level (not on the project tab) ...
Vendor Groups updates to default account set up - roll back
Under Accounts Payable/Vendors/Vendor Groups you can add a GL account as a default dimension. The GL account is assigned to all vendors. If you remove or update the account number on the vendor group, the change does not update the default account number that was set up. You have to go int...
Do not duplicate purchase invoice (when invoice posted via Invoice journal) number during reverse function
When reverse function in vendor transaction form is started, in function dialog add possibility to write other invoice number, that when reverse is posted, reversed invoice number could have other invoice number (do not duplicate existing one).