55

Invoice automation for non-PO invoices

The invoice automation is currently only available for PO based invoices.

It would be great to also have the ability to process non-PO based invoices.

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1 Comments

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Category: Accounts Payable (692)

STATUS DETAILS
Completed
Ideas Administrator
The non-Po invoices automation should be processed within vendor invoice workflow. It is already supported. 
54

Add columns to the "Invoices not approved report" in the AP module

This report (Invoices not approved report) included two more columns in AX2009 version - the VAT amount, and the NET amount of the invoice excluding VAT. In D365 this report includes only a column with the TOTAL amount of the invoice, which leaves the customer without the information for VAT a...

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0 Comments

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Category: Accounts Payable (692)

STATUS DETAILS
New
52

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 (692)

STATUS DETAILS
Under Review
Ideas Administrator
Thanks for raising this idea. We will plan it in our future release. 
50

Update to AP parameters to allow for touchless invoice processing

Many businesses struggle with product receipting discipline, that is, goods are receipted late causing delays in 3-way matching and invoice processing.

 

This means:

 

1. With the current functionality in both invoice capture and D365, unless you have the AP parameters ...

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0 Comments

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Category: Accounts Payable (692)

STATUS DETAILS
Needs Votes
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

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Category: Accounts Payable (692)

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 (692)

STATUS DETAILS
Completed
Ideas Administrator

The issue has been fixed and released in 10.0.36

49

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

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Category: Accounts Payable (692)

STATUS DETAILS
Needs Votes
48

New Feature / Parameter: An error notification when posting vendor invoice on the date earlier than the product receipt date

Due to the vendor invoice posting on the date earlier than the product receipt date the client experiences a misalignment that generates a negative inventory balance at the end of the month. 


Currently ...

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0 Comments

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Category: Accounts Payable (692)

STATUS DETAILS
Under Review
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

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Category: Accounts Payable (692)

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. 

45

Charges of “Fixed” category are not posted on Product Receipt

For Not Intercompany PO the charges of “fixed” category are not posted on Product Receipt, only at invoice posting. So, behavior for that type of charges between Intercompany and Not Intercompany orders is different. That represent a big issue because client uses those charges to manage cost o...

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0 Comments

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Category: Accounts Payable (692)

STATUS DETAILS
New