Extend "Require the calculated totals to equal the imported totals for workflow submission" to include tolerance amount
Currently the parameter "Require the calculated totals to equal the imported totals for workflow submission" is a do or die decision. (accounts payable parameters-> invoice -> invoice workflow) Similar to other parameters like "price and quantity matching" or "charges matching" (accounts paya...
Exclude Charge Codes like Freight from Cash Discounts Calculation
Hi Team,
We need the ability to exclude charges like freight from the cash discount calculation on vendor payments. Almost all of our vendors do not allow us to apply the cash discount to freight.
NOTE: Most of our payments are automated, so manually adjustin...
Undo the payment schedule functionality on posted customer and vendor invoice
Developing a new function on the open customer and vendor invoices to undo the splitting the invoice after running the payment schedule functionality and that by marking it and click on the undo payment schedule new button to be reverted back to the original due date as one invoice line
Invoice approval (using the breakdown of voucher): Financial dimension should be defaulted from the vendor record
When a user opens the vendor invoice approval and work in the lower area, then the financial dimensions are defaulted from the vendor record. It would be nice when the breakdown of voucher is opened in the invoice approval journal, the financial dimensions should also be defaulted from the vendor...
AP Invoice workflow to start from PO requestor
Accounts Payable Vendor Invoice workflow when assigned to a hierarchy allows only to start from workflow originator (person submitting the invoice) or the workflow owner. Often, multiple authorised users approve purchase order earlier and if the quantity matching is achieved, the workflow to aut...
Recurring AP Invoices
Current functionality for AP invoicing does not offer the ability to setup recurring automatic AP Invoicing. Believe it would be very beneficial for most of our D365FO customers to have automatic recurring AP Invoice functionality which does not require any manual intervention. Example: paying...
Importing prepayment invoices
Prepayment invoices for purchase orders should be possible to import using the entity Vendor Invoice Line. Prepayment invoices are a critical part of the procurement process when the start of production or shipment of products requires payment in advance.
Prepaid invoice amounts...
BRA - Error to post a tax complementary invoice of an import process
Fiscal document amount (0,00) must be equals to sum of lines accounting amount (2,050.00).
Fix the complementary fiscal document for the process for the Direct Import.
Please provide more detail about this idea. From your description, it seems like a bug not an idea.
New entity to import values in field "State" in the VendstateTaxID table for 1099 US Tax report
To develop a new entity to populate massively the field "State" in the VendstateTaxID table for 1099 US Tax report.
Drag n Drop functionality in D365
With enhanced AP automation functionality, if we can have a feature to save the invoice image to a transaction via drag n drop as opposed to having to open and navigate the dialogue box it will really efficient and will save a lot of time.
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