Sort by date
It would be great if there was the "sort by date" check box in the Payables Transaction Inquiry so that documents could be more quickly sorted. As it currently stands it is a 3 step process. This is already an option in the Inventory Item Transaction Inquiry and it works great.
Enhance AP Payment Option ID
For the new Payment Option ID - it would be great if you could set the batch restrictions in the Payment Option ID maintenance window. That way you don't have to do a build check process in order to link the restrictions to the ID.
Workflow field for who requested
I would like to add the field of "who requested" the new vendor to be added to workflow.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
Bring supporting attachments for AP Invoices through Integration Manager
Currently, we are bringing our AP invoices through integration manager and it would help if there was an option to bring in the attachments like receipts images and pdf vendor invoices through integration manager. We hope you will consider to add this feature. Thank you!!
Negative Amount on a PO
It would be OH SO AWESOME if you could create a way to add a negative amount to a PO. For instance, when we have a PO that the invoice comes in under the amount requested, add a line item of 1 item at negative amount to reduce the PO amount with description to document the change order reasoning...
Add a default selection for applying existing unapplied credit documents in PM setup
We've gained several great features in recent releases, around payables defaults; however, we're missing one that would prevent a lot of heartache around misapplied documents. I'd like to see an option in Payables Management Setup to control the defaults for the "Automatically Apply Existing Una...
new copy/paste feature for purchasing to include AA
A new copy/paste feature was added in 2020 Fall update for Dynamics GP to copy/paste in purchasing transaction and distribution records, much like the GL copy/paste features. However this is not compatible with AA, where as GL is. Please add the ability to copy in AA data for the distributions,...
Allow Edit Payment Batch window to expand down
Allow Edit Payment Batch window to expand down to show more vendors and invoices on the screen without having to scroll down.
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Credit Memo On Check Stub
When a credit memo gets fully applied to an invoice, it does not show up on the check stub. It would be nice to have a setup flag that would show the credit memo and its total as a negative and also show the full invoice amount as if the credit has not been applied for clarity to those who rec...
Thank you for your suggestion. We will consider this functionality for a future release.
Best regards.
This posting is provided "AS IS" with no warranties, and confers no rights.
Update Void Historical Trx window in AP
In the Void Historical Transactions window the Vendor ID shows up as a required field (if you've changed required field settings in User Preferences) but it really isn't required. Showing this field as required makes it look like you can only void for one vendor at a time and keeps people fro...
Administrator
This was added to the Fall 2021 release 18.4
Terry Heley | Sr. Escalation Engineer | Microsoft Dynamics
701-492-6376 (o) | 701-412-5619 (m) | theley@microsoft.com