Foreign currency revaluation - cash and bank management
In AR og AP it is possible to book revaluation with dimensions. Foreign currency revaluation - cash and bank management - it is not possible. It would be great to do it with dimensions.
Fixed Asset Books menu and ER data model - related purchase order limit
In the fixed asset books screen, there is only one PO visible, where this could be more. Same for the invoices. When customizing the fixed asset roll forward report, and adding vendor, po and invoice info, also only one items shows up. Please change the PO, the invoices and customer and vendor ...
Customer Account Deactivation
Create a Deactivate function for Customer Accounts to prevent customer accounts that should not be used (ie "DO NOT USE" customer accounts resulting from inability to delete). This would prevent the use of the account and hide the accounts from selection when Customer Invoices are created.
Need to improve the efficiency to add more Financial dimension in account structure.
In Dynamics we have a provision to create good number of financial dimensions however we can add only 7 to 11. We have multiple customer according to their business needs they should use more the 16 Financial dimensions. I totally believe right now we have some limitation to add more then 10 fi...
Thank you for this idea. A future version of the product will look at this with a larger re-write. Modifying the existing code to allow more is very costly exercise with great risk to existing customers.
Open Correcting Free Text Invoice when created rather than search grid
Currently when a correcting FTI is created, the new correcting invoice does not open and the user has to search the grid (usually near the top) for the invoice. This is unnecessary extra step. Idea would be to open the correcting FTI automatically when it is created thus removing the need for t...
For Commerce Orders, when modified in Call Center, a Credit Auth Reversal\Void Should Be Sent
Currently if a Commerce order is created and later modified in the Call Center, a Credit Auth Reversal or Void is not sent which leaves the original authorization orphaned. Steps to create: 1. Created a Call center Sales order with 3 items 2. Completed order with prepayments set to "No" 3. Invo...
TCS on customer invoice settlement
TCS is applied on Invoice amount 50lacs. Some companies apply TCS at Invoice, some companies apply during payment. In this case, if TCS is getting applied on invoice and payment as well and settling the transaction then system is creating difference of amount while settlement of invoice and paym...
Accommodate Value Dated records in BAI2 files
Customer requires to upload future dated transactions using DMF for BAI2 bank statements (Using records with Found type = V - Value dated). Currently when a payment is setup for a future date (i.e. 7/31/2021) but submitted today (i.e. 7/22/2021), the bank will return that record in today's BAI2 ...
Dynamics 365 Mexico Finance sales and marketing shipment summary of sales order bill of lading invoice carta porte traslado or comprobante para amparar transporte de mercancias CFDI with all incoterms from origin to its grand final destination
Future featuring option to generate shipment summary of sales orders (e.g. bill of lading) by incoterms including ground transportation from grand origin until final destination including stops or stop points is NOW required with effective and mandatory starting on September 30, 2021. Regulation...
Fixed Asset Depreciation for 4-5-4 Calendar
When we use a 4-5-4 retail financial calendar. Depreciation should be different depending on amount of weeks in a period. A period with 5 weeks should generate a larger depreciation expense than a period with 4 weeks. this issue triaged as by design now, but from customer view that A period with...
Administrator
Supported in 2023 wave 2.