Dimension Segments to be displayed in separate columns
In Dynamics 365 for Finance and Operations, Trial Balance (General Journal > Inquiries and reports > Trial balance) is displayed with Main accounts and Dimension segments in separate columns. This is enabled by the parameter "Display segments in separate columns". Hence, when the Trial B...
Change invoice address on the sales order
Would be useful if you can change the invoice address on the sales order like the delivery address. Right now a customer has a primary invoice address and when want to you change it for a sales order, you need to change the primary invoice address on the customer and that is a bit complicated....
Financial dimension based on transaction type / posting type (cross-module)
Transaction-based financial dimension:
There was an easy-to-implement possibility to largely improve GL reporting and analysis capabilities by extending the ledger integration by financial dimensions.
In several setups, a posting integration is defined by ledger account defined i...
We will be starting research and development on a new 'Accounting rules engine' which will meet this requirement. Think of it as bringing together all the posting profiles into a single location + adding support for more criteria and dimensions. For example, you could define accounting rules differently for customer invoices vs customer credits.
We'll update the Idea when we have more clarity on which release it will come in, but it's tentative for 2025 Wave 2. Please watch the release wave documents and What's new documents also for more details.
While the asset is terminated at the end of lease period, Accumulated depreciation is not reversed, Due to this an adjustment entry has to be passed to net off the accumulated depreciation account.
When the asset is terminated at the end of lease period, the accumulated depreciation value left in the account is not being reversed. And the value is being carry word to every year.
Hence user is manually posting an adjustment entry to Knock off the value present under the accumulated ...
Ability to put default financial dimensions on the grid control
I would be great to have the ability to show and edit and filter the financial dimensions on the grid. This will help clients to easily identified the dimensions of the records across the system. Before AX2012 we have ability to put financial dimensions on the grid, without any modification. T...
Fixed assets depreciation simulation reports
Some customers post depreciation once a year. In between they simulate depreciation for financial report but also adjust company strategy. At year end, they may change depreciation profile to adapt to fiscal possibility. There is no report to simulate depreciation by fixed asset (detail or sum...
Validation tool if the tax payer is active in EU VIES system and/or in National Tax portal.
This is a wide need to check in EU system - VIES or in national tax portal (Poland) Such functionality would need to: validate in government/EU tool if the supplier is an active tax payer (for one selected or group) Check or validate before/after posting if the Vendor/Customer is a active tax...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ekaterina Podkolzina
PM, Microsoft
Management Reporter - Report comment functionality
Hi,
We would like to see the MR comment functionality again in D365FO.
Thanks,
Ludwig
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ryan Sandness PM
Microsoft.
Allow the use of totalling financial dimensions through the financial reporter
In the financial dimensions value, it is possible to create a value and mark this value to calculate from a range of other dimension values. This looks exactly as using Main Account Totals accounts. In Financial Reporter designer, these total dimension values appear and can be selected in the sam...
Thank you for the suggestion. I've verified that this indeed is a gap in reporting through financial reporting. It looks like totalling financial dimensions don't have their balances integrated or calculated during data integration. So the value is brought over, but not the balances.
We'll take a look a look at adding this functionality in a future release. Please add votes if this is a feature that we should prioritize.
Thank you
Ryan Sandness, PM
Thank you for your feedback.
We invite you to check out Business performance analytics as a solution. Please watch the video below to learn more.
Business performance analytics introduction - YouTube
We would also like to keep you informed of the progress and invite you to be part of our Customer/Partner advisory board. Please sign up here and you can also join the Yammer site here.
Thank you,
Jinnie Wong
PM
Microsoft
Fixed Asset - GL reconciliation information
Hi, Currently, we do not have a report that allows us reconciling fixed asset and ledger balances. It would be great if you could either create a new reconciliation report or - alternatively - add the following columns to the fixed asset balances report: - Acquisition date - Amortization perio...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Administrator
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Microsoft.