Sales Order Prepayment Function
It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side. We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO. I know...
Reverse Purchase order invoice
We need a quick easy process to reverse Purchase order invoices. The current process of adding a negative quantity line, posting the product receipt and invoice for that line, and then adding a third line to be posted with the correct invoice is much too lengthy and difficult.
We planned to release a feature "Reverse posted purchase order invoice" to cover your request in 2025 Wave 1 as a preview and GA is planned in 2025 wave 2.
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...
Attach customer invoices to collection letters send out by email to customers
Hi, Running the collection letter process allows generating a collection letter document that can be send out to the customer for example by email. This is a great functionality. What is missing though is that one wants to attach the invoices included in the collection letter to this email tha...
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 ...
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....
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.
Suggest improving intercompany’s transaction handling for massive SO/PO consolidation into a single consolidated invoice
Our F&O customers are having many intercompany transactions and facing challenges in consolidating multiple orders into a consolidated invoice. The aim is to post respective purchase orders and sales orders automatically for inter-company transaction and keep the posting consistency. The current ...
Exclude future sales order from credit limit check
It should be possible to setup a timeframe (horizon) and the balance of the orders that are outside this timeframe should not be included within the credit limit check. In some business a part of the sales is done in a preliminary stage called (pre-sales) while other sales is done right now (i...
Thank you for your feedback. This is a great suggestion! We will wait for further feedback form the community, before adding to roadmap.
Sincerely,
Shivam Pandey
PM, Microsoft
Provide ability to cancel or correct vendor invoices associated with purchase order
Similar to purchase order product receipt correction functionality. It will be nice to have a vendor invoice correction functionality. This functionality should allow adjusting qty or unit price or both at the invoice line. Such Functionality will be usefull in handling debit memo or credit me...
We planned to release a feature "Reverse posted purchase order invoice" to cover your request in 2024 wave 2 as a preview and GA is planned in 2025 wave1.
Reference to original customer credit note on a reimbursement transaction
When you want to reimburse a credit note of your customer, it should be wishfull that the reimbursement transaction has a reference to the original credit note, so that your customer knows which credit note is paid. However, the invoice field stays empty on the reimbursement transaction. Micro...
Administrator
We would like to update that we have plan to develop a robust prepayment invoice feature. This groundbreaking addition will provide users with a plethora of convenient options, revolutionizing the invoicing process. Here's a sneak peek at what's in store:
(a) Prepayment % to defaults: The feature enables users to set default prepayment percentages either based on the customer or the item-customer combination subject to order of priority provided for the feature.
(b) Goods release restriction: With this feature, goods will only be released once full payment against the prepayment invoice has been received. Say goodbye to any payment hiccups!
(c) Multiple prepayment invoices: Users will have the liberty to create multiple prepayment invoices for every adjustment percentage made for the prepayment invoice or item. Catering to the ever-changing dynamics of business has never been easier.
(d) Mandatory sales order confirmation: This feature ensures a mandatory confirmation of the sales order before issuing a prepayment invoice, guaranteeing accuracy and customer satisfaction.
(e) Printing of prepayment invoices: Seamlessly print prepayment invoices from your Microsoft AR system. Efficient and professional, just the way it should be.
(f) Settlement with final invoice: Say farewell to tedious manual calculations! The prepayment invoice can be conveniently settled with the final invoice, streamlining your accounting processes.
(g) Credit notes against prepayment: In the event of a refund or credit, the functionality to issue credit notes against the prepayment invoice will be at your disposal. A comprehensive solution to handle every scenario imaginable.
(e) The status of the prepayment invoice will update automatically based on the action taken by user.
Additionally, the prepayment invoice feature will encompass price inclusive and price exclusive tax options, granting users the flexibility they need to meet various tax requirements.
To ensure optimum efficiency and cater to specific business needs, the Microsoft AR team plans to release this feature in phases, prioritizing key business scenarios. Rest assured, we will keep you updated with version-wise plans shortly.
Please note that, as with any project, the above plan is subject to change based on organizational properties. However, we are committed to providing the best solution possible, tailored to your evolving invoicing requirements.
Exciting times lie ahead as the Microsoft AR team sets the stage for a groundbreaking prepayment invoice feature. Stay tuned for more updates about the phased manner releases of this feature and get ready to elevate your invoicing experience .
Thanks,
Regards,
-Prabhat
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Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Shivam Pandey
Senior Program Manager
Microsoft