12

Bill To Address and Ship To Address Separate Selection Option on Sales Order and Invoice

Currently there is only an option to select the Ship To address (Delivery Address) in D365. But as per the Indian scenario a Customer can have multiple addresses and having multiple GSTN and performs decentralized accounting. Which makes it difficult to manage by the default address which is s...

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2 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator
This feture is going to release in 10.0.9 through feature managment . User can enable and apply tax customer business address instead of delivery address. 
Currently user is looking for a separate address type in Sales order i.e. "Invoice address"  . Than every order will have two address type : 
- Invoice address
- Delivery address 

User will select invoice address and tax should compute on the basis of Invoice address. 
As per triage this is core SCM requirment and localization team can not work on this. 
5

Sales tax payment by batch

Sales tax payment can have performance issue.

It can take several hours to be posted and user cannot work during this period.

Adding a batch will improve the process as time can be scheduled.

 

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1 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in release 10.0.8.

 

Sincerely,

PM, Eric Wang

Microsoft.

4

EFD-Reinf

Conforme IN Nº 1701/2017,  foi instituído a Escrituração Fiscal de retenções e outras Informações Fiscais (EFD-Reinf) a partir de  1º de janeiro de 2018.

Temos aproximadamente 15 clientes que precisam dessa obriga&cce...

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0 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

We released this feature as part of the functionality in SPED REINF releases

Please refer to the following link for more information: 

 

Sincerely,

PM, Sandra Navarro

Microsoft.

3

New feature for applying the tax percents through values

I miss a new tax feature in the 'Sales tax codes' (ex. Values applied over Invoice date - Yes/No), to decide if the dates assigned over the 'Sales tax code values' are applied using the 'Date' (standard) or the 'Invoice date' (new feature), both dates assigned to the invoice journal line ...

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1 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This feature is already supported as part of the functionality in General ledger parameters->Sales tax->Calculation date type

Please refer to the following information:

Select a calculation date type, which determines the sales tax rates to use if you have set up different rates for different dates.

  • Select Invoice date to calculate sales tax by using the sales tax percentage that is valid on the invoice document date or the date when the invoice is posted. If the Use document date for vendor invoices option is selected in the Accounts payable parameters page, the invoice document date is used. If that option is cleared, the date when the invoice is posted is used. This date is equal to the date in the Posting date field in the Vendor invoice page. This is the default value.
  • Select Delivery date to calculate sales tax by using the sales tax percentage that is valid on the delivery date. For invoice lines that are not associated with a purchase order, sales tax is calculated by using the sales tax percentage that is valid on the invoice document date or the date when the invoice is posted. If the Use document date for vendor invoices option is selected in the Accounts payable parameters page, the invoice document date is used. If that option is cleared, the date when the invoice is posted is used.
  • Select Document date to calculate sales tax by using the sales tax percentage that is valid on the date when you created the sales order. This date is equal to the date in the Invoice date field in the Vendor invoice page.

Sincerely,

PM, Eric Wang

Microsoft.

2

Separate number sequence for Transfer shipment and receive voucher in GST reference sequence group

In GST reference number sequence group, we have reference for Accounts receivable and accounts payable module for different transactions. But for stock transfer shipment and transfer receive voucher, no reference is there and system considers the reference of sales and purchase only for the same....

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1 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator
This feature has already been released. 
1

Posted sales tax inquiry - filter missing

Hi, Clicking the posted sales tax inquiry menu item opens the respective form. Interestingly, there is no preset filter and as a result, opening the form might take a long time. Suggestion: Please allow users defining preset filters that are applied when opening the form and retrieving the rec...

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0 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:

0

Settle and post sales tax in batch

Hi, We currently lack a batch processing option in the settle and post sales tax form. Please provide this functionality. Many thanks, Ludwig

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0 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.
We released this feature as part of the functionality in .
Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/unified-operations/financials/general-ledger/tasks/set-up-sales-tax-settlement-periods
 
Sincerely,
Richard,
Microsoft.

0

Settle and post sales tax in batch

Hi, We currently lack a functionality to run the 'settle and post sales tax' process in batch. This can result in a lengthy time until tax settlements are processed and posted. To accellerate the process we need a batch processing option. Thanks, Ludwig

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0 Comments

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Category: Tax (89)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:

https://experience.dynamics.com/ideas/idea/?ideaid=58a35e71-1097-e911-80e7-0003ff68f3db