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...
Description in voucher transaction is only showing the first line from free text invoice.
If the user split an invoice into several lines for differentiation purpose, voucher transaction does not mirror the text invoice line. It would be great that voucher transaction can be generated regarding text invoice lines amount, invoice text and tax amount. Norwegian companies use to send in...
Released in 10.0.40
IFRS 15 Compliance
Of late, prospects have started asking whether D365Ops complies with the new IFRS 15 standards (coming into effect on Jan 1, 2018). This is very important for many industries especially telco - for deferred accounting of their subscription plans.
Thank you for your feedback.
We released this feature as part of the October release.
Please refer to the following link for more information: Revenue recognition
Sincerely,
April Olson,
Microsoft.
New feature "Exchange rate type enhancement for accounts payable and accounts receivable foreign currency revaluation" apply for simulating function
Currently, The feature in ver 10.0.39 "Exchange rate type enhancement for accounts payable and accounts receivable foreign currency revaluation" does not support FCR simulation function, and it is by design.
Thank you for your feedback. The additional exchange rate type for foreign currency revaluation simulation functionality is released in 10.0.41.
Credit control on overdue balances
Can we have the possibility to block the creation of new sales orders in case a customer is within the credit limit but has outstanding invoices that are due (past the due date). For example a customer may be assigned a credit limit of €10,000 and has an outstanding balance of &euro...
Thank you for your feedback.
We released this feature as part of the functionality in 2020 Wave 1 .
Please refer to the following link for more information:
Sincerely,
Dynamics 365 Finance,
Microsoft.
VAT number from invoice account on sales order header when changed
When a sales order header is created the VAT number is recovered from customer invoice account, but if the invoice customer account is changed after the VAT number on sales order header doesn't change (you have to remember to update it manually). There is a standard functionality for ES to man...
We are releasing this feature in 10.0.9. Feature name: Enable defaulting of fiscal data from invoice account.
Sincerely,
Ekaterina Podkolzina
PM, Microsoft
Dynamics 365 Accounts receivable payment predictions
Wish there is an easy access to inquiries to feature customer payment predictions, regardless of the accounts receivable aging report, based on payment and payment date history.
Not featuring payment predictions, user may based judgement mainly on conventional standard transac...
This functionality is available through Finance Insights.
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