Invoice automation uncluding invoice registration
The current invoice automation functionality does not trigger an invoice register posting when the invoice is imported and processed.
We use the 'Post VAT at time of invoice register' logic. This means, when the invoice is received we need the sales tax to be posted. The current f...
Import of incoming invoices per Data Management Framwork: Default data entity for charges on invoice header/invoice line cannot be found
Test of incoming invoice creation by data import using Data Management Framework -> Invoice charges could not be imported System: D365 F&O (v10.0.19) Could not find any possibility to import information about charges on header or lines of incoming invoices. Incoming invoices are imported by...
Ability to export invoice pool from screen to Excel
The option to export the invoice pool into Excel is missing. Microsoft instead recommends using the invoice register journal, but this doesn't display which invoices are still in the pool. Therefore, we would like to be able to export the invoice pool data.
AP Invoice workflow to start from PO requestor
Accounts Payable Vendor Invoice workflow when assigned to a hierarchy allows only to start from workflow originator (person submitting the invoice) or the workflow owner. Often, multiple authorised users approve purchase order earlier and if the quantity matching is achieved, the workflow to aut...
Recurring AP Invoices
Current functionality for AP invoicing does not offer the ability to setup recurring automatic AP Invoicing. Believe it would be very beneficial for most of our D365FO customers to have automatic recurring AP Invoice functionality which does not require any manual intervention. Example: paying...
Importing prepayment invoices
Prepayment invoices for purchase orders should be possible to import using the entity Vendor Invoice Line. Prepayment invoices are a critical part of the procurement process when the start of production or shipment of products requires payment in advance.
Prepaid invoice amounts...
Report to show invoices failed 2- or 3-way matching process (with approvers)
The idea is to give users the ability to filter out all invoices that did not pass (fully and partially) the matching process. Ideally, it should be a report where users manually approved the invoices are visible. Alternatively, "Invoice history and matching details" functionality can be improv...
Plan to add a tile on the Invoice entry workspace that shows invoices that failed matching validation. Drill down into list page that can be exported.
AP Simulate posting on pending invoices to preview any error message before workflow completion
The simulate posting is very helpful for all General journals / Invoice journals / Payment journals / FA journals to preview any error message. In the case you are using AP automation and pending invoices for all types of invoices, the simulate posting button is not available. Having this woul...
This work is planned and can be tracked with the following release item on our Release plans: https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/finance-operations/dynamics365-finance/vendor-invoice-automation-pre-validate-vendor-invoice-posting
Uploading Pending vendor invoice through Data entities should populate purchase order number in the Invoice header.
While importing the vendor invoice lines using the lines entity. So the PO number field should still be populated in the same way as for a manually processed invoice. The way the functionality works at present, this field behaves differently for manually created invoice lines vs imported invoice ...
Accrued Purchases excluding sales tax report - "Cutoff date" problem
The "Accrued Purchases excluding sales tax report" when run using a prior day "Cutoff date" does not report purchase order receipt corrections correctly. This report should report the receipt correction using the same date that is used to post the receipt correction to the GL. This ensures th...
Included in fall 2020 release timeframe. Please see the 2020 Release Wave 2 plan notes for more details.
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