Visualise only the favorite in the Module menu
Currently, F&O offers (on the top of the screen) 2 options to browse the module content: "Expend all" or "Collapse"
This mod would add a this option"Favorite only"
When this option is selected: F&O will return only
- each sub-level
- and the favorite that ...
STATUS DETAILSNew
TMS invoice Reconciliation when the invoice is less that the Rate to recalculate the Inventory with the Invoiced freight
Hello,
When we have an TMS Invoice to Match for a Purchase Order Inbound Load, if the Cost to Match is equal or higher to the Estimated Rate Route, the system recalculates and adjusts the posting of the transactions ; but when theTMS Invoice is less that the Estimated Rate; we...
Add the AUTH 2.0 authentification to SMTP protocol
For security reason, is it possible to add the AUTH 2.0 authentification to SMTP protocol in D365 Finance? The basic authentification is not recommended by Microsoft and we have made some modification in our other systems.
Attachments added in one view should be able to be reviewed and modified in other views
If adding a Note or attachment on head level or line level of an Vendor invoice journal, General journal or any other journals, that attachment is not visible in Ledger settlement or Trial balance.
If you add attachments in Trial balance on transaction level it's visible in le...
Ability to set recurring workflow delegation
D365 F&O allows a user to delegate workflow for a specified period. Some users wish to have this delegation recurring, so it occurs an a set schedule.
As an example, we have one manager that needs to delegate workflow for each weekend during the year. Current setup requires ...
Bring back Favorite Organization from 2012 into D365
I loved the organization options from AX 2012 - Organize Favorites & Create Folders. These are no longer available in D365.
Group base workflow initiators
This is a real basic need to have a creator Group in the workflow. We have a new joiner in the group and below is the case
We have 30+ entities and the role of the team member is in the GL team and responsible for Intercompany transactions. so the person will need t...
Validate the size of the receipt or attachment during upload
When a user uploads an empty file, the preview of the image is broken, it will be good to have a validation that prevents the user to upload a receipt that doesn't contain any data.
Advanced notes and attachment management setup and overview
Notes and attachments should link from module to module and be visible across modules.
- Add a note or attachment to customer or Vendor and allow for the default to be set if the notes and attachments should be internal or external by default. (some you may want internal only and othe...
STATUS DETAILSNew
Views in "All projects" does not work if you start them from a tile or as default view
If we want to create a new view in "All projects" (Form name: ProjProjectsListPage) and start this new view from a tile (or start it as a default view), it does not work from the beginning and the standard view from Microsoft will be loaded. Only if you change to the standard view and then bac...