237

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...

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19 Comments

Read more... 19 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

76

Consolidated Account Statement if a customer is also a vendor and vice versa

Create an AR and AP consolidated Account Statement if both the AR part id and the AP party id is linked to each other. I know that we can reclassify a credit balance to the vendor side but they were actually looking for a consolidated Account Statement showing open and not settled transactions...

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0 Comments

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Category: Accounts Receivable (218)

STATUS DETAILS
Under Review
71

Customer reimbursement functionality should work with filters on customer transactions

When running the customer reimbursement functionality, the system does not take into consideration any filter on Customer transactions, while the full customer credit balance will be reimbursed. It would be nice to have those filters working properly.

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5 Comments

Read more... 5 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

57

Adding process for Prepayment function

Dear all, When I discuss with my customers, I receive some requirement related to set up prepayment. The detail of requirement as the following: + They have created a Sales order and they want customer must make prepayment within a specific percentage (for example: 50% total value of Sales ord...

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
Under Review
Ideas Administrator

Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft

55

Bundles - too limited functionality

D365FO supports bundles (see https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/rev-rec-bundles). But the func...

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2 Comments

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Category: Accounts Receivable (218)

STATUS DETAILS
New
25

Specific inventory posting for credit note different from revenue posting

requirement to have specific ledger posting type and account for sales credit note. In several countries, auditors request specific account for credit note to be able to read directly this part of activity. This feature has been implemented for Italy (Feature management: (Italy) Separate accou...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
New
22

Apply Prepayment on sales order invoice

while invoicing sales order we need to apply prepayment amount from total invoice and invoice the SO by removing pre payment amount(same like apply prepayment while invoicing Purchase order).

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1 Comments

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Category: Accounts Receivable (218)

STATUS DETAILS
Needs Votes
18

Seperate Main Account for Return Order and Cancellation

Currently alternative account for sales return and cancellation is given to Brazil legal entity. It should be set across gloablly as this is part and parcel of accounting request and not by country specific. Is useful and more convinient to populate into management reporter as well as PowerBi....

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1 Comments

Read more... 1 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
Needs Votes
13

Customer is requesting prepayment functionality in Sales order process

Since we don't have prepayment option in customer sales order, client is requesting this functionality in D365

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2 Comments

Read more... 2 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
New
9

Customer to ledger reconciliation report issue when moving a Customer to another Customer group – Difference balance is not calculating correctly

Customer / ledger reconciliation report shows difference in the following scenario: there are different summary accounts for different customer groups (on posting profile setup). If you create invoices for a certain customer, then change customer group for that customer and run the reconciliation...

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0 Comments

Read more... 0 Comments

Category: Accounts Receivable (218)

STATUS DETAILS
Needs Votes