Payment schedule - reset - new arrangement
In some cases it is needed to setup a new payment schedule for the remaining installments after the first installments have been paid as the customer has a new agreement. We do not have any way today to undo the payment schedule. The complete transaction needs to be reversed. If payment have b...
Allow for data entity "CustomerPaymentJournalLineSettledInvoiceEntity" to be used as "Open In Excel Add-in" from customer payment journal
Often business receives payments from financial service providers and an account statement excel file is received with the background for the payment. The payment file consist of hundreds of lines, where customers invoices are paid and all need to be settled.
We would like t...
Additional note to add comment on Customer open transaction
After posting a customer invoice, going into the document it’s not possible to add any free text and also field invoice description is not editable.
This is very strange as it could happens that for a claim you need to write something in it, when you send account statement to client this...
Invoices print range filters
Under Sales ledger -> Free text invoices, users can select Print -> Range, under which they have the option to select 'from' and 'to' customer account and 'from' and 'to' dates. This is very useful as under 'printer setup', users can select the output format as file - PDF, and export multiple inv...
Ability to Import Advanced Notes
Currently, the Customer advanced notes setup and Vendor advanced notes setup areas only support manual entry. Customers with large volumes of note setup for item/customer combinations have no way to import the notes in from a legacy system, or to create new en masse. Furthermore, there is no a...
Correct customer balance list
Running the customer balance list checking totals line the value don't have comma separator, the single lines instead are ok.
Free Text Invoice line description not updating the Voucher with Matching Description for each line only first line is updating Voucher
In free text invoice Multi-line entry was entered with separate description for each line however first line description was updated in the voucher for all lines entered. Already issue was updated in LCS. Below is the reference URL. https://fix.lcs.dynamics.com/Issue/Details?bugId=407146&dbTyp...
TDS calculation in Customer Payment Journal if offset account is ledger.
If the offset account is a ledger, we can calculate TDS in the Vendor Payment Journal. (If the posting type is purchase cash for that GL). Similarly, if any of the posting types would work for customer payment journal also, it is preferable that users use bridging accounts rat...
Customer account statement to be completed
In customer account statement is not visible the document date, but only posting date of invoice.
For the customer what is relevant is document date and mainly when you migrate from a previous system the AR open items they posting date which is the one of the period of migration,
Deferral functionality (Subscription Billing) trace deferral on customer transaction/voucher
Our customer is using deferrals on sales orders for different items/types of sales and with different templates. For some items/order types, sales orders are created manually, and transaction deferrals are maintained on the sales order line, prior to invoicing. For other items, sales orders ar...