Customer entity issue on tax exempt number breaks Dual Write's integrated customer master scenario
When
- utlizing Dual Write, map Customers V3 (accounts)
- Tax Exempt Number is set mandatory by configuration in F&O
Creation of accounts cannot be performed in CE, i e Dual Write's integrated customer master scenario is thus broken. In order to walk the talk, this i...
Inherit Tax exempt number from delivery address
Issue: Create a new invoice account and delivery account. Specify different tax exempt number for each account. Create a new sales order for the delivery account. Switch to the header view of the sales order and verify the tax exempt number on the setup fast tab. Expected result is the tax exe...
Make requestion field available in Open customer invoice form
Currently the field requisition is only available to be added to the open customer invoice form in legal entities with a primary address i China. But there are legal entities in other countries that wish to be able to use this field in this form, for an effective work process.
So this i...
Option to have a Sales return/credit note posting different than sales account as specified in Item Posting profile
Currently once a negative sales order is posted, the account picked by the system from item posting profile is of type "sale", however at many instances everyone wants to report their returns differently which becomes an issue, thus an option to be given in the system that when enabled a new p...
Customer Transactions (Interest)
Interest transaction type on the Customer transactions form does not reflect what is printed in the Interest note (Interest invoice) regarding payment terms.
In the printed layout of the Interest note it clearly shows Terms of payment as XXdays (Terms of payment are applied fr...
Print/View the invoice and the attachment altogether
Posibility to be able to print/view the invoice and the attachment altogether. Today we are able to attach in to the invoice a file as attachement and it is possible to send to the customers the invoice altogether. We, as users of D365 we are not able to print/view the invoice and the attachme...
Reset the customer change proposal workflow when it is unrecoverable
When we got Customer change proposal workflow stuck on unrecoverable and cancelled, system didn't reset customer record workflow status to "Changes not summitted" and delete all changes also doesn't work. Then user cannot continue the workflow and have to use script to reset the status. Can we...
Improve Customer Settlement Screen to Prevent Simultaneous Transactions Interference
Issue: When Multiple users are working on the customer settlement screen for the same customer and attempt to settle invoices against payments simultaneously, the system lacks mechanisms to prevent interference. As a result, the transactions selected by one user are getting settled on another...
Do not duplicate free text invoice number during reverse function
When reverse function started, in function dialog add possibility to write other invoice number, that when reverse is posted, reversed invoice number could have other invoice number (do not duplicate existing one).
To be able to do payment per dimension
It is a common need to have the dimension auto according to the transactions dimension while generating a payment list or when to settle transactions through payment journal.
As an industry example;
A is an event company and its customer attends 2 different ev...