Dynamics 365 Digital platform ledger posting customer account status type
Wish there is an option to easily maintain and easily trace customer account status ledger postings and postings offset (e.g. closed, active, suspended, suspicious), for purpose to easily account for on-line and not-online or suspicious.
Not featuring ledger postings, we may ...
Dynamics 365 Customer listing with marketing and finance value grand totals by date and balance
Wish there is an option to easily list customers with a marketing and finance each record and grand total value, by date and accumulated balances.
Dynamics 365 Customer record data administration for finance and marketing ledger postings at record creation
Wish there is an option to easily setup ledger main account for customer record creation for purpose to easily assign a new customer record marketing and value.
Example: We invested in marketing and research and studies for geographical location1: Grand total of $293,000
Revenue recognition: "Gross" posting logic for account entries
In case of revenue recognition scenarios, the sales order invoice should remain the same as without revenue recognition. The primary account entry should be Receivables (B/S) against Sales revenues (P/L).
Additionally, another secondary entry should be created: Sales revenues deferred (P...
Default payment terms for sales prepayment invoices
When producing a prepayment sales invoice the payment terms for the prepayment default to the customer payment terms but can be amended on the sales order in the prepayment fast tab.
For companies using prepayments for deposits the terms of the prepayment can be set to immediate, it wo...
Deleted recurring invoice cannot be generated again with the same recurring invoice template due to error: No invoices were generated because none matched the criteria provided.
Deleted recurring invoice cannot be generated again with the same recurring invoice template due to error: No invoices were generated because none matched the criteria provided. The system checks the match criteria, but it does not verify if the previous ...