158

Reverse Purchase order invoice

We need a quick easy process to reverse Purchase order invoices. The current process of adding a negative quantity line, posting the product receipt and invoice for that line, and then adding a third line to be posted with the correct invoice is much too lengthy and difficult.

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6 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Needs Votes
148

Suggest improving intercompany’s transaction handling for massive SO/PO consolidation into a single consolidated invoice

Our F&O customers are having many intercompany transactions and facing challenges in consolidating multiple orders into a consolidated invoice. The aim is to post respective purchase orders and sales orders automatically for inter-company transaction and keep the posting consistency. The current ...

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4 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Under Review
129

Provide ability to cancel or correct vendor invoices associated with purchase order

Similar to purchase order product receipt correction functionality. It will be nice to have a vendor invoice correction functionality. This functionality should allow adjusting qty or unit price or both at the invoice line. Such Functionality will be usefull in handling debit memo or credit me...

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0 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Needs Votes
Ideas Administrator

 

 

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

 

 

Sincerely,

 

Annette

 

PM, Microsoft

129

Drag and Drop feature in D365FO

Adding Drag and Drop feature to D365 will saving a tremendous time of our big clients.

They receive a huge amount of invoices and even expense receipts that they need to attach to the forms and lines in the system.

Going to the correct line, press the clip (attachment) button, go t...

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7 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Needs Votes
96

Pending vendor invoice simulation enhancements

Posting simulation is very useful, it saves time by ensuring accuracy of the invoice before being sent for approval, or posting.

In case you are using AP automation and pending vendor invoices for all types of invoices, the option to simulate posting is even more appreciated.

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0 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Under Review
75

Correct first approver on Pending vendor invoice

When Vendor invoice workflow is used to approve a pending vendor invoice and assignment Managerial hierarchy is used, it is only possible to select either Workflow originator or Workflow owner. Workflow originator is equal to the person who submit the invoice for approval. This is often an AP ...

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4 Comments

Read more... 4 Comments

Category: Accounts Payable (541)

STATUS DETAILS
Needs Votes
45

Update to AP parameters to allow for touchless invoice processing

Many businesses struggle with product receipting discipline, that is, goods are receipted late causing delays in 3-way matching and invoice processing.

 

This means:

 

1. With the current functionality in both invoice capture and D365, unless you have the AP parameters ...

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0 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Needs Votes
44

New Feature / Parameter: An error notification when posting vendor invoice on the date earlier than the product receipt date

Due to the vendor invoice posting on the date earlier than the product receipt date the client experiences a misalignment that generates a negative inventory balance at the end of the month. 


Currently ...

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0 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Under Review
37

Using Purchasing demographics to query invoices in the Invoice journal view

Vendor invoices should have similar possibility to filter and query data using fields from Vendor table, as Customer invoices have.

It is just as common to categorize purchases through different groups or segments as sales invoices.

For example:

Accounts payable > Inquiries ...

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0 Comments

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Category: Accounts Payable (541)

STATUS DETAILS
Needs Votes
24

Exclude Charge Codes like Freight from Cash Discounts Calculation

Hi Team,


We need the ability to exclude charges like freight from the cash discount calculation on vendor payments. Almost all of our vendors do not allow us to apply the cash discount to freight.


NOTE: Most of our payments are automated, so manually adjustin...

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7 Comments

Read more... 7 Comments

Category: Accounts Payable (541)

STATUS DETAILS
New