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.
A direct link between vendor invoice number and related ledger accruals
When adding a Ledger accruals to a vendor invoice, the description of the accrual line vouchers is taken from the accrual scheme. There is no concrete link between the vendor invoice number and the related accrual transactions. For (year-end) audits and month end closing it can be important to...
Ability to process Zero value PO invoices via the invoice register
My Client receives a high volume of zero valued invoices relating to the scenario where faulty/damaged stock is replaced by a supplier and they issue zero value invoices for the replacement of the stock that is faulty or damaged instead of issuing a credit...
Archiving digital receipts
D365 via OCR process allows to digitalise vendor invoices. But these digital documents should also be archived and have some audit trails, timestamps, ....
In France some legal requirement
Ability to set up notifications when an invoice is in error
Our customers are requesting the ability to configure notifications in Invoice Capture, such as emails or alerts, that can be sent to AP users. This would allow them to follow up on invoices with errors that have not been transferred to D365F&O.
Notifications wou...
Purchase order confirmation number skipping auto-approve instances
On an approved or confirmed purchase order, it is noticed that if we make a Request Change that edit the unit price, the PO will need to be re-approved through workflow and re-confirmed. Upon reconfirmation, a new record would be generated in "Purchase order confirmation" (001).
Credit note for vendor prepayment
We have a business scenario where we receive credit notes from vendors for prepayments which we will never pay, or which were paid partially. At the time we receive the credit note, the prepayment invoice is already posted through the PO. However, if the credit note is posted and settled with ...
Consistent Default Descriptions for Payment Proposals
The system should ensure that the default description is automatically applied to payment lines created through the payment proposal process. Currently, this default description is not applied when the method of payment’s period is set to any value other than “Invoice.
Request to remove the unnecessary error message , "Vendor Account field must be filled in" when creating a new vendor.
When creating a new vendor, an error from the system appears, but nevertheless it is possible to create a vendor and find it in the list.
The error appears only if the user, after logging into the system, has expanded the tab ,,Retail" when creating a new vendor.
If the use...
Enhancement for AP AR Foreign Currency Revaluation
Users need an enhancement in the AP and AR modules foreign currency revaluation similar to the "Enhancements to bank foreign currency revaluation" feature in Cash and bank management module.
Administrator
We planned to release a feature "Reverse posted purchase order invoice" to cover your request in 2025 Wave 1 as a preview and GA is planned in 2025 wave 2.