Optimization of the dropdown menu for the saved views
Short description: The majority of the colleagues of our head quarter and our subsidiaries are working a lot with the saved views to help/improve their daily work. Because there are a lot of views for each colleague, we would require the follo...
Wrong posting type on invoice matching process
Invoice register is matched with purchase order. Transaction shows wrong posting type on approval process. Actual result Arrival account = Vendor incoming Offset account = Vendor incoming Expected result Arrival account = vendor balance Offset account = Vendor incoming As consequence, all repo...
Different signing limits for cost invoice and purchase order invoice
Companies often has different signing limits for vendor invoices related to a puchase order than cost invoice which often are more personal expense.
Unfortunately you can only select "Invoice" when you set iup signing limit policy under Organ...
Unable to post intercompany invoice due to sales tax rounding
The customer unable to post the intercompany purchase order invoice in the DEMF legal entity, as getting sales tax rounding issue. While posting the purchase order invoice getting the below error message. Error: “Customer invoice in company DEMF = 11.98, purchase is updated with 12.00.” Repro st...
Cost invoice (from Invoice Capture) image preview on Vendor Account
When a cost invoice is captured in Invoice Capture, it arrives in the Account Payable module, specifically in the Invoice Journal. The invoice image is accessible on the Journal but not on the Voucher, nor is it linked to the Vendor account.
On the Vendor account, within the Action pane ...
Include applied prepayment amount to "Require the calculated totals to equal the imported totals for workflow submission" functionality
Currently an applied prepayment amount is not taken into account, when an imported invoice is submitted to workflow and the "Require the calculated totals to equal the imported totals for workflow submission" parameter is set to yes in accounts payable par...
Extend "Require the calculated totals to equal the imported totals for workflow submission" to include tolerance amount
Currently the parameter "Require the calculated totals to equal the imported totals for workflow submission" is a do or die decision. (accounts payable parameters-> invoice -> invoice workflow) Similar to other parameters like "price and quantity matching" or "charges matching" (accounts paya...
Vendor Change Report
Can we create or adapt an existing report like Vendors so the AP department can report on any vendor changes within a given date range? Information that would need to be created: Vendor Name Address Contact information Bank information Invoice & delivery Payment Financial Dimensions
Invoice approval (using the breakdown of voucher): Financial dimension should be defaulted from the vendor record
When a user opens the vendor invoice approval and work in the lower area, then the financial dimensions are defaulted from the vendor record. It would be nice when the breakdown of voucher is opened in the invoice approval journal, the financial dimensions should also be defaulted from the vendor...
Drag n Drop functionality in D365
With enhanced AP automation functionality, if we can have a feature to save the invoice image to a transaction via drag n drop as opposed to having to open and navigate the dialogue box it will really efficient and will save a lot of time.