Override GST at Invoice Line Level for pending vendor invoices
The system-calculated GST value for pending vendor invoice line(s) cannot be adjusted according to the vendor invoice. While we can update the overall GST at the header level of the pending vendor invoice, we are unable to make adjustments at the individual line level, causing discrepancies be...
Auto-refresh Pending Vendor Invoices Assigned to Me List
Currently, when a user approves a pending vendor invoice in Dynamics 365 Finance, the list of invoices assigned to them does not automatically refresh. This requires the user to manually refresh the page to see the updated list, which can be inefficient, especially when processing multiple inv...
Standard Intercompany Balance Functionality in AP Module
Hi,
Would it be possible to have a standard form in the AP module that provides visibility on intercompany balances?
Many customers do not have intercompany automated purchase invoice posting. Therefore, having a dedicated functionality to verify intercompany ...
Cheque number generation and assignment should be based on voucher number instead of vendor name
When we generate check payment on a payment journal with multiple vendors, the current design is that the check number will be generated and assigned according to the alphabetical order of vendor names.
The generation and assignment of check number should be following the eith...
GST-TDS on Purchase Orders,
Applicability of TDS: From 10th October 2024, a TDS of 2% is required to be deducted by the recipient (buyer) of goods, under GST, when purchasing metal scrap. Condition: The taxable value of the supply must exceed ₹2,50,000 per transaction. TDS Rate Breakdown: CGST = 1% SGST = 1% (for intra-...
Prepayment Invoice generation for the partial receipt
Issue regarding prepayment through Purchase Order Functionality. My scenario is mentioned below;
1. PO created and confirmed.
2. Created and posted prepayment invoice along with its payment journal
3. PO partially received and partially invoiced along with apply prepayment op...
Vendor open transactions report shows misleading information in Approved by field.
The ‘Approved by’ field at line level of vendor invoice journal is defaulted to the creator of the journal. The same info in Approved by field shows in Vendor open transactions report, which confuses users as it can be understood that the creator is the one approving the journal.
Voucher generation for correct/Cancel function on Product receipt (PO)/ Packing slip (SO) when Disable/Enable Allow posting to Ledger in AR/Ap Parameters
Enhance the Cancel and Correct functionality for product receipts (AP)/ Packing slip (AR) to ensure consistent financial audit trails. Specifically, ensure that a voucher is always generated when using the Cancel or Correct ...
Notification for Rejected Invoice
We have observed that the OCR module currently does not provide a dedicated section or notification mechanism to identify rejected invoices. This is causing challenges in tracking and addressing such cases in a timely manner. I would like to check the feasibility of implementing a notification...
Require single click purchase order invoice reversal
Currently, reversing a purchase order invoice in Dynamics 365 involves a multi-step process that includes creating a purchase return order, selecting the specific invoice to be reversed, and then posting the reversal transaction. This process is time-consuming and can lead to inefficiencies fo...