On project's Customer Advance/Retainer form: add toggle to disable/enable auto invoice email.
As Project customer advances/retainers generate project invoice proposal. If workflow and auto invoice emailing is active, the retainer/customer advance invoice would be emailed.
For many clients, the retainer/customer advance invoice is NOT emailed to the customer. Often th...
Reintroduction of invoice summary in the project invoice proposal grid footer
In MS DAX 2012 there was a view under the project invoice proposal grid that allowed users to view an invoice summary without going into each invoice project proposal. On D365 we are not having this view.
Customer have tried alternatives to the above with enabling the “New invoice summar...
Using a fixed exchange rate and charges on a Project sales order results in an error during invoicing - Transactions on the voucher do not balance
When entering a fixed exchange rate on a sales order header, adding charges and trying to invoice via a project invoice, the transaction currency amount of the charges code is not converted into accounting currency using that fixed rate.
Only the vendor and profit amount are c...
Automatically update Due date on the Invoice proposal form, when Terms of payment are changed
Our customer has following business scenario: There are situations when Terms of payment (which are defaulting from Customer master record) needs to be changed at the moment of the invoicing. When Terms of payment are changed on the Invoice proposal form, Due date remains same, and expectation...
Non-billable project sales line(s) always not to be project pending transactions list and move to invoice proposal..
Issue:
After posting packing slip(s) of sales order(s) non-billable sales order line(s) is/are not moving to invoice proposal and remains in the pending project transaction and the sales order(s) is/are still in delivered status....
Project operation Expenses Invoice line not displayed the Voucher description
Bug id 797450
All clients are unable to voucher description under the expenses invoice.
Business Impact
Transactions without remarks are not acceptable as they are difficult to track. We will have audit issues also.
Increase performance when generating invoices
When there is a projectcontract with over more than 200 Contractlines, the generation of an invoice is not always possible due to a time-out. With every contractline for a different project customer the system creates a projectcustomer line for a billing percent of 0. This means when you are c...
Sales order ID should be displayed on the Project invoice proposal form
The issue appears during invoicing process from project based on the created sales order on the project. If sales order lines are used to create invoice proposal, on the invoice proposal form there is no information about the referenced sales order ID. There is also no possibility to add the f...
Print Format tax invoice proposal sequence is not working as per line number.
Print Format tax invoice proposal sequence is not working as per line number. whatever the invoice line amount seq, the system always prints format tax invoice proposal as same sequence. hope we can have a design to display as per line amount/number.
https://experience.dynamics.com/ideas/
Customer would like to have the Reason code used for the project accounting and management module.
In General ledger > Journal setup > Financial reasons there are a reason codes that we use when posting GL journal lines. It is suitable to be used only for Ledger, Asset, Bank, ...