Provide support for more than one invoice journal name with invoice capture
Client would like to have the credit memos come into a different journal name (for voucher numbering, etc) through invoice capture.
Invoice Capture - Vendor Name
Sometimes, the original invoice does not have the correct vendor name as in D365. Hence, the invoice capture adds the captured name from the original invoice and transfers the invoice with the wrong vendor name into D365. Once the invoice is created in D365, the vendor name field is greyed out...
Invoice Capture - Cost Invoice description
Currently in Invoice capture software, for Cost invoice: AP invoice journal or AP Vendor Invoice. It is not possible to transfer the header or lines description into D365. Users have to add the description manually in D365 after the transfer is complete.
Invoice Capture - Cost Invoice
For Cost Invoice. Currently, you can transfer invoices as AP Vendor Invoice OR as AP Invoice Journals.
We would like to have the possibility to decide at Invoice Capture software level whether to transfer the invoice as an AP Vendor invoice OR as Vendor invoice journal (base...
Invoice Capture - AP Invoice Journal
For Cost Invoice - AP Invoice journals. We would like to have the possibility to import multiple invoices within the same AP invoice journal. This will facilitate editing multiple lines in the same journal instead of having only one invoice/one line per journal.
Removing the localization of the Additional Months field, in the terms of payment forum
In the terms of payment form, when using payment method as cutoff days, in some localization, there's a field called additional months, so that the due date can be calculated no only in the current month, but based on the cutoff days and adding months.
examples:
Limit re-assignment of workflow from other levels of the same workflow
Currently as per design in D365 Finance and Operations ERP, there is nothing preventing a user from first level approval group to reassign a workflow that went to second level group for approval to themselves, since both user levels of same workflow have a common access point or privilege. Thi...
Optimize by minimize transactions when processing Royalty claims
Currently logic processing royalty claims
- Original accrual reversed with the orginal accrual date, causing financial periods to be reopen for which monthly reporting have been completed and settled, which is not optimal
- P&L transactions created again with vendor invoice, whe...
STATUS DETAILSNew
Expense accounting entries upon receipt of a PO when using a non inventory product
When adding expenses to a PO with a no stocked product, then allocate them to the total amount, this expense amounts a...
Product receipt should show in the invoice history and matching details screen
Currently there is no way to identify which invoice has been matched to which product receipt, the matching details screen only shows you which purchase order has been matched. The matching details screen should show the 3 way match not just the 2 way match.
Thanks
Hanna...