Line level workflow for vendor invoice journal
Currently we don't have any line level workflows for invoice journal in the standard functionality and we have noticed that the line level workflow is available for vendor invoice. Therefore, I request you to look into this as requirement in the upcoming version.
Importing a prepayment invoice without activating the "automatically create invoice lines" feature
Our client uses an OCR solution coupled with the vendor invoice automation feature in D365 for supplier invoicing. All vendor invoices are sent to the OCR app including prepayment invoice.
The integration utilizes two standard data entities: Vendor Invoice Header and Vendor Invoice Lines...
Invoice matching creates zero amount transactions
The standard feature of invoice matching, in case of discrepancies between received goods and invoices, creates zero amount transactions.
The request is to avoid creating of zero amount transactions for ...
In connection with Balance on Vendor payment Journals
While making payment to vendor without selecting offset account same voucher number is populating on the next line,even after updating the offset account later.There should be some validation to control the same voucher for all lines with offset account updated later.
Blank out activity number when the project id is changed on a purchase order line
The purchase order line populates with the project id from the purchase order header. The activity number can then be added to the purchase order line and is correctly associated to the project_id. If the project id is updated on the purchase order at the line level (not on the project tab) ...
Vendor Groups updates to default account set up - roll back
Under Accounts Payable/Vendors/Vendor Groups you can add a GL account as a default dimension. The GL account is assigned to all vendors. If you remove or update the account number on the vendor group, the change does not update the default account number that was set up. You have to go int...
OCR
When importing invoices from OCR the AP module on invoice match takes the purchase order amount as the invoice amount and not the invoice amount.
this shows a match as the system is matching purchase order amount against the purchase order. if the invoice amount would be diffe...
Do not duplicate purchase invoice (when invoice posted via Invoice journal) number during reverse function
When reverse function in vendor transaction form is started, in function dialog add possibility to write other invoice number, that when reverse is posted, reversed invoice number could have other invoice number (do not duplicate existing one).
Broker Claims should show only the setlled invoices
The Broker Claims, shows all invoices that were posted accordingly with the broker commission rules. Then the business user needs to check on the broker report the settled invoices and based on it approve line by line on the broker Claims.
Usually companies only pays the broker commissi...
Pending Vendor Invoice Total Amount displays incorrect amount
In VendInvoiceInfoListPage, the 'Invoice total' amount is shown. When an invoice is with sales tax, the gross amount is shown. But after using the 'Total' button inside the invoice it changes to the net amount, misleading the users.