Customer / prospect workflow
I am just wondering why D365 does not offer basic customer and vendor workflows. Also, most of the workflows we have do not have task assignment as a feature when configuring them. We need to include it in all the workflows. The customer-proposed change workflow is not very useful.
the order notes are also on the invoice
If I include notes on the sales order, it is helpful to be given the option for the notes to also be on the invoice.
Automatically set VAT group when creating address/prospect/customer (bases on the country of the relation)
I would like that the VAT group is selected automatically based on the (invoice or delivery) address of the customer/prospect etc.
There is some functionality available on the VAT group form when we key in an address with country, the VAT group is automatically selected when y...
Print bank information on sales invoices
Business Central already supports the printing of the bank information on sales invoice, not only that but the users also get to choose which bank to print, not just the default bank (This was an idea and it was completed)
In D365FO, a default bank account is already identifie...
In a data project, filters added to Sales Orders Composite V3 do not get saved
Issue - filters added to Sales Orders Composite V3 in data project is not get saved in Dynamics 365 Finance and operations.
Repro steps -
Go to data management - Export - Create a new data job
Choose entity Sales Orders Composite V3,...
Set the sales invoice number in D365 F&O to be the same as the 3rd party invoice number reference using standard sales order processing.proc
When importing sales invoices from 3rd party systems that generate their own invoices numbers and using standard D365 sales order processing that there was a setup/configuration that used the 3rd party application invoice reference as the D365 invoice numb...
"Godkänd för F-skatt" must be stated on Swedish sales invoice
For Sweden, by law you are required to have "Godkänd för F-skatt" on sales invoices.
There is a similar law in Norway where you have to state "Foretaksregisteret" on sales invoice, see: https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/nor-select-the-parameter-to...
Allow "Confirm" in the Consolidated invoice function of the Accounts receivable and Accounts payable modules to be executed in batch mode.
There is a process called "Confirm" in the Consolidated invoice function of the Accounts receivable and Accounts payable modules.
The Consolidated invoice function consolidates invoices created during a month by "closing date" and by customer.
In the Consolidated invoice...
Save button to enable the Negative Tax amount on the Free text invoice or Credit note
When the users are creating the Free text credit note, in the Tax Adjustment screen when a negative amount is entered and clicked on Save button, currently the negative amount becomes a positive amount causing the credit note to be posted as a positive amount. Now the issue is that the Free te...
Open lines in an Excel template for a payment journal other than customer
Open lines in an Excel template for a payment journal "Account type" not allowing other than customer.