When changing the customer group the customer financial dimension is not populated correctly in customer master
When changing the customer group the customer financial dimension is not populated correctly. When you create a customer, customer financial dimension is populated to financial dimension, but when you change the customer group is not working with the same logic. We want customer dimension should...
Define default description for Revenue Recognition transactions
It is not possible to design/define the default description for Revenue Recognition transactions. I would be nice to have the same possibility to define these transaction text like the rest of the transactions within D365FO.
Default descriptions - Module postings for descriptions – Extend length for description from 60 characters to 512 -Customer/Sales invoice and Free text invoice
The description text is truncated to 60 characters in the FTI and customer invoice transactions even when it is allowing more than 60 characters to be defined in default description. Customers are also expecting to extend length for description from 60 characters to 512 in other transactions lik...
Improve the Customer Lookup by Phone Number
Improve the process of looking up a customer by phone number. Today the customer phone number is a free text field. When a customer is setup, the phone number can be entered into the system multiple ways. Later when entering an order for a customer and you want to lookup the customer by their ...
List code field should show as 'EU trade' when free text invoices imported through data management and where customer address is listed in EU trade list.
Free text invoices when imported through data management, where customer's address listed in EU trade listed, list code should show as ‘EU Trade’. It does when FTI created manually so that the invoices will get fetched when generating EU sales list report. As of now for imported FTI it's showin...
re-design necessary to correct the link "acquired by" in relationships of a customer
When clicking on "acquired by" in relationships of a customer, you don't end up in the respective relation, but in the contacs of customer. You expect to end up in global addressbook, relationship. According to Microsoft Program Management there is a re-design necessary to correct the link, wh...
Seperate Main Account for Return Order and Cancellation
Currently alternative account for sales return and cancellation is given to Brazil legal entity. It should be set across gloablly as this is part and parcel of accounting request and not by country specific. Is useful and more convinient to populate into management reporter as well as PowerBi....
Commission on Sales being recorded at time of Invoice (available for US localization)
Currently, when the OOB commission structure is setup for the US localization, the only option is to record the commission at the time of invoice. As company policies vary, some will record the commission at the time of customer payment of the outstanding invoice, to ensure they are not payin...
Allow for data entity "CustomerPaymentJournalLineSettledInvoiceEntity" to be used as "Open In Excel Add-in" from customer payment journal
Often business receives payments from financial service providers and an account statement excel file is received with the background for the payment. The payment file consist of hundreds of lines, where customers invoices are paid and all need to be settled.
We would like t...
Customer reimbursement should reverse the Conditional GST which would've been posted with the credit note
When Conditional GST is turned on and when a customer invoice or credit note is posted, Conditional GST will be posted (instead of actual GST Payables). In the case of invoice, Conditional GST will be credited. However, with the credit note, Conditional GST will be debited (as the customer balanc...
Administrator
Thank you for the feedback! We will consider this for future releases. Kristi, Microsoft PM