Improve "Export to excel" functionality to retrieve an error message in case of partial export
For Voucher transactions (General Ledger report), only part of the data is being exported when using "Export to Excel" functionality. There is no error message received by the users, it is just that there is missing data in the exported Excel file.
We understand that for such...
Allow deletion of fiscal periods while calendar applied to ledger
In the past, we were able to delete a fiscal period on the calendar applied to the ledger in order to divide it differently. Then, we would run the ledger recalculation batch job to ensure postings occurred in the correct periods. This appears to no longer be the case, as an error throws whe...
Simplify Financial Period Close Workspace Forms
I would like to be able to attach screen shots in support of this idea. Our client says that they are spending too much time selecting the ",,,More" button drop-down on these Financial period close workspace forms: "Status by company", "Status by area", and "Status by person". The "Task li...
Financial dimension Agreement values should be created automatically
The system should create new financial dimension values, when Use values from = Agreement and new purchase/sales agreements are created.
Input comments for reversal transaction function
Hi,
It would be productive to have a comments box where the users are able to input reasons for reversal of transactions and easier to refer as and when there is need for an audit of reversed transactions.
Expiry of Periodic Journal Lines
There should be a provision to hold an expiry date or a number of times a periodic journal line can be used, As we have multiple instances where the user have periodic journals with multiple vendor invoices and each having different expiry date or number of times it has to be used (monthly onc...
Auto Settle Reversals in Ledger Settlement
Would it be possible to auto settle the reverse transactions in ledger settlement?
Ledger Dimensions to be able to be dragged and dropped on the overview forms
Ledger Dimensions to be able to be dragged and dropped on the overview forms. It would be perfect as if the can act like a field.
I believe this is a duplicate ask of other ideas to have all known dimension fields available as seperate columns in the product.
Include workflow control button on General Journal page when you have lines open
When using workflow for general journals, the user will usually be working in the lines/journal voucher page and then want to submit the journal to workflow.
Currently, the workflow control is only available from the main general journals list page, so the user needs to go out...
"Dimension statement" report has not the range date printed
In "Dimension statement" report (General ledger > Inquiries and reports > Ledger reports > Dimension statements) the date range that you setup in launch form is not printed in the header of the report.
The same report in AX2012 ("Detailed trial balance...
Administrator
Please note that some reversals already ledger settle the original and reversing line automatically upon posting the reversal.