Ability to change Purchase Agreement selection on Pending vendor invoice
Once selected, field Purchase agreement on Pending vendor invoice is locked (greyed out). The value in the field cannot be changed. If user mistakenly selects the wrong value, there is no possibility to change it; pending vendor invoice needs to be deleted and new one created. Why not make it ...
Accrued purchases excluding sales tax should match with General ledger
Accrued purchases excluding sales tax report is used by finance to reconcile General ledger. But some scenario are not considered when option is activated * Charges * Sales tax * discount should be excluded idea: https://experience.dynamics.com/ideas/idea/?ideaid=6a0a9399-712f-e911-9461-0003ff...
Improvement in purchase prepayment funtionaity
Invoice prepayment functionality is very limited and does not cover the real needs of customers business. Some missing basic features covered by other ERPs as Oracle are: Scenario 1. We cannot create multiple prepayments for just one purchase order: 1.- Create a PO: Quantity= 20; price 100 2.-...
Thanks for raising the idea. For the reported scenarios: For scenario 1: The prepayment cannot be created again if the official invoice is posted.
For scenario 2: It is already supported.
Update to AP parameters to allow for touchless invoice processing
Many businesses struggle with product receipting discipline, that is, goods are receipted late causing delays in 3-way matching and invoice processing.
This means:
1. With the current functionality in both invoice capture and D365, unless you have the AP parameters ...
New Feature / Parameter: An error notification when posting vendor invoice on the date earlier than the product receipt date
Due to the vendor invoice posting on the date earlier than the product receipt date the client experiences a misalignment that generates a negative inventory balance at the end of the month.
Currently ...
Add function that user can correct Purchase order number in invoice pool
The vendor invoice register lets you quickly enter invoice that has reference a purchase order, so that you can pre-register invoice (accrue the expense) when it arrived in the company with information (vendor account, invoice number, amount, purchase order number and approval person). Then, i...
Arrival account entries are posted on settlement voucher
Issue is for 2012 R3 Idea :Post the Invoice Register in Period 1, then run the Foreign currency revaluation and set Period 1 on hold. Afterwards you do the Invoice approval against the Purchase order and the first day in Period 2 will be automatically suggested. When you settle this invoice with ...
Vendor invoice created via data management (OCR / Scanner process) and automatic receipt matching
When vendor invoices are imported from data management (with OCR or scanner process), there is no automatic receipt matching.
If the purchase order has already been received and product receipt information is part of pending invoice imported, match status is not automatically updat...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Extend parameter "Require the calculated totals to equal the imported totals for workflow submission" to have an invoice tolerance percentage
In current versions we are missing an option to add a tolerance percentage to the "Require the calculated totals to equal the imported totals for workflow submission" parameter. Right now it is a do or die decision.
There is no blocker to submit Pending vendor invoice to the Vendor invoice workflow when there is missing mandatory financial dimension
Pending vendor invoices can be submitted to the Workflow without any error message, even if there are missing mandatory financial dimensions. This is not the case with the Purchase order. When there is a missing mandatory financial dimension on the purchase order, an error message appears, and...
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The issue has been fixed and released in 10.0.36