Comments
I come against this issue everyday in working with D365. I try to view the on-hand list in the inventory management module and the "Product name" is not filterable. This means I have to spend a lot of extra time searching for the correct product and going item-by-item which is really inefficient. Its strange because in other areas of the system the Product name is searchable, but just not in the on-hand list or the item journal in a work order.
Most of customers will officially closed accounting in June after final auditors approved the account. Waiting this date, no settlement can be done between opening balance and 2023 transactions. correction may be requested for 2022. It is mostly adjustment, but all closing need to be redone. on previous version, there was a way to add only modification to the opening balance.1- transactions were marked as closed2- new transactions were then unmarked3- new year end closing took only the unmarked transactionsin this case, closing and settlement can be done whenever customer needs. Only correction will be considered in the new closing (with an option consider only unmarked transaction)This should be an option to avoid pain on daily work.Companies must provide monthly reporting and settlement can be critical to justify account whenever requested.
This indeed is a little frustrating issue. In 2024 users have accustomed that everything is automatically updated, so there is a big possibility that you forget to refresh manually. That will in turn result in lost business opportunities caused by missing/false/outdated data being shown to the user.This truly needs to be fixed.