Comments
Love this idea! Especially since this can be rather annoying when handling multiple chat sessions at the same time. If you are typing a message to a customer and a new session opens up, you will be switched to that chat and will continue typing there. It can cause mistakes and confusion for the customers.
🧾 Problem OverviewIn Dynamics 365 Finance & Operations (D365 F&O), if you create a vendor invoice before posting the product receipt, the system won’t automatically match the receipt lines to the invoice.✅ Workaround SolutionYou can manually match the product receipt to the invoice after posting the receipt. This ensures the invoice reflects the correct quantities and removes any unmatched lines.🔧 Step-by-Step GuideCreate and Confirm the Purchase OrderGo to: Procurement and sourcing > Purchase orders > NewAdd vendor and item details, then confirm the PO.Create Vendor Invoice Before Product ReceiptFrom the PO, go to: Invoice > InvoiceEnter invoice numberClick “Default from” and select “Ordered quantity”Save as a pending vendor invoicePost the Product ReceiptGo back to the PO: Receive > Product receiptEnter receipt number and postManually Match Product Receipt to InvoiceReturn to the pending invoiceClick “Match product receipts” on the Action PaneSystem will prompt to update match status and re-create accounting distributionsConfirm and update📌 Important NotesThis process is necessary because D365 doesn’t auto-link receipts to invoices created from “Ordered quantity.”To avoid this, consider using “Product receipt quantity” when creating invoices.Make sure invoice matching settings are enabled in Accounts Payable parameters
This is honestly something, that should've been in BC from the start. Why even have this feature, if for every tile i have to go through the developer providing BC to our firm. It's a simple setting you should be able to set in a matter of seconds. Choose a filter and choose if it's "sum" or "count". i hope it gets added soon, my previous employer had a custom CRM-based system and it had this feature.
Agree. I have a customer wanting the same thing. They feel this should be an automated process, but the batch job doesn't work the way it appears.Until it is able to regenerate these FTI with the ability to utilise date formulas, the option to configure a recurrence should be removed. Having the recurrence on the form implies that it will automatically create these as per the time interval when the functionality is not in place yet.
A Sales Credit should have an option to not impact inventory. This would allow properly fixing pricing mistakes, etc. on the original invoice without changing inventory. Sometimes a customer reports a small amount of damage and a simple credit would be much more accurate. G/L accounts will not properly reflect price changes to the correct posted sales invoices and item charges are way too complicated for a simple credit for 1 damaged item. The options should be: Return Inventory or Don't Return Inventory for the Sales Credit memo. A Sales Return should allow you to set an inventory disposition and reason code upon return receipt. A 'return' should not be needed to avoid impacting inventory.