Comments
The Service Management Module fails to apply Default Dimension Values (like those in Customers, Service Items, etc.) when generating Service Invoices and Credit Memos via "Create Service Invoice/Memo" actions in the Service Contract Document Page. Despite having Shortcut Dimension fields in Service Invoice/Credit Memo Lines, the system doesn't automatically pull Dimension values during creation, forcing manual adjustments.
This issue, traced back to a bug since 7/14/2021, severely impacts batch invoice processing and analysis, rendering the Batch Post Service Invoices feature virtually useless without pre-posting manual corrections.
Urgent development is recommended to ensure Default Dimensions in Service Items are automatically considered, addressing a fundamental flaw and enhancing functionality for larger company adoption.
This feedback is based on a case with Microsoft Support (TrackingID#2403040050002395).
Best regards,
i.A. Sebastian Liske,
Consultant
neusta IT-business-architecture GmbH | Ein team neusta Unternehmen
We have many clients that prefer the simple bank reconciliation vs the advanced matching one. Given the challenges with the matching rules and with not always having a 1 to 1 match between postings and the bank statements, the discontinued simple method was an easier and faster way of doing the bank rec. The advanced one is very painful when you have a high volume of transactions.