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It would be useful if you could replicate the PO prepayment functionality and apply similar functionality on the sales order side.  We frequently have requests from clients to be able to create payments in advance from customers and link them to a SO.  I know it is possible to create a prepayment journal and link that to the sales order using existing functionality but the problem is there are limitations.  These are as follows:- 


1) You can't generate an invoice off the back of the prepayment 


2) It is not easy to see what prepayments you have generated in the system with remaining balances.


3).  It would be a simpler process if you could generate the prepayment directly from the SO, similar to the PO prepayment function.


 


 

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely,

Shivam Pandey

Senior Program Manager

Microsoft 

Comments

A

This functionality is sorely missing with a significant amount of time and effort required simply to track a customer prepayment to an order. We have developed workarounds using projects, but this has greatly increased the complexity for the rest of our ERP users.

Category: Accounts Receivable

A

I work for an international group that has Eastern European customer prepayment functionality in place in one country via MS D365FO country localisation. It is also needed now in France and Denmark, which don't have these features. This is really necessary for these two countries.


Until version 10.0.14 there was a "minimum" functionality that allowed the user to link the prepayment payment voucher to the customer order by putting the PO number in the Reference field. The Prepayment menu item (top right - now greyed out) in the Sales order - Sell tab, allowed to see the balance net of Prepayment received.


Accoding to this MS LCS notice, this functionality was depreciated from 10.0.14: Details for issue 523850 (dynamics.com)


Can, MS, as a first step, restore this now-depreciated functionality?

Category: Accounts Receivable

A

That exists for Eastern Europe countries (Poland, Hungary and Czech), so it would be easy to apply to all countries.

The standard solution doesn't work properly, it's time consuming as it requires a lot of manual job.

There is any link between the prepayment, the advance invoice and the one for the goods, so it's hard to sort out the customer statment.


Category: Accounts Receivable

A

Function available in Business Central. Why ist FinSup so complicated?

Category: Accounts Receivable

A

This needs to be implemented ASAP, to avoid manual work.
We are spending a lot of time in reconciliation and settlement of advance payment received from the customer

Category: Accounts Receivable

A

Bump!

I am amazed this isn't possible... each and every small ERP offers this functionality afaik.

Category: Accounts Receivable

A

In the world of Covid, customers are taking prepayment or cash with order more and more. Having this functionality available is become more important as tracking the prepayment to an order is an Excel operation to tie the two together. We would like to have the functionality work in a similar was as it does with Accounts Payable where a paymnet is associated with a PO and that payment then flows to the invoice as well for an automated application of the money to the invoice. An update on the progress would be appreciated.

Category: Accounts Receivable

A

This is an important and pertinent business requirements and bit surprising it is still under review. Customer prepayments should be work in same way as vendor prepayments.

Such basic ERP functionality gaps must be filled by MS as top priority and supported by intuitive inquires so that users can get a quick snapshot of the prepayments situation for both vendors and customers.
Please let us know the status of his feature ?

Category: Accounts Receivable

A

We are awaiting a solution on this asap. The feature Prepayment (linking a prepayment to a SO) was depreciated in 10.0.14 but no new functionality to take over. This is really a step back for companies requiring the accuracy of prepayments to SO with a high number of prepayments leading to plenty of errors.

Please fix this asap.

Category: Accounts Receivable

A

Still "under review". Two Years (!) later.
Any updates on this?

Category: Accounts Receivable