85

Current Design In D365 standard functionality does not allow you to update the invoice date on all selected invoices in a batch, each invoice needs to be selected and the date changed on it individually before submitting to the batch. The same applies when confirming multiple sales order and creating delivery notes for a multiple of sales orders. Requirement When submitting sales orders into a batch process to generate a sales order confirmation, delivery note and invoice, if all sales orders are selected in the submission window, and the confirmation/delivery/invoice date changed under the Setup parameters, that date should be applied to all selected sales orders. The date should still be able to be changed for individual sales orders if editing on a specific selected sales order. Essentially when selecting to post multiple documents at the same time that the date of update field can be updated once for all records selected.

STATUS DETAILS
Under Review

Comments

A

We've added customization to cover this requirement and would recommend that if this was brought into std that the option would cover both Document Date(printed on invoice and basis for due date calculation) and Posting Date (Ledger) as there could be of interest to separate the two.

We're using Date Intervals to have the ability to set dynamic selections, such as Today, EndOfMonth in batch processing.

Category: Accounts Receivable

A

There should be setting in the selection of the batch to set the Batch processing date of the posting to be based a meaningful date from the sale order eg Requested Delivery date /Confirmed Date. This will allow the batch to be run other than the current default which is the system date, thus ensuring that revenue recognition is in the correct period

Category: Accounts Receivable