With the removal of the concept of virtual companies, the only - however poor - real out of the box option to share master-data across legal entities was lost. This feature was widely used by many customers.
The new cross-company data sharing accepts group and reference data only, but it is not possible to share for example Customers and Vendors across multiple legal entities.
In the industry, where my customers operate it is not uncommon to have +100 legal entities, some will have +1000 and this is real legal entities, not just a dummy division of a legal entity.
Therefore it is common to share customers and vendors between companies. But it is not a all or nothing approach. Companies are grouped and data is shared between a group of companies. Which leads me to my second suggestion. Please allow us to group companies into company groups and then configure the sharing of data per group of companies instead of individual companies.
So 2 suggestions here.
1. Ensure master data can be shared between a group of companies.
2. Allow grouping of companies into company groups.
According to Swedish tax authorites, the VAT part of a cash discount must be stated on the invoice, not just the cash discount amount itself. Will MS support this Swedish legal requirement?
On the invoice it must be stated:
If payment is received before 2017-08-30 a Cash discount of 100 SEK , where of 20 SEK VAT, will be given.
This is valid for all versions of AX/Dynamics 365 for Finance and Operations.
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.
Within multiple implementations I got the question if it would be possible to setup a specific address/contact details for collection purposes.
It would be a good enhancement to have a address purpose for Collections which should be used when e.g. creating collection letters.
The basic rule for interest calculation must be calculated as follows:
Monthly amount divided by 30 and multiplied with the days of the months – maximum days of a month can be 30 days !
A) If you calculate interest for the invoice in the repro steps until Sept 5th 2017 you have to calculate with 16 days (11 days from August plus 5 days from September).
B) You post an invoice with due date Feb 20th 2017.
a. Interest calculation until Feb 28th 2017: 8 days
b. Interest calculation until March 10th 2017: 18 days (8 days from February plus 10 days from March)
c. Interest calculation until April 10th 2017: 48 days (8 days from February plus 30 days from March plus 10 days from April)
In some industries, the final customer invoice amount is finalised just after weighting and quality analysis on the customer's side.
The idea is to allow customer invoice adjustments at least for the net amount, and also on the invoiced quantity.
The idea is to enable an invoice adjustment that corrects the net revenue and creates a credit note (or additional invoice, respectively) for the difference amounts.
Most D365f.O. users require a functionality that allows them correcting, that is depreciating, their overdue open customer balances by a certain percentage. As an example, all open customer invoices that are more than 180 days overdue are depreciated by 2%. The current solution allows depreciating only single open customer transactions and provided that you have thousands of open overdue customer invoices, the standard AR depreciation feature is not sufficient. Please bring such as mass customer lump-sum depreciation functionality into the standard application.
Of late, prospects have started asking whether D365Ops complies with the new IFRS 15 standards (coming into effect on Jan 1, 2018). This is very important for many industries especially telco - for deferred accounting of their subscription plans.
A couple of weeks ago we discovered a problem with free text invoice postings, that did not create a voucher after initial validation error, e.g. if you forgot to set some dimensions. We received a hotfix for this: KB4092585.
What this hotfix did though, was that: if you forget to set some dimensions on the line and header you first receive a message saying that account *** and account*** must have a cost center (for example).
* You can then go to the header > financial dimensions > add a cost center.
* BUT, if you shall add a missing dimension on the line, you NOW have to go into "distribute amount" > click correction > add dimension. You can not add dimensions for the line under line-details as you always have been able to do....
This is not how it has been working in previous version of Dynamics 365 (or previous AX-versions overall), and this is not a very user friendly solution.
We suggest that you bring it back to how it was before: that you can add any missing dimensions on the line on line-details > financial dimensions.
Replacement order created for the returned sales order should consider the Delivery date control and Lead time , this replacement order is as same as new sales order , where the lead time is considered
1 Prerequisite: Delivery date control set to ATP or ATP and issue margin in AR parameters , lead time say 30 days
2 Create a new item with storage dim group with site, warehouse and location
3 Set default site and warehouse to site 1 and warehouse 13 on default order settings
4 Adjust on-hand to 10
5 Create a sales order with the new item, line quantity 10 and unit price 100 on customer US-004 , delivery date in the SO , updated today+30 days
6 Post pickinglist, update pickinglist registration, post packing slip and invoice the sales order
7 Create a return order for customer US-004
8 Use function Find sales order, and select invoice created
9 Click OK
10 In the New group, select Replacement order
11 In the Create sales order dialog, click OK
12 On the sales order line created, open Line details > Delivery
( it will be updated as today only , and does not consider the Lead time )
13 Check the delivery dates. Expected result is todays date+ATP time fence. Actual result todays date.
14 Open simulate delivery dates
15 First available date without warning is todays date + ATP time fence.
replacement order should consider the lead time for proper delivery planning. this Correction is required.