Suggest a new Idea

  • 1

    Expense lines - doublets validation is missing

    Suggested by Nives KresojevicNew 0
    Category: Expense management

    To reduce the possibility of fraud and error in users recording same/duplicate expenses, on purpose or not. All our customers are looking for a way of preventing doublets to occur. It would be very helpful if some sort of validation is made standard, that when the same user submits an expense report, with a line the same category, on the same date (also interval for e.g. per diems), and with the same amount, and if a project, then also the same project, that a validation happens, and notifies the user.
  • 1

    MobileApp: to have captured expense receipts to auto populate date, amount etc.

    Suggested by Nives KresojevicNew 0
    Category: Expense management

    The Expense management Mobile App could be more helpful to the users. The users in general find the Expense handling in D365 and the Mobile App quite heavy and not so user friendly. One of the wishes was that the App helps the user a bit more. As when a user has captured a receipt on the Mobile App, that the App reads some of the information and populates it on the Expense in the Mobile App, info as the date, amount, etc. Some other systems have this functionality already.
  • 1

    Add unattached receipts to the expense report form

    Suggested by Nives KresojevicNew 0
    Category: Expense management

    Most of our customers want to use the Expense management Mobile App to record expenses. The unattached receipts is also one of the functionalities that they wish to use. Though when the unattached receipts have been synchronized to the form in D365. The great help would be to be able to directly add the unattached receipts to the expense report form, like it is already possible to directly add the unattached expense lines (also deriving from e.g. Mobile App) to the Expense report.
  • 1

    Close the pending vendor invoice form after approval

    Suggested by Nives KresojevicNew 0
    Category: Accounts Payable

    Most of our customers wish that the pending vendor invoice is closed after the invoice has been approved. It confuses them that the invoice remains after it has been approved. It is opened from the work items assigned to me. After approval the invoice should close and the user should be returned back to the next work item to look at.
  • 0

    Enable the Print Manager to dynamically insert the PO number onto the subject line

    Suggested by Gayla ShulhanNew 0
    Category: Procurement and sourcing

    Using print management on every PO issued to a vendor, and would like our PO number as part of the email subject, without a user having to type it in the subject line before sending.
  • 3

    Allow PO Dates to change with option to update or not update pricing

    Suggested by Gayla ShulhanNew 0
    Category: Procurement and sourcing

    When changing the delivery date on a PO, at the header, and intending to do the same on the lines, need the ability to choose whether to update the pricing for all lines or keep the pricing as is for all lines.
  • 3

    Retail and WMS - Processing Retail Customer Returns in a Warehouse (WMS)

    Suggested by Brian MerfeldNew 0
    Category: Warehouse management

    Request that WMS can handle and process customer returns that originate from Retail (mPOS/cPOS), at a warehouse, in a similar fashion as a Returned Sales Order/RMA is processed in WMS.

    In D365 WMS, during receiving of the customer return that originated from Retail (mPOS/cPOS), ‘WORK’ is not generated for sales order lines that have a negative quantity where 1). Order Type = ‘Sales Order’ and 2). One or more sales Lines with a negative value, representing the returned items. WMS will only create ‘WORK’ for negative lines when the order type is ‘Returned Order’. Since Retail does not create customer return sales orders with an order type of ‘Returned Order’, WMS does not create ‘WORK’ for the lines that have a negative quantity. In addition, when creating a sales order that has an order type of ‘Returned Order’, positive lines are not valid.

    WMS returns rely on two things. An RMA and an order that is coded for inbound work. That means Return Order type sales orders. When we do a return from mPOS/cPOS, we don’t get either of these.

  • 21

    Ability to change Purchase Agreement selection on Pending vendor invoice

    Suggested by Dara DobrijevicNew 0
    Category: Accounts Payable

    Once selected, field Purchase agreement on Pending vendor invoice is locked (greyed out). The value in the field cannot be changed. If user mistakenly selects the wrong value, there is no possibility to change it; pending vendor invoice needs to be deleted and new one created. Why not make it possible to change the selection (similarly as it can be done with Purchase order)?
  • 6

    LCS Regions for data storage

    Suggested by Niels RoelofsenNew 0
    Category: Lifecycle Services

    With BPM and possible connecting of data to processes and even possibly bacpac files movement through LCS. Storing data within LCS would have our customers save data in US. This is for some of our customers not an option.

    It would help a lot, if the data is stored in the region of the tenant.

  • 3

    VAT specific exchange rate

    Suggested by Mauricio Saldana GilNew 1
    Category: Tax

    A company has as accounting currency SEK but they are located in UK, so the VAT needs to be reported in GBP, vendors are sending an invoice on SEK currency but specifying what the exact VAT in GBP they are calculating, the problem in D365 is that in this case we don't have an exachange rate, since the transaction currency and the accounting currency is the same; the VAT is getting calcualted using the "default" exachange rate but we should be able to specify the rate we need for the specific transaction.