Add release note to electronic reporting configurations
Configurations that we import from Microsoft repositories misses release note to find which changes have been made on data model, model mapping and format designer.
This will help user to get better overview that each KB or ID include in regards with new fields functions, changed mapping...
Populate print setup destination for new companies
Once we create a new company in the solution, mostly, we need to define print setup for forms in account receivable, account payable , and project module manually (e.g. Account receivable > Setup > Forms > Form setup > General > Print management). It is cumbersome job once we create several co...
Electronic reporting destination - Copy configuration
Electronic reporting destination form is company-specific and can be utilized for various purposes. One of the key advantages is the ability to design business documents in Excel or Word and activate the "Convert to PDF" functionality.
In order to improve our system, we have i...
Standard entities for Electronic reporting destination
"Electronic reporting destination" form is a company-specific that primarily utilized for configuring the destination of generated reports or invoice layouts (such as Email, Archive, Screen, etc.) within business documents. Presently, we face a challenge due to the absence of standard entities...
Differentiating 'Electronic Reporting Jobs' for Business Document (RDP) Run Formats
There are multiple reports and documents that can be archived using Electronic Reporting jobs, such as e-invoices, SAF-T(NO), Pain.001, and others. Additionally, when using business documents or their derived versions and setting the destination as "Screen" via Wor...
Post in batch function for fixed assets and project journals
Regarding the Microsoft Learn post on optimizing Financial Journal Posting Performance in Dynamics 365 via lines limit, this functionality is designed to operate through batch processing. It can be applied to general journals and customer/vendor payment journals. However, it should be noted th...
Embedding Business Documents in e-Invoices as attachment
Proposal:
Introduce a new feature allowing businesses to seamlessly include business documents as embedded attachments within e-Invoice files.
Current behavior:
When activating "eInvoice attachment" for a customer in D365FO, a copy...
Extend Electronic Reporting Jobs with new fields
Electronic Reporting (ER) Jobs form could be improved in its UI by adding fields to better track document status, such as invoice or order IDs, destination types, and ER configurations. These updates would make it easier for users to retrieve and manage Business Documents files and streamline...