Post payment journals from reconciliation worksheets to allow settle transactions
The new function to "Post customer and vendor payment journals from bank statements and reconciliation worksheets" is great, specially for customer payments, but, as it is designed the process still remains a two step process:
- Payment journal is created and posted from reconciliati...
STATUS DETAILSNew
Rebates modifications
It would be very handy if approved rebate lines could be edited within the same agreement, and audit trail of the changes kept and a workflow to approve those changes.
The logic could be similar to the one of editing leasing agreements. The dates on the existing lines should ...
Inactivate project budgets approval workflow
In the Project Management module of D365, there is an option to add budgets to projects. However, it's mandatory to use an approval workflow when working with these budgets. Unlike other workflows in D365, the project budget workflow does not allow for automated approvals or the option to bypa...
More decimal places on the rate for indirects (costing sheet)
When entering rates in the indirect costs of the costing sheet to add them to the finished goods, we are limited to use only two decimals. This means that for companies that produce thousands of Kgs as output have a huge amount of overheads added to the product which is not realistic. Example:...
Funding limits option to not allow invoicing more than the limit
Currently, funding limits can be used as a way of tracking how much has been invoiced on a given item, category, resource...etc and comparing with an established limit amount.
I think it would be nice to have as part of the parameters an option to enforce warnings or errors w...
Data entity in excel to import CPIs
Since the consumer price index schedule values have to be updated for every month of the year in case of monthly billing and annual escalation frequency, it would be very useful if these values could be updated via data entities or even better excel add-in. At the moment only a composite data ...
CPI applied to usage items with tier pricing
The CPI functionality for updating prices on billing schedules based on price indexes cannot be used for items of type Usage. This limitation makes the functionality unusable for companies that rely on this item type. We use the Subscription Billing module to invoice cloud subscriptio...