Update Qty. to Invoice as Qty. Shipped/Received in Sales & Purchase Orders for Drop Shipment orders


In the current design for partial shipment/receipt the Qty. to Invoice field is updated as Qty. to Receive/Ship + Qty. Received/Shipped. For Drop Shipment Orders in case of partial shipment/receipt, the User has to manually update the Qty. to Invoice field in both SO and PO to partially invoice ...

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Category: Sales (519)

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Needs Votes

Deferral Code and Deferral Schedule in Job G/L Journal


The Deferral Code field should be available to add the Job G/L Journal line. Also the Deferral Schedule option should be available under Actions > Functions, These are available in General Journal lines.

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Category: Project Management (103)

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Needs Votes

Advanced Filters feature is not available in the Matrix view page


In the current design of D365 BC (Web client), the ability to apply Advanced Filters are not available in the Matrix View page. In Windows client the feature is available

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1 Comments

Category: General (1209)

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Needs Votes

Payment Tolerance should consider the Total Amount


Consider the below scenario: 1. General Ledger setup - Max. Payment Tolerance = 0.50 2. Post a Sales Invoice of Amount Incl. VAT = 507.50. 3. Create a Cash Receipt Journal: a. Line 1 - Document Type = Payment; Account Type = Customer; Amount = -250; Apply to the Posted Sales invoice. b. ...

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Category: Financial Management (911)

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Needs Votes

Analysis by Dimension should display the transactions with blank Dimension code Value


The transactions with blank Dimension Code Value should be displayed under a column named 'Unspecified Dimension' in the Analysis By Dimension Matrix Overview page. Currently these transactions are skipped when Show as Column = Dimension Code. The Item Availability by Location displays the Invent...

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Category: Financial Management (911)

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Needs Votes

Analysis by Dimension Matrix Overview page shows 32 Dimensions as columns in a single set


Analysis by Dimension Matrix Overview page shows 32 Dimensions as columns in a single set. To view the next Set, the User has to go back to the Analysis by Dimension page and click Next Set. The User should be able to view all the Dimension columns by scrolling to right.

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Category: Financial Management (911)

STATUS DETAILS
Needs Votes

Payment Application Report


A Report which gives the List of Customer Payments applied to posted Sales Invoices for the Customer with the Applied Amount, Application Date will give an overview of the Customer Payments received and was applied to which Invoices. Currently the User has to go view the information entry wise.

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1 Comments

Category: Sales (519)

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Needs Votes

Approval workflow for Job G/L Journal


Currently if you create a workflow for general journal batch approval, you have to create an option to select Job in the Template Type in the workflow. But there is no option to submit for approval or to approve on the Job G/L Journal page.

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Category: Project Management (103)

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Needs Votes

VAT/GST calculation for Prepayment Invoices should be based on VAT/GST Posting Group in the Purchase/Sales Order lines


The VAT/GST calculation for Prepayment Invoices are based on the VAT/GST Prod Posting Group of the Purch./Sales Prepayment Account setup in the General Posting Setup. Even if the VAT/GST Prod. Posting Group is changed in the PO/SO lines, VAT/GST amount for Prepayment Invoice is calculated based o...

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Category: General (1209)

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Needs Votes

Posted Sales Shipment report should be prompted to Save when using Custom Word layout


Currently, if Custom Word Layout is selected for Sales Shipment Report and the Sales Shipment is printed from the Inventory Pick, the system does not prompt to Save the Posted Sales Shipment. The scenario is as below: 1. Select Custom Word Layout for Sales - Shipment (Report ID = 208) 2. Create ...

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Category: Warehousing (96)

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Needs Votes