Vendor payment proposal workflow
My clients keep asking whether there is a payment proposal workflow exist nor not. The answer is no. However, I believe that there should be a workflow.
Possible business solution:
- Create a stand alone payment proposal,
- Submit it to workflow,
- Transfe...
STATUS DETAILSNew
Set PPV Tolerance Thresholds That Trigger Management Review
In D365FO, there’s currently no way to proactively monitor large purchase price variances (PPVs). I’m suggesting a feature where users can set PPV tolerance thresholds, and if a purchase exceeds the limit, the system notifies the team or triggers a review. This helps catch unusual cost differe...
Automatic User Disablement upon Employee Termination
Currently, when an employee is terminated in the Human Resources module of Dynamics 365 Finance & Operations, the associated system user account is not automatically disabled. This creates a compliance and security risk, as terminated employees may still retain active access to the system.
...Automatically place all newly created vendors on hold
In many organizations, vendor records must undergo internal reviews (e.g., due diligence, tax ID verification, or approval from Procurement and Compliance) before they can be used in financial transactions. Currently, when a vendor is created in D365FO, it is immediately available for posting ...