Tasks assigned in All financial period close tasks to appear in Activities
When assigning a task to someone in All financial period close tasks, it should be visible in Common| Activities | All activities. If the task is visible in All activities, then the user could see it in Outlook so they would not have to open the Dynamics 365 F&O to see the task, they can just ope...
Number sequence wizard
When you use the Wizard to set up the number sequences for your new company, you will likely run into issues with duplicate numbers when you are entering transactions into the application, unless you take the appropriate actions during setup. To avoid this issue you will need to go into the each ...
Customer bank account inactive state request
Not possible to block a customer bank account once the bank account isn’t valid anymore. Customers can easily switch bank accounts. When a customer is on direct debit, it is extremely important that a bank account won’t be used again after the customer \ or their bank does sent a m...
Default dimension intercompany ledger account
Current design will use the financial dimensions for intercompany ledger account coming from different setup. The request from customers is to append the originating legal entity to the intercompany ledger account as a financial dimension so that the customers have a clear view of the originating...
Cumbersome process of copying configuration data between companies or legal entities
With the current design, there is no possibility to change the reporting currency for one legal entity once transactions have been posted unless you use the standard process of copying configuration data between companies or legal entities. However this process is perceived by customers as being ...
LedgerJournalTrans.PaymentNotes cut off at 60 characters due to incorrect use of EDT TransTxt
When creating a payment proposal for direct debit and set up a default description in General Ledger > Journal setup > default descriptions, the description is filled in correctly in the PaymentsNotes field in LedgerJournalTrans. The PaymentNotes field allows 1000 characters. However, it is cut o...