Add a filter operator called IS BLANK


When I want to filter on a field that is blank (aka empty or null), there does not appear to be an option with the current list of filter operators (is exactly, is not, contains, does not contain, begins with, is one of, after, before, matches).  How can I see records that "are blank" (ak...

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2 Comments

Category: User Experience (107)

STATUS DETAILS
Under Review

Add Select All function with View Staging Details


Within Data management's - Execution details - View staging details...there is no ability to SELECT ALL.  When correcting errors, you might want to:

1. filter on lines you want to update (ex:  Transfer Status of Errors)

2. then you want to SELECT ALL

3.&n...

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2 Comments

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2 Comments

Category: Data Management (119)

STATUS DETAILS
New

Add a data management option to delete records


Sometimes we need to bulk delete records and using data management would be a very convenient utility for this.  Another application I've worked with had an additional column that could be added to the import file (e.g. CSV, etc) that was called DELETE.  If the column had a cert...

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4 Comments

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4 Comments

Category: Data Management (119)

STATUS DETAILS
New

Add activity to project fee budgets and actuals


Project-centric organizations like ours budget project fees down to the activity level and have actual fee transactions down to the activity level as well.  The project WBS screen allows fees to be added to activities, but it doesn't currently go past the WBS.  Any project budget or ...

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0 Comments

Category: Project management and accounting (237)

STATUS DETAILS
Under Review

Allow deletion of Beginning Balances Journal for Projects


There is a Delete button in the Beginning Balances Journal for Projects, but it is not functional.  (Technically, it is functional but only if you remove every single line from the Journal 1 by 1.)  But...even though there is a select all option, when you select more than 2...

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0 Comments

Category: Project management and accounting (237)

STATUS DETAILS
Under Review

Document Routing Agent as a Windows Service - Allow printing of checks and other document requiring custom margins


In the article below we learn that we have to "jump through hoops" to print documents with custom margins (such as checks).  We find this to be unacceptable.  Please enhance the document routing agent so that it can handle documents with custom margins (just like any other document)....

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1 Comments

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1 Comments

Category: Reporting and Analytics (42)

STATUS DETAILS
Under Review

Fix issue in AP when transactions are said to be marked for settlement when they should not be


RE: Accounts Payable For years and years, AX organizations will occasionally have open AP transactions erroneously get "stuck" as "marked for settlement" when they really should not be. Organizations have been forced to do a SQL update (database surgery) on the database table SpecTrans to fix ...

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0 Comments

Category: Procurement and sourcing (176)

STATUS DETAILS
Declined

Create a Category under this Ideas site for Accounts Payable


Create a Category under this Ideas site for "Accounts Payable". Please clean up the Categories under this Ideas site for Microsoft Dynamics 365 for Finance and Operations. 1. There is no Category for "Accounts Payable". There is one for Accounts Receivable, Procurement and sourcing, etc - but ...

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Category: Procurement and sourcing (176)

STATUS DETAILS
Needs Votes

Apply / default Dimensions in GL Journal Entry when selecting a Project


In the project and accounting module, entries will apply / default Dimensions AFTER you select a Project. Please apply / default DIMENSIONS when we are entering a PROJECT on the GL side.

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Category: General Ledger (150)

STATUS DETAILS
New