Cannot perform vendor settlement due to the error sales/purchase book control violation


While trying to settle Vendor transactions using the 'Settle transactions' form, the system gives an error 'Cannot perform the settlement because there was a sales/purchase book control violation.

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Category: Cash and bank management (298)

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Needs Votes

The Sales and profitability performance cube should use 'Posting date' instead of 'Due date'


Presently, the Sales and profitability performance cube uses 'Due date' instead of 'Posting date' for presenting the sales and profitability performance data (Path: Modules > Sales and marketing > Inquiries and reports > Sales performance analysis > Sales and profitability performance > Profitabi...

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Category: Sales and marketing (588)

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Needs Votes

Customer opening balances (uploaded through journal) getting considered in the Sales and profitability performance Power BI cube


Customer opening balance uploaded through journal get considered in the Sales and profitability performance Power BI cube (Path: Modules > Sales and marketing > Inquiries and reports > Sales performance analysis > Sales and profitability performance > Profitability analysis tab). Customer openin...

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Category: Sales and marketing (588)

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Needs Votes

Project intercompany timesheet and invoice - Indirect cost posting ledgers are incorrect in the lending legal entity


Indirect cost is calculated in Lending legal entity as per the setup performed in the same legal entity. When there is no difference in indirect cost calculation for regular scenario (non-intercompany scenario) and intercompany scenario, we expect the posting also should be split to separate ledg...

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Category: Project Resource Management (653)

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Should be able filter data on the Customer balance list report using filter criteria from Customer transactions table


We have added Customer transactions table using the Table join on the Customer balance list report. However, when we add any filter criteria from the customer transactions table, the report does not filter the data correctly based on the filter criteria specified. Expectation is that the system ...

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Category: Credit and collections (130)

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Needs Votes

Need the feature to send Vendor account statement to vendors via email from D365


Need the ability to send Vendor account statement to vendors via email on the email id's mentioned on the Vendor master. This feature is available for the Customer account statement in Accounts receivable module using the Print management setup/Print destination settings. Need a similar feature ...

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Category: Accounts Payable (340)

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Needs Votes

Default financial dimension should be populated from the Site master to the Pending vendor Invoice


1. The customer has already linked a default financial dimension to the Inventory dimension ‘Site’ using the ‘Dimension link’ form. 2. There is no default financial dimension setup on the Vendor. 3. There is no default financial dimension setup on the Item. 4. The user goes to the Pending vendor ...

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Category: Accounts Payable (340)

STATUS DETAILS
Needs Votes