finance insights for UDE environments to utilize customer payment predictions
To run tests and demos, you need to activate the tool called Customer Payment Predictions. This is not possible without first installing a plugin called Finance Insights. The problem is that if you have a UDE environment, this is not possible, which does not allow you to run tests or demos of ...
Balance mismatch in electronic accounting (MEX LOC)
When generating electronic accounting reports, the system inverts the balances, whether debit or credit, that have a negative sign, which causes my balance to become unbalanced. This results in the information being rejected by the authority (SAT).
The budget class field must have the expense or revenue information taking the account type information
In budget planning, when adding the lines and selecting a revenue account, the budget class field automatically has the value of expense and not revenue. This can be modified manually, but ideally it should come by default depending on the account type in the main account configuration.
Finance & Operations does not show "0" invoice proposals generated as non-chargeable from Project Operations.
When generating an invoice proposal from project operations, it is not synchronized in d365 f&o. The characteristics of this invoice proposal are that it is "0" and is not chargeable.
This request is for the system to synchronize invoice proposals in in d365 f&o. when generati...
The system is generating a void check for every page once the line count exceeds 36, which leads to skipped check numbers.
Problem Description:
Currently, when generating vendor payments using the check payment method, the system automatically voids the payment if more than 36 invoices are included. While the system can print multiple pages, starting from the second page, a “void” m...
Automatically inherit the foreign country registration number without requiring the "Foreign trade" checkbox (Mexican Localization)
Description:
In the Mexican localization of Dynamics 365 Finance and Operations, the system currently requires users to manually activate the "Foreign trade" checkbox in order for the Registration Number (foreign country tax ID) to be inherited when creating a sales order for a foreign c...
Request to have the vendor, purchase, and invoice numbers in the master fixed asset book, if the process is completed with an acquisition through a fixed asset acquisition journal.
It is requested that the purchase order number, invoice number and vendor appear in the fixed asset book master if the process starts with a purchase order (the fixed asset is created) and ends in an acquisition journal (the fixed asset is acquired), because when it is done from tha...
Enable Separate Credit Management Configuration for Direct Delivery Orders
We suggest adding a dedicated configuration option in credit management settings to handle direct delivery orders differently from regular orders.
Currently, the system applies the same credit blocking rules to all order types, which causes unnecessary holds a...
Consecutive number in LATAM xml files (Colombian localization)
The consecutive number used to generate dmuisca files always ends in 1 and is not consecutive, forcing the client to manually modify the file name. If uploaded this way, an error message appears when uploading it to the DIAN government website. The DIAN government website has a counter and kno...
Invoice capture should perform real-time synchronization for shared vendors between legal entities using SRS, DRS, or MRS.
Currently, Invoice Capture does not support real-time sync for vendors shared across legal entities using SRS, DRS, or MRS. This means:
Vendors shared via cross-company data sharing (like SRS) will only sync to the master legal entity where they were originally created.
...