Exclude one specific Financial Dimension value from posting in Account structures
Hi Microsoft,
in some cases, the business has many financial dimensions and their values. It is not unusual, that the accounting wants to exclude only one dimension value from posting on specific account. e.g. on Account Revenue EU, there should be no posting with dimension fo...
Sales Tax (VAT) postings for Expenses on POS
In standard funktionality, if using Income/Expenses on POS, there is no possibility to setup that this should be posted with sales tax.
In business, most of the companies don´t want to post this expenses on bridging accounts and then post finally with sales tax in Accounting and journals...
Customer hold from collection letters should be connected to the Customer Status
On Customer details page, there we can use a status field for different scenarios in the system. This status can be setup with specific type of customer hold (blocking e.g. Invoice).
In the process of collection letters we can setup, that after a collection letter the customer should be ...
Different types of credit limit messages in different checkpoint stages
It would be really helpful to be able to setup Message type when exceeding credit limit not for the whole functionality the same, but for every checkpoints separately.
My scenario is following:
- if confirming sales order, i would want to check credit limit, but the ...
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Different accounts for returnes or credit note in Account receivable not only as Italian localisation
There is a localisation for italy, where we can specify different accounts for returned orders or credits. https://learn.microsoft.com/en-us/dynamics365/finance/localizations/italy/emea-ita-exil-separate-account-credit
This would actually be great for other countries as well. NOt only fo...
VAT Nummbers check on Non-VAT Customers or Vendors
There are business cases, where we can sell to or buy from a customer/vendor, who has no VAT ID at all, but is in EU country. In this case, if the check on VAT IDs is set to validate EU countries, we won´t be able to post the invoice for such partners.
There should be a possibility to se...
Add the total credit limit and Insurance and guarantees into the workspace and reports
With Credit management, we have a possiblity to have total credit limit created by credit limit, temporary credit limits and Insurance and Guarantees. With this, if using mostly Insurance and guarantees, we do not see the right numbers in Reports as Customer balance with credit limit or when u...