EFT Register for Customer Refund in the AU version of Business Central
In Business Central EFT Registers can be generated only for Vendor Payments. But EFT Registers cannot be generated for Customer Refunds. The Customer is in Child care business and have to refund the deposits at the end of the term/service which are high in volume. Generating EFT Register for Cust...
EFT file for Customer Refunds
In the current design of Dynamics Business Central you can create EFT file for Vendor Payments only. Dynamics Business Central should also have the feature to generate EFT file for Customer Refunds. The Customer is in Child care business and has to refund their Customers the deposits on a regula...
Edit in Excel feature should display only the filtered records of the List Page in the excel sheet
In the current design if you apply a filter on a List page and click Edit in Excel, the system will display all the records irrespective of the filter. For example go to the General Ledger Entries List page and apply a filter in the Posting Date field. The List page now will display only the r...
Correct / Cancel of Posted Sales Invoices in the AU version of Dynamics Business Central
In the current design of Business Central (AU version) if you want to 'Correct' or 'Cancel' a Posted Sales Invoice, you have to set Adjustment Mandatory = False in the General Ledger Setup. With Adjustment Mandatory = True if 'Correct' or 'Cancel' is clicked in the Posted Sales Invoice, an error...
To view the cummulative total of the journal lines when scrolling down the journal lines
When you create a Payment Journal using the Suggest Vendor Payments with Balancing Account, the Journal created will show BALANCE (at the bottom of the page) = 0 always. The Customer wants when they scroll down the Journal lines, the system should display the cumulative totals of the Journal lin...
User should be able to define the Type to be displayed in the lines when creating new document
In the current design of Dynamics 365 Business Central, when a new document like Sales/Purchase Order/Invoice is created, the system by default automatically display Type = Item in the document lines. This is embedded in the code. The User should have the ability to decide what Type is to be dis...
Purchase Accruals for G/L accounts
The Customer has a requirement for purchases to be accrued and posted to the general ledger once a purchase line is received and not invoiced. The accrual is then reversed when the line is invoiced. They do not use items/inventory as all purchases are expensed to a General Ledger account. In th...
Bank Account Reconciliation Report
The Bank Account Reconciliation Report which is available in the AU (known as Reconciliation), NA (known as Bank Account - Reconcile) versions of D365 BC on both SaaS and On-Prem. The Report is not available in W1 version of the product. Customers from APAC region where Business Central SaaS is b...
Word Layout for Purchase Quote report
A Customer would like have the Purchase Quote Report available in Word format. This would help them in customize the report as per their requirements. This is not available in the current design.
Update Qty. to Invoice as Qty. Shipped/Received in Sales & Purchase Orders for Drop Shipment orders
In the current design for partial shipment/receipt the Qty. to Invoice field is updated as Qty. to Receive/Ship + Qty. Received/Shipped. For Drop Shipment Orders in case of partial shipment/receipt, the User has to manually update the Qty. to Invoice field in both SO and PO to partially invoice ...