Project adjustments after changing project groups
When you change the project group after transactions have been recorded, you can run the adjustment process for past transactions. However, the adjustment process will always use the GL accounts assigned with the new project group, whereas you would typically need the GL accounts to be pulled ...
Sales tax correction for cash discounts posted with VAT register date of the payment
Every time an invoice with a cash discount is paid, the cash discount corrects the sales tax payment of the original invoice.
This is done with the date of the payment/cash discount posting. However the tax register date is pulled from the posting date of the original invoice. This is wr...
Draft Budget in Cost accounting
In Standard DFO, a budget register entry must have the status completed to be considered in cost accounting. Later, you can used budget codes to create adjusted versions.
This proves to be very cumbersome and confusing in cost accounting and BI if anything changes, because you have to ma...
Inventory unit in report "Inventory value report storage"
This is an improvement for the Inventory value report storage report:
Currently, this report contains quantity information but no...
Automatically execute tax calculation rule from globalization studio
Globalization studio enables us to set up tax calculation rules. With those rules, we can for example change the sales tax group based on certain conditions.
However, when creating a new sales order, the rule will only be executed, after pressing the Sales Tax button, manually. This make...
Automation defaulting financial tag in purchase order
Currently, it is possible to create a financial tag purchase order and to add it to the purchase order. However, the financial tag has to be populated in the PO header, manually, and will then default to the lines.
It would be very helpful to have this automated so that the PO number get...