Remove purchase prepayment in previous financial year


Currently it is not possible to remove a prepayment created in a previous financial year. It would be ideal it was possible to either default the reversal to the next open period, as per other areas of the system; or to give the user the option to nominate the reversal date.

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Category: Procurement and Sourcing (580)

STATUS DETAILS
Needs Votes

Date format in Embedded Power BI


One of the first things people notice when seeing an application for the first time, is that dates are in the wrong format for their region. In D365 FSC, this issue is avoided by setting the Date, time, number format according to the user's region. However, this does not flow through to embedded ...

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Category: Reporting and Analytics (103)

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Needs Votes

Ledger Allocations - Basis calculation


When defining ledger allocation rules, we get the option to specify whether to use the period movement or the closing balance of the source account. It would be good if we could do the same for the account used in the basis e.g. use the current period movement when the basis is a P&L account such...

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Category: General Ledger (504)

STATUS DETAILS
Needs Votes

Enum fields and Data management export to BYOD


When outputting data to BYOD, data management passes the integer values, instead of the name or label, making the data difficult to interpret and work with. It would make life much easier for those building Power BI or other content, if the name or label could be output instead - similar to what...

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Category: General (674)

STATUS DETAILS
Needs Votes

Allocation Terms and Budget Control


Allocation terms (defined against the main account) are a great feature, as they post in real time with the original transaction. However, when using budget control, they don't work in all areas of the system. For example, I've found that while they work for sales order posting, they don't work w...

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Category: General Ledger (504)

STATUS DETAILS
New

Rebate management deals - Grouped customer sales for rebate eligibility


It would be great if it was possible to have a group of customers, for whom sales are summed for the purposes of eligibility for a given rebate percentage, while configuring the posting profile such that the rebates are paid/credited to each customer based on their portion of the total sales figu...

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Category: Sales and marketing (479)

STATUS DETAILS
New

Rebate management deals - Accrue based on forecast rather than actuals


It would be great if there was a way to base rebate management deal provisions on a forecast, rather than actuals? The scenario we have is a rebate agreement whereby the customer is eligible for a 1% rebate on sales up to $1m, 2% for $1m to $2.5m and 3% for $2.5m to $3.5m. We forecast that they e...

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Category: Sales and marketing (479)

STATUS DETAILS
New

Task guides not appearing in help menu


Where a task recording is uploaded to the client's BPM but the form name doesn't match the menu item, the recording doesn't appear in the list of task guides when you access help from the form the recording relates to. Clients love task recordings and the ability to access them from the help menu...

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Category: User Experience (278)

STATUS DETAILS
New