Intercompany Expense Report Workflow project group condition does not work


Description of problem: When an Expense Report is submitted with an intercompany project, the Expense Report Workflow's "Condition" element is giving the result of False instead of True. https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/3929...

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Category: Expense Management (242)

STATUS DETAILS
Needs Votes

When a Sales invoice is fully settled with a Credit note + Payment, Remainder balance appears on the original invoice


Issue Description:- ============= When a Sales invoice is fully settled with a Credit note + Payment, Remainder balance appears on the original invoice Repro Steps:- ========= Create a new customer Create a new SO against above customer, Invoice the SO. Value is 1200 Make a payment journal for 1...

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2 Comments

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2 Comments

Category: Cash and bank management (369)

STATUS DETAILS
Needs Votes

Automatic settlement on Prepaid Sales Orders


Customer would like to have the possibility of automatic settlement between the customer invoice and the prepayment, Users have to manually settle the customer invoice with the prepayment in the customer transactions form. This is time consuming. Repro Steps:- ============ 1) Made a SO for 90...

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1 Comments

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1 Comments

Category: Accounts Receivable (443)

STATUS DETAILS
Needs Votes

When a travel req workflow is recalled and resubmitted without a major time gap we receive the error “Draft status cannot be changed into in review status”


Issue Description:- ============= When a travel req workflow is recalled and resubmitted without a major time gap we receive the error “Draft status cannot be changed into in review status” Repro Steps:- =========== Expense management | My expenses | Travel requisition Create a new travel Requi...

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Category: Expense Management (242)

STATUS DETAILS
Needs Votes

Default bank account should not be needed on vendor master in order to process ACH payments as it results in a lot of data entry errors for vendors having multiple bank accounts Product and version: Finance and Operations


Default bank account should not be needed on vendor master in order to process ACH payments as it results in a lot of data entry errors for vendors having multiple bank accounts

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Category: Vendor Experiences (59)

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Needs Votes

Accounting source document explorer does not show Party information when invoice register and approval happen in differing months.


Accounting source document explorer does not show Party information when invoice register and approval happen in differing months. Product and version: Finance and Operations LCS:- https://fix.lcs.dynamics.com/Issue/Details/?bugId=523537&dbType=3

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Category: General Ledger (457)

STATUS DETAILS
Declined

D365 F&O should support Foreign Account Tax Compliance Act (FATCA) compliance, tracking if vendors need 1042-S reporting


D365 F&O should support the Foreign Account Tax Compliance Act (FATCA) compliance, tracking if vendors need 1042-S reporting If a W8 is not received from a foreign vendor, we will issue a withholding and pay the IRS. In that case, the FATCA toggle is useful. However, in this case, the vendor h...

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1 Comments

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1 Comments

Category: Tax (407)

STATUS DETAILS
Needs Votes

Ability to Upload payment journal and settle invoices at a single go. while using DMF


D365 should have the ability to Upload the customer payment journal and settle the invoices in a single go. while using DMF. We have 2 separate entities Customer payment journal to upload the payment details and the Customer payment journal line settled invoice for the settlement of invoices. ...

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1 Comments

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1 Comments

Category: Cash and bank management (369)

STATUS DETAILS
Needs Votes

Created project sales order add 2 lines for direct delivery, after PO is created you cannot remove one line from SO


Created project sales order add 2 lines for direct delivery. PO is created. Remove one line from SO Error Received:- You cannot delete this line as the confirmed Purchase Order PO#### is associated with it. Please cancel the associated Purchase Order and try again. LCS Link:- https://fix.lcs....

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Category: Project Resource Management (532)

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Needs Votes

Trial balance report with transactional data should be allowed to run for period of 1 year


Trial balance report with transactional data should be allowed to run for period of 1 year As of now the report can only be run for an interval of 31 days.

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0 Comments

Category: General Ledger (457)

STATUS DETAILS
Declined
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