Data Management Import should force selection of Legal Entity as a parameter


I can't tell you how many times I've accidentally launched a data import in the wrong legal entity.  This is not only a time waster it can make a big mess.

Data Management should operate above the Legal entities.  This should be a parameter that you select before launching th...

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Category: Data Management (0)

STATUS DETAILS
New

Security Role Reporting


It would be nice to have some summary reports for security.  These would be handy for auditors as well as internal review of who can do what. 

Possible reports:

Security Roles by User

Security Duties by User (based on role assignments)

Security Duties ...

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0 Comments

Category: Security (3)

STATUS DETAILS
New

Import and Export Icons are backwards


The world considers an import into an application to be an "upload", yet the arrow for an import points down.  Similarly, an export is accepted to be a "download", yet the arrow for an export points up.  When you consider that D365 is a cloud application, the icons are even more nons...

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0 Comments

Category: Data Management (0)

STATUS DETAILS
New

Data Import should picked default values


When performing a data import into any object, the stated behavior is that the same edits that are performed during manual entry will be performed during the data import. 

This does not seem to be the case with default values.  If the system has a default value defined and my...

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0 Comments

Category: Data Management (0)

STATUS DETAILS
New

Validation Should be Performed Automatically on Submit


When an item is submitted to workflow, it should be automatically validated.  If the validation fails, the submittal should be terminated.  If the validation generates a warning, the user should be prompted whether to continue with the submittal.

We've had several instances w...

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3 Comments

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3 Comments

Category: Workflow (58)

STATUS DETAILS
Needs Votes

General Journal Validation should flag line without amounts


If a journal has line items that do not have a debit or credit amount, validation will be successful, but this will result in a posting error.  The validation should be capable of identifying this error.

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Category: General Ledger (191)

STATUS DETAILS
New

View Payment History from Vendor Payment Screen


Before a payment batch has posted, it is possible to view the invoices settled against it by selecting the "Marked as Settled" link.  Once posted, this screen is blank and there is no way to see the settled transactions unless you navigate to the payment through the vendor transaction scr...

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0 Comments

Category: Accounts Payable (148)

STATUS DETAILS
New

Add Workflow History to data entities


There are many data entities related to workflow but there does not seem to be any that show the workflow history.  There needs to be data entities that show the approvals of a work item and the business entity (GJ, AP Invoice, PO, etc.) to which the work item is associated.

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2 Comments

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2 Comments

Category: Workflow (58)

STATUS DETAILS
New

Add Created and Modify fields to all Data Entities


This information is extremely useful for audit reporting.  Where available the following fields should be included on all data entities:

CREATEDDATETIME

CREATEDBY

MODIFIEDDATETIME
MODIFIEDBY

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1 Comments

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1 Comments

Category: Data Management (127)

STATUS DETAILS
Under Review

Sort, Filter and Export List Screens in LCS


Our auditors would like a report of all changes made to our production environment in the last year.  I can pull up a list of the service requests we have made, but you can't do much with it.  Please provide the same sort/filter and export utilities that you have made available on ev...

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Category: Administration and Deployment (1)

STATUS DETAILS
New