Dynamics 365 Finance

When a customer has the mandatory credit limit set to Yes, the system should display the Ordered, Credit Limit, and Remaining Credit Limit amounts, even if the credit limit itself is set to zero. This is because the mandatory setting enforces credit limit calculations. In this scenario, the customer is treated as prepaid, meaning orders should not proceed until payment is received. Once payment is made, the customer can place orders up to the paid amount. Since the standard functionality already checks the credit limit against the prepaid amount (as the payment creates a negative balance), it makes sense to reflect these calculations in the customer balance. This behavior differs from a case where the credit limit is not mandatory and simply left at zero.

When the customer pays the balance between an invoice and a credit note, and mention both in the payment reference of the bank statements, the credit note will not be settled .

currently It will result in a open balance of the vendor invoice for the credit note amount and an open unsettled credit note transaction.

For example

• Invoice 100
• Credit note -20
• Payment amount 80 which is the balance between invoice and credit note.

Invoice is settled for 80, open balance of 20

credit note is not settled, open balance of -20

Idea to settle the credit note and the invoice amount matching the payment amount

For example

• Invoice 100
• Credit note -20
• Payment amount 80 which is the balance between invoice and credit note.

Invoice is settled for 100, no open balance

credit note is settled, no open balance

OCR > Setup system > Manage vendors

Out-of-the box there is limitation on sync by selection - only 40 records can be chosen for a manual sync. A lot of customers do not wish to sync employees and contractors due to GDPR issues (name and personal address) as they are in D365 FO as both workers and suppliers (payment of expenses and accounts payable invoices).

This functionality should be extended to a custom automatic sync where you deselect criteria for the sync e.g. vendor groups, etc. The sync should be automatic similar to sync all option.

In addtion, pls bring functionality to delete vendors in "Manage vendors" via the Front user interface/also Excel (truncate) so unwanted suppliers can be removed.

Thanks

Thanks

Taxes calculation is not correct when the tax code was configured with a minimum and maximum limit and the currency transaction is different from the setup in the tax code.

The customer configured a tax code with minimum and maximum limits, including negative values. The currency of the tax code is either the accounting currency or a foreign currency defined for the company.

However, when the customer posts a transaction that uses a different currency in the transaction line than the one configured in the tax code, the system calculates the tax incorrectly. It applies the minimum and maximum limits directly to the transaction amount without converting it using the exchange rate defined for the tax code currency.

This results in inaccurate tax amounts when the transaction currency differs from the tax code currency.

The system should convert the transaction amount to the tax code currency using the configured exchange rate before applying the minimum and maximum limits. This would ensure accurate tax calculations in multi-currency scenarios.

We are using the ER destination on the Print user action to send the report to vendor email addresses.

However, we couldn't find a way to reprint it to screen using ER destinations, as the only user action applicable for vendor payment remittance advice is 'Print.'

Create a workflow for the approval of Customer bank accounts similar to the workflow in place for Vendor bank accounts.

If a vendor invoice is captured in Invoice Capture and no errors or warnings are detected during validation, the system should automatically send the invoice to D365FO without requiring the user to open Invoice Capture, select the invoice, review it, and manually trigger the send action.

The standard process requires manual review for every invoice, even when the invoice has been fully validated in Invoice Capture without any detected errors or warnings. This creates unnecessary workload for AP users, as they must open Invoice Capture, review, and send invoices that do not require any correction.

There's a new feature Exchange rate type for sales tax.

It's a significant progress and I'm now able to set a different exchange rate for tax purposes per legal entity. However, it won't work for our Belgian company that has multiple tax registrations in countries like Poland, where it's required to use the exchange rate of the central bank of Poland (NBP) for tax purposes.

Currently, Dynamics 365 Finance and Operations only allows one prepayment proposal and one prepayment invoice per sales order. Once the first prepayment invoice has been posted, it is not possible to create additional prepayment proposals for the same sales order, even if the prepayment percentage or amount changes afterwards.

However, in many real business scenarios, customers make multiple prepayments before the final invoice is issued. For example:

• A customer may pay an initial deposit when placing the order (e.g., 30%),
• Then make another partial prepayment before delivery (e.g., an additional 20%),
• And finally receive the final invoice for the remaining balance.

The current limitation prevents businesses from properly reflecting these transactions in the system

We would like to suggest an enhancement that allows users to:

• Create multiple prepayment proposals for the same sales order,
• Post corresponding multiple prepayment invoices,

Can you add a Column and Link in Purchase Requistions VIEW for Purchase Order #. I always have to click into the Purchase Req. to get to the PO. It would be real nice to have a link right on my VIEW.

Thank you

Cindy