Dynamics 365 Finance

Issued Reminder: There is no option to select 'Show Not Due Amounts'.

When you want to send an e-mail (button: Send by Email), see also e-mail attachment

Best regards,

Daniël van den Hoek

4PS by Hilti

Asset Management > Setup > Job > Maintenance Job Type Defaults

When selecting a maintenance checklist, we typically use the "Open in Microsoft Office" option (located beside the attach icon) to access available data entities for use with the Data Management Framework (DMF).

However, in this case, there is no data entity available for the Maintenance Job Type Defaults Checklist.

We believe that this option should display the entity "Asset management maintenance checklist template line"

A main account filter would be helpful in the JPK_KR_PD report and would support users in data verification. The main account filter is available in the standard functions as follows: Turnover and balances statement and Journalizing. Note that Turnover and balances statement and Journal there are a part of JPK_KR_PD.

Description:

Currently, the “Approved by” field in the header of the printed general journal report is only populated when the approval checkbox is enabled in the journal name setup. This disables the use of workflow approval, which many customers rely on for compliance and operational control. As a result, journals approved via workflow do not reflect the approver in the printed report header, leading to confusion and audit challenges.

Problem Identified:

The workflow approval updates the approver field in the LedgerJournalTrans table, but not in the LedgerJournalTable header. The SSRS report (LedgerJournalDP) only queries the header, resulting in missing approver data even when the journal has been properly approved via workflow.

Proposed Improvement:

Update the SSRS report logic to fallback to the LedgerJournalTrans.Approver field when LedgerJournalTable.Approver is empty. Alternatively, enhance the workflow process to populate the header field upon successful approval.

Justification:

• Ensures consistency between approval processes and printed documentation
• Improves audit readiness and traceability
• Reduces support cases related to missing approval data

Expected Impact:

• Clearer printed reports for journals approved via workflow
• Better alignment between system behavior and customer expectations
• Enhanced support for compliance and internal controls

The form at path Accounts payable> invoices> Open vendor invoices has a filter on transaction type that is setted by default to show only records with transaction type Lease expenses, Purchase order or Vendor. These filters have been applied starting from version 10.0.44.

If we post an invoice using the general ledger journal, the invoice will have transaction type General Journal. So starting from version 10.0.44 these invoices are not shown automatically in this form anymore.

We tried to modify the filter and save the view as personalised and pinned by default, but when we refresh the page the personalised view is overridden by the standard one.

Since this is a behaviour by design, we're raising this idea in order to ask to allow the personalised view to be saved withouth being overridden by the standard one.

Currently, it is necessary to input additional budget in the new fiscal year before running POYE to cover encumbrance increases caused by exchange rate fluctuations, as concluded under KB 1047194.

We would like to make this process effortless and fully integrated. Also, there should be a report that shows the fluctuation for budget forecast,

Financial Revenue (COFINS rate 4% and PIS 0.65%) should not be included in the Gross Revenue amount for record 0111 - Monthly Gross Revenue Table for Common Credit Allocation Purposes, as per the practical guide.

Pages 73 and 74

http://sped.rfb.gov.br/estatico/AD/06A0F5C4E4CC8CA16035EB891A3AE31EA79708/Guia_Pratico_EFD_Contribuicoes_Versao_1_35%20-%2018_06_2021.pdf

Same as title, Please add a list in the dropdown for the Project/Charge Numbers in the Timesheets page.

This will make it much more user friendly to use recently used charge numbers that may have been used in the past month but not the previous week. Presently, we must search for old charge numbers for projects in emails. This will improve the lives of many people.

This "Recently Used" feature could be added to each of the columns when you click in the cell.

Thank you for your attention to my concern.

Hi,

When user approves the workflow of pending invoices assigned to queue. It does not disappear from Pending vendor invoices assigned to me form which creates confusion so, user has to manually refresh the page to see what are pending approvals.

Hello,

When we add form/report etc. to the favorite, we can easily reach the related screen in the "favorites". But some forms/inquiries have same labels such as "Invoice journal".

There are many "Invoice journal" labelled forms in D365 Finance. Under Accounts Receivable or Accounts Payable forms have same labels for this.

• Accounts payable > Invoices > Invoice journal
• Accounts payable > Inquiries and reports > Invoice > Invoice journal
• Accounts receivable > Inquiries and reports > Invoices > Invoice journal

As shown above, all those forms/inquiries have same label and when we add to favorites, they are seemed as same labelled.

To understand which one of them related with the which screen, user needs to click one of them.

To prevent these confusions, it can be added a link when the curser goes one of them.

Lets assume, we added 3 of them to the favorites as below:

• Invoice journal
• Invoice journal
• Invoice journal

When the curser goes to the first one, it can show the path.

If more info needed, i can do help!

Best regards,

Turgay Kayaer

D365 FO Consultant