Dynamics 365 Finance

Suggestion for improvement and time saving of vendor invoice payments: We as a company pay vendor invoices in several different currencies. In our bank we have different bank accounts for each currency for the outgoing payments. Now we need to make one payment file for each currency (outgoing bank account). It would be more time efficient if it was possible to create one payment file including all the vendor invoices and currencies, meaning the possibility to have several outgoing bank accounts in one vendor payment file.

Problem:

You can change the address name or description from a customers address through the address tab on the customer record.

If a billing schedule exist the Delivery Address name and Bill to Address name field do not automatically change to the new name. The delivery address and bill to address fields are correctly updated. When you invoice this billing schedule there is an error message thrown. You must manually thick the address field on header level to update both fields and proceed with invoicing.

Fix should automatically update both fields (Delivery address name and Bill to Address field).

Consolidations>Elimination Journal>Create new>>Lines>Proposals>Elimination proposal

- users are unable update, edit or add/delete lines on the created Elimination journal

Customer is seeing the need to edit when debits/credits are not balanced. Thus, proposing to have this feature enhanced and allow users to edit the created Elimination journal.

There is a new legal requirement: https://www.boe.es/boe/dias/2022/12/30/pdfs/BOE-A-2022-23749.pdf which is not covered by the standard and it is mandatory for Spain since January 1st and it will be also requested in other EU countries.

Approved forms

• 592 'Self-assessment of Excise duty on non-reusable plastic packaging' and
• A22 'Request return of Excise duty on packaging Non-reusable plastic',

Example:

A vendor has more than one bank account, e.g., one for USD and one for EUR. Both accounts are set up with the currency code. One of these can be set as default bank account.

One invoice is received and posted in USD and is to be paid to the vendors USD-account.

Another invoice is received and posted in EUR and is to be paid to the vendors EUR-account.

Upon creating the vendor payment proposal, it would be great if the vendor's bank account can be automatically suggested based on the currency from the invoice.

The commodity code is not filled for project invoice lines of type item, if the items were shipped based on item requirements and the underlying sales order packing slips.

As a consequence, when creating the Intrastat report for project invoices, the commodity code of these shipments is missing.

MS considers this by design and has no real way around it right now (except custom coding).

When handling cost invoice through pending vendor invoice and not invoice journal, it is not possible to exclude invoice lines.

We dont have purchase order numbers on our cost invoices, so we can't either use header only.

Could we please have this included as part of the standard invoice capture model.

It would be great to have a few more digits in the TaxCodeID so we are not limited to 10 digits. This should be seen in conjunction with the Tax Calculation Service where we now have multiple VAT registration per legal entity and therefor a much more detailed tax code setup.

Of primary importance is that each Incoterms rule clarifies the tasks, costs, and risks to be borne by buyers and sellers in these transactions. 

Since 2020 it has become a legal requirement to define a Destination in relation with Incoterms for both Inbound and Outbound. If you are not using D365FO Landed cost, there is no standard field on either Sales or Purchase order to support this.

Link:https://www.trade.gov/know-your-incoterms

This report (Invoices not approved report) included two more columns in AX2009 version - the VAT amount, and the NET amount of the invoice excluding VAT. In D365 this report includes only a column with the TOTAL amount of the invoice, which leaves the customer without the information for VAT amount per invoice and the NET amount excluding VAT per invoice.