Dynamics 365 Finance

Wish there is future option to easily visualize inter-company tax authorities, for purpose to easily transfer converted sales orders-purchases orders or purchase orders-sales orders. Not featuring inter-company tax authorities, user might potentially not easily identify tax authorities source and destinations from a potential tax calculation accrual for the period.

Wish there is future option to easily setup, identify and easily transfer receivable supported tax to be future transfer and converted into sales tax while processing inter-company sales order-purchase orders, for purpose to easily visualize accrual sources and destinations when processing tax calculations for the period.

Wish there is future option to easily visualize and setup inter-company sales order sales tax into purchase order receivable tax when processing inter-company orders, for the purpose to future easily visualize accruals from sales tax calculations tax transfers and receipts sources and destinations. Not featuring option to easily visualize source of inter-company sale tax conversion into a receivable supported tax, user might potentially process multiple inquiries, or transaction reports, rather then having the option to easily visualize accruals from a sales tax calculation.

Wish there is future option to easily setup, identify and process inter-company tax calculation accrual transfer balances. (e.g. supported vat (receivable vat-tax) to be future converted into vat to be supported (sales tax liability or vice versa). Not featuring inter-company sales tax calculation accrual balances, user might potentially process multiple transaction inquiries (e.g. sourced and destinations).

Wish there is future option to include an inter-company tax hierarchy structure, for purpose to easily process inter-company and inter-company accrual and transfers (e.g. investment, green investment, shield, corporate to subsidiaries, corporate to maquiladora...).

In India Localization, HSN / SAC determines GST to be paid. There is a challenge in current design in Purchase orders and sales orders where we manually need to change HSN / SAC in Tax information if there is a change in HSN / SAC classification of material after PO / SO creation. There is no similar button like "recalculate" in Tax document to look for latest HSN / SAC codes in Product Master.

When importing a Customer Payment ICO20022 Camt054C file to Dynamics 365 Finance and Operation, the system will create lines of messages with information about the imported transactions, for example that payments are not settled fully or have some other issues. For each payment line there is several message lines, sometimes up to 10 messages not saying anything about the issue, only that there is an issue. When customers have 500-1500 payment lines per day this is not a very efficient way to work, because they will get about 200-400 lines with messages lines and you still almost need to go through every payment line to check the settlement. Our suggestion is to create a report with information about the payment lines. For example, the Swedish Payment model Bankgirot (SE) has a good report. It would be very helpful to add information about which invoices have been settled on the report and if the invoice was settled totally or partial. And if the report is created in a way so it is easy to export and work with the report in Excel.

Appended: 

- Today, and for at least a one year or two, customer in Sweden are able to pay a Debit and a Credit invoice were the “sum” is 0 SEK (zero). And you can’t post a ledger line with a zero amount. That means that you have to delete the lines in the customer payment journal, go to the customer => All transactions and settle the transactions manually. This is also manually work that is not efficient. - If a customer with “Invoicing and delivery on hold” set to YES, the imported file can’t find the customer and instead set up the transaction against the “Error customer”. Makes even more manually work.

O Dynamics não permite a criação do arquivo de remessa ao agrupar vários títulos através do uso da função "Liquidar transações" onde ao acionar a função "Gerar pagamento" o Dynamics exibe o erro: Error message: “Somente uma fatura pode ser marcada na liquidação por pagamento quando o método é pagamento eletrônico.” .” "Only one invoice can be marked at settlement per payment when method of payment is for electronic payment."

In current design of D365 when using "Status change" option on customer Invoice Journal for sales document = “Fiscal receipt”, after adding/changing the data of the original customer to a new/ different one, there is no tax consequences at all. What is required is a new functionality, that will transfer the customer change information into tax transactions related tables as well.

Business Process: The requirement of the business process is to have Posting profiles of vendors and customers selected manually on the transactions instead of reading it from the Parameters. Issue : In this case when we tried to create and post withholding tax journal, the lines are creating as follows Account: TDS Ledger and Offset Account: Vendor. Here we are not able to change the posting profile of vendor since it is on offset side and system is trying to fetch profile from parameter but failed due to no profiles attached on the parameters. Expected Solution: Either the Vendor account should be selected on Account Side instead of taking from offset side. So that we can change posting profile as required. OR option to select profile even vendor is on offset side.