Dynamics 365 Finance

When you use Excel Add in from General Ledger you can see both Fixed Asset Number and possible to change to account type Fixed Asset but it does not work. If you can see it and make a choice of it, it should also work.

Customers have received a directive from the Australian Taxation Office requesting that specific values be included in boxes T8 and T9 of the BAS report.

Our Senior Product Manager from Microsoft’s Tax team has advised that if these boxes are not documented in an official document. They are most likely not supported out of the box (OOB), and customization would be required.

It would be beneficial if boxes T8 and T9 could be made available in each environment in the future.

Summary:

The customer would like the alignment date to influence the start date of the billing schedule. This would ensure that recurring contract or subscription billings occur consistently on the same day each month. Furthermore, the system should intelligently adjust the start date when billing falls on the 29th, 30th, or 31st of a month to ensure only one invoice is billed and recognized per month.

Current Behavior:

The system calculates billing based on the specified start and end dates. When an alignment date is entered, it currently only affects the end date.

Expected Behavior:

An additional field or functionality should be available in the alignment date section that allows the start date to be adjusted or aligned automatically as well. This would allow for consistent billing intervals and prevent overlapping or duplicate billing within a single month.

Repro Steps / Navigation Path:

1. Go to: Subscription billing > Billing schedules > All billing schedules > New
2. Enter the following details:

• Customer name: [Enter Name]
• Billing start date: 3/31/2025
• Number of periods: 12

1. The Billing end date will be automatically calculated as 2/28/2026
2. Click OK
3. Create Billing Schedule Lines
4. In the Lines > General section, enter 4/29/2025 as the Alignment Date
5. In Billing Schedule line section, go to view billing detail

Observed Outcome:

The system updates only the end date based on the alignment date.

Expected Outcome:

The system should also align the start date, or there should be an option to enable start date alignment.

Currently, in Dynamics 365 Finance and Operations, when the "Date of VAT register" feature is enabled, the "Date of VAT register" field cannot be made mandatory. This is due to an existing feature that allows users to enter the date even after the invoice has been posted, if the field was initially left blank.

However, in many business scenarios, it is crucial that the Date of VAT register is entered at the time of invoice posting to ensure accounting and tax accuracy, and to avoid omissions or errors later on.

My proposal is to introduce a configuration parameter (e.g., at the legal entity or ledger parameter level) that allows organizations to enforce the "VAT Book Date" field as mandatory during invoice posting, preventing the posting process if the field is empty.

This is especially important because the Date of VAT register becomes a mandatory field for the VAT settlement and posting process. Ensuring that this field is populated at the time of posting would prevent issues with missing data and reduce the need for mass updates or corrections to posted invoices.

Code error i jobb Deferral balance batch processing (Sub. billing)  more descriptive error message instead of a generic code error

We would like the option to remove the "Day" (i.e. Wednesday) in the DateLong format on the Financial Reports. Currently, this has to be done manually. This was an option in AX 2012 by changing the Region settings on the MR server.

Our business is always facing problem when trying capture invoices with more that 15 to 20 pages via Invoice Capture AI model.

The reason for this is the attached invoices are having more than 1000+ lines, which can cause time outs from Ai builder.

Recommendation is to split and try with reduced number of lines.

We are suggesting an improvement in Microsoft Invoice Capture AI builder model to read and process invoices with more than 1000+ lines so that our customers can process invoices with more that 15 to 20 pages without splitting it.

Thanks.

Customer adds a charge code in a sales line and proceed with posting sales invoice. After invoice posting, it’s observed that with current design, charge is recorded in voucher transactions and can be found at sales invoice line, however, it gets deleted in sales order line.

We would like to have charges remained on sales order after invoice posting so the invoice total balances to the line totals.

If a confirmed PO exists, and the user adds ten new Direct Delivery lines to the related SO for the same vendor, they will receive ten new PO's, each with a single line.

We believe a single new PO should be created with ten lines.

Thank you!

At the moment, it is possible to define KVPs for invoice header, however it does not support KVPs at Line level. There are multiple cases where there is need to link fields like 'Description' from a particular column and we cannot do this.

Thanks