Dynamics 365 Finance

Italian legal entities which are usual exporters manage a tax plafond which is tipically reflected on a benefit in purchase transactions. The tax plafond is calculated on a yearly basis considering transactions posted in the previous year, the base amount might differs from legal entity to legal entity but it generally includes exportations, EU sales, San Marino sales, assimilated operations and special operations. Despite these five categories are available in the tax plafond form, Dynamics 365FO can't calculate the tax plafond amount itself. It would be appreciated if the process could be the following:

1) Create a new plafond for year +1

2) Set the checkboxes for transactions to be included in the tax plafond yearly amount (exportations, EU sales, San Marino sales, assimilated operations, special operations)

3) Calculate plafond balance considering transactions at bullet 2) considering transactions posted in year 0

User is not able to post multiple journals at a time in fee journal form. The post button becomes greyed out if user selects multiple journals.

System should allow the user to post multiple fee journals at a time.

Currently when reclassifying the FA under construction to a new FA the values from the FA under construction are taken while the values from the new FA should be taken. After running the fixed assets reclassification proposal, the book in the newly created fixed asset remains the same of previous fixed asset group.

The new reclassified FA gets the book values from the original FA while it should get it from the new FA group.

Actual Result: The new reclassified FA gets the book values from the original FA.

Expected Result: After the reclassification has been done system should consider the book values from the new FA group.

Customer has always had to manually go to the asset to adjust the book settings. Not efficient at all.

In a parent child customer relationship, if the invoices are tagged to the child customer however the payment is being made by the parent customer, there is no standard way to do this without creating manual journals. It would be good if you can select transactions from all related customers at the time of settlement to process the payment and settle the transactions for each individual related customer.

Due to performance, the creation of ICMS, IPI and PIS-COFINS assessments takes a long time due to the number of records.

As an improvement, what is the possibility of creating tax assessments via Batch?

Fiscal Books > Common > Tax assessment > ICMS, ICMS-ST, ICMS-DIF, IPI, PIS-COFINS

Starting in version 10.0.33, a new option Estimate withholding tax amount on invoice is available on the Withholding tax tab of the General ledger parameters page. When you enable this option, a Withholding tax button is available on purchase orders and vendor invoices to estimate the withholding tax amount.

Our Customers need to estimate the withholding tax amount also from the Vendor Invoice Journal.

Could you think about adding this feature?

Thanks

Regards

Camilla

When attempting to import customer data from Excel spreadsheets into Dynamics 365 F&O, we have encountered an obstacle that is preventing the automation of this process. Given that our customers rely heavily on Excel spreadsheets to manage their data, this limitation is impacting the efficiency of their operations.

When keying in a lease, there is a field titled "Security deposit reminder date." Users can input a date to be reminded of a lease's security deposit to be refunded. However, no reminder is actually generated from this field.

I'm proposing that this field generates a reminder in which users can receive an action center notification or email, similar to other D365 alerts.

For example, if I input a date of "7/18/2024", I should receive an action center notification and/or email on 7/18/2024, stating that the security deposit for a particular lease is due.

In Germany we have to report a reclassification of fixed assets. If we use the function "reclassification" in fixed assets, we can not report them in the fixed asset roll forward report because there are no special columns for the reclassification transactions. We only find them in the fixed asset statement but we need them in both reports.