Dynamics 365 Finance

When a new environment is deployed from LCS there is an option to link it to a PowerApps environment that is created at that time. Or for environments that are already deployed in LCS it also permits to create the link to a PowerApps environment.

Please add in LCS the option to unlink the environments from PowerApps.

Would you please consider adding "Sales item group statistics" for Thailand?

Our clients' work would greatly benefit from it, and we're truly hoping for your kind assistance.

Would you be so kind as to consider adding "(CAN, USA) Gross margin by item report" for Thailand?

It would greatly benefit our clients' work.

Could you kindly add "(CAN, USA) Gross margin by customer report" for Thailand? It's incredibly valuable for our clients' operations.

As for the vendor electronic invoices for Italy (https://docs.microsoft.com/en-gb/dynamics365/finance/localizations/emea-ita-vend-e-invoices), the design does not feature the same automatic change of the status in Sent, because it is linked to the Print button, that is included in posting invoice mask for customers (both free text and sales invoice), but it's not included in vendor invoice posting as well.

The idea is to include this functionality also for vendor side, to facilitate user workload and avoid errors.

The following reports can be used for general ledger and sales tax analysis, by selecting sales tax specification when generating the reports.

Tax - Inquiries and reports > Sales tax reports > Sales tax specification by ledger transaction and

General ledger > Inquiries and reports > Ledger reports > Transaction list by date > select option "Sales tax specification"

These reports are designed to display transactions that are directly related to posted sales tax. Consequently, when the sales tax specification option is selected, only general ledger transactions associated with tax transactions are included in the report. Essentially, this means that the report will only display a portion of the voucher.

Here’s an example of a typical business scenario not covered by the current report design:

When a discount (percentage or amount) is applied to a sales order line, the main account used for posting the discount is not included in the report because the discount transaction type does not have an association with tax transactions. As a result, the reports do not accurately reflect the sales tax base.

Suggested improvement is to remove the filter that limits the data to tax-related transactions and include all transactions, even if the sales tax amount is not directly shown on the transaction itself.

The transport cost managed by Voyage in the landed cost and invoice journal should be added to the related purchase order's static value in Intrastat.

Similar cases that were already raised in two ideas: 

https://experience.dynamics.com/ideas/idea/?ideaid=aeddeaea-b85a-ed11-a76e-0003ff45e043

https://experience.dynamics.com/ideas/idea/?ideaid=009a96a2-581b-e711-80c0-00155d460d59

In Cash and bank management there is only option for foreign currency revaluation of cash accounts.

There is no possibility to revalue the bank accounts through Cash and bank management module. Please add this feature.

As a workaround, the revaluation of bank accounts can be done in general ledger.

Unfortunately, once this is done in one year and one tries to reverse the transaction in the next year after closing previous year, the system does not allow such transaction.

Another issue is with revaluation and reversal like above, but without the previous year closed. When there is revaluation and reversal and after that revaluation for the next period, system takes the amount to revalue not from the amount of balance from trial balance, but the value not including exchange rates differences that were made as a reversal in new year.

The request concerns Poland.

Please make the option for revaluation of bank accounts available in Cash and bank management and add possibility to reverse the transaction in new year even after closing previous year.

Also, please correct the amount that is taken to the revaluation in the new period, after revaluation and reversal, so that the base for calculating the next revaluation will be for the amount of balance in trial balance report – the amount “cleared” from previous revaluation.

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.

For Not Intercompany PO the charges of “fixed” category are not posted on Product Receipt, only at invoice posting. So, behavior for that type of charges between Intercompany and Not Intercompany orders is different. That represent a big issue because client uses those charges to manage cost of transportation and duties. In our project we can’t use any standard workaround already suggested in MS Service Request. We suggest allowing charges of “fixed category” for Not IC orders to be posted on product receipt.