Dynamics 365 Finance

On the trade agreement journals it should be possible to enter prices per period for the Billing schedules.

For that, the "Billing frequencies" should be added, so it is possible to enter prices for Onetime, Daily, Monthly, Quarterly, Semiannually and Annually.

Currently, there is no possibility to enter the prices per period, neither does the Billing schedules automatically calculate the correct price when changing the period. It would be a huge enhancement having the Billing frequency in the trade agreements to avoid errors due to the need of manual calculations.

This concept would not effect existing trade agreements or the pricing methods in general for billing schedules when you simply add the possibility to select "All" in the added Billing frequency field in the trade agreements.

The standard feature of invoice matching, in case of discrepancies between received goods and invoices, creates zero amount transactions.

The request is to avoid creating of zero amount transactions for the Italian Localization.

Currently there is no system based control/approval over the use of journal reversal. To avoid risk including risk of non-compliance with our audit regulations, we are having to prevent anyone from being able to use this functionality. Please can Microsoft consider the introduction of either:

• A parameter that will allow reversals posted by 'reverse entire journal' to be routed to the applicable workflow for the journal type
• A parameter that would mean that rather than an automatic correction posting, a draft journal is created when the user clicks ' 'reverse entire journal' which would then go through existing workflow
• An out of the box workflow option for reversals

Improve the integration between the "Financial Analysis - All Companies" workspace and the "Accounting Source Explorer" by ensuring that when users drill down into a specific account, all relevant filters, especially the account-specific filters, are automatically applied in the Accounting Source Explorer. This will enable users to transition smoothly between analyzing overall financial data and examining detailed transactions for a particular account without the need to manually reapply filters, thereby enhancing efficiency and accuracy in financial analysis and reporting.

Currently the parameter "Require the calculated totals to equal the imported totals for workflow submission" is a do or die decision. (accounts payable parameters-> invoice -> invoice workflow) Similar to other parameters like "price and quantity matching" or "charges matching" (accounts payable parameters -> invoice validation) it makes sense to extend the "Require the calculated totals to equal the imported totals for workflow submission" parameter to also incluce a toleranz amount. It means not all invoices should be blocked from workflow submission when the imported totals differs from the calculated totals. Only those out of a toleranz e.g. 0,10 USD/EUR/GBP should be blocked.

Hi Team,

We need the ability to exclude charges like freight from the cash discount calculation on vendor payments. Almost all of our vendors do not allow us to apply the cash discount to freight.

NOTE: Most of our payments are automated, so manually adjusting the cash discount amount on each payment line is not really an option unless we want to move to manual payment processing.

Thanks,

Steven

We have found out that action Tax\Declarations\Sales tax\Settle and post sales tax can duplicate records in table TaxTransGeneralJournalAccountEntry. Those duplicate records have reference to non existing TaxTrans records.

Based on our investigation, we think the issue in with variable taxReportVoucherTransCombine in class TaxReport. When SQL transient error occurs, it is catched in run method and posting is retried, but unposted and rollbacked data are still in variable taxReportVoucherTransCombine.

The variable is initialized only in constructor method new, but it should be initialized in method updateNow.

The output of the electronic reporting format "VAT Declaration Excel " should be provided in local language.

For Example for Austria, Germany and Switzerland the excel output file should be provided in German.

A request to have foreign currency revaluation enabled for polish legal entities since it would streamline lots of business processes and help improve overall functionality and save time.

For Poland accountancy in D365 there is FIFO revaluation run every month to recalculate bank funds in foreign currency. Our customer besides that have requirement to recalculate balances in standard way for group reporting purposes. Unfortunately standard functionality is disabled for polish localization. Recalculation is made with different exchange rate and with different method than Poland currency revaluation. It is done at month end, reported in group consolidation tool. Then reversed at beginning of next period.

Due to recent product defects, Fixed Asset names are currently limited to 60 characters again. However, this limitation does not make sense in some business scenarios, particularly when the client is not using Fixed Assets as Financial Dimensions.

The previous suggestion is Microsoft Idea (dynamics.com).