Dynamics 365 Finance

According to MS doc,

when invoices are imported, the invoice lines are automatically generated, based on information on the corresponding purchase order, which means that product receipts must be processed before vendor invoice headers are imported into the system so the lines from product receipts can be automatically populated into the vendor invoices.

Since it's by design that there's no batch job running in the background for this process, it's not possible to import the invoice header first then wait for the lines to be created from product receipt which comes later, while this is a typical business scenario where invoices are sent electronically/via email – which will often get long before a delivery is made.

We request to have a process automation/ background batch job for this functionality to make it adapt with real business scenarios.

the requirement is to be able to have the Intrastat include both sales tax code in the same sales order knowing that the sales tax code in the sales order are linked to two different settlement period.

the current design is the Intrastat is reading from the customer invoice table or technically speaking the invoice journal table which have only one vat registration numbers, which lead to the problem that one sales tax code in the sales order can be used for the Intrastat when we have the above case.

Create an Import option for Billing rules to automatically populate fields for Projects Managements and Accounting -- Project -- Project Contracts.

The idea is to Import and Populate fields automatically.

Often business receives payments from financial service providers and an account statement excel file is received with the background for the payment. The payment file consist of hundreds of lines, where customers invoices are paid and all need to be settled.

We would like to have the option to use the "Open in Excel" functionality within the journal to be able to upload the lines and at the same time the invoice should be settled. Currently, the using the "Open in Excel" journals, we can enter the customers invoice number but it does not settle the invoice, it remains open and unsettled.

We have the data entity "CustomerPaymentJournalLineSettledInvoiceEntity" in Data Management which actually allows for settling the invoice noted on the line. Using imports from data management is not something a finance worker should do, so that is unfortunately option. Therefore we should have this option from within "Open in Excel" journals to enter the invoice number which automatically settles the invoice.

It would good to have the option for both customer payment journals and general journals.

For the VAT reporting process customer used the Electronic Reporting (ER) module in Dynamics 365. Customers core process is rent of (units of) property, which requires by local (Norwegian) laws a proper and reliable VAT registration on (rental) contracts individually for the business operations. Because of customers core process, which requires a separate VAT number for each contract the number of generated VAT codes is very high in comparison with other branches and industries. Currently each VAT code has to be created and reported manually, which is very costly when taking into account the reservation of resources, vulnerable for errors and maintenance for this business process as this is mainly a manual process. In other words the administrative burden of the current, mainly manual process is unacceptable high for customer.

Therefore, customer ask us to develop a routine to automate the whole VAT reporting process, to automatically synchronize the generated VAT records with the Electronical report, so that customer can save costs, resources and maintenance and thus save money. We as Microsoft vendor, found out that we need made some extensions in the “Tax Reporting” module, however all of the objects (classes/tables) in the “Tax Reporting” module are blocked for extension, (because of the use of the "internal" attribute which makes extension not possible). We would like to raise a request to make at least the objects we need for this extension available for extension. In the list below you can see the objects we ask to release:

Table:

ERSolutionVersionAppSpecificParametersTable

methods: save & getXMLFromObject

-> opening this method give the opportunity to altering the standard XML format into customers requirement.

Classes:

ERAppSpecificParameters

ERAppSpecificParametersPresenterBase

ERComponentLookupRef

ERContract

ERLookupDataSource

ERLookupRootComponent

ERLookupRootComponentPropertyController

ERSolutionAppSpecificParametersPresenter

ERSolutionVersionAppSpecificParameters

ERSolutionVersionAppSpecificParametersApplier

ERSolutionVersionAppSpecificParametersRecordInAxRecord

ERXmlSerializerFactory

When a lease is adjusted, the commencement date is automatically changed to the adjusted value.

In the lease details page you cannot see anymore the original start date, so you must open the older versions of the book to verify it.

We suggest a design change to keep the historical commencement date and see the adjusted value in an extra field e.g. "Lease modification date".

Thanks in advance for your attention.

Camilla

When using Tax Calculation Service, best practice is to maintain customers' and vendors' VAT numbers as Registration ID's on address records, however the tax exempt number on the master is also required, when posting in journals.

It would be great when creating VAT numbers on primary business adresses with purpose "business" that the VAT ID of that adresse would be defaulted to the tax exempt number on the master.

User downloaded the "General journal line entry" Open in excel template in General journal > Journal entries > General journals, added the Invoice field , saved the template as a new file. Then in Common > Office integration > Document template, Created a new one and uploaded the saved file.

Upon trying to perform again the Open in excel, the new template appeared, but would override the original template, we cannot keep the new template with default template appear in the same time. but follow the Blog https://exploredynamics365.home.blog/2020/10/18/design-your-own-open-in-excel-template-in-microsoft-dynamics-365-finance-and-operations/, seems previous D365 version had the function that can keep both new and original template on the system. Could we have re-design or back to this function?

The fields in EU sales list form:

• Item value
• Service value
• investment value

should be also be controlled by Sales tax code.

Currently, it is only controlled by the Item tax group. However, there are business scenarios (especially in construction business) with the need of specifing the type of value by Sales tax code.

Currently, the due date for credit notes is based on the payment terms defined on the customer's account. This can result in credit notes not appearing on collection or reminder letters until several weeks after they are posted, even though the credit is immediately applicable.

I propose enhancing the system to allow credit notes to be handled separately and assigned their own due date logic. This would make it possible for credit notes to appear on collection letters immediately, while invoices continue to follow standard payment terms (e.g., 30 days). This change would improve customer communication and streamline the collections process.