Dynamics 365 Finance

‘Tax group default rule’ is used to default sales tax group based on what is the State and Country. When a new address on a sales order is created, the system must update the sales tax group based on the state defined on the address. This works fine for any addresses except for one-time. It would be ideal to have this functionality for one-time addresses as users can define hundreds of orders with this type of address.

On the customer card in the Payments tab you can set application method. If you select "Apply to oldest" here then then payments from the customer will automatically be applied to the oldest open customer ledger entries. The application will post without a preview and there is currently no way to review the posting applications prior to them posting.

For Context, our customer checks can have over 100 invoices listed in the remittance. I have changed the application method on the customer card from "manual" to "apply to oldest" but was would like a suggest application to oldest open invoices. My concern is the payments post without the ability to review the application first and many times a few invoices are missed by a customer.

Having a function of "suggest application" in customer payment application would be an efficient tool and would promote accuracy.

Current settlement situation by Design

Example:

2 invoices and 1 credit note were settled while receiving the payment:

1 Invoice with 100 EUR

1 Invoice with 50 EUR

1 Credit Note with 50 EUR

Later the settlement for customer transaction of the 50 EUR invoice and 50 EUR credit note were reversed. 

This also reopened the EUR 100 invoice, but with a balance of EUR 0.

Cancelling partial settlements is a common process. No further items of the settlement should be opened when cancelling partial settlement.

Hi All,

We are trying to configure the journal workflow based on the workflow originator. But as the new users are added to the team, we need to add them manually to the workflow. Is there any solution for the workflow configuration where we can use the user groups for the workflow originator condition so that adding the new user in the user group will be sufficient and the change in the workflow itself will not be required?

Wish there is an option to easily identify legal entity history maintenance by versions. For purpose to easily identify, easily communicate and/or centralized, or feature a source basis. (e.g. not on intervention on conflict of interests)

Wish there is an option to easily 3rd party maintain and/or easily process upload of fixed asset scheduled maintenance registries.

Not featuring option to easily register 3rd party outsource maintenance or uploads, user might potentially process conventionally, and/or alternative may feature power apps or power automate.

Wish there is an option to future include within the enterprise portal access to easy register and validate a potential UPC barcode for purpose of dynamic verification, registration, awareness in the event of potential recalls by (e.g. consumer and/or client).

Not featuring UPC Barcode registration and validation, user may potentially feature this generated side outside the conventional ERP enterprise portal default standards sites or sites of generation with advanced priorities, due to safety.

Issue;-

Customer Unable to find an option to Import the actual Sales tax amount on the Journals.

we also raised BUG on this issue reference# please make this feature available for customer in future.

this report contains many pages and it's normal for a company on some occasions to have the need to print and validate only a page or a set of pages, without the repeated header it becomes very tiring for the customer

Wish there is an easy option to easily convert cases into budget cases for purpose of future budget case allocations (If applicable).