Dynamics 365 Finance

Hi,

It would be nice if Microsoft allowed to the customers to check the flights status from LCS in each environment without opening a ticket. With the flight feature introduced in D365F&O, we need to know the flights status in each service updating.

Please try to do something about this to help customers.

Thank you in advance,

Best regards.

When a customer payment journal is created and transactions are added in to the customer payment journal it should not be possible to update the customer transaction, since the transactions will be exported and posted afterwords into the proces. Especially the Payment mode and bank account identifiaction should not be changed.

When attempting to reconcile a bank transaction in Dynamics 365 Finance, an accounting entry from a prior fiscal period remains pending due to minor decimal discrepancies between the original and newly entered reconciliation entries. These discrepancies typically range between $0.01 and $3.00. Please note that this fiscal period is on hold.

Upon initiating the reconciliation process via the navigation path:

Cash and bank management > Bank statement reconciliation > Bank reconciliation

the system throws the following error:

Error Message:

Voucher 6003: Fiscal period for 1/6/2025 is not open.

This indicates that the system requires the accounting period associated with the original entry to be reopened, even though the discrepancy is minimal and purely decimal-based.

Expected Behavior

Given the negligible nature of the decimal differences, the system should allow reconciliation without requiring the reopening of a fiscal period on hold. Ideally, there should be a configurable parameter within:

Cash and bank management settings or Bank reconciliation page

that permits tolerance for minor rounding differences during reconciliation.

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.

It should be possible to use Financial tags in budgeting module to be able to compare actuals to budget with the same Financial tag.

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.