Dynamics 365 Finance

Our business is always facing problem when trying capture invoices with more that 15 to 20 pages via Invoice Capture AI model.

The reason for this is the attached invoices are having more than 1000+ lines, which can cause time outs from Ai builder.

Recommendation is to split and try with reduced number of lines.

We are suggesting an improvement in Microsoft Invoice Capture AI builder model to read and process invoices with more than 1000+ lines so that our customers can process invoices with more that 15 to 20 pages without splitting it.

Thanks.

When using "Generate voucher" in Advanced bank reconciliation, it asked user to define description for the generated transaction. However, the defined description is only applied to one voucher transaction with posting type of "Bank statement". And the other voucher transaction with posting type of "Bank" still has the auto description as "Bank statement line post table". The defined description should be applied to both voucher transactions. This causes a difficulty in managing the financial database of end users.

Currently, the Customer advanced notes setup and Vendor advanced notes setup areas only support manual entry. Customers with large volumes of note setup for item/customer combinations have no way to import the notes in from a legacy system, or to create new en masse. Furthermore, there is no ability to personalize the grid to bring in the note text area such that users can copy and paste the data after staging it in excel. There should be some way to not make this a laborious manual process.

There is the new function „Allow multiple posting groups” which allows to change the customer /vendor posting group in purchase and sales documents. I would suggest that the Gen. Business Posting Group should be editable as well, because if it is possible to change the VAT Business Posting Group it is necessary to change the Sales Account as well. Please reopen the “Gen. Business Posting” with the function “Allow multiple posting groups” again.

I have a requirement form a client to be able to run the Relevant Contract Tax (RCT) report in their Irish legal entity and they have an issue as the Irish localisation does not bring functionality related to this report.

This report is the equivalent to what the CIS (Construction Industry Scheme) is for HMRC in UK.

Do you know if there is a way to enable this or if D365 F&O does not support this Irish tax report at all?

I have also seen that Ireland is not a supporting country by Tax Calculation, but this issue is more related to the tax localization functionality in Finance really rather than the Tax Calculation.

If you could provide some insight here, it would be much appreciated.

Regards,

ESM

Concerns have been raised by customers using this feature, they state that according to the Lithuanian tax legal framework, a single sales tax code should be usable for two fields in the VAT declaration (LT) report.  Currently this isn't possible to do on the format and they believe it should be corrected, to comply with the Lithuanian tax authority requirements.

In the default dashboard, when the user searching the legal entity with name, the query taking the search word as began. That is when the user enters the word, application is searching with starting of the legal entity, instead of this it should search anywhere on the same filed. Below is the scenario

1. In default dashboard if the user searches for the CNMF legal entity with the name as China(the full name of the CNMF is - Contoso Entertainment China).
2. Its not fetching the required legal entity since the search work is not the starting of the name.
3. If the user enters the starting word then its fetching the legal entity.

If dual write is enabled and you utilize the "change party association" functionality within Finance and Operations and change the party from an "organization type" party to a "person type" party, data corruption occurs within the Dataverse.

Expected behaviour:

After changing the party association, the "Account" record in Dataverse should be disabled or deleted. A new "Contact" record should be created to represent the new person-type customer. Consideration needs to be made about how the existing linked content in Dataverse is handled - if there's existing cases, etc. we'd likely need those migrated to the new association!

Actual behaviour:

The "Account" record representing the customer as an organization remains intact. This record cannot be edited or deleted - a dual write exception is encountered.

When saving a view on a report the filters used in the report should be saved as part of the view. This would make it easy to share queries used on reports among users.

When saving the view on a report none of the set-up is currentlv saved

When purchase lines are marked to create new assets, and items are received and invoiced as new fixed assets, only one fixed asset is created, even if the quantity is multiple of one. The quantity invoiced certainly exists on the fixed asset, but separate fixed assets need to be followed in some scenarios, which requires dividing the fixed asset into assets of quantity = 1.

Provide the Auto split functionality for fixed assets in auto mode if the FA item contains more than 1 quantity after invoice posting  OR separate functionality/utility should be given to split the fixed asset into new child fixed asset on the basis of GRN QTY.