Dynamics 365 Finance

Regarding Microsoft ticket 2401240030002949 & 2402070030003668,

We require Microsoft's assistance in developing an automated solution for extracting data from LCS user logs. Additionally, we need the ability to retain data for longer periods beyond the current 7-day limit. Alternatively, we are exploring the option of populating this data directly into Power BI.

Our aim is to find more efficient and automated methods to minimize manual tasks and reduce the risk of human error. If your team has any alternative methods for exporting data from the backend, we would appreciate hearing about them.

Thanks

Ida

When vendor invoice automation is turned on, and the "Automatically match product receipts to invoice lines" functionality is used, the incorrect receipt is often being matched to the invoice. We have multiple invoices and their corresponding receipts for one PO line. However, the system is only matching the receipt to the invoice based off timing of receipt creation. The quantity nor invoice date is being looked at when automatically matching the receipt to invoice. This can cause issues with accounting distributions and will result in a failed match status for other invoices.

Ideally, the matching logic would first try to match a receipt with the same quantity as the invoice. Second, to match a receipt with the same date as the invoice. This would result in less match status failures and ensure that the correct receipt is being matched to the invoice.

Description: Currently, there is a bug in the 'Change Fixed Asset Group' function where it adds the "Leave net book value at" to the depreciation amount.

Although it has been acknowledged this as a bug, it was decided that Microsoft will not pursue a fix and instead suggested a workaround to change the transaction type from "Depreciation" to "Depreciation" Adjustment in the Fixed assets journal.

However, this workaround is not suitable for customers who need to restructure high numbers of Fixed assets at once. Changing the transaction type on a line level for each asset manually is not time efficient and can lead to errors. We suggest that Microsoft's product group reconsiders their decision to mark this issue as "won't fix" and instead provides a fix for the 'Change Fixed Asset Group' function. This will greatly improve the user experience and prevent any further confusion or frustration.

On Free Text Invoices while in one legal entity (XXX) - it would be nice to allow the lines (revenue) to be coded to other legal entities. There does appear to be some functionality there because if you click on Distribute, you can add the legal entity field and change it, but the line still gets posted to the legal entity the free text is in. This would be helpful especially if one invoice needs to have revenue that hits multiple legal entities (For instance one line has 500k to get coded to legal entity (YYY) and the other has a line that gets coded to legal entity (ZZZ)

Fixed assets lending works really well and it would be great if this can be automatically linked through HR Loaned Equipment. Perhaps there can be Yes/No parameter in Fixed Assets parameters to enable this. Fixed Assets will be the source and HR Loaned Equipment will be auto-populated. Then workers can see the loaned equipment via the self-service.

Thanks

Business Scenario:

Tax filing is expected to be done by a team member within Tax or Finance Department. He/she is not expected to have any major control instead their job is only to review the tax reports and file the Tax Returns. As per D365 Finance the tax filing to HMRC is done via Electronic Messaging option available in Tax Module.

Current Scenario:

As per Microsoft support ticket #2306090030002674; Microsoft Suggest this person should have System Admin access. There are lot of organization which will not allow any user expect 1 or 2 to have system admin access. Giving a system admin access to a tax department will have very high data exposure & compliance risk. Further it would also need Operations License for a work that should have been managed via Teams License.

Request:

We request Microsoft & D365 F&O fraternity to support this idea and help provide a viable and compliant resolution asap.

After posting a customer invoice, going into the document it’s not possible to add any free text and also field invoice description is not editable.

This is very strange as it could happens that for a claim you need to write something in it, when you send account statement to client this must be visible.

It is quite common request and all other systems (like SPA, Infor, Oracle) I see the editable text is there.

Then, a new text field on the header of invoice just to add some text is required.

Changing Number sequence of the Tags - Column Number in Financial Tags is not editable. 

It should be possible or rather it would be needed for the business to be able to change the Tag hierarchy and sequence. After Making an error when creating the Tags in Production environment it will be no possibility to fix it. 

As this feature is substitiution of having too many financial dimension, business should have possibility to update/change sequence of financial tags.

In the previous version update(Ver.10.0.29), I noticed that the filtering feature of the top 100 customers are deleted.

Please make it back to original state. Without this feature, user can't filter by date or by customers.

Sales return order on end consumer (BRA-NFE) - Error 610 - Total invoice does not match with sum-up of the amounts that composes this total using.