Dynamics 365 Finance

There is no detailed reporting for procurement categories.

Dynamics F&O doesn't allow you to register the same code more than once, but by checking the legislation it is possible to have the same service code for a different income code.

Inventory management > Setup > Fiscal information > Service code.

Example:

Service code 1.07 - Income code: 15099

Service code 1.07 - Income code: 17099

Error: Cannot create a record in Service code (TaxServiceCode_BR).

Service code: 1.07, Serviço. The record already exists.

Service code: 1.07, teste. The record already exists.

We want a situation where when our team members are on special holiday, the workflow will just send a notification to them automatically.

When you add a tag to a general journal and then reverse it, the reversal does not show the financial tag. For reporting and tracking purposes, it would be very useful if the tag pulled through onto the reversal

Vendor invoices can contain credit lines which must be posted with sales tax with a sales tax direction 'Sales tax payable'.

In the Vendor invoice approval journal, a checkmark field option can be used to determine the sales tax direction of a vendor journal line. The field is called 'Use sales direction from main account' and the sales tax direction on the main account setup is used.

The same option is required for pending invoice lines to determine the sales tax direction to 'Sales tax payable'

On French report Transactions list by account option to include settled transactions is available.

With new year end closing Awareness between ledger settlement and year-end close settlement will be with opening transactions.

As consequence, if option include settled transaction is Yes, ledger account balance will then be incorrect

The report should consider this new feature and provide correct report with and without settled transactions.

Consequence if settled transaction are removed

=> opening balance may change but total balance on ledger account will be correct

It is currently not possible to view the size of the data staging tables in the interface e.g. PROJCDSACTUALSIMPORTSTAGING. At the moment we have to raise a support ticket to get this information. Please make the number of records in each staging table visible from the user interface.

Italian legal entities which are usual exporters manage a tax plafond which is tipically reflected on a benefit in purchase transactions. The tax plafond is calculated on a yearly basis considering transactions posted in the previous year, the base amount might differs from legal entity to legal entity but it generally includes exportations, EU sales, San Marino sales, assimilated operations and special operations. Despite these five categories are available in the tax plafond form, Dynamics 365FO can't calculate the tax plafond amount itself. It would be appreciated if the process could be the following:

1) Create a new plafond for year +1

2) Set the checkboxes for transactions to be included in the tax plafond yearly amount (exportations, EU sales, San Marino sales, assimilated operations, special operations)

3) Calculate plafond balance considering transactions at bullet 2) considering transactions posted in year 0

The current design of the workflows in the Asset Leasing module is not ideal. Users cannot review the financial data in the schedules (to see if they have set up a new lease accurately) before they submit it to workflow for approval. A potential workaround would have been to turn off the asset lease workflow and set up a workflow on the Initial Recognition journal, as this would mean they can check all the schedules are correct before any journals are posted. However, there are no workflows available for this type of journal, and the only Asset Leasing journal that can currently support a journal workflow is the Supplier Invoice journal.

Therefore, this request is for a new workflow to be created for Journal Names where the Journal Type=Asset Leasing

User is not able to post multiple journals at a time in fee journal form. The post button becomes greyed out if user selects multiple journals.

System should allow the user to post multiple fee journals at a time.