Dynamics 365 Finance

When raising a GL journal to correct balances between VAT accounts errors occur at posting,

"Creditor/Debtor address is not specified for voucher PL1-GJNL001924 - required for VAT register andCreditor/Debtor name is not specified for voucher PL1-GJNL001924"

"VAT code must be entered if account is a VAT account"

The work around suggested that the validations on the main account be temporarily removed. However this is not acceptable as validations are in place for a reason.

Furthermore, we have the same set up in all other entities and the issue only occurs in Poland. This is clearly a bug that needs to be resolved for Poland.

Just as AX 2012 and before had an Aif monitoring log, it would be great if something similar existed for D365 F&O as well. Currently, we need to build this for every project to store the incoming request, response and any error messages

Currently there's no approval workflow for customer and supplier netting journal.

We request to have a workflow implemented for the netting journal.

The business impact is that we have an audit requirement that states a user should not be able to create and post a journal without approval from one or more people. For netting journals, we are unable to comply with this requirement and we will need to explain this to our auditors for our FY 2025 audit commencing in April 2025.

Retain the original create date and time on a pending vendor invoice when the purchase order is added or removed from the pending vendor invoice. Currently when the pending vendor invoice is update either removing or adding a purchase order, the invoice is deleted from the VendInvoiceInfoTable and then added back to the VendInvoiceInfoTable with a new create date and time. The invoice number field is retained.

The comments field is used for reporting to enter information, which subsequently needs to be made available to management for follow-up through reporting/PowerBi. Several customers consistently state that the existing 60 characters are too few; they need the comments field to be expanded. Currently, they have a cumbersome process where they first export data to Excel, manually adjust the comments, and then transfer it to PowerBi. This is not an optimal solution. If it were possible to enter more text than 60 characters, it could be handled smoothly in one single process.

Linking a Letter of credit for more than one PO and One PO to have more than one Letter of credit. In general business scenario, it is a possible scenario to make the LC for multiple PO's with the same vendor and also for one purchase order there is a chance of having more than one LC.

Are there any plans to extend the financial tags to Inventory movement journals?

One of our customer would like to capture additional data such as e.g. customer name or number or the worker who creates the journal line, when creating a movement journal to a certain off-set account.

This question was also posted to yammer under with the answer and advise of Kristi Slininger to create this idea!

https://www.yammer.com/dynamicsaxfeedbackprograms/threads/2836020754259968

Currently it is not possible to edit/add bank statement lines for imported bank statements. Our client has various customer payments, which belong to multiple customers in D365FO (It is not possible to use the same 'invoice account', because the invoice must be send to the individual customer). Therefore, it would be very useful to have the possibility to edit/add bank statement lines and divide the customer payment into various customer payments, so these can be (manually) settled with the open customer invoices.

Our suggestion would be to add a parameter, which determines if it is possible to edit/add bank statement (lines), to add flexibility to the solution.

Currently it's only possible to export either Dispatches or Arrivals through Tax/Declarations/Foreign trade/Intrastat/Output/Report. I think it would be a great addition to add an additional Direction "Both" to allow a user to export both directions at the same time if desired/required.

When recording Vendor invoices (as well as payroll), tax withholding is mandatory in the majority of the transactions. Once the year finishes company must issue a Withholding certificate that vendors and employees must use to file their personal taxes (legal requirement).

The suggestion is MS to develop a report that filters by time frame, by vendor that contains the amount of withholdings that have been recorded in the system. A check box should be developed on sales tax code records to identify what are the tax withholdings that are applicable in this report. The legend should also be editable allowing companies to set their own text.

https://www.dian.gov.co/tramitesservicios/Tramites_Impuestos/Autorizaciones/Documents/1.Nombre%20presenta%20e%20infografia%20de%20Certif%20sobre%20situac%20tribut.pdf