Shivani Vikram Mane Solution Analyst

During the inventory closing and adjustment process the business has a requirement as below-

1. If the Closing is performed on August 31^st (Month-1) - the closing must happen on 31^st August 23- Which is working as expected
2. If the Closing is performed on August 31^st (Month-1) the recalculation must also happen on 31^st August 23 – Which is not happening in the current process

When the users are creating the Free text credit note, in the Tax Adjustment screen when a negative amount is entered and clicked on Save button, currently the negative amount becomes a positive amount causing the credit note to be posted as a positive amount. Now the issue is that the Free text credit note becomes Free text Invoice.

As per the business process the free text credit note is being raised for sales tax credit to reverse the sales tax which is a tax related requirement based on jurisdictions for US regions.

This is a tax adjustment wherein a free text invoice form will contain only the description and main account is entered in the lines.

In HPE there are around 100+ lines in a sales order, so the Order management team would want to check if all the lines in that particular sales order are having the required information. Hence, this entity V2 sales orders header and lines is being used by the order management teams in HPE which should be available in all D365 Versions.

In V3 sales order headers and V3 sales order lines we are getting individually the lines & header information for all sales orders, whereas, in V2 sales orders header and lines a single sales order information can be extracted with both header and line details per sales order.

While performing the Warehouse App Task validation for the Dock Receiving Putaway when there is a Screen in the Warehouse App to click as "Done" there is a time gap issue seen, can we bring in change in design framework to accommodate the Closed work process.

Enable Microsoft Copilot for Finance add-ins- for larger amount of data, since in real time business scenario data will be extensive, hence, is there any improvisations from MS to accommodate extensive amount of data to perform reconciliations via Copilot.

We recommend an improvisation to be accommodated in the next release/s.