Patricia Cervello Mrs

The new function to "Post customer and vendor payment journals from bank statements and reconciliation worksheets" is great, specially for customer payments, but, as it is designed the process still remains a two step process:

1. Payment journal is created and posted from reconciliation worksheet
2. There is no option to select the specific transactions being cleared so a second step is needed
3. From vendor/customer transactions, settlement function to settle the payment with the individual transactions

It would be great if at the point of journal creation in the reconciliation worksheet, the transactions that are being paid could be selected, taking into account any settlement discounts there may be. Only then this would become a true one step process.

It would be very handy if approved rebate lines could be edited within the same agreement, and audit trail of the changes kept and a workflow to approve those changes.

The logic could be similar to the one of editing leasing agreements. The dates on the existing lines should be expired and a new line should be added below with new data for the coming periods.

At the moment, the only option available to make changes to a rebate after it's been approved is to copy all the data into a new deal and deactivate the old one.

Also, I think there should be a dedicated category in this portal for the rebates module.

In the Project Management module of D365, there is an option to add budgets to projects. However, it's mandatory to use an approval workflow when working with these budgets. Unlike other workflows in D365, the project budget workflow does not allow for automated approvals or the option to bypass the approval process entirely.

This is inconsistent with other workflows in the system, which can be disabled by deactivating the version.

The goal of this idea is to enable the use of project budgets without requiring a workflow for approval.

Thanks!

When entering rates in the indirect costs of the costing sheet to add them to the finished goods, we are limited to use only two decimals. This means that for companies that produce thousands of Kgs as output have a huge amount of overheads added to the product which is not realistic. Example:

• Node type: output unit based
• Subtype: Quantity
• Rate: 0.01

A company produces 1.000.000Kgs in each production order absorbing 10.000eur as indirects. This is way too much. There should be a way of introducing more decimals or working with conversion units in a way that we can define indirect cost absorption not per unit of FG produced but per 1000units for example.