Sanne Christensen Senior finance consultant

Italian Bollo stamp duty is required on invoices where the subtotal of the lines without VAT exceeds 77,74 EUR.

If the requirement is met, Bollo charge is applied only once per invoice document, the charge is fixed, set to 2 EUR.

Standard solution is to manually validate all Sales orders to verify if the requirement for bollo stamp duty is met and apply the auto charge into the sales order before invoicing.

Ideally there should be a setup for Bollo in auto charges, where the sum of total invoice lines for certain items with VAT exempt were calculated and added automatically when using the “tired charges” in a Sales order, if conditions were met.

Potentially this could be done by adding the Items to a specific Item charge group and enabling the option also from the Auto charge header view, instead of only the line view. Additionally, there must be a calculation for subtotal of all invoice lines which contains items from this item charge group, so bollo charge is only applied once per invoice. The threshold amount EUR 77.74 must still be validated against the subtotals of invoice lines from the item charge group, to meet the requirements.

When Customers need to bulk update the posted customer open invoices in D365F&O, they are doing this through the Customer payment proposal table, where the multiple change functionality is available for modifying payment attributes such as Due Date. This is used to update the Due date especially for collecting the Direct debit payments, which cannot have a previous due date than the payment date.

This Option for multiple change of payment attribute Due date could be very useful to have in the Customer settlement table, where it is only possible to change the due date one invoice at the time. In this process the AR clerk could avoid the long process of creating Customer payment proposal simply to use the multiple change of due date functionality.

Another suggestion could be to add the multiple change functionality for payment attribute due date into the customer transactions table, where it is possible to change the due date one invoice at the time from the navigation pane open details table. Additionally, if customers have enabled the parameter in accounts receivable parameters for show due date and allow edit, the functionality for multiple change of payment attribute due date, could also be available from the link given from due date field in Customer transactions table, to update due date and cash discount dates.