Adi Zukler Consultant

The feature "Awareness between ledger settlement and year-end close"

Enforces the users to settle on the same account and same year.

At the year end user must settle the open account against the year-end closing transaction.

This feature solves so many problems in closing the year and revaluation.

The only problem with this feature is that if you made cross-year settlements in previous years the feature doesn’t allow you to proceed.

I hope that this feature will be upgraded, and a new parameter will set the validity of the feature so I can use it, since there is no way I can open settlement from the last three years.

In many business scenarios, users need to cancel a customer invoice due to billing or accounting errors, but without reopening the associated packing slip.

Currently, in standard D365 Finance & Supply Chain Management, when canceling a posted invoice, the system automatically affects the packing slip — reversing the shipment — even when there is no physical change to the delivered goods.

This creates unnecessary operational complexity and confusion in logistics tracking, especially when:

• The goods were already physically delivered and must remain “Delivered”.
• The cancellation is purely financial (for example, incorrect price, wrong tax code, or invoice issued on the wrong date).

Requested enhancement:

Add an option (parameter or dialog checkbox) to:

“Cancel posted invoice only — do not reopen or reverse packing slip.”

The system should then:

• Create the reversal (credit note) for the invoice only.
• Keep the delivery status unchanged (Delivered).
• Prevent re-processing of the shipment.

Business impact:

This feature will improve audit control, simplify accounting corrections, and align with real-world logistics flows where financial and physical processes are decoupled.