• Vendor Bank Accounts and Method of Payments linked to remit to addresses

    Currently, vendor bank accounts and method of payments are maintained at header level for individual vendors. It would be nice to have bank accounts and method of payments assigned to individual vendor addresses. If a vendor has multiple pay sites i.e. multiple addresses with different banking and method of payment information, bank account and method of payments linked to the address can be used to create remittances. A lot of times this is a requirement from large vendors to process electronic payments. Setups defined at the address level should override header level setups.

  • Financial Dimension on Warehouses

    All retailers track their inventory physically and financially by retail stores. Setting up general ledger in Dynamics 365, we mostly setup account structure with 'retail channel' financial dimension (we can call it profit center, responsibility center etc. if it is setup as custom financial dimension) and that financiail dimenion is assigend to Retail Channels in Retail and Commerce Module. Setting up retail store also requires assigning a warehouse that tracks inventory for that store. All sales transactions that flow from Point of Sale System uses financial dimensions defined on the retail store. Sales, cost of sales, discount etc. are all posted using retail channel financial dimension in GL. 

    However, when purchase order is created or inventory is adjusted for that retail store usiing inventory journals, financial dimensions are updated manually on these transacitons at line level (purchase order, inventory journals). It is required since inventory is tracked financially at warehouse (store) level. It takes considerable amount of time for the users to manually update financial dimensions on purchase order or inventory journal lines.

    Historically, we have done a customization and assigend financial dimension to the warehosue that are defauled over to purchase order lines when the warehouse is selected or inventory journal lines as we select the warehouse.

    Just like financial dimensions are setup on Vendors, customers, retail channels and other master data entities in Dynamics 365, it will be great to have same financial dimension framework extended to warehouses. These dimensions would then be defaulted on all inventory transactions that uses warehouses.