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Need "Mark all" & "Clear all" feature in the Account Reconciliation form
When the user reconciling the bank transactions in the Account Reconciliation from (Cash and Bank Management >Bank accounts> Bank accounts >Reconcile >Account reconciliation>Transactions ), need select the transactions as “Cleared” line by line. For user friendly and efficiency purpose, the D365 system should provide the "Mark all" & "Clear all" feature in case there are thousand lines.
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Need the hyperlink to back to the detail of Goal in the Review
We can add the Goal in the Review form, but can't drop in to check the detail of the goal. Need this feature enhancement to improve the user efficiency.
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Project purchase order can't be posted if the project is finished.
Start from D365, Microsoft has a design change to stop the project purchase order posting if the relevant project is finished. This design change is not suitable for the business scenario: 1. The project had received the items\services from vendor, 2. The project is finished, 3. Then received the finial purchase invoice form the vendor. With the new design, user will need to keep the project open until vendor give the invoice, which may causes a lot of challenge for the users.
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Need the workflow for the Goal apporval procedure
In the Talent Core HR - Employee development module, the Goal can be created for workers. The workflow for goal approve procedure will be great helpful for customer real business: 1) employee enters the goal, 2) and the manager approves the goal, 3) then the goal locks down
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Mobile APP - Expenase manament: can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount)
Mobile APP - Expense management can't edit the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount).
User can record the expense report in the APP Microsoft Dynamcis 365 Unified Operartion, but can't modify the Tax information ( Item sales tax group, Sales tax group and Actual sales tax amount).
Need a abiltiy to maintain the tax data.
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Sales tax not calculated on Interest note
For the out of box feature, the user can’t set the Sales Tax group and Item tax group in the Interest Note - transaction line, and then can’t calculate the tax amount for the lines. While we have some clients have the business scenarios that need to calculate the sales tax based on the Interest Note Transaction line. (Credit and collections > Interest > Review and process interest note) -
Need the ability to configure the system how to update the expense report accounting date.
As the current behavior, there is only one option to update the accounting date to the First day of next open period. While for the real business scenario, the user need the system to provide an option or a parameter to allow posting the approved expense report on the date when the expense report approval workflow is completed (expense report is finally approved)? This is a practical issue as expenses will always be submitted after the month end. For example, it is logical to download the July expense statement from the credit card provider only after July is already over (to ensure that all the transactions for the month are included) and then import those transactions in the system. The company need more time to approve this expense reports, and using the final date as the accounting date is the first option for some business. -
Need the method in Class: HcmPerformanceReviewReportModelProvider to get the Goal.Overview value.
This client has the business requirement to print review (Employee development > Performance > Reviews > Print review), and the printed out document should has the Goal's Overview field ( Table: HCMGoal, Employee development > Performance > Goals). By checking the "Performance Review Model" from Electronical Reporting, its' data source is Class: HcmPerformanceReviewReportModelProvider, but no Method is available to get the Goal.Overview value. Suggest Microsoft Talent Product Team to add a new Method to retrieve the Goal.Overview -
Positions V2 should not create the active position for the records with Activation date = 1900/01/01.
Export the retired positions via the Positions V2 data entity, system will set the Activation & Retirement date as 1900-01-01, but if importing the file (update the position ID) back, the system will create a active position for the records with the date 1900/01/01. The behavior differs between exporting and importing. The expected behavior should not be setting an activation date for records with Activation date = 1900/01/01 when importing via Positions V2 data entity. -
“One voucher” scenario gap analysis need to include the “Posting a vendor invoice against multiple projects (within same voucher)”
“One voucher” scenario gap analysis need to include the “Posting a vendor invoice against multiple projects (within same voucher)” As the Microsoft Document: https://docs.microsoft.com/en-us/dynamics365/finance/general-ledger/one-voucher There are several scenario gaps need to be fix before One voucher functionality be deprecated. As this is a very common real business scenario, the “One voucher” scenario gap analysis need to include the posting a vendor invoice against multiple projects (within same voucher)”, and provide the according solutions, same as. • Post vendor or customer payment in summary form to a bank account, • Fixed Assets splitting,
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