web
You’re offline. This is a read only version of the page.
close

Giorgia Paolin

Giorgia Paolin

Joined: 5/19/2020

  • Feature "(Italy) Separate accounts for credit note" must works also with invoices from a return order

    Thu, 04 Nov 2021 15:55:35 GMT – Dynamics 365 Finance – New 

    When you enable the feature "(Italy) Separate accounts for credit note" and you post an invoice from a return order the system is not using the account for the credit note but always the one for the revenues because at the creation of the return order the system populates the field “Main Account” in the Line details > Product with the main account used in the sales order (revenues) and uses that account at the posting. In order to use the account for the credit note you should delete manually the value in the field “Main Account” from each line of the return order. This is not an acceptable solution in case of orders with a lot of lines. At the moment of the creation of the return order, if the mentioned feature is enabled, the system should not fill in the account of the sales order in the "Main Account" field.

  • [Italy] VAT settlement not possible to define parameters for report

    Thu, 05 May 2022 16:52:50 GMT – Dynamics 365 Finance – Completed 

    When you launch the VAT settlement procedure is not possible to define the parameters for the print of the tax report.

    When the feature “(Italia) Plafond fiscal” is enabled, the system, by default, prints the summary of the plafond amount for the period at the end of the report.

    Since the plafond is not a fiscal requirement, it would be nice to have the possibility to decide if print or not the plafond summary also in the VAT settlement procedure as is possible to do when you launch only the tax report “IVA (Italia)” where you can choose not to print the plafond summary by switching off the related parameter.


  • "Dimension statement" report has not the range date printed

    Mon, 04 Jul 2022 13:57:08 GMT – Dynamics 365 Finance – Needs Votes 

    In "Dimension statement" report (General ledger > Inquiries and reports > Ledger reports > Dimension statements) the date range that you setup in launch form is not printed in the header of the report. 

    The same report in AX2012 ("Detailed trial balance") has the information printed, as well as the primary dimension set.


    This information would be very useful to have because even if the date can be supposed by the transaction date, assume that you’re generating report for the first quarter of the year, that can be a request of the audit control, but for the specific main account for which you are generating the report, you only have transactions in the month of march.

    How can the auditors know that the report was generated from 01/01/2022 to 31/03/2022 and not only from 01/03/2022 to 31/03/2022?

     

    Is possible to have the period and the dimension set printed again in the report header (as we had in AX2012)?