Warren Young Stoneridge Software, Inc.

Approval Workflows:  Can’t see “Status” field on Purchase Documents (no visibility to Pending Approval vs Released).  

Add capability to send an “Approved” notification to the submitter when their request is approved.

 Currently, Account Schedules are limited to static captions such as "Current Period" or "Prior Period"

The reports would be more readable if the Column Captions could be "smart" and display either the Date Filter being applied to the column or resolve to the Month / Period caption via Accounting Periods.

If a user walks through the New Company wizard setup, they are asked for the start date for the current fiscal year.  This interferes with prior year Data Migration (prior year Trial Balances) and the only solution today is to discard the entire company setup and recreate a new one, this time answering the "Start Date" with the prior year (or earlier).

Accounting Periods in D365F do not allow creation of prior-year periods after the first set is created and "Date Locked" = yes.  This is true even if there are no General Ledger Entries.  In Dynamics NAV, if this situation comes up the partner can directly 'clear' the Accounting Periods and recreate them.  In D365F the partner does not have access to rectify the situation and the only solution is recreating the company from scratch (copy company will also recreate the same problem in Accounting Periods).  It's not an acceptable scenario to configure a company only later to discover a problem with prior year data migrations.

The Account Schedule report in Dynamics 365 for Financials.

In Dynamics NAV the same report can be set to print portrait or landscape when sent to the printer.  The Web Client can only print to PDF, Word, or Excel, and does not have the orientation option.  

Adding a dedicated "Landscape" version of the Account Schedule report or adding an orientation option to the print process would suffice. 

Dimensions are not visible on the General Ledger Entries.  Global 1 and Global 2 should be visible at a minimum.  3-8 would be very beneficial as well.  Dimension Set ID would be a helpful stopgap for filtering purposes.

This request came up specifically for a client looking at the General Ledger Entries, but the request is relevant to all Ledger Entry pages.

In a Sandbox Environment with the "Full" User Experience enabled, it is possible to import and create new Configuration Packages.  However, it appears the page is filtered to only show the D365 Configuration Package.  As a result, it is not possible to see or use anything other than D365.

Please add Job Journal and Job Planning Lines to the D365 RapidStart package.  

We have multiple clients that would utilize the ability to import to the Job Journal and Job Planning Lines via RapidStart to load budget, actual, and invoice data.

Both initial data migration and monthly data pulls from outside sources would benefit from having those entities available via RapidStart.

Cannot edit specific fields on Customer Ledger Entries and Vendor Ledger Entries that should be editable (and have been previously):

Due Date
Message to Recipient
Payment Discount Date
Payment Discount Tolerance Date