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Allow to make changes to customer reference field at sales order line level.
The customer reference field is a sales order header property and we cannot make changes to this field at line level, this is the feature limitation. As a result the customer reference number on the sales order line is changed to the header “customer reference” value after the mode of delivery is changed on the header, for direct delivery sales orders. The idea is to allow to make changes to customer reference field at sales order line level. Then each of the sales order line can have different customer reference value.
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Sales tax group in Stock type delivery scenario and in Direct delivery type scenario
Sales and marketing > Setup > Distribution > Terms of delivery allows you to select SALES TAX ADDRESS option. When you create new sales order, you can select the Delivery address and the Delivery terms. If the Salex tax address == "USER DEFINED", the application will pick the Sales tax group defined on the customer record. If the Sales tax address == "DELIVERY" and the Address purpose == "DELIVERY", the application will pick the Sales tax group defined on the address. Two business scenarios occur in one legal entity at the same time. Dynamics 365 supports only one of these two scenarios, Dynamics 365 does not support both scenarios in one legal entity at the same time: 1. Stock type delivery scenario - standard sales order is created with the Standard customer. Standard customers often have multiple DELIVERY purpose addresses. Each DELIVERY purpose address can be in different country. In each different country a different Sales tax group is needed. Due to this reason the SALES TAX ADDRESS must be DELIVERY in Terms of delivery . 2. Direct delivery type scenario - intercompany sales order is created with the Intercompany customer. In this case the SALES TAX ADDRESS must be USER DEFINED in Terms of delivery as the Sales tax group on the address of the Intercompany customer is not taken into account. Dynamics 365 should support both scenarios in one legal entity at the same time. -
Undo settlement posts without main account default financial dimensions for 'correction invoice' voucher lines.
Undo settlement posts without main account default financial dimensions for 'correction invoice' voucher lines, after foreign currency revaluation was performed on the the invoice before payment. Steps to reproduce: 1. Post PO vendor invoice in foreign currency. 2. Run Accounts payable > Periodic tasks > Foreign currency revaluation 3. Post the vendor payment journal to settle the PO vendor invoice 4. Run Accounts payable > Vendors > All vendors > Transactions > Settlement > Undo settlement Microsoft says the issue doesn’t meet the standards they require to be adjusted at this time. If the accounts payable foreign currency revaluation is run again the dimensions will be applied to the updated voucher transactions. However the voucher lines posted without main account default financial dimensions remains and must be reversed manually. Dynamics 365 should strictly take main account default financial dimensions into account when running Undo settlement. -
VAT data has been changed. Do you want to update the rest of the lines?
Feature "Date of VAT register" is enabled in D365. The parameter Date of VAT register filling is set to Posting date in sales tax group.
Vendor invoice journal is created with 2 lines, the first line account type is Vendor, the second line account type is Ledger.
The Date of VAT register in the second line in the vendor invoice journal is changed to an earlier date. As a result validation dialog is displayed: "VAT data has been changed. Do you want to update the rest of the lines?"
Please add another feature to disable the validation dialog. Posting date is just the default value in the field Date of VAT register and it is changed very often to a different date by the user. The Date of VAT register is important only in the line of vendor invoice journal where the sales tax is calculated, in other journal lines this date is not important, that means no update of the rest of the lines is needed.
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Message with the voucher number after the invoice is posted - The posting is done using sales tax voucher VINT000172.
In legal entity with address in Italy message notification on screen is displayed once the posting of the vendor invoice is completed.
"The posting is done using sales tax voucher VINT000172."
The message helps users to write down the voucher number on the invoice document without any further clicking in the system in order to find the posted voucher number.
We would like to get the same message on screen once the posting of the vendor invoice is completed also in other legal entities with address in e.g. Slovakia, Czech Republic, Switzerland, Germany, Ireland, Netherlands etc.
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Company in the intercompany sales order numbering
We use sales order intercompany numbering "Company + original number". This way from original USMF company sales order number 000810 the intercompany sales order number USMF000810 in company DEMF is created.
We are looking for an option to replace the original company with the intercompany company. So then the intercompany sales order DEMF000810 in company DEMF is created (USMF is replaced with DEMF in the intercompany sales order number).
For users it is confusing to have sales orders with number that starts with original company USMF in another company DEMF. The users prefer to have the number of the intercompany sales order to start with DEMF because it is being created in company DEMF.
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Electronic Invoicing in Italy - Simplified invoice format
In D365 currently ordinary electronic invoice format is supported.
However there are business scenarios when simplified electronic invoice format is needed for communication with SDI. For example when our customer went bankrupt NOTA DI CREDITO SEMPLIFICATA had to be created with document type "TD08". This document type is not supported currently.
Please add support for simplified electronic invoice format in D365.
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