Regan Mitchell

Currently we have a duplicate invoice check being performed which is picking up duplicate Accounts Payable invoices based on Supplier and Invoice Number. The issue is that suppliers can send invoices to a different organisation within our D365 F&O which bypasses the Duplicate check.For example;

1. Supplier 00001 sends invoice ABC123 to entity TEST1
2. TEST1 processes the invoice with no issues.
3. Supplier 00001 re-sends invoice ABC123 to entity TEST1
4. TEST1 deletes the invoice as it is flagged as a duplicate.
5. Supplier 00001 then re-sends invoice ABC123 to entity TEST2
6. TEST2 processes the invoice because it is not flagged as duplicate since it has only been processed in entity TEST1 and this is the first time it is being processed in TEST2 legal entity

Per responses here (2) Accounts Payable Duplicate invoice check across multiple organisations - Dynamics 365 Finance Forum Community Forum it appears that the only way is through customisation though I believe this should be a standard process.

Workspace's such as Vendor payments workspace used to have access to all companies data to allow for improved Business reporting (see below). I suggest this is re-enabled and set up so that System Admin can manage which users get access to which companies data.

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After some further research and discussion, we found that in previous version, users used to be able to access different company’s data using filter, but the design at that time raised security concerns to many customers. After that, a fix was provided from version 33 that restricted users to see report of current legal entity only.

Please refer to this announcement:

After that, the charts “Per company” in some tabs is still showing in design sample and is expected to show cross company data. This expectation is acknowledged by backend team, however, for the design change on this part, we need to keep monitoring and collecting customer feedback to be able to decide how to offer the function.

In short, following current system design, one user is not be able to see cross-company data.

I fully understand the inconveniences caused to you due to this issue. Please accept my sincere apology for that. I would like to seek for your empathy on this matter as when it comes to changing the design of the system, we – the front-line team have limited support since it’s out of our support boundaries and expertise.

If it is required in your business scenario, I hope you can help to spend some of your precious time visiting our Ideas Portal via the  in which users raised the same concerns with yours. We are calling for your votes, and once we have enough votes for this kind of issue, the improvement idea will be prioritized.

Your voice is highly appreciated!