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Defaulting Sales Tax Group on Sales Orders for One-Time Address
‘Tax group default rule’ is used to default sales tax group based on what is the State and Country. When a new address on a sales order is created, the system must update the sales tax group based on the state defined on the address. This works fine for any addresses except for one-time. It would be ideal to have this functionality for one-time addresses as users can define hundreds of orders with this type of address.
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Disable overlapping entries for submitter delegates
Multiple entries are allowed with overlapping dates for an employee and delegate combination resulting in multiple entries of the employee's name in the delegate drop down.
D365 should block the possibility of defining multiple entries with overlapping dates for an employee and delegate combination.
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Project invoice report should show in a separate line the retention amount
When there is a customer retention amount in a project invoice, once the invoice is posted, the invoice line amount is showing the retention amount applied to it. However, this might cause confusion and so we are suggesting to improve the information shown in the invoice report by adding another line to show the retention amount separately from the invoice lines.