-
Including Italian tax fields in the tax data entities is crucial for data migration
Unfortunately, the Italian localization was developed without including some Italian tax fields that are present in the user interface in the related data entities. Therefore, during environment preparation and data migration, it is necessary to import data packages with the configuration through data management. After the import is complete, the configuration must be manually completed through the UI.
- Sales tax codes
- Sales tax groups
- Sales tax exempt code
- Withholding tax codes
- Sales tax parameters
I would like to request a correction and keep it in mind for future localization feature development. Thank you!
-
Capture and validate vendor bank account details from invoice
Currently, I haven’t found a way to capture the vendor account/bank details provided on an incoming invoice for payment purposes. It would be highly valuable to include these details and automatically verify them against the vendor’s bank accounts configured in Finance and Operations.
Proposed Functionality:
- Extract bank account information from the invoice.
- Cross-check the extracted account with the vendor’s bank accounts registered in FO.
- If a match exists, use that account for payment processing.
-
Enable Customer Group-Based Ledger Posting for Total Discounts on Sales Orders
Currently, when applying a total discount on a sales order in Dynamics 365 Finance, the system always uses the account defined in the Automatic transactions setup. Unlike line discounts (which use the discount posting matrix), total discounts do not allow flexibility in accounting treatment.
This creates limitations for finance teams, as all total discounts are aggregated into a single ledger account, regardless of the customer group. For organizations with multiple customer segments (e.g., retail, wholesale, distributors), this lack of granularity reduces transparency and prevents proper margin analysis at the segment level.
Proposed Improvement:
Introduce functionality to define different ledger accounts for total discounts by customer group.
Business Value:
- Improved financial reporting: Enables better P&L analysis by customer segment.
- Stronger internal controls: Ensures proper allocation of discounts across the right ledger accounts.
- Increased flexibility: Aligns total discount posting logic with existing discount posting matrix logic.
You’re offline. This is a read only version of the page.
