Philip Potgieter

When creating an Order allow and additional date that can be modified as to when a sale price or purchase price is applicable if linked to an agreement. useful if the ordered prices should only apply from a date in the future. a week from now or a month from now but the order is loaded already.

Link multiple resources to the same closing roles in the Financial period close configuration, resources.

Currently 1 resource is allowed to be linked to a closing role per legal entity. but we have many users linked to the same system roles.. for example we have 3 AP Clerks. but we can only assign 1 resource/employee the AP Clerk Closing Role. But the 3 resources has slipt there work between them to close AP.

This means the actual task must be managed somewhere else and only 1 resources then has access to update the task in D365 to update everyone's tasks.

• Or we create Multiple closing roles: AP Clerk 1, AP Clerk 2, AP Clerk 3 as a work around or Accountant 1 and Accountant 2.
• but then I could just drop the closing role and simply assign resources to tasks instead, but that is also not possible with closing roles that are mandatory.

Added an User option to set the default filter to 'Contains' instead of 'Begins With'!

We are bombarded with login requests even Windows is now requesting logins. At some point we will stop focusing and just login without thinking to the wrong place, and only realise it was wrong when it is to late!.

when adding deal lines from and to Qty/value there is no text field to add a reference like, level 1, level 2, level 3, level 4, or total amount, etc for use of free text that can also be included in reports. Every table and record in D365 should have at least 1 free text / description field. so we don't have to add an idea for adding a free text field..

on the Rebate management Detail deal lines add a tolerance percentage or value.

for example if the deal is 5% Rebate on 10,000.00 value sales for example but what if the customer got to 9,900.00 and you would like to still give the customer the rebate. i would like to report the actual Qty/value of the sale and the From and to Qty/Value for the Deal line achieved.

When running the currency revolution the source information for the revaluation and the exchange rate applied is not kept. only the result is posted. When using automation with regular revaluations this information maybe important for auditing, to be stored.

intercompany workspace for intercompany Party ID balances across companies for customer and vendor subledger transactions.

There seems to be no link to the voucher transactions page when reviewing exceptions, it shows all the information including the voucher number but there is no option to simply click and open the voucher. in the case of a leger posting not linked to a subledger.

The payment schedule lines can be added manually on the book, but there might be different amounts per month or per year. and it would be easier to update 60 lines, 1 per month in excel, there is a copy line function, but why not have the open in excel? to keep the system consistent..