Stacy Black

Stacy Black

Joined: 7/18/2019

  • Fixed asset creation from Project management and accounting to allow multiple posting types to the same Fixed asset

    Sat, 11 Nov 2017 23:49:31 GMT – Dynamics 365 Project Operations – Under Review 

    When an asset has been created from the Project management and accounting module and additional cost to add life to the asset are incurred in a sub project then D365/AX can only posts these costs as a new 'acquisition'. There is no possibility to select a different posting type such as acquisition adjustment or write up journal, etc.

    Please make a corresponding enhancement with the next release.

    Thank you and best regards,

    Stacy Black

     

     

  • Deduction Workbench - Allow the matching of credits on the customer account

    Sun, 12 Nov 2017 00:05:50 GMT – Dynamics 365 Supply Chain Management – Needs Votes 

    This idea includes process in both Accounts receivable and Sales and Marketing modules.

     

    When a Deduction transaction is made in Accounts receivable there is no method to match this deduction to a credit on the customer account without using the Settle transactions function on the Customer record.

     

    By allowing the Customer transactions to be seen in the lower screen and allow the Deduction to be matched to the available credit in the Deduction workbench adds incredible value to this functionality and improves the experience for Collection managers.

     

    Please make this option available in your next release.


    Thank you,

    Stacy Black

  • Switch legal entitieswithin FR without having to sign out/in of Report Designer

    Fri, 01 May 2020 17:54:06 GMT – Dynamics 365 Finance – Needs Votes 

    To build and test reports in Report designer for different legal entities, you currently must close out Report designer and open it from D365 in the new legal entity. It would be a HUGE timesaver to be able to change legal entities in Report designer as you do in D365, without having to sign out and back in again.

  • Default State Tax ID for 1099s

    Thu, 17 Dec 2020 22:10:52 GMT – Dynamics 365 Finance – Needs Votes 

    My suggestion is to add to the Vendor master (Vendor> All Vendors> Selected vendor> Tax 1099) a box for the User to enter the default State and State tax ID. This information would transfer to the transactions as would the 1099 box. Currently this a purely manual and time consuming effort, which is prone to errors as the option to enter multiple State tax IDs exists and there is no way of setting the default. With the creation of the new 1099-NEC reporting requirements from the IRS, they have stated that the new 1099-NEC form would not be incluided in the Combined Federal/State Program which electronically forwards information returns to participating states. (See IRS publication 1220, Section 12 - https://www.irs.gov/pub/irs-pdf/p1220.pdf). This will require Users to enter the State tax ID on the Vendor's master record. HOWEVER, this information is not transferred to transactions, that must be done manually or using the Update 1099 process.