Gale Dallyn Solution Specialist

Predefined EFT/ACH file export layouts for Canadian banks 

As there is 5 main banks and a couple of credit unions that service the majority of businesses, i suggest that D365 F&O adds the common Canadian bank file layouts for EFT payment into localization for Canada.

Currently you must try to use a non standard layout or create a custom layout in Electronic reporting.

You should be able to just choose the desired layout for the chosen bank.

There is already formats for HSBC and RBC.

Thanks!

Add Project Name or Description where project ID is used to Expense report and Expense reports re-imagined.

This would allow readers of the Expense/Expense report to recognize the Project with out going into related windows.

Ability to restrict edit but allow display for Expense management Re-Imagined.

Currently the Employee can change the Expense category description without changing the Expense category ID.

This provides for a mismatch of information.

This could be accomplished by a Read Only option in Expense fields visibility (Expense reports re-imagined)

Current options are Recommended, Optional, Required, Do not display

Expense Management - Email to Expense or Expense report

From mail application, email receipts as an attachment or in the body of an email to Expense management to create an Expense for the Employee.

Have OCR functionality then create an Expense for the Employee to add to an Expense report?

Example, Rideshare receipts

Concur has the option to email or click a button as an outlook add in.

Allow Account type Bank in Global general journal for destination company

Currently you cannot post to and Account type Bank in the destination company from a Global general journal.

In a scenario where there is more than one company due to the need for separate databases to segregation of data to service a Dual-Write integration, both companies are one legal entity.

Customer payments need to be recorded in the originating company however the ledger and bank reporting need to be in the destination company.

Both companies are using D365CE and Dual-Write integrations. The customers and management of the customers is segregated as they are separate business lines.

I would suggest a Cash and bank management parameter on a per account that would allow this transaction to be completed.

Thanks,

Gale

Pass purchase order unit of measure to voyage line for calculation of apportionments. Item CBM/Container CBM  

Currently LC takes the dimensions from each vs the case or carton size of the item.

example funnels

for a purchase of 24 funnels the current volume calculation is 24 x the dimensions of a single funnel

the funnels are packaged by stacking 2 stacks of 12 each

the 2 stacks are then put in a single box

the box goes into a shipping container

the required volume calculation is for the size of the box