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Dynamics 365 Finance Accounts receivable non-catalogue purchase requisition drop shipment planner User role
Wish there is an option to future include new role for accounts receivable customer drop shipment for non-catalogue items purchase requisition planner. (customer courtesies, anniversary or trade agreement gifts, complementary items, holidays...)
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Dynamics 365 Accounts receivable customer invoice layout preferred banking information or customer method of payment banking information
Wish there is an option to easily include legal entity banking information or information instructions based on legal entity preferred banking, or based on customer preferred method of payment legal entity banking account information.
Alternative, user may potentially enter general information from the customer invoice layout print out setup forms.
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Dynamics 365 Financial report generation conversion into decision makings balance
Wish there is an option to easily base a financial generation report into a decision making description balances for the period and/or period range (e.g. case study, marketing study, new warehouse, new item, innovation item, discounts, additional personnel, new operator, cash flow efficiencies,...)
Not featuring option to setup decision making description balances conversions for the period, user may potentially process decision making conventionally and/or outside the system.
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Dynamics 365 Ledger posting groups decision making policies
Wish there is an option to easily setup ledger posting group decision making policies at point of financial generation decision making report.
For purpose to easily setup (e..g quantity of financial postings, financial postings grand total value, ledger preferred balance (s) ranges, total number of calls, financial posting date exceptions, financial posting line descriptions, vendor invoice numbers, vendor and/or customer accounts, sales order grand totals...
Not featuring financial posting groups decision making policies, user may not easily advanced setup or plan proposals for decision makings for the day-to-day or end of period, before board council meetings.
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Dynamics 365 Financial decision proposal report conversion into statistics
Wish there is an option to easily generate a financial decision proposal report based out of a generated financial statement base and easily 2nd convert into a financial budget statistics (per financial blocks and/or per each ledger financial main account and/or dimensions).
Not featuring a financial decision making report with option to easily convert into budget statistics, user might potentially track financial decision report and statistics impacts outside the system or conventionally or may wait until end of period to action generate a decision making report, rather then a day-by-day report.
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Dynamics 365 Accounts receivable aging report setup decision making conversions
Wish there is an option to easily setup aging report into aging report decision makings (e.g. more advertising, marketing studies, key ratios efficiencies, sale period flow, operator calls...)
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Dynamics 365 Accounts payable aging report setup decision making conversions
Wish there is an option to easily setup aging report into aging report decision makings (e.g. more advertising, marketing studies, key ratios efficiencies, cash flow efficiencies, purchase period flow, operator calls...)
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Dynamics 365 Financial main goal for the period maintenance tracking
Wish there is an option to easily maintain the financial main goal for the period tracking.
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Dynamics 365 Accounts receivable aging goal for period status iquiry
Wish there is an option to easily identify and track main goal reached status inquiry for the period.
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Dynamics 365 Banks customer payment main goal for the period status inquiry
Wish there is an option to easily maintain bank customer payment main goal for the period status inquiry.