Salvador Espinosa Support engineer

To run tests and demos, you need to activate the tool called Customer Payment Predictions. This is not possible without first installing a plugin called Finance Insights. The problem is that if you have a UDE environment, this is not possible, which does not allow you to run tests or demos of the tool. Therefore, it would be great to have this plugin in the UDE environment and not just in the LCs self-service environments, which helps with more processes in the system and not just for payment predictions.

When generating electronic accounting reports, the system inverts the balances, whether debit or credit, that have a negative sign, which causes my balance to become unbalanced. This results in the information being rejected by the authority (SAT).

In budget planning, when adding the lines and selecting a revenue account, the budget class field automatically has the value of expense and not revenue. This can be modified manually, but ideally it should come by default depending on the account type in the main account configuration.

When generating an invoice proposal from project operations, it is not synchronized in d365 f&o. The characteristics of this invoice proposal are that it is "0" and is not chargeable.

This request is for the system to synchronize invoice proposals in in d365 f&o. when generating invoices from project operations with "0" as non-chargeable.

Today this would be inconsistent data between project operations and in d365 f&o.  This request is to ask the “0” invoice to be consistent with Project Operations and FSCM.

Contracted Invoices - consistent with all Invoice Proposal.