Delene Strirk Ms

Delene Strirk

Joined: 3/30/2020

  • RMA - Assign different customer address.

    Thu, 05 Nov 2020 11:17:38 GMT – Dynamics 365 Supply Chain Management – Needs Votes 

    Users are not allowed to assign a different customer address when an RMA is created in D365FO. The current RMA process uses the customers primary address as the default address, regardless of weather the RMA is linked to a sales order or not. There is no option to change this address. This address defaults to the Return Order document. The issue with this is the document is not functional as it does not provide the correct address for collection. Also, this document does not work for the customer as it potentially has their postal address or head office address and does not have the address where stock is being returned from. The following is suggested: * Allow users to change the customer address on the RMA. * Pull this address through to the sales order that is created off an RMA. * Default the address from the original sales order, if a sales order has been selected using Return > Find sales order.

  • (Italy) Commission settlement on payments - remove localisation

    Mon, 30 Nov 2020 17:47:50 GMT – Dynamics 365 Finance – Needs Votes 

    Customers often have a requirement where they only want to accrue for commissions payable when invoice is settled. This functionality is not available unless the legal entity is Italian. D365FO should be able to calculate commission accruals based on settled invoices, regardless of country. A new feature has been released, (Italy) Commission settlement on payments. Can this feature be made available to legal entities, regardless of country.

  • Trade agreement ID - Sales Order Price details

    Tue, 15 Dec 2020 10:32:51 GMT – Dynamics 365 Business Central – Rejected 

    It is suggested that Trade agreement ID be added to the Trade agreement Tab in the Price details selection on a sales order. You can personalise but no field exists for the Trade agreement id. Business dont have a mechanism to identify the original trade agreement id that has been used to establish a price. You could have multiple trade agreements for the same customer. You can make use of the Find prices option under Sales and marketing > Prices and discounts > Find prices. This will list multiple prices, but doesnt indicate the trade agreement id. You can personalise but no field exists for the Trade agreement id.

  • Trade Agreement id - Add field to pricing details

    Tue, 15 Dec 2020 10:34:32 GMT – Dynamics 365 Supply Chain Management – Rejected 

    It is suggested that Trade agreement ID be added to the Trade agreement Tab in the Price details selection on a sales order. You can personalise but no field exists for the Trade agreement id. Business dont have a mechanism to identify the original trade agreement id that has been used to establish a price. You could have multiple trade agreements for the same customer. You can make use of the Find prices option under Sales and marketing > Prices and discounts > Find prices. This will list multiple prices, but doesnt indicate the trade agreement id. You can personalise but no field exists for the Trade agreement id.

  • Expose project related fields - Vendor invoice lines data entity

    Mon, 08 Mar 2021 13:50:05 GMT – Dynamics 365 Finance – Needs Votes 

    Businesses need to be able to upload supplier transactions that have been purchased for a project, using data management. Project related fields have not been exposed in the vendor invoice lines entity. It is suggested that project related fields be added to the vendor invoice lines data entity. The following fields should be included: PurchParmLine_Project_ProjectId PurchParmLine_Project_ProjActivityNumber PurchParmLine_Project_ProjCategoryId PurchParmLine_Project_ProjLinePropertyId PurchParmLine_Transaction_TransDate

  • Correct CIS return GER format -XML

    Tue, 25 Jan 2022 09:47:14 GMT – Dynamics 365 Finance – New 

    A new XML based CIS file format is required, the current format is outdated. Can this kindly be configured by MS and included for download from LCS.


    Sample file from HMRC:

    https://www.gov.uk/government/publications/construction-industry-scheme-schema-and-technical-specifications

  • Automatically submit CIS return to HMRC using an API

    Tue, 25 Jan 2022 09:53:12 GMT – Dynamics 365 Finance – Needs Votes 

    Businesses in the UK are required to submit a CIS return to HMRC monthly. This is normally done electronically.


    The following new functionality would be required at time of generating the CIS return.

  • Automatic CIS validation - Suppliers

    Tue, 25 Jan 2022 09:56:53 GMT – Dynamics 365 Finance – Needs Votes 

    Businesses are required, by law in the UK, to validate the CIS status of a supplier with HMRC. This can be done manually but is not efficient, and many ERP systems have standard built in functionality that allows for this.


    An integration is required between D365FO and HMRC. This integration must:

    • Submit relevant CIS information to HMRC for the subcontractor in order to validate their status.
    • Update the supplier record with any changes from HMRC, including the CIS status, Verification date and Verification number.

    This verification is done with HMRC when:

    • A new supplier account is created.
    • Existing suppliers are used, where purchases have not been made against the account in the previous two tax years


    This functionality is available in their existing system.


    This is a statutory requirement:

    What you must do as a Construction Industry Scheme (CIS) contractor: Verify subcontractors - GOV.UK (www.gov.uk)

  • Create Print Management and Electronic Reporting Configuration for CIS Payment and Deduction Statement

    Tue, 25 Jan 2022 10:01:29 GMT – Dynamics 365 Finance – New 

    Business needs to be able to generate CIS Payment statements monthly.


    The following functionality is required:

    • Electronic reporting configuration for CIS payment and deduction statement.
    • Standard Electronic report that is compliant with HMRC format, to be downloaded from MS as required.
    • Mechanism to define Print management for CIS payment and deduction statement. Suppliers would like this statement to be emailed.
    • Correct information on CIS statement, this is currently blank unless you run each statement from a payment line against an individual supplier.
    • Mechanism to generate CIS statements at month.


    Payment and deduction statement - GOV.UK (www.gov.uk)

  • Withholding tax to read CIS where legal entity is based in the United Kingdom

    Tue, 01 Feb 2022 08:09:07 GMT – Dynamics 365 Finance – New 

    Currently, all CIS menu options read 'Withholding tax' (en-us) or Withholding VAT (en-gb).


    Can these please be changed to read CIS, there is no such thing as Withholding VAT or Withholding Tax in the United Kingdom.