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Need option to filter only the records which are unposted due to price variations in vendor invoice automation
The customer is looking for the option to filter only the records which are unposted due to price variations in vendor invoice automation. They are doing vendor automation, so some records are unposted due to price variations and missing the product receipts. They want to filter the records only the records which are unposted due to price variations. -
Price tolerance set up should allow negative values.
The customer is looking for the option to enter the positive and negative values in the Price tolerance set. Navigation: Accounts payable --> Setup --> Invoice and matching --> Price tolerances -
System not update the defaults quantity in the line level, where import the vendor invoice header details from DFM
While entering the details manually in the pending vendor invoice form, the quantity field by default updating with one quantity in the line level But where as if we import the vendor invoice header details from DFM system not update the defaults quantity in the line level. looking for the process system need to update the default quantity one, as system update the default quantity while doing the manual process. -
While creating the expense report there’s no possibility to enter below tax fields required by Polish tax authority
While creating the expense report there’s no possibility to enter below tax fields required by Polish tax authority https://www.gov.pl/web/kas/struktury-jpk
Invoice number, Tax exempt number, Invoice date, receive document date and below.
- (TaxTrans_W).VatDueDate_W
- (TaxTrans_W).Addressing_PL
- (TaxTrans_W).CustVendName_PL
- (TaxTrans_W).VATNum_PL
For the polish tax localization the above information is mandatory to prepare VAT statement for tax authority
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The Cross-rate field un editable since 10.0.21 version in the customer settlement form.
Description:
The Cross-rate field un editable since 10.0.21 version in the customer settlement form.
While doing the payment settlement the cross-rate field not allowing to edit, this field is require for their business requirement.
The following is the bug link for reference : Bug 633448: Cross rate is not working in the customer payment after version upgradation to 10.0.22 - Boards (azure.com)
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Cross-rate field un editable since 10.0.21 version in the customer settlement form
The Cross rate field not allowing to edit while doing the customer settlement in customer payment Journal. This field not allowing to edit since 10.0.21 versions.
As per the customer business scenario the user needs to have Payment journals with Ledger currency, settle them with USD transactions and have the possibility to set a Cross exchange rate.
Expected results: To meet above business requirement, this field should be allowed to edit.
Navigation: Accounts receivable --> Payments --> Customer Payment Journal --> Select the vendor account ---> Settle transactions --> Select any transaction and --> Cross rate field.
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Allowing to delete expense forecast lines when the project stage is finished.
The customer setup project stage rules at parameter level as no edits and no deletes where the project stage is finished but under project Finished stage, system allowing to delete the Expense forecast lines in both manual deletion and through Edit forecast transaction form.
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Default description field does not populate all values while doing the customer payment proposal form.
Actual: While doing the customer payment proposal system not fetching the full values in the Description field, only date value fetching, remaining values like invoice number and customer account number not fetching. The default description set up has been done correctly and customer choosing period as “Total” in the method of payment.
Same behavior observed in the vendor payment proposal form in AP module.
Expectation: The default description filed should be populated all values in the customer payment proposal form.
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When user runs the Project elimination for multiple projects. If any project has an error system stops the entire process
Description: The issue is with Project elimination for multiple projects.
When we are trying to do Project elimination for multiple projects. If any project has an error system, it stops the entire process.
Example: If we have 7 Projects suppose the errors occur in 3rd Project then system eliminating first 2 projects and it is throwing an error and stops the entire process.
Expected outcome: System has to complete the entire process and it should show the error only for the project which has an issue.
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Mobile expense report only accepts one receipt attachment per expense
Description:
There is no way to add a second attachment to expenses via the mobile expense report.
Create expense via mobile app. Notice that once a receipt is added, the only option is to view the receipt. There is no way to add a second page or attachment. Add a receipt via the mobile app and attempt to attach it to the existing expense:
Notice the only option is to replace the existing receipt:
Select No and nothing will happen. Select Yes and the new receipt will become the only receipt:
Expected results: There should be an option to add multiple attachments when there are multiple pages to a receipt or other scenarios (as is available in the web app).
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