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Ravi Nagarajan

Ravi Nagarajan

Joined: 7/4/2023

  • AP Invoice workflow to start from PO requestor

    Tue, 16 Jun 2020 04:30:06 GMT – Dynamics 365 Finance – Completed 

    Accounts Payable Vendor Invoice workflow when assigned to a hierarchy allows only to start from workflow originator (person submitting the invoice) or the workflow owner. Often, multiple authorised users approve purchase order earlier and if the quantity matching is achieved, the workflow to authorise any variance to price should allow the person who earlier approved the purchase order (or if their limit is not sufficient, their manager(s)). When the AP clerk, normally a finance function, submits the workflow, it will only go to their manager and not to the person who raised the PO or the person who approved this. This is not ideal and the workflow is not fully usable in its current form. Requirement is to allow the workflow to start from the PO approver or PO originator

  • Vendor payment report should display summary by currency when foreign currency payments involved

    Tue, 02 Nov 2021 22:24:32 GMT – Dynamics 365 Finance – Rejected 

    Under AP-Payment Journal, we are able to print a Payments report which lists all invoices and payments being made. This list gives the total only in accounting currency and not in the currency of payment. For instance, if my accounting currency is USD and make payments to about 20 vendors, all in EUU, EUR total is not available in this report. Also note this EUR total is not available from within the payment journal also. It only shows in accounting currency (USD) total and reporting currency (USD) total and not how much in EUR . It should be very simple for Microsoft to put a summary value giving total by currency in the Payment report

  • Due date for Customer Retentions on Project accounting invoices

    Mon, 28 Aug 2023 00:03:45 GMT – Dynamics 365 Project Operations – New 

    Currently, we are able to add a Retention percentage for T&M and FP projects. This calculates and posts the amount of Retention.

    However, there is no visibility as to due date for these Retention amounts. Not all Retentions are available to be claimed after the end (or only after the end) of the project. Some of them could be progressively claimed. In fact, some of these could be claimed in installments as well.

    It would be useful to have a separate field to capture the due date for Retention (user to enter) as a minimum so that this could be followed up. Ideally, there should be separate payment terms associated for Retention Amounts as well with its own due date schedules