Public Profile
  • Parallel / Multiple inventory valuation

    Hello,
    For financial accounting and statutory reporting purposes companies have to be able to evaluate their inventory according to different valuation methods, such as FIFO, LIFO, etc. in parallel.
    Currently it is only possible to assign a single inventory model to an item. There is a standard Russian functionality (dual warehouse) available that allows assigning two inventory models. This Russian functionality does, however, also not help in cases where companies need more than two inventory models, which is often the case in international companies that have to report to local GAAP, local tax rules and - at the group level - IFRS if those accounting standards require different valuation methods.
    Please note that this does not require that items in the inventory are revalued. What is needed is a financial feature that allows obtaining alternative inventory values based on different inventory valuation principles.
    It would be great if this gap could be closed with the next release/update.
    Many thanks and best regards,
    Ludwig

  • customer lump-sum depreciation of overdue customer positions (invoices)

    Hi,

    Most D365f.O. users require a functionality that allows them correcting, that is depreciating, their overdue open customer balances by a certain percentage. As an example, all open customer invoices that are more than 180 days overdue are depreciated by 2%. The current solution allows depreciating only single open customer transactions and provided that you have thousands of open overdue customer invoices, the standard AR depreciation feature is not sufficient. Please bring such as mass customer lump-sum depreciation functionality into the standard application.

    Many thanks,

    Ludwig

  • Foreign currency revaluation cash and bank management module

    Hi,

    Please make a foreign currency revaluation feature available in the bank module for all countries/regions.

    This was a painpoint in prior systems and currently still is an issue in D365fO.

    Some additional information especially about the related 'pain' and how a lot of companies resolved this in prior versions can be found here: https://dynamicsax-fico.com/2015/04/12/foreign-currency-revaluation-cash-and-bank-management-module/

    Best regards,

    Ludwig

     

     

  • Single voucher per expense report

    Hi,
    D365fO creates multiple vouchers for each expense report transaction. This is pretty unfortunate especially if employees regularly submit expense reports with multiple positions as it makes reconciliation and payments more complicated and regularly results in questions from the employees when their expenses will be paid.

    Idea: Please add an additional parameter that allows summarizing the different transactions of an expense report into a single 'split-posting' voucher that only creates a single transaction on the employee-vendor account.

    Many thanks,

    Ludwig

  • Financial dimension setup per product variant

    Hi,

    For analytical and valuation purposes it is important that users have the ability to setup financial dimensions not only at the product level but also at the product variant level. This is currently not possible and should be fixed with the next releases. Many thanks and best regards,

    Ludwig

  • Dimension link - inventory & financial dimensions

    Hi,

    The financial linkage functionality allows linking a single financial dimension with an inventory site. This linkage is a great feature but requires two extensions:

    First, the ability to link multiple financial dimensions to a single inventory dimensions and

    second, the ability to link financial dimensions to inventory dimensions other than sites. Especially the ability to link financial dimensions to warehouses is an often required feature from a finance & accounting perspective.

    Thanks,

    Ludwig 

  • Allow analyzing data from different environments (TEST, DEV, PROD) in a single MR installation

    Hi,

    Please allow the integration of different system environments, such as DEV, TEST, PROD in a single MR installation.

    Many thanks,

    Ludwig

     

  • Multiple project stage changes

    Hi,

    Currently users cannot change the project stages of multiple projects that are not related to each other and arranged in main- and sub-project.

    This results in a situation where users have to select one project after the other if they want to close it, which can take a lot of time.

    Idea: Allow users to select multiple projects that can be closed at the same time.

    Thank you and best regards,

    Ludwig

     

  • Ledger Allocation Rules - Allow additional account types

    Hi,

    Ledger allocation rules can currently be used for allocating amounts between ledger accounts.

    Many companies require a similar to allocate amounts from ledger accounts to projects, vendors, customer for multiple reasons (Example: indirect cost allocation, interest calculations, etc.)

    Please enhance the allocation functionality in a way that also other account types can be used with allocation rules.

    Many thanks,

    Ludwig

  • Parallel project valuation: CC & POC method

    Hi,

    International operating companies often have to follow the CC accounting method to comply with local GAAP regulations while group accounting rules require the use of the POC accounting method.

    Problem:

    Project module does not know parallel value models / valuation structures

    Idea:

    Please create an enhancement that allows a parallel project valuation similar to what is possible for example for fixed assets.

    Many thanks,

    Ludwig