Tobias Herdt

When you change the project group after transactions have been recorded, you can run the adjustment process for past transactions. However, the adjustment process will always use the GL accounts assigned with the new project group, whereas you would typically need the GL accounts to be pulled from the previous group, so that the existing prior transactions get adjusted.

Every time an invoice with a cash discount is paid, the cash discount corrects the sales tax payment of the original invoice.

This is done with the date of the payment/cash discount posting. However the tax register date is pulled from the posting date of the original invoice. This is wrong and has to be changed. The tax posting must be done with the transaction date of the payment/cash discount posting.

In Standard DFO, a budget register entry must have the status completed to be considered in cost accounting. Later, you can used budget codes to create adjusted versions.

This proves to be very cumbersome and confusing in cost accounting and BI if anything changes, because you have to make sure to always pick the correct version and update the cost control worksheet as well as BI.

If there was a way to set the budget status back to draft and later again to completed, or if there was a way to consider drafts in cost accounting (similar to Management Reporter) that would mitigate this issue.

This is an improvement for the Inventory value report storage report:

Currently, this report contains quantity information but no information about the unit pcs, kg,...

Here, an additional column for the inventory unit would be highly beneficial

Globalization studio enables us to set up tax calculation rules. With those rules, we can for example change the sales tax group based on certain conditions.

However, when creating a new sales order, the rule will only be executed, after pressing the Sales Tax button, manually. This makes the process more complicated and manual, especially if sales invoices are posted via a batch run.

Therefore, I suggest to trigger the execution of the tax calculation rule when posting the sales invoice, automatically.

Currently, it is possible to create a financial tag purchase order and to add it to the purchase order. However, the financial tag has to be populated in the PO header, manually, and will then default to the lines.

It would be very helpful to have this automated so that the PO number gets autofilled in the financial tag in the header of the PO