Jay Sukhadiya

On Journal names form, for each journal we need to assign a voucher series i.e., a number sequence. However, for every period end, the same has to be manually changed by the user, if the Customer wants the voucher number series to be maintained in chronological manner.

For an Example for JV register, I have created a journal having type 'Daily' and assigned a voucher series starting as: JV-0001

As per the customer needs, they either want the voucher series to be maintained yearly or yearly and monthly basis such as: JV202223-0001 or JVJAN202223-0001, JVFEB202223-0001, likewise.

This requirement can be catered if on the journal names, a separate linked form is given on which rather than mentioning single number series, for different date ranges, we can specify different number sequence IDs.

There has been a legal requirement under IGST Act, 2017, where a taxable person shall generate E-invoice and E-way bill on the stock transfer, if such stock transfer involves branches which are in two different states. Further, if the stock transfer between the branches is happening within the State, then also Delivery challan and E-way bill is required if consignment value exceeds Rs. 50000.

Also, in case of purchase return (Credit/ Debit note), where there involves movement of goods, since goods are being sent back to vendor, it has been legally required to generate E-invoice and E-way bill for the same.

In D365 F&O, there has been no such functionality given on any of the above cases. There are several clients' demands arise where their argument is that an ERP shall be able to handle all the country specific legal requirements. Microsoft shall look into these requirements.

In D365 F&O, Microsoft has provided only two standard reports which cater the legal requirements for GST returns which are GSTR-1 and GSTR-2.

However, there are several other returns such as GSTR-3B, GST ITC-04 and, GSTR-6 which are applicable to most of the companies, but still not available as a standard report in D365 F&O.

GSTR-3B is the summary of Input and output tax which is created based on GSTR-1 GSTR-2 details.

GST ITC-04 is related to job work where standard sub-contracting process is available in D365F&O, however the report is not there.

GSTR-6 is the report requirement in the scenarios of Input service distributions, where a legal entity if comprises of Mutiple branches and HO, then if ITC is taken at H.O. is distributed amongst other branches.

There has been provisions in the relevant GST Acts where if H.O. has taken Input tax credit on any purchase of goods/ services, the same can be distributed to its other branches on appropriate basis.

Microsoft has provided standard functionality of ISD in Business Central application, however the same has not been provided in Dynamics 365 F&O.

The requirement is of many clients having multiple branches where procurement is centralized. Microsoft should look into it and provide it ASAP as it is available in one of its applications and not in other.

In the Inventory postings form, currently in D365, we can map Main accounts in the combination of Item / Item groups and Vendor/ Vendor groups/ Customer / Customer groups.

For the purchase related main accounts, the setup is given under Purchase order tab in Inventory posting form. The same setup works for both Purchase order and Purchase returned order.

However, we have received a critical client requirement where Main account mapping for Purchase returned orders is separately required, so that Purchase and Purchase return balances does not get combined in one main account.

I would like to consider this requirement to enhance the posting setup form for return type scenarios in Purchase.

In Sales Quotation form, currently system does not calculate GST, if there is From and to date is specified in GST rate tax setup.

As per my discussion, Microsoft agent is suggesting that quotation does not have any date and hence this happens. I believe there shall at least be Quotation date (i.e., date on which quotation has been sent to a customer), so that the GST rates can be fetched fora particular date range from tax setup.

In GST, government can change the rates any time and to manage the GST rates for those all date ranges, it is essential that Microsoft considers this requirement and incorporate date in sales quotation, as well as considers the same in Tax configuration files update.