Bank to Bank transfer Journal
On the menu Cash and Bank Management under Bank Accounts there is a designated Bank transfer function. A bank transfer function would support a very standard business process of transferring money from one bank account to another. Th is is why this type of function exists in most ERP solutions...
Have an ability to create a Workflow condition on the PO header for the Dimension values entered in the Accounting Distribution form for the line details
Our customer would like to create a workflow that checks for specific department values for their Vendor Invoices. They are entering the account distributions by going to Financials | Distribute amounts for each of the lines in the Pending vendor invoice form (Accounts Payable | Invoices | Pen...
Have an ability to create a Workflow condition on the PO header for the Dimension values entered in the Accounting Distribution form for the line details
Our customer would like to create a workflow that checks for specific department values for their Vendor Invoices. They are entering the account distributions by going to Financials | Distribute amounts for each of the lines in the Pending vendor invoice form (Accounts Payable | Invoices | Pendin...
Have the ability to setup a workflow condition using the dimension values setup in the Accounting Distribution form for the Pending Vendor Invoice transactions
Our customer would like to create a workflow that checks for specific department values for their Vendor Invoices. They are entering the account distributions by going to Financials | Distribute amounts for each of the lines in the Pending vendor invoice form (Accounts Payable | Invoices | Pendin...
Have the ability to select the default dimension for Payroll allocation
In D365 8 and via Hotfix kb 413260 for D365 7.3, there was a change made to the code to fix an issue with the Hour Transaction journal posting. On previous builds, the payroll allocation dimension was pulled from the Worker dimension. This was changed with the hotfix and in D365 8 so that Hour...
Report Wizard in Dynamics 365 For finance and operations
Bring the Report Wizard back. The report wizard guides less experienced users through the design process. Advanced users can create new report building blocks or modify existing building blocks to meet their requirements. This feature used to be in Management Reporter 2012 but has been depreca...
Allow Memo fields like performance review Description to be added via the Personalisation form
Memo fields cannot be added to the grid through personalization Repro steps: Navigate to the Reviews form. Click on the link to a review to open the details form. Navigate to the Activities tab. Right-click on the grid header and select Add columns. Results: The Description field is not includ...
Ability to view the receipts attached to each of the lines when in Grid view in the Expense Report
1. Create an Expense report. 2. Create 2 Expense line within the Expense report and attach a receipt for each Expense line. 3. Change view to Grid view. 4. In the Grid view, User will be able to see that the Receipts has been attached on each line, but there is no standard functionality that a...
Have the ability to setup company specific currency
In AX 2012 and D365, the currencies setup is now a shared data across all legal entities. Customers would like to have the ability to restrict the viewing of the currencies for all their journal transactions. For example, for legal entity USMF, they only want to be able to see currency USD in a...
Mass Update module access in the Ledger Calendar form
In AX 2012 and above, there is a feature in the Ledger Calendar form that allows users to Update Module access. There is a request to be able to select multiple modules in one go and do a Mass Update module access. The current design only allows for one module to be selected at a time. It will...