MEXICO CFDI Factoraje Financiero
Regarding invoicing (CFDI 3.3) the feature called 'Factoraje Financiero' should be included since some customers in Mexico use this option.
MEXICO
It would be desirable to have an option to choose the Electronic Invoices to be Stamped and those that do not. It would be desirable a filter in the following options. a. Finance and Operations > Accounts receivable > Inquiries and reports > CFDI (electronic invoices). Mark / Unmark t...
MEXICO - Filter to Choose CFDI to stamp
It would be desirable to have an option to choose the Electronic Invoices to be Stamped and those that do not. It would be desirable a filter in the following options. a. Finance and Operations > Accounts receivable > Inquiries and reports > CFDI (electronic invoices). Mark / Unmark t...
Check number could be allowed to start with zero
When creating 'Check number' if you try to use zeros before a number, the zeros are deleted. For example. If you type 'Check number = 0000792' it is converted to Check number = 792'. This is useful for Bank reconciliation purposes when Bank statement includes zeros for check numbers when exist...
Use fixed exchange rate type for payment (for exchange rate adjustment purposes)
The following scenario exists: a. Post an invoice using foreign currency, including conditional sales tax. b. Post a payment for the invoice in accouting currency. At this point, Dynamics 365 will calculate a realized exchange rate adjustment. But it is required to have a Fixed exchange rate. ...
Reference combo box should open in "Questionnaire schedules"
Create a Questionnaire schedules using Reference type = Review. Then try to assign a ‘Reference’. You should see "Reviews" in Human Resource module. See LCS issue 286183 for reference
Budget should be released when Workflow be Rejected
Considering the following business scenario: I. Purchase requisition: a. Set up Budget control b. Create and Approve a Purchase Requisition. ** Then budget is reserved. c. Finally, workflow is Rejected before Purchase order has been invoiced (Before Confirmation or Receipt). Budget should be r...
Budget control for Project Purchase requisition includes Sales tax amount
You are not able to perform Budget control in Projects as expected, because 'Sales tax amount' is controlled as well. I mean sales tax amount is budgeted controlled as well. It should not be controlled. Budget control should include only Purchase requisition cost. For example. If Project cost ...
Postdated checks Maturity date
Regarding Vendor Postdated checks, if a Payment journal is registered on 9th June, it automatically gets the Maturity date of 10th June. If you forget to Post the Payment journal in that date, is not possible to post in the future since you will get the following error: "Maturity date must be ...
Report 'Sales tax by vendor'
Report 'Sales tax by vendor' (Tax > Inquiries and reports > Sales tax reports) should include data for 'Conditional sales tax'. So far just include Sales tax data.