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Simpler workflows across business areas

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Simplified payment process

Based on customer feedback we introduced improvements into payment process, by adding searchable aliases (alternate keywords) for customer/vendor/employee ledger entries pages and by introducing a Create Payment action that transfer selected entries to journals. As a result, it is easier to:

  • View outstanding vendor invoices. Select and choose which to pay. Automatically fill in payment journal.
  • View outstanding customer invoices, Select and choose to receive payment. Automatically fill in cash receipts journal.

Resources

To register customer payments individually

Simplified journals

Based on feedback from new users we simplified layout of the General, Purchase, and Sales Journal pages by adding support of two view modes for journals.

Simplified view:

  • Fewer columns
  • General Journal: Debit/Credit entry fields
  • Purchase Journal: Show only account types specific to purchases
  • Sales Journal: Show only account types specific to sales

Simplified view enables easier data entry for new users and can be easily switched to standard view for processing of advanced scenarios.

Remind user to release purchase/sales order

It is a common case when user forgets to release a sales or purchase order, which results in the documents not being available for warehouse handling. A new release warning for users will be displayed when closing a document, based on the following conditions:

  • The order is not released yet.
  • Lines with the Quantity field filled in exist.
  • The Location Code field is filled in on the lines.
  • The location requires Pick/Ship or Receive/Put-away.

Warning about unposted document is enabled for invoices only (by default)

We adjusted the warning about unposted documents. We added advanced filtering for warning about unposted document and set default filter to “Document Type” = Invoice, which means that it by default only shows up for invoices. Users can change this to include other document types.

Improved handling of situations when currency exchange rates are missing

Based on telemetry we discovered that users often create new currency but forget to add exchange rates, which leads to errors when user tries to select the currency in documents. To improve users’ experience, we added a confirmation dialogue that guides the user to the Exchange Rates page, so user can fix missing exchange rates. We also added reminder about missing exchange rates when creating a new currency code.

Copy account schedules

Users often run the same financial report in slightly different versions, such as a detailed income statement or a summary income statement. We added the Copy action on the Account Schedules page, so user can save a lot of time copying an account schedule and edit it, rather than build an account schedule from scratch. We also transformed warning on “system” account schedules into dialog, so user can decide whether they want to review the “system” account schedule or edit a copy.

Resources

Prepare Financial Reporting with Account Schedules and Account Categories

Check-Avail. Period Calc. setting is not needed for basic Available-to-Order scenarios

Users often forget why the Earliest Receipt Date field is not updated when notified about low inventory from sales orders. We made Check-Avail. Period Calc. setting optional on the Company Information page, so the Earliest Receipt Date field is always calculated when there is expected inventory supplies.

EU Shipment method code support for Intrastat

EU Intrastat report definition contains a number of data elements that are optional in EU but are required or conditionally required in some countries inside EU. The enforcing mandatory parameters was a common change in local versions. We have, therefore, added a new configuration setting that removes the need for localizations in countries where this is required or conditionally required.

Address format consolidation

We analyzed and aligned different requirements for formatting of addresses, so with current:

  • We can dynamically update the County field caption to State/Region/Province etc. (New County Name field on the Country/Region page)
  • We can dynamically change the visibility of the County field dependent on the address format of the corresponding country/region code
  • In addition to predefined strings we added Custom Address Format option, and a simple visual designer to build the option in the Countries/Regions page

Cancel purchase invoices posted from order

To align functionality with sales part and help user to fix wrong posting we enabled the Cancel action on posted purchase invoices related to purchase orders.

US/CA: Users can update Tax Amount on general journal lines

To align functionality with VAT and allow user to handle tax differences we enabled US/CA users to update the Tax Amount field on a general journal line.

Items purchased for specific jobs use Fixed application

From an accounting perspective, a specific application is the preferred way to value any changes of your stock. So, when Items are purchased directly for jobs, they are now consumed with Fixed application even if the costing method is Average. It is also much easier to handle purchase returns (Still requires application worksheet to link negative adjustments)

Drill-down on the Inventory field on the item card

The Inventory (Available) field in Item card now contains both an AssistEdit to do quick adjustment of inventory level and DrillDown for easy investigation of the transaction history.

Tell us what you think

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