If you’re like me, free text invoices might not be the most thrilling part of the day unless you’re a little too excited about tracking down duplicate numbers (I see you, perfectionists!).
But D365 Finance version 10.0.42 has just added two features that could change the game: preventing duplicate invoices and streamlining invoice posting. Whether you’re handling stacks of invoices or just a few, these updates could make your life a whole lot easier. Let’s dive into what these changes mean, why they matter, and how you can make the most of them.
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Prevent Duplicate Invoices: Because Who Needs a Double Dose?
Ever stumbled upon a duplicate free text invoice and thought, “Hey, didn’t I just process this?” Yeah, you’re not alone! To help tackle the ‘deja invoice’ problem, D365 F&O has introduced the Check the invoice number used parameter on the Accounts receivable parameters page. This little checkbox packs a punch with options that make sure each invoice number sees the light of day only when intended.
Here’s what you can choose to do with this new parameter:
Reject Duplicates: The no-nonsense option. This setting keeps things tidy by stopping duplicates in their tracks. Think of it as the ultimate gatekeeper, giving you a firm “Nope!” if you try to reuse an invoice number.
Reject Duplicates Within Fiscal Year: For those times when you're cool with reusing numbers—as long as they don’t come around again too soon. This option makes sure each invoice number is unique, but only within the fiscal year.
Accept Duplicates: Maybe you’re the forgiving type, or maybe certain scenarios require duplicate invoices. With this option, the system gives a nod and lets duplicates slide through without objection.
Warn in Case of Duplicates: Perfect if you want a heads-up but don’t want to be too strict about it. Here, you’ll get a gentle warning when duplicates are detected, letting you choose your next move.
Why This Matters:
Imagine you’re juggling a large volume of invoices (we’re talking warehouse full levels). The last thing you need is for duplicates to mess up your reporting or confuse your accounts receivable team. Now, you can choose how strict or flexible you want your invoice number policy to be, reducing errors and ensuring everything stays squeaky clean.
Split Distribution Process from Invoice Posting: Speedy, Streamlined, and Stress-Free
Now let’s talk performance. Posting free text invoices can sometimes feel like watching paint dry. If you’re nodding along, the Enhanced performance for free text invoice posting parameter is here to save the day.
By separating the distribution process from the invoice posting itself, D365 F&O introduces a way to make posting faster and more efficient.
Here’s how it works: When this parameter is enabled, instead of posting everything in one go, the system delays the generation of accounting entries. This means less lag time when you’re working through invoices, and you can keep moving without those pesky posting delays.
But, what about those accounting entries? Don’t worry—they don’t just vanish into the ether! They’ll appear in the Document pending accounting generation page, where you can review and generate the accounting entries at your convenience.
Why This Matters:
Think of this as giving your system a little breathing room. By splitting out the distribution process, you’re optimizing performance and giving your team the option to post invoices quickly, while still handling accounting tasks with care later on. For high-volume processing environments, this feature could be a game-changer, freeing up time and reducing those annoying bottlenecks.
How to Use These New Features (With a Little Dash of Dad Wisdom)
To set these parameters up, head over to Accounts receivable parameters and navigate to the Updates tab. Here’s a step-by-step guide to get you started:
Prevent Duplicate Invoices:
Go to Updates in Accounts receivable parameters.
Locate Check the invoice number used and select your preferred option (Reject Duplicates, Reject Duplicates Within Fiscal Year, Accept Duplicates, or Warn in Case of Duplicates).
Hit Save—and voilà! No more accidental duplicates slipping through.
Enhanced Performance for Free Text Invoice Posting:
Under the same Updates tab, locate Enhanced performance for free text invoice posting.
Toggle it to Yes if you want to streamline your invoice posting.
Remember to check Document pending accounting generation later to wrap up those accounting entries.
And there you have it! Two powerful new features that help keep your accounts receivable process fast, tidy, and efficient.
Dad Joke of the Day
Why do pancakes always score a bunch of runs in baseball?
They have the best batter.
Peace out girl scout,
DynamicsDad
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