Features By Module | Dynamics.FO - F&O Documentation and References

Budget proposal

This feature enables generating a draft budget register proposal based on previous history using machine learning.

Budget register entries defaulting of amount type

This feature enables the defaulting of amount type to revenue or expense based on the main account of the budget line. Previously expense was always defaulted regardless of the account used.

Budget register entries for quantity only

This feature enables users to post quantity only budget amounts within the budget register. This change enables additional reporting scenarios primarily through the use of financial reporting.

Business document management

This feature provides a new Business document management workspace, a new form for visibility of pre-loaded business document templates, and redesigned business document templates.

Business events catalog security

Business events catalog security allows an organization to secure individual business event by user roles.

Cache the preferred language of the current user for ER runs

Enable this feature to cache preferred language of the current user for a single run of an Electronic reporting (ER) format to improve execution performance.

Calculate a Free text invoice charge from line amount.

This feature lets you calculate a Free text invoice charge that’s a percentage of the net line amount, without including taxes in the calculation.

Calculate GST based on invoice account

This feature enables to calculate GST based on invoice account. Currently, the feature is applicable for sales order, purchase order and free text invoice.

Calculate origin amount for sales tax specification by ledger transaction report

This feature enables calculating origin amount in "Sales tax specification by ledger transaction" report when it is grouped by sales tax code and "Total" parameter is "Yes".

Calculate sales price without retention considerations

Displays the total sales price on posted project transactions and on the contract funding limits instead of the sales price calculated from retained cost price.

Calculate the committed value on funding source without rounding the exchange rate

Enabling this feature will calculate the committed value on funding source without rounding the exchange rate.

Cancel bank statement reconciliation

This feature enables you to cancel bank statement reconciliation. To use this feature you also need to enable the “Allow bank statement edit” parameter.

Cancel work

The Cancel work feature enables the admin user to cancel specific warehouse work that is currently in progress but is blocked by the system or cannot be completed due to some exceptional circumstan

Cash flow forecast automation

Organizations that have a cyclical schedule for Cash flow forecast calculations can now schedule and monitor the execution status.

Cash flow forecasts

Cash flow forecasts uses AI functionality, along with predictions from Customer payment predictions and additional data that you specify, to improve projected inflows and outflows of cash.

Cash flow project forecast

The feature enables Project management and accounting forecast data in the Cash flow forecast.

Cash flow sales tax authority payments

This feature predicts sales tax authority payments.

(Mexico) Adds new field Settled amount in the CFDI (electronic invoices) payment and this field value is output in attribute Monto.

This feature adds the new field Settled amount in the CFDI (electronic invoices) payment.

(Mexico) Rounding recalculation for tax base amounts in Retail CFDI Global.

This feature impacts the CFDI Global functionality for Mexico. It allows enabling rounding recalculation for tax base amounts while posting electronic invoices.