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What's new or changed in Dynamics 365 Finance 10.0.29 (October 2022)

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Important

Some or all of the functionality noted in this article is available as part of a preview release. The content and the functionality are subject to change. For more information about preview releases, see Service update availability.

This article lists features that are new or changed for Microsoft Dynamics 365 Finance version 10.0.29. This version has a build number of 10.0.1326 and is available on the following schedule:

  • Preview of release: August 2022
  • General availability of release (self-update): September 2022
  • General availability of release (auto-update): October 2022

Features included in this release

The following table lists the features that are included in this release. We might update this article to include features that made it into the build after this article was initially published.

Feature area Feature More information Enabled by
Accounts payable Match the detail for vendor invoices Use the total invoice matching feature to match the details of the total invoice amount. The details of the invoice total amount include the subtotal, total discount, charges, sales tax, and invoice. Feature management
Accounts payable New data entities for vendor invoice charges This feature introduces a new data entity that lets you import charges on the vendor invoice header or lines by using Data Management Framework (DMF) or Open Data Protocol (OData). Default
Accounts receivable Line creation sequence number When you post customer invoice lines, you will have the option to create sequential line creation sequence numbers. Line creation sequence numbers are assigned during the posting process. Non-sequential numbering can help improve customer invoice posting. A line creation sequence number can be used by third-party integrations that expect sequential ordering. Consult your IT department about any extensions that integrate with the line creation sequence number. To set up or view this information, select Assign sequential line numbers when posting customer invoice lines on the Updates tab of the Accounts receivable parameters page. Parameter
Cash and bank management Time zone for importing bank statements using Electronic reporting This feature lets can specify a time zone when you import a bank statement by using Electronic reporting (ER). If statements are imported for multiple bank accounts at the same time, the time zone setting on the bank accounts determine which time zone is used. Default
Cash and bank management Reverse the debit and credit on imported bank statement transactions using advanced bank reconciliation In advanced bank reconciliation, imported bank statement transactions are shown as a credit instead of debit, and as a debit instead of a credit. Use this feature to reverse the debit and credit on imported bank statement transactions in advanced bank reconciliation. Default
Cash and bank management Ability to printing payment advice for vendor payments with status of Approved The payment advice of vendor payments can be printed in both the Approved status and the Sent status. Previously, only a payment advice that had a status of Sent could be printed. After you post a vendor payment journal, select Print > Payment advice on the Action Pane. Then select a payment advice where the Payment status field is set to Sent or Approved. Use the payment advice to inform suppliers that money has been successfully remitted through the bank. An additional payment vendor status, Approved, was added to the printed payment advice. For customers who connect Dynamics 365 Finance with their bank and synchronize the vendor payment journal status with bank information, this status is helpful for determining whether bank transactions were successful. Default
Fixed assets Increase the length of fixed asset name This feature increases the maximum length of the fixed asset name in Fixed assets to 150 characters. This increase gives you more flexibility to adapt the fixed asset name in ways that better serve your organization's needs. Extension of the data types that determine the length of the fixed asset name won't adversely affect other extended data types. Default
Fixed assets Split transaction subtype This feature ensures that there is no dependency between the split journal's description and the subsequent calculation of split calculations. Therefore, you can adopt the split journal description in ways that better serve your organization's needs. The Transaction subtype value is automatically set to split on the fixed asset journal line and in fixed assets transactions. Default
Fixed assets Amend fixed assets depreciation description This feature gives better representation to the automatic depreciation description text by using the format from MM/DD/YYY to MM/DD/YYYY. This feature clears the representation of the covered period for the depreciation. Default
General ledger Allow edits to internal data on general ledger vouchers This feature lets users who are assigned the Accounting manager and Accounting supervisor roles modify internal data on posted vouchers. The feature is currently limited to edits of the Description field. An audit trail is maintained for all changes. Feature management
General ledger Include or exclude reporting currency adjustments in the general ledger foreign currency revaluation When you run the general ledger foreign currency revaluation, you can select to include or exclude reporting currency adjustment transactions from the revaluation process. By default, reporting currency adjustments are included in the revaluation. Parameter
Globalization (Russia) Import addresses from the State Address Register (GAR) As of version 10.0.29, address import is available in a new State Address Register (GAR) format: Import from GAR. For more information, see Import from State Address Register (GAR) Feature management
Globalization Global withholding tax As of version 10.0.29, the global withholding tax currency exchange rate type and calculation date type can be specified for foreign currency transactions. For more information, see Global withholding tax - Enable global withholding tax currency exchange rate type and date type setup. Parameter
Globalization Electronic Invoicing service – French e-invoice integration with Chorus Pro (preview) The configurable Electronic Invoicing service supports integration with French Chorus Pro and automatic submission of electronic invoices in PEPPOL UBL Biz 3 format to the Chorus Pro Platform. Parameter
Globalization Electronic Invoicing service – Saudi Arabia e-invoice integration The configurable Electronic Invoicing supports submitting electronic invoices to Saudi Arabian tax authorities in the format that is legally required in Saudi Arabia. Parameter
Globalization (ER) Draft model mapping versions at runtime By default, when you run an ER solution, the draft versions of its model mapping components are always used. You can enable the Always take into consideration the "Run draft" option for ER model mappings feature to force ER to ignore the draft version of your ER model mapping configuration at runtime. For more information, see Draft model mapping versions at runtime. Feature management
Globalization (ER) Local conversion of BDM documents from Word to PDF format When you configure ER destinations for business documents in Microsoft Word format, the conversion performs outside the current Finance instance by default. You can enable the Utilize application resources to perform CBD documents conversion from Word to PDF format feature to convert generated Word documents to PDF format locally by using application server resources in the current Finance instance. For more information, see Resources. Feature management
Globalization (ER) Change page layout properties of a template at runtime When you configure an ER destination for business documents in Microsoft Office (Excel or Word) format, you can specify page layout properties (page orientation, paper size, margins, etc.) to be used at runtime instead of properties that were originally specified in the template that was used at design time. Parameter
Subscription billing Customer split billing Sometimes, a billing schedule might have to be billed to more than one customer. Customer split lets you add customers, start and end dates, and the percentage of the billing for the added customer. When the Generate invoice process runs, one sales order is created for the parent customer, and one is created for each customer on the Customer split page. Parameter
Subscription billing Terminate one time billing A billing schedule that has a billing frequency of One-time can be terminated after invoicing to create a refund that is issued to the customer. Previously, after a One-time billing schedule was billed, the status was changed from Active to Terminated, and you could not refund the customer through the Termination process. Parameter
Subscription billing Calculate unit price The ability to calculate unit price or one-time billing lines has been added. This feature includes entity support for one-time billing lines with calculate unit price. Default
Tax calculation Integration with the periodical journal See Tax Calculation integration with finance and operations apps. Parameter

Feature enhancements included in this release

The following table lists the feature enhancements that are included in this release. Each of these enhancements provides an incremental improvement to an existing feature. Because they are only enhancements, they aren't listed in the release plan.

Feature area Feature name More information
Credit and collections Default dimensions for write-off account from original invoice's revenue account This feature provides a new way to enter the default dimensions for a write-off transaction. When a sales order invoice transaction is written off, default dimensions for the write-off account will be entered only from the original sales order invoice's Revenue posting type. Previously, the default dimensions for the write-off account were entered from all the original sales order invoice's distribution posting types. Based on the original values that were posted to the dimensions, the system prorated the write-off value to the different dimensions.
Credit and collections New option in interest calculation: Open and closed including grace period Interest will be calculated only on the overdue portion of invoices if the invoices are partially paid within the grace period. Previously, the grace period wasn't included, and interest was calculated on the whole invoice amount, including the amount that was partially paid. A new option has been added under Interest calculation on the Collections parameter page.
Credit management Prevent update picking quantity and release to warehouse if a sales order is on hold This feature checks for credit holds on sales orders when the pick quantity is updated from the sales line item. Previously, if a sales order was on credit hold, the pick quantity could be updated. This feature prevents a pick quantity on the line and also prevents the release to warehouse if the sales order is on credit hold.
Accounts receivable Assign employee responsible from other legal entities On the Sales demographics tab for the customer or prospect, the Employee responsible field is no longer restricted to the current legal entity. When the parameter is set to Yes, you can assign a responsible employee to a customer or prospect from another legal entity. Set the new parameter on the General tab of the Accounts receivable parameters page.
Subscription billing Unbilled revenue discount account added along with Use unbilled offset accounts The Unbilled revenue setup page now has an Unbilled discount account field that enables any discounts on the billing schedule to be tracked by using unbilled revenue. The Use unbilled offset accounts parameter can be set when billing schedules are set up in currencies other than the accounting currency. These two accounts will ensure that the unbilled accounts use the correct exchange rates when the billing schedule is invoiced.
Subscription billing Sales tax group When a sales order is created from a billing schedule, the sales tax group will be entered by default, based on the delivery address, if the Sales tax address field is set to Delivery in the terms of delivery for the customer.
Tax calculation Tax Calculation service Use customer/vendor tax-exempt numbers from the document header as tax group applicability conditions to determine matrix output. For more information, see Multiple VAT registration numbers.
Tax calculation Tax Calculation service The loading address on a free text invoice header can be used as the ship-from address to build applicability rules. For more information, see Tax calculation data model.
Tax calculation Tax Calculation service The Adjust execution sequence function is available now in the applicability rule matrix to support adjustments to the applicability rule execution sequence within the same weight. For more information, see Sales tax applicability and sales tax group determination logic.
Budget Control Budget control document filtering enhancement You can use the new query-based filter option for each document that is included in budget control, to specify which budget control documents are budget checked. This release extends the feature from the previous release by adding the ability to filter journals by a user-defined query.
Budget Control Budget control data maintenance - Journal reprocessing This enhancement to budget control data maintenance enables budget data to be reprocessed for journal documents.
General Ledger Default journal sorting direction This journal enhancement lets you select the journal list so that the default sorting is set to either ascending order or descending order by journal batch number. The sorting direction is set in the General ledger parameters.
Globalization Indonesian Commercial invoice and tax invoices A commercial invoice can be issued in a foreign currency, whereas the tax invoice must always be in the local currency. (The tax invoice is a file that is created as a subset of data in the commercial invoice.) Commercial invoices can have separate numbering that differs from the numbering of e-invoices as mandated by the authorities.
Globalization (ER) Dependencies on other components ER configurations can be configured as dependent on other configurations. So, when you import a selected ER configuration from an ER repository, an ER configuration that the selected configuration is based on is automatically imported from the same repository beforehand. An exception is thrown when such a base configuration is missing informing user about the globally unique identifier (GUID) of the missing configuration. This improvement assumes that the ER framework will automatically try to find the name of the missing configuration in the Global repository cache to present this name in the text of the exception that is thrown.
General ledger Ability to edit the fiscal year name A new dialog box that has been added to the Fiscal calendar setup page lets you change the name of a fiscal year within the selected fiscal calendar.
General ledger Dimension statement data limitation The dimension statement is now limited to running for a maximum of 31 days. If transaction details are required for a larger date range, use the General journal account entry reporting entity.
General ledger Require year-end close to be run in fiscal year order When you run the general ledger year-end close, the previous fiscal year must be closed before you can run the close for the selected fiscal year. This requirement ensures that the correct balances exist in the fiscal year that is being closed.

Features turned on by default in this release

The following table lists the features that are turned on by default in 10.0.29. Most features that have been turned on atomically can be turned off in Feature management. In the future, some features that have been turned on automatically might be removed from Feature management and will become mandatory. This is to ensure that customers are using current functionality, so that as enhancements are added they can build on the current functionality. Features will never be automatically enabled in less than one year, unless they are determined to be essential.

Feature name Enable date Feature state Module
Czech Republic / Hungary: Enable allocation terms in Subledger 8/1/2022 Mandatory Accounts payable
Enable translation for the Country/Region component of the Russian address format 8/1/2022 On by default Accounts payable
Apply payment schedule to invoice journal 8/1/2022 On by default Accounts payable
Lock financial dimensions on invoice lines on vendor prepayment invoice 8/1/2022 On by default Accounts payable
Create invoice lines based on the quantity option parameter 8/1/2022 On by default Accounts payable
Block posting and submission of vendor invoices to workflow 8/1/2022 On by default Accounts payable
Vendor invoice automation 8/1/2022 On by default Accounts payable
Update 1099 information for multiple vendors 8/1/2022 On by default Accounts payable
Prohibit submission to workflow when the invoice number already exists on a posted invoice, and your system is not set up to accept duplicate invoice numbers. 8/1/2022 On by default Accounts payable
Let invoices be submitted to workflow with incomplete or incorrect accounting distributions 8/1/2022 Mandatory Accounts payable
(Eastern Europe) Allow the use of common approach of settlement amount calculation for Eastern Europe uses 7/18/2022 On by default Accounts payable/Accounts receivable
Advanced notes management 7/18/2022 On by default Accounts payable/Accounts receivable
ISO20022 payment functionalities for all countries/regions 7/13/2022 On by default Accounts payable/Accounts receivable
Update payment journal with dispute performance feature 8/1/2022 Mandatory Accounts receivable
Calculate a Free text invoice charge from line amount 8/1/2022 Mandatory Accounts receivable
Use free text invoice language for expanded country/region description 8/1/2022 Mandatory Accounts receivable
NF-e XML move as attachment 7/18/2022 On by default Accounts receivable
(Mexico) Enable posting of CFDI invoices with zero total amount 7/18/2022 On by default Accounts receivable
Forced electronic invoices generations 7/18/2022 On by default Accounts receivable
Use FTI report layout defined at print management settings under AE country/region context 7/18/2022 On by default Accounts receivable
(Italy) Intent letters - invoicing of usual exporters 7/18/2022 On by default Accounts receivable
Invoice issue deadline availability 7/18/2022 On by default Accounts receivable
Display referenced documents on the Accounts Receivable Electronic Invoices page 7/18/2022 On by default Accounts receivable
Lease impairment posting with preview 8/1/2022 On by default Asset leasing
Leasing adjustment wizard for asset leasing 8/1/2022 On by default Asset leasing
Asset leasing 8/1/2022 On by default Asset leasing
Leasing convention for asset leasing 8/1/2022 On by default Asset leasing
Budget Control - performance enhancement for pending documents 8/1/2022 On by default Budget control
Budget control statistics date range enhancements 8/1/2022 On by default Budget control
Only track amounts in the budget funds available calculation 8/1/2022 On by default Budget control
Include narrative fields when copying a budget plan 8/1/2022 On by default Budget planning
Budget plan narrative 8/1/2022 Mandatory Budget planning
Budget planning query optimization generation for large budget plans 8/1/2022 Mandatory Budget planning
Budget register entries for quantity only 8/1/2022 On by default Budgeting
Open payment journal from Checks page 8/1/2022 Mandatory Budgeting
Restrict case lookup based on legal entity 3/31/22 On by default Case management
Open payment journal from Checks page 8/1/2022 Mandatory Cash management
Vendor details added to Bridged transactions and Checks pages 8/1/2022 Mandatory Cash management
Enable bank revaluation globally without a parameter 8/1/2022 Mandatory Cash management
Reverse reconciled advanced bank reconciliation 8/1/2022 On by default Cash management
Unmatch all bank statements and transactions 8/1/2022 Mandatory Cash management
Reverse posted bank statement 8/1/2022 On by default Cash management
Enable batch processing for bank payment advice reports 8/1/2022 Mandatory Cash management
Revert to simple bank reconciliation from advanced bank reconciliation 8/1/2022 On by default Cash management
Enable remove open transactions of zero amount from settlement when marking transactions 8/1/2022 On by default Cash management
Turn off set based updates for customer settlement cash discount date 8/1/2022 On by default Cash management
Enhance undo settlements process 8/1/2022 Mandatory Cash management
Enable inquiries on open transactions for customer or vendor payment journals 8/1/2022 Mandatory Cash management
Cash flow forecast automation 8/1/2022 On by default Cash management
Lock the main account type and validate the offset account type in payment journals for customers and vendors 8/1/2022 On by default Cash management
Enable vendor transaction settlement for all remittance addresses 8/1/2022 Mandatory Cash management
Marked transaction detail form 8/1/2022 Mandatory Cash management
Vendor open transactions report 8/1/2022 On by default Cash management
Vendor payment proposal automation 8/1/2022 On by default Cash management
Enable additional validation of data for documents using the source document accounting framework 8/1/2022 On by default Financial journal
Prevent overriding the account on a vendor invoice when creating a fixed asset 8/1/2022 Mandatory Fixed assets
Prevent multiple depreciations in same period 8/1/2022 On by default Fixed assets
Lock asset book in depreciation journal 8/1/2022 Mandatory Fixed assets
Create separate voucher number for journals line related to automatic depreciation adjustment, split transactions, split disposal 8/1/2022 On by default Fixed assets
Write-up adjustment extends depreciation periods 8/1/2022 Mandatory Fixed assets
Update processing of depreciation adjustment after split 8/1/2022 Mandatory Fixed assets
Prevent validation of fiscal period for fixed asset books 8/1/2022 Mandatory Fixed assets
Advanced ledger settlement: Settlement and reverse settlement changes 8/1/2022 Mandatory General ledger
Ledger settlement by user 8/1/2022 Mandatory General ledger
Add Vendor ID, Vendor name, Customer ID, and Customer name to the Voucher transaction list page 8/1/2022 Off by default General ledger
Generate trial balance with pending type transactions 8/1/2022 Mandatory General ledger
General ledger year-end enhancements 8/1/2022 Mandatory General ledger
(Italy) Posting invoices with zero amount 7/18/2022 On by default General ledger
(United Arab Emirates) Disable overriding project invoice print management form settings. 8/1/2022 On by default Print management
(Italy) Tax plafond 7/18/2022 On by default Tax

Features removed from Feature management

The following table lists the features that have been removed from Feature management in 10.0.29.

Feature name Enable date Feature state Module
Workflow option when invoice and registered total do not equal 8/01/2022 Parameter available on the Accounts payable parameters page. Accounts payable
Workflow option when unallocated charges exist 8/01/2022 Parameter available on the Accounts payable parameters page Accounts payable
Budget proposal 8/01/2022 Enabled when you deploy the Finance Insights add-in in LCS. Budgeting
Cash flow forecasts 8/01/2022 Enabled when you deploy the Finance Insights add-in in LCS. Cash management
Customer payment predictions 8/01/2022 Enabled when you deploy the Finance Insights add-in in LCS. Finance Insights
Enable dual currency functionality in general ledger consolidation 8/01/2022 Parameter added to the Consolidation online page and the Consolidation with import page. General ledger

Additional resources

Platform updates for finance and operations apps

Dynamics 365 Finance 10.0.29 includes platform updates. To learn more, see Platform updates for version 10.0.29 of finance and operations apps.

Bug fixes

For information about the bug fixes included in this update, sign in to Lifecycle Services (LCS) and view the KB article.

Regulatory updates

For information about regulatory updates for finance and operations apps, see Regulatory updates. Another way to learn about regulatory updates is to sign in to LCS and view the planned regulatory updates using the issue search tool. Issue search lets you search by country/region, type of feature, and release.

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Removed and deprecated features

The Removed or deprecated features in Dynamics 365 Finance article describes features that have been removed or deprecated for Dynamics 365 Finance.

  • A removed feature is no longer available in the product.
  • A deprecated feature is not in active development and may be removed in a future update.

Before any feature is removed from the product, the deprecation notice will be announced in the Removed or deprecated features in Dynamics 365 Finance article 12 months prior to the removal.

For breaking changes that only affect compilation time, but are binary compatible with sandbox and production environments, the deprecation time will be less than 12 months. Typically, these are functional updates that need to be made to the compiler.