Allow users to be connected to multiple call centres / allow call centre to be selected on the sales order
Allow users to be connected to multiple call centres/Allow call centre to be selected on the order by the user. A user may be a call centre user for a company that has multiple departments. eg. Departments of Homeware, Men's clothing, etc. If each department was set up as separate call centres, ...
Retail Channel field filterable in All Sales orders
In the All Sales Orders view, the channel field shows channel ID for retail stores but shows the channel name for call centers. It should show the channel name for all channel types.
Furthermore, you are not able to use this field as a filter, which would be useful
Thank you for the idea! We are reviewing the option of getting this fixed as a bug.
Update lines items when you add a return reason code to the header of a return created from Call Center (Customer Service) from an existing order
Around version 10.0.28, MSFT added "Return Reason Code" when you create a return from an existing order through Call Center (Customer Service) and this doesn't apply to line levels. When you add a return reason code in the header of a created return, it asks if you want to apply to the lines....
Apply Order hold on call center fraud rules
Any call to table method instance would evaluate last element In any container returned, In our case it's a volume amount, and not a weight value, being used for fraud condition evaluation, so it would be usefull if the functionality can evaluate also the weight val...
Thanks for the idea. But we do not plan to update the fraud rules for call center anytime soon.
Create separate flag between POS and call center to Delay exact price and discount calculation in sales order
Hi everybody,
We encountered an issue with D365 F&O Retail. Unfortunetly we had to use many mix and match discount and then creating a sale order is long due to discount calculation.
In Retail, there is a flag (Manually calculate mu...
All Sales orders- the name of the channel in that list. For call center it puts the channel name but for retail stores it has the ID number- it should be consistent aka it should show the channel name for all channels.
The SalesTable.getRetailChannelName method to retrieve the name. That method looks up the StoreNumber from ReatilStoreTable if it is a Retail Store record type. It gets a name from RetailChannelView for other channel types.
it shoul...
Thank you for the idea! We will consider this in our product backlog and update the status of your idea if/when it becomes a planned or completed feature!
Applicable modes of delivery on call center sales order header
We have defined modes of delivery that are applicable to products based on category hierarchy. Thus, applicable modes of delivery vary between sales order lines and the user has to be able to choose a delivery mode on the sales order header that is applicable to all lines. At the moment, sale...
Extend Info codes to Call centre order functionality
We know how important and widely the infocode functionality is used in Commerce (POS).
But there's not much we can use wrt infocodes in the sales order creation via call centres in D365, example product level infocodes.
One of the scenarios is for Alcohol and Spirits pro...
Packing slip updated Callcenter sales orders should not be able to be paid in POS
Prerequisites: User is connected to a Callcenter and Enable order completion is set to "No".
If a sales order, with mode of delivery set to "Pick up in store", is packing slip updated, it is still possible to open in and be paid in the POS. In my opinion this should not be possible beca...
Enable support for earning and redeeming loyalty points for customers where there is a different invoice account
Where there are a different customer and invoice account on a sales order, it's possible to earn points against the customer account loyalty card but the system attempts to redeem these against a loyalty card linked to the invoice customer account.
There is a parameter (Commer...
Thanks for the idea. We are reviewing it and will update the status once accordingly.
Administrator
Thank you for the product suggestion! This idea is aligned with the product vision and we will love to provide this capability out of the box. However, we do not have a planned release timeline as of now and hence marking it as Declined (please read this as Postponed).