Vendor Bank Info Changes - Finance Compliance Issue
Addition or changes to vendor bank information need a workflow for financial compliance. Addition and changes to vendor bank details - routing, account, swift or anything needed to make electronic payments should be part of Vendor Proposed Changes workflow. Without this, anyone with access to ...
Purchase agreement workflow reset
The workflow of a purchase agreement is reset if you modify any field on the purchase agreement. you would like to change this so that they can choose which fields reset the workflow. Similar functionality is available for PO's with a purchasing policy called 'Re-Approval rule for Purchase Order...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Allow PO Dates to change with option to update or not update pricing
When changing the delivery date on a PO, at the header, and intending to do the same on the lines, need the ability to choose whether to update the pricing for all lines or keep the pricing as is for all lines.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Ability to delete a Procurement category that is associated to a retired Purchasing policy
During the design and testing phases of a customer's D365 solution we created a Procurement category hierarchy for a US and Canadian company. A purchasing policy was also created for each company. After some testing it was found that we needed to delete a couple of the nodes on the Procurement...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Attachment indicator is not working on Purchase agreement
In Dynamics 365 for operations, When creating the purchase agreement attachment indicator is not visible on the screen as "1". This feature is very much helpful to the customer to proceed further or else the user will not knowing the attachment is added to the purchase agreement.
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Invoice & Tax Total on Pending Invoice Header
It would be nice to have the Vendor Invoice Total (maybe also VAT total) on the Vendor Header with some validations. The idea would be that Pending Invoices that are migrated in (especially from an OCR solution) have the Invoice Total at the minimum (also the VAT total is quite common). Whilst...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Have the ability to change the Receipt date for Product Receipt correction
When reversing a purchase order receipt that was posted in a ledger period that is marked as On Hold the system brings the receipt reversal forward to the next available posting period. This works as designed, however the system does not factor in that the next available posting period may be ...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Number sequence for product receipt
Can we have the option to manually input a product receipt number (as is today) and a number sequence to automatically generate the product receipt number on posting of the product receipt?
Not all customers wish to input this manually and this can be easily automatically generated lik...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Update quantity left to load on Load Planning Workbench when deliver remainder is increased on the purchase order line
Increasing the deliver remainder on a purchase order line does not update the quantity left to load field in the Load Planning Workbench.
The only alternative to managing the “pre-receipt quantity” by adjusting the deliver remainder is updating the purchase order line quant...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
. The PO header and line details inherit the delivery date according to the changes done, but when the PO header date is modified, the PO line has a different delivery date as it inherits from the purchase lead time.
The purchase order lines do not inherit the correct date setup when planned purchase order is firmed. The lines also inherit the changes in header level incorrectly.
The user can never rely on the data to be correct on the purchase order line and must check each line every time t...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Administrator
We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable: