11

Second Unit and second quantity

Dynamics 365 Finance & Operations is lacking native support for a second unit and second quantity. Typical applications are e.g. material sold by the meter (like cables, rails, wooden planks) and cut to order. Example: a rail has length of 50m and is sold in any piece thereof greater than 10mm. ...

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Category: Sales and marketing (712)

STATUS DETAILS
Needs Votes
10

'Find Product price' on Sales order processing and inquiry workspace should retrieve prices and discounts when Price management/Unified pricing is enabled

When enabling the features for Pricing management, it becomes possible to make use of price attribute enabled trade agreements as well as a new discount framework provided by the feature.


However, when making use of these, the 'Find product price' functionality on the Sales o...

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Category: Sales and marketing (712)

STATUS DETAILS
New
10

“Other address” delivery address type should be available during sales order creation.

It should be possible to select delivery address of type “Other address” during creation of sales order. Like it was working before in version 10.0.34


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Category: Sales and marketing (712)

STATUS DETAILS
Declined
Ideas Administrator

We appreciate you taking the time to create this input. Based on the description of the issue, you maybe pointing out a bug introduced after 10.0.34. You should log the issue through the support channels to have assessed. 

10

Return only batch number associated with the sales order selected in the return order.

It is important to have a functionality that automatically returns the batch number associated with the sales order defined in the return order. Currently, the system displays all the batch numbers for the item.

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Category: Sales and marketing (712)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for creating this Idea. For us to fully understand and thereby assess your idea and, we ask that you add one or more detailled scenarios as examples or just a use cases detailing your idea. We are not able to do the proper level of assessment with the current level of information. When you are able to add this additional information, please create a new Idea for us to assess. We want to thank you in advance and appreciate the effort that you put into this clarification. 

10

Sales order dates recalculation

It'd be very useful to have a tool the recalculates the delivery dates of imported/newly added sales orders from other forms.


This is to make sure we're adhering to the internal setup on FnO given the delivery controls, mode of delivery, shipping warehouse, etc. (As if order i...

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Category: Sales and marketing (712)

STATUS DETAILS
Needs Votes
Ideas Administrator

We appreciate you taking the time to create this input. While we do not have any plans at present to provide the capability requested, we will continue to monitor how much in demand such a capability is.

10

Design the page to make user set the header first, then fill in the lines

In a new sales order page, it's better to make users set the header first, then fill in the lines. Otherwise, users will fill in the lines and forget about the headers, then get the warning to fill in the blanks in the header. Sometimes, users can oversee the message and make the values in the...

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Category: Sales and marketing (712)

STATUS DETAILS
Declined
Ideas Administrator

Thank you very much for your input. Unfortunately based on the information in your idea, we cannot rightfully assess the nature of it.  We simply do not udnerstand what is meant by setting the header first, and then fill in the lines. In the standard SCM Sales Order design, you always need first to fill in the header information before pproceeding with line entry. Never wise versa.

We will appreciate if you can create a new entry with one or more examples of usage scenarios related to your idea such that we may rightfully understand your request. 

10

Manual additional discount in sales order lines

In many case, customers ask to have the possibility to manually insert an additional discount percent in the sales line beyond the trade discount retrieved from the trade agreement. It is useful during trading with a client that required an extra-discount.


Scenario:

-Ins...

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Category: Sales and marketing (712)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.

10

Retail pricing

The retail pricing possibilities such as for example discounts, mix & match discount, quantity discounts etc, would be very usable even if not using the retail and commerce module. Can you please add it to the standard functionality?

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Category: Sales and marketing (712)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.

10

Sales Quotation Tax Calculation Issue

Currently there is a scenario, Where customer is creating sales quotation and then in tax information, customer is enabling the exempt option for one line and after adding another line again customer need to enable the option instead of enabling exempt for each line we can provide an option wh...

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Category: Sales and marketing (712)

STATUS DETAILS
Declined
Ideas Administrator

Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing. 

10

Update documentation so that reader is not confused with how Dual Write works with pricing between CE and FO

This article that describes how the integration with Pricing Engine from CE works: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/pricing-engine is on its own straight-forward. However, there are a few links at the end of the article and especially...

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Category: Sales and marketing (712)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that together with the the set of features releases as part of "Add efficiency in quote-to-cash with Dynamics 365 Sales", we have provided an alternative to the exsiting pricing regime, aswell as updated the current documentation.  https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/data-entities/dual-write/add-efficiency-in-quote-to-cash-concept 

Work with added efficiency in quote-to-cash with Dynamics 365 Sales - Finance & Operations | Dynamics 365 | Microsoft Learn

Sync on-demand with the Supply Chain Management pricing engine - Finance & Operations | Dynamics 365 | Microsoft Learn