Sales tax group in Stock type delivery scenario and in Direct delivery type scenario
Sales and marketing > Setup > Distribution > Terms of delivery allows you to select SALES TAX ADDRESS option. When you create new sales order, you can select the Delivery address and the Delivery terms. If the Salex tax address == "USER DEFINED", the application will pick the Sales tax group defi...
Actual duration' in Call Distributions for Marketing is showing info as it is a date, not the call duration
Using Sales and Marketing > Marketing The field 'Actual Duration' is showed as a TimeofDay instead of a duration in call distributions form.
Trade Funds Must Support Accrual Types of Funds Based on Sales Accrual Rates
Many manufacturers that offer trade promotions to their customers base the budget off of sales accruals. So instead of the trade funds being set up with manual allocation of funding down through the customer hierarchy to the individual customer (like it is today), they need to be able to base th...
We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.
Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM
Support importing notes (and attachments?)
As we migrate to D365FO we've found that there is no mechanism to import customer notes (which are a type of attachment and reside in the DocuRef table). We raised a query through Lifecycle services and they confirmed that we would need to develop a new data entity to support this. Please into...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
Trade Agreement Find Next functionality across different types of trade agreement journals
The Find Next flag on any trade agreement's function is to force the system to stop looking for better prices after it has found a specific record with Find Next = No. However, this functionality does not extend from one type of trade agreement journal to another. For example, I have an item t...
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
When removing the qty in an open sales line, the status does not change to Cancelled
When a sales order line is in Open status and you remove the quantity there, the inventory transaction is deleted but the sales line does not change to Cancelled but stays in Open order. It should change to Cancelled.
Re-assessing your feedback. Your idea does not sound as a feature request. You may be pointing out a bug that you should log through the support channels to have assessed. Please engage with the support channel.
Design option to do blocking for all sales order transactions but invoicing.
We need to impose a new functionality in the field "Invoicing and delivery on hold" under "Credit and collections" fast tab in the Customer details form to allow an option to block all transactions but the invoicing.
There are multiple business scenarios where it is needed to block any n...
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.
Automatically link sales agreement to sales order
Add a parameter to automatically link sales agreement to sales order when entering sales order if agreement is valid.
Remove the need to manually link the agreement in the sales agreement field, order taker are not always aware of the current agreements in place for certain customers, s...
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.
Sales Group / Sales order Administration details
System is designed to inherit most of order administration details from the customer/vendor account.
However, in some cases we would like some fields to be linked to the person who created/raised the order. Such as (Sales group) for example. This field reflects the commission ...
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.
On sales order invoices the rebate amount is not considered in the line margin/invoice margin
On sales order invoices the rebate amount is not considered in the line margin/invoice margin.
Kindly introduce a new feature to consider the rebate margin amount rebate amount in the invoice line margin, as in the sales order line.
Thank you very much for your input. We do not have any plans to change the calculation of the line margin to include amounts which are not off-invoice, we will however continue to monitor how much in demand such a capability is.
Administrator
This forum is for new features enhancements request. You maybe pointing out a bug, a design limitation, or an incomplete setup that you should log through the support channels to have assessed.