7

Partial bundle lines should not be allowed to be released to warehouse or generate picking list

The system is allowing a picking list to be created for only a portion of the bundle lines. For example if the bundle contains 4 lines but only 3 of the 4 lines have on hand inventory. When generating a picking list using the "Reduce quantity" slider it only allows picking lines for on hand ...

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Category: Sales and marketing (711)

STATUS DETAILS
Declined
Ideas Administrator

Revenue recognition has been fully deprecated with 10.0.38 and the bundle feature within revenue recognition has been replaced by the product bundle feature. Please check the scenario using the product bundle feature and create a bug for the product group to investigate, if the issue remains the same for the product bundle feature. 

7

'Total discount %' is cleared on the sales order when pressing the packing slip button


When the packing slip button is actioned on a sales order created from a sales quotation, the ‘Total discount %’ on the sales order is cleared.


The reported behavior was evaluated as being the intended behavior of the application, if the parameter "Calculate total ...

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Category: Sales and marketing (711)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your input. We do not have any plans to extend this capability, what you are pointing to is a design limitation. When the mentioned parameter ("Calculate total discount on posting") is true, the total discount is not calculated on Send nor Confirm Sales Quotation events.  You will need to click the calculate "Totals" from the sales quotation header action ribbon. 

The current design limitation is that "total discount" is not calculated on Send nor Confirm Sales Quotation events when "Calculate total discount on posting" is true. 

7

Custom/personalized views in price agreements

PROBLEM

The users get an error when creating personalized/custom views in price agreements. This will work for the first created view, but when trying to show it for a different price group, it will not work.


Remarks:

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Category: Sales and marketing (711)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for creating this request. This request is supported in 2023 Release Wave 1, build 10.0.32. 

7

Prompt Parameter for Price Update on Confirmed Orders

Problem Scenario and Current Behavior Our sales teams, creates a sales order (including items, price, requested and confirmed ship date) and then confirms the order, triggering a confirmation email with all the same info to the customer. In some situations, before the order ships, the pricing te...

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0 Comments

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Category: Sales and marketing (711)

STATUS DETAILS
Declined
Ideas Administrator

Appreciate you taking the time to feedback. We however do not have any plans to extend this capability. The Trade Agreement Evaulation framework is however extensible and a white paper has been published on how to extend it to cate for a custom scenario such as this. Albeit this paper was created for Ax2012, it remains current for D365. Please consult this whitepaper: https://go.microsoft.com/fwlink/?linkid=252366

7

Change of public property to YES for the entities Sales order charges V2 and Sales order lines charges V2 in Dynamics 365 Finance & Operations

Change of public property to YES for the entities Sales order charges V2 and Sales order lines charges V2 in Dynamics 365 Finance & Operations.

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Category: Sales and marketing (711)

STATUS DETAILS
Needs Votes
7

Doc handling notes do not transfer from SO to Direct Delivery PO

Where we have entered document handling notes on a sales order header and lines (both internal and external notes) when a direct delivery PO is created the notes do not transfer through however the do transfer through to PO if it is an intercompany order.

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1 Comments

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Category: Sales and marketing (711)

STATUS DETAILS
Needs Votes
7

Expired address on sales agreement should show warning

If a sales agreement address is expired and a sales order is being created from the sales agreement, a warning should be popped while creating a sales order. Now a warning is popped on the sales order after it is created. This would be lot of manual work to change the address on the sales orde...

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Category: Sales and marketing (711)

STATUS DETAILS
Needs Votes
7

Direct Delivery button is not available on the return order

Hi Team, we have the below scenario where the Direct Delivery button is greyed out. summary of the scenario Two companies DEMF and USMF Sales order created in DEMF ( for the customer ABC and directly delivered by the intercompany vendor USMF) and all the three orders Original sales order , p...

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0 Comments

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Category: Sales and marketing (711)

STATUS DETAILS
Declined
Ideas 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. 

6

To have a batch to automatically reserve sales order lines where stock is available

Currently either sales order reservation is:

  • manual and user must go through all sales orders / sales order lines to change it to automatic before releasing them the warehouse,
  • automatic and stock availability is checked only once, at sales order entry.

It would ...

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0 Comments

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Category: Sales and marketing (711)

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.

6

New sales quotation default account type field

System asks for Account type (Prospect or Customer) when creating a new sales quotation. We want to change the default value of the dropdown for companies that use sales quotations but not prospects. We could have a parameter in A/R to choose the default value of the dropdown in the event that...

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1 Comments

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Category: Sales and marketing (711)

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.