Make Trade Agreement Search Engine search by Site and then warehouse, rather than dimensions combined
Currently, for products which use product variants, if a trade agreement is created for a single site with multiple warehouses, a trade agreement must be made for each warehouse separately, rather than just for the site and with a blank warehouse.
It would save customers alot ...
Unit conversion for automatic charges
Dear MS,
We sell items in "Pieces" and "Box of 4". And we apply automatic charges when selling these items. Currently it it is not possible to define charges per sales-unit. So the same charge will be applied to "Pieces" and "Box of 4". This forces us in using two different it...
Appreciate you taking the time to feedback. We are planning to make line level charges for Sales available to be defined for a unit including unit of measure conversion.
Feature: References to original invoices in credit notes
It would be great to have the possibility to print the orginal invoice reference also using the return order function from sales and marketing
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.
Dynamics 365 Trade agreements current status tracking
Wish there is an option to easily visualize, inquiry, report, filter and easily potentially dasboard current trade agreement status, (e.g. cancelled, on-hold, active, deactivated, void, recurrent, ended, etc..)
Thank you very much for your input. Unfortunately based on the information in your idea, we cannot rightfully assess the nature of it.
Trade agreements do not have a status as stated in this entry. Therefore it will not be possible to provide the visualization requested.
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.
Display related purchase order in sales order grid
A function that adds a related purchase order ID to the column "purchase order" in the sales order grid. would facilitate the handling of both. Instead of accessing the purchase order through the header of the sales order grid the related purchase order can be directly entered through the sales o...
Appreciate you taking the time to feedback. We however do not have any plans to extend this capability.
Create from a sales quotation a sales agreement
Create from a sales quotation a sales agreement. Or allow in sales agreement to copy the lines from a quotation.
This request is already represented here: Idea: Ideas PM Triage: Confirm sales quotation into a sales agreement - Dynamics 365 Please vote on this request.
Recurring Sales Order
※the category should be Sales and Marketing, but unfortunately currently it's not available. Recurring sales order where we can create sales order templates, assign it to customer and set recurring period. Based on the recurring period, batch job will create new sales order. Currently, subscripti...
Ability to exclude miscellaneous charges from cash discount calculation
Ability to exclude miscellaneous charges from cash discount calculation
We appreciate you taking the time to submit the product suggestion. Could you please expand on your description to describe the feature in more detail. We will monitor the votes and other feedback to consider prioritizing in our future backlog.
Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM
Make sales order line items' Extended Price available to show in Sales Order form
There doesn't seem to be any way to get to the Extended Price for a Sales Order line item so we can see it in the Sales Order's lines grid. It would be very helpful, especially when talking to customers, to be able to see this here, without having to click into the detail form for the line item.
Appreciate you taking the time to feedback. We however do not have any plans to add the extended unit price to the line grid in Sales and Marketing.
Enable summary update parameters to include any fields in the data source
We have a requirements to summarize picking list by customer and by delivery date. Currently we can summarize the picking list only by the limited fields available in summary update options. Enabling option to include any fields from the data source into the "Set up summary update options for ...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
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.