46

Rebate credits need to have an invoice number to be compliant in many countries

In order to be compliant with statutory requirements in many countries, a rebate credit memo has to be treated like any other invoice.  Continuous number sequences, government approvals, taxes, and other regulations come into play.  There is also the need to produce a document to sen...

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2 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

45

When Late selection is activated, quality order does not get automatically generated when posting packing slips.

When Late selection is activated, quality order does not get automatically generated when posting packing slips.


It would be great to have a feature in the feature to support generating quality order when posting packing slips with parameter late selection enabled.


...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Declined
Ideas Administrator

Appreciate you taking the time to feedback. You maybe pointing out a bug or a design limitation that you should log through the support channels to have assessed. 

43

Create transfer order from sales order

From the sales order line you can create a transfer order. This function is good, but would be better if there is also a function for the user to create a transfer order for the entire sales order.

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
43

Customer record of type “Person” should create contact automatically

When creating a customer that has a type of person, the expectation is that the customer co...

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2 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback. This is a fair suggestion, we however have no concrete plans to implement such. We encourage you to continue voting such that we continue to assess how much in demand is such a capability.
 

41

Return Orders with "credit only" disposition code

The treatment of return orders with a "credit only" disposition code is incorrect. This impacts both the inventory and the general ledger. Our intention in selecting credit only is that we are crediting the customer without involving any return of stock. D365FO, however, creates a transaction ...

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4 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

39

Delivery date control should consider the parameter set on sales order even if you change it to None

Considering the scenario Sales lead time as default in Account Receivable parameters, when changing delivery date control to None in a specific Sales Order, system should accept this as None to all sales order lines in order to suggest the days you selected previously, and no...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for creating this Idea. We will reach out to the creator of this idea, to have a more detailled description added, as the current description is too ambigious.  In the mean time it will remain open for votes. 

38

Saved views in view trade agreement unable to cancel the remove the applied filter.

If we open View trade agreement for an Item (Example D0001) and we apply filter on Saved View and return to standard view or we Remove the Filter. We will Return to View Trade agreement form and there will be no any filter.

Whereas we should reach to the View trade agreement of an Item ...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Completed
Ideas Administrator

Thanks for entering this idea. Creating a saved view using, as example filter on specific account selection, selecting view as default, works well when entering the View Trade agreements form again from. Obviously, the same saved view with the same filter will be applied as default when entering the form from another released product context , which may not be appropriate. So while it is supported, there are scenarios where filters should be used with caution in a saved view. 

37

Issue with Settlement Using Multiple Deductions

Our client needs the capability to settle multiple invoices within one journal line (they’ll receive a remittance for multiple invoices on one check). Deductions are applied and the user reduces the total credit amount/short pay for the first line (Original credit: ...

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1 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thanks for creating this Idea. The request is understood. We do not have plans at present to extend our current support, but we will monitor how much in demand such support is. 

37

Flag customer requisition number option

It would be nice to have the future flexibility to be able to flag a customer sales order requisition. For purpose to easily verify and prevent double customer requisition entry. Not having this option, user may process a customer requisition potentially two times, or multiple times. By having...

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5 Comments

Read more... 5 Comments

Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

36

Ability to set and manage a floor price/margin at item and customer level

- Ability to set a minimum price after discounts and adjustments, at a customer and item level (as well as attribute driven)

- Ability to set a minimum margin at a customer and item level (as well as attribute driven)


The system should be configurable in that it should:

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2 Comments

Read more... 2 Comments

Category: Sales and marketing (703)

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.