7

Rebates based on incremental sales

Many customers selling to distributors require the ability to incent their distributors based on incremental sales targets, where annual rebates are calculated based on reaching a set threshold. For example: Distributor sells $1MM in Year 1. If Distributor increases their sales by 50% in year ...

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3 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
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

7

Add 'Purpose' to customer and vendor contact information list grid

You can email documents to customers and vendors by specifying an email address and Purpose, but you can't see the Purpose field in the Contact information list grid - you have to use the Advanced edit function. In Dynamics AX 2012 you could add the Purpose as a personalization - but you can't...

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1 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
Ideas Administrator


Appreciate you taking the time to feedback. This forum is for new features enhancements request. You maybe pointing out a bug that you should log through the support channels.
Lachlan Cash – Principal Program Manager - Microsoft

7

Confirm sales quotation into a sales agreement

When you confirm a sales quotation you get a sales order. Very often our customers need the option to create a sales agreement instead of a sales order from the quotation. Currently you have to set the quotation to lost, and then create an independent agreement. This is very wrong, because we ...

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0 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
Ideas Administrator


Appreciate you taking the time to feedback. This forum is for new features enhancements request. You maybe pointing out a bug that you should log through the support channels.
Lachlan Cash – Principal Program Manager - Microsoft

7

ATP: Purchase leadtime based on Delivery Method

When you normally ship goods by ship from Japan to Europe this will take around 30 days, leadtime of the factory is 5 days, so in all Purchase leadtime is 35 days. However if the customer wants it earlier I should be able to influence the purchase delivery method for the line. Because if I let...

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0 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
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

7

Make Advance Invoices Possible for all Countries

The AX Wiki indicates that Advance Invoices can be created in the Europe localization.  We use advance invoices in the US for export sales and would like to have this functionality made available.

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1 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
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

7

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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0 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
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

7

Change Status Label for Sales Order lines from "Delivered" to "Shipped"

The current label "Delivered" is confusing to most users as it doesn't mean the Sales Order has been delivered to the customer -- it only means that it has been shipped. 

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0 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
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

7

Trade agreement line to determine if additional discount is allowed

A new functionality that lets the user to determine if a trade agreement line of type price can be blocked from additional discount. This will allow a case by case override of the global setting.

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1 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Regards,

Olga T. Mulvad
PM, Microsoft

6

When sales orders are linked to a project, delivery schedule should be available

When sales orders are linked to a project, delivery schedule is not available. Why is it the function in D365FO standard not implemented for Projects? Is thery any chance that this feature will be available in further versions? According to MS, the Delivery schedule is disabled for Project relate...

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2 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
New
6

Sales Quotation - Document Introduction / Conclusion

In 2012 you were able to assign a template to provide standard text for an Introduction and/or a Conclusion for a Sales Quotation.

In D365O this feature is half way there.  You can create the templates, but you can't include them in the Posting section of the Sales Quotation header...

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2 Comments

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Category: Sales and marketing (133)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your comment. This is a fair request and we will work on getting this capability back.
 
 
Sincerely,
Olga T. Mulvad
PM, Microsoft