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 ...
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 ...
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.
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: ...
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.
Create return order from sales order that is shipped but not invoiced
For our customers it is a crucial part of their business that they can accept return oders for items that are shipped but not yet invoiced.
Invoices for sales orders are usually created once a month, but defective or unwanted items are returned shortly after the customer received them....
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
Updating Trade agreements - Add Product name to the Trade agreement Grid
It would be extremely helpful when mass updating trade agreements via journals if a column for the Product name could be added to the trade agreement grid. As we are trying to choose items from a large list for a specific vendor that we want to update in the journal it is easier to have an on sc...
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.
Include inventory status on synchronization of intercompany orders
Recenty it has been made possible to include the inventory status in the intercompany planning optimization. The problem now however is that the inventory status is not included in the update of the intercompany sales or intercompany purchase order. This means that we can do intercompany plann...
Transaction log table Clean-up routine from the UI.
In Sales and marketing > Setup > Sales and marketing parameters > Transaction log tab, user(s) are able to control if they are tracking transactional updates or not.
However, after disabling the parameters stop the tracking procedure, In Sales and mark...
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.
Allow negative percentage for sales trade agreement discount
In sales order lines, the user can enter negative value in the discount percentage field in the line to upscale the price.
For example if the unit price is 100 and they enter -50 in the discount percentage field, the net amount value will be 150.
However, when creating a...
Thank you very much for your input. We do not have any plans to extend this capability, and based on current votes there does not seem to be a customer demand for such a capability at present. we will however continue to monitor how much in demand such a capability is.
Supplementary items automatically run on a sales order
When inputting a sales order have the supplementary items function run when saving or sending to see if there are any items that have Supplementary items on them this is particularly useful if you have the optional toggle set to NO as we are always expecting to sell the supplementary item when w...
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.
‘Post to Deferred Revenue Account on Sales Delivery’ - service items
There are situations where customers, having particular business processes, are in need of posting deferred revenues on sales delivery for service items. With the current model, the system, is not allowing enabling the ‘Post to Deferred Revenue Account on Sales Delivery’ parameter on the Item mod...
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Appreciate you taking the time to feedback. What you are pointing to is not a product issue, but a feature request. Sales agreement creation is not hooked into the sales quotation process, only the RFQ process. While we have no current plans to provide similar capability in he sales quotation process, we will continue to collect votes on this ideas to assess how much in demand such a feature is.