11

Anonymize customer data

Possibility to anonymize customer essential data to comply with GDPR requirements.

Also be able to scramble data in cases of creating test data.

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Category: Sales and marketing (190)

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

10

Case management Activity -> Responsible field should be unmade Mandatory.

When working with Case management the Activity can’t be closed either from the detailed or grid view unless the Responsible field is filled in with the value. This shouldn’t be the case especially in the events where Responsibility field which represent the team has a value. Another issue is that...

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Category: Sales and marketing (190)

STATUS DETAILS
New
9

Rebates not posting into closed period

While working with the customer rebates in Sales and marketing and trying to recalculate and process rebates for transactions in a closed period, when processing the approved rebate, it is using the invoice date (processing date) as the date the journal is posted. This does not meet GAAP requir...

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Category: Sales and marketing (190)

STATUS DETAILS
Under Review
Ideas Administrator

We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.

Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM

9

ATP ignores marking and presents wrong calculated delivery times

A Purchase order P1 with ATP is created and a Sales order S1 is processed from second purchase order P2. The marking between these 2 (S1 and P2) orders is confirmed but the ATP is based on the P1 instead of P2. Once a new sales order S2 is created and the ATP is checked and quantity becomes ph...

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Category: Sales and marketing (190)

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

9

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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Category: Sales and marketing (190)

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

9

Consider "Receipt margin" in ATP dates

ATP shows purchase order receipts as available the day of receipt, but for some companies the receipts are usually not ready the day of arrival. It would be great to have ATP take into account the Receipt margin. Currently master planning takes into account receipt margin, but ATP da...

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1 Comments

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Category: Sales and marketing (190)

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

9

Lump Sum Merchandising Events in TAM Require Flexible Expense Accounts

In Trade Allowance Management, a Trade Allowance (Trade Promotion) can include a lump sum activity where we agree to pay our customer a sum of money for doing something fo...

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Category: Sales and marketing (190)

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

9

Lump Sum Merchandising Events in TAM Require Accruals

In Trade Allowance Management, a Trade Allowance (Trade Promotion) can include a lump sum activity where we agree to pay our customer a sum of money for doing something for us, such as advertising our product on their website.  Legally, for tax purposes, a business must be able ...

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Category: Sales and marketing (190)

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

9

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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Category: Sales and marketing (190)

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

9

ATP - REpromising process

Customers have often asked for a feature that we can call "repromising".

I have my original ATP date but suddenly, I can do better. (big order was canceled)

Or.... I have to retract my promise date and give a later date (truck did not arrive because of flooding in Houston).

...

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1 Comments

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Category: Sales and marketing (190)

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