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 (205)

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 (205)

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 (205)

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

8

Missing information PersonalTitle in entity Contacts V2

Add the information PersonalTitle in entity Contacts V2 so we are able to use it in data import / export

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Category: Sales and marketing (205)

STATUS DETAILS
New
8

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 (205)

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

8

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 (205)

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

Ability to calculate a % discount via Trade Agreements based on the item Gross Selling Price

We have contractual discounts with customers that requires the % discount off to be calculated on the Gross Selling Price only. D365 will calculate the % discount on the Gross Selling Price - Amount Discounts (via other Trade Agreements or Trade Allowance Agreements). This is also referred to a...

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Category: Sales and marketing (205)

STATUS DETAILS
New
7

Auto charges controlled by Terms of Delivery

Today charges can be based on Delivery mode. It seems very logical to expand the auto charges also to be based on Terms of delivery, since these terms directly will be connected to an additional cost on the order. This means that charges can be setup for the different incoterms ...a huge impro...

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0 Comments

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Category: Sales and marketing (205)

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

Sales charges expanded to also be based on "term of delivery"

In the charge system should be possible to choose the "Term of delivery". These is a huge difference between sending goods DDP (delivery duty pays) or AW (customer pays transport and dutys).

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Category: Sales and marketing (205)

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 (205)

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