33

Improved support for unit of measure conversions for trade agreements

Companies often setup general pricing in "ea", but may also sell to some customers in "cartons", "pallets", or other units of measure. If sales orders are entered in both "ea" and "cartons" then prices (trade agremements) needs to be duplicated to hold the unit price in both "ea" and "cartons"...

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2 Comments

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Category: Sales and marketing (817)

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

31

New sales quotation default account type field

System asks for Account type (Prospect or Customer) when creating a new sales quotation. We want to change the default value of the dropdown for companies that use sales quotations but not prospects. We could have a parameter in A/R to choose the default value of the dropdown in the event that...

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5 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

30

Rebate management processing and posting batch job dates adjustable to run daily

Currently the client calculates their customer rebates daily to ensure full visibility on the customer balance and also provide good customer service as when the customer contacts and asks what their rebate balance is, they should be able to provide it.


This missing functional...

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0 Comments

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Category: Sales and marketing (817)

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.

30

Allow for sales order lines to be inserted without reservation if concurrency errors get thrown while importing lines in parallel through integration with auto-reservation enabled

Currently when importing multiple sales order lines for the same item with the same inventory dimensions, concurrency error can be thrown if the total quantity of the lines is higher than the available on-hand. When this issue happens, the lines don't get imported and an error is thrown:

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0 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

30

In an Opportunity record, enable an option to modify the NAME field and choose different prospect account from all available

Currently, once an Opportunity is created or generated from a Prospect, with respective Prospect account in the Name field, the Name field could not be modified further and consequently the opportunity cannot be re-assigned to a different Prospect. This might create issues in some business scena...

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4 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
Needs Votes
29

The Direct Delivery button is not available on the returned sales order

The Direct Delivery button should be available on the returned sales order.


A sales legal entity in Germany, selling to German customers, is receiving stock via direct deliveries from either LE Poland or the LE in the Netherlands.

When RMA's are created, the stock need...

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0 Comments

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Category: Sales and marketing (817)

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.

29

Sales Quotations Missing "Calculate Tiered Charges"

A customers auto charges should flow to Quotations just like they do for Sales Orders. Can the "Calculate Tiered Charges" functionality be added to the Quotation creation screen?

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4 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

27

Extend the Unified Pricing Managements features on Sales Agreement

Extend the functionality related to Unified Pricing Managements also to Sales Agreements. When a sales agreement is of the "Product quantity commitment" type, the system should read the "new" price lists, currently it reads the "old" price lists, forcing you to have two populated price lists. ...

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0 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
New
27

Specific inventory posting for credit note different from revenue posting

requirement to have specific ledger posting type and account for sales credit note. In several countries, auditors request specific account for credit note to be able to read directly this part of activity. This feature has been implemented for Italy (Feature management: (Italy) Separate accou...

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0 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

27

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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0 Comments

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Category: Sales and marketing (817)

STATUS DETAILS
Needs Votes