24

Qty changes to be reflected in Order Events table

At the moment, when a Sales Order is edited, only the Price and Data changes are reflected in the Order Events table (D365 > Modules > Sales and Marketing > Inquiries and reports > History > Order events). What would be useful for customers is that Quantity changes are also reflected there. Si...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
24

Rebate calculation based on invoice date

The rebate setup currently allows following base dates according to parameter "Calculation date type": - “Created” means that rebate will be calculated based on creation date of the sales order line - “Requested receipt” means that rebate will be calculated based on requested receipt date of the ...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
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

24

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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1 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

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. 

23

Multiple SO lines created for supplementary sales items

We have an supplementary sales item setup: 1. Supplementary items needs to be added for all customer a. code = All 2. For a specific item a. Item code = Table b. Item = PW002 3. It is not optional a. Optional = No 4. It is free of charge a. Free of Charge = yes 5. It should be applied to all li...

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0 Comments

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Category: Sales and marketing (703)

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.

23

Item price group

In the sales trade agreement, prices have to be defined for each single item. When many items are sold at the same price, it would be great to put them in an "Item price group" for which the price would be defined. This is possible for discount (thanks to field "line discount group") but not fo...

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4 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Under Review
Ideas Administrator

We appreciate you taking the time to submit the product suggestion. This request is similar to https://successhub.crm.dynamics.com/main.aspx?appid=7dbb6f10-510e-47ab-bcc4-b3c69288f419&pagetype=entityrecord&etn=adx_idea&id=1dc565af-0ce9-e811-a140-0003ff688b93 which is under review for future planning. 

 

22

Original Invoice Reference to be provided in the Credit note Sales Order and Credit Note Invoice.

Currently When User Creates a Debit note or Credit note of any Invoiced Sales or Purchase Transaction. User Creates New Sales order or uses Existing Sale order and when clicked on the Credit note option user gets a list of Sales order with Reference Invoice no. But when user selects the line and ...

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1 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
22

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 (703)

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

21

Return Orders | Discount percentage field to be editable.

D365 automatically populates the discount percentage in the return order only if the return order was created with reference to a sales order and cannot be edited. However, this does not help us since we cannot create return orders with reference to an original sales order due...

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2 Comments

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Category: Sales and marketing (703)

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.

21

Sales tax group on sales order inherited from delivery address

Description of problem: On a sales order with a Delivery term with "Sales tax address" = Delivery the Sales tax group is always inherited from the delivery address and updated on the sales order even if on the address Sales tax group is blank. The expected behavior is that if the sales tax group...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
21

Improve erratic Sales Order form grid behaviour

SR Number: 119052425001510 Setup: Generate a new Sales Order. On the Sales Order form set the following: 1. Collapse the Action pane 2. Minimize the Sales order header 3. Maximize the Sales order lines 4. Minimize the Line details This setup is in-order to view as many Sales Order lines as pos...

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1 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Completed
Ideas Administrator

Please take a look at the latest generally available version 10.0.25. When testing tehy reported scenario, this issue has been resolved and there is no erratic form grid behaviour.