21

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 (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

20

Delivered lines of subscription orders should not trigger demand in the master planning

When you have delivered and invoiced a line of a sales order with order type "subscription", the line will get the line status “open order” and triggers demand in the master planning.

Lines with a specific delivery date should not trigger new demand after they are compl...

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3 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Declined
Ideas Administrator

It is by design that the subcription changes state to "Open order" again when it is invoiced, as the subscription is expected to be recurrent. You will need to manually update the requirement date on the line so it reflects the next date. 

If you would like to keep it as invoiced, you will need to use the sales order type sales order. More info can be found on: About sales order types | Microsoft Learn

Sincerely, 

Beatriz Nebot Gracia

Product Manager, Microsoft

20

approval workflow for Sales orders

Procurement and sourcing workflows exist and can approve purchase orders.

There is no approval workflow for Sales orders.

Users customize the workflow as needed.

Sales orders also need to implement an approval workflow.

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Declined
Ideas Administrator

THis idea is merged with ID0011130. 

19

Ship Complete Checkbox for All Sales orders

At the moment, the Ship Complete checkbox on sales order header is available only for Call center orders or orders that are Retail Sale order. But orders that are SCM or FIN sales order have this option greyed out. It will be useful if the checkbox is available for all sales orders, since this ...

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1 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
19

Automatic Recalculation ATP date with alternative items

Considering the scenario in which an item number should be replaced by an alternative item number with the "nothing in warehouse" option selected: - ATP time fence for the the Item A is set to 60 (days) - ATP time fence for the Item B is set to 30 (days) Now, if you create a sales order for th...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
19

Enter pricing on trade agreements that vary by delivery terms

My company often provides our international customers with multiple prices that vary by delivery terms.  We would like to be able to add these prices to our trade agreement (Price/discount agreement journals) data and specify the delivery terms.  

When entering an s...

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1 Comments

Read more... 1 Comments

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

18

Ability to apply smart rounding after applying margin component price adjustments

When apply a margin component price adjustments, it will be great if we can apply smart rounding.

Example:

  • Price 155
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    1 Comments

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    Category: Sales and marketing (703)

    STATUS DETAILS
    Completed
    Ideas Administrator

    We appreciate you taking the time to create this input. It is possible to apply smart rounding to trade agreement journal lines before posting the journal lines such that you can apply the desired round up/down according to your smart rounding rule. In Trade agreement journals, select Adjustment and Apply Smart rounding. If this capability does not adress your feature request, then please create a new request with more detailled information. 

18

Functionality to import from Excel header and line auto charges

We have several large customer implementations who are maintaining auto charges (in really high quantities) in D365FO.

It is quite time consuming for them to do this in the system but currently there is no data entity created for this (consist of several data entities) so they could impo...

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1 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your input. I understand that your request is for a composite data entity for auto charges to be used in an office integration scenario aswell as in a DMF scenario.

At present, we do not have any plans to extend this capability either in DMF or office integration scenarioes, we will however continue to monitor how much in demand such a capability is.

18

Sales Order Default Financial Dimensions Parameter

Create a new Accounts Receivable parameter that would give some option about how default Financial dimensions are determined for Sales order lines. Current functionality: - When a Financial dimension default is set on the Customer, this is inserted into the Sales order header and is always used...

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0 Comments

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
18

Entity Sales process

I'm currently working on a D365 FO project and have to create a lot of new legal entities. I am setting these new LE's up via the data management functionality of D365. For the moment there is no entity available to upload the sales processes and the underlying details. Idea and general busine...

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4 Comments

Read more... 4 Comments

Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your input. This currently is requested by 4 unique customers/partners. We do not have any plans to extend this capability, but we will however continue to monitor how much in demand such a capability is and re-asses once/if more unique votes are recorded.