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...
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...
Pricing management discounts posting
Issue: In pricing management, in discount journal, there is a field where we can add discount posting account, but the issue is that account is not hitting in sales order invoice journal. It is fetching from item group only. So, this is a limitation if we need posting of each ...
Include copying the attachments in the Copy All function. (credit note creation)
Currently when we create a credit note from a sales order, the attachments from the sales order header and lines don't get copied over to the credit note.
Copying attachments from the sales order to the credit note should be added to the Copy All functionality as attachments o...
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.
Ability to post miscellaneous charges at the time of packing slip
Similar to functionality on the product receipt, it should be possible to be able to include miscellaneous charges on the packing slip at the time of shipping in Sales and Marketing. Many businesses if aware of costs impacting revenue would like to record this prior to invoicing as a shipped ...
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.
Add possibility to update Delivery Adddress in Sales Order / Sales Quotation, when changing the customer
Current Situation: When we have a Sales Order and we want to change the customer, we want to update all information and settings from Header to Lines that data matches always to the changed customer. This should include "Delivery Address".
We have two options for solving this:...
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.
Sales Auto charges and delivery schedule
Sales Auto charges have been set up A sales order is created, and on the sales order lines, the miscellaneous charges are automatically created. OK If a delivery schedule is created , the charges are copied as well. OK However, if you open the delivery schedule again to add an extra delive...
Defaulting tax to prospects
It'd be immensely useful if we can create groups for prospects to in order to be able to default the tax group for a prospect.
This will result in minimizing the human error with choosing the tax for the prospect.
Less time consuming.
It's a plus to link it to cust...
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.
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...
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
Importing/exporting Sales order lines with the "Delivery scheduled" with the entity "Sales order lines V2"
In the entity 'Sales order lines V2', the field lineDeliveryType.(SalesLine) is not present.
The lineDeliveryType.(SalesLine) may have the following Values:
- Orders with single delivery
- Order line with chi...
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.
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.