106

Customer collaboration portal or workspace

Develop ability for a Customer collaboration portal or workspace similar to the Vendor collaboration that was released.  I could not find any mention of a customer portal for Dynamics 365 for Operations to be released.

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8 Comments

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Category: Sales and marketing (510)

STATUS DETAILS
Completed
Ideas Administrator

The Customer Portal has been completed and made generally available. Please checkout this link to MIcrosoft docs to learn more Customize and use the Customer portal - Supply Chain Management | Dynamics 365 | Microsoft Docs 

79

Ability to search released products by customer/vendor External Item Number on SO/PO line

A frequent requirement for business processes is the ability for sales and procurement to search on the sales/purchase order line by an external item number. Customization is required on every implementation to accommodate the client. 

There are translations available th...

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12 Comments

Read more... 12 Comments

Category: Sales and marketing (510)

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

74

Ability to automatically set "To Date" on any active Trade Agreement

 Hi,

I'd like to suggest a feature to the Trade Agreements functionality. Sometimes Trade Agreement lines are created without specifying a value in the "To date", meaning that these prices will be active indefinitely. I suggest that a check box is available in the Trade ...

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9 Comments

Read more... 9 Comments

Category: Sales and marketing (510)

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

74

Sales Order Fulfillment rate

Expand the field Fulfillment rate:

- Create a new field fulfillment rate on the sales order header with the default value from the customer and let users override the value on a case by case basis

- For basic inventory warehouses expand the picking list generation to take the ful...

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8 Comments

Read more... 8 Comments

Category: Sales and marketing (510)

STATUS DETAILS
Planned
2022 Release Wave 2
Ideas Administrator

Thank you for the suggestion - this is now on our roadmap.

We are planning to enable control of fulfillment policy for each sales order with defaulting from the customer setup.

Best regards,

Christian Rytt

Program Manager

56

Cancel a return order

Sales returned invoice Cancelation - It is not possible to select a Sales returned order to be canceled. This is a known issue in the Brazilian localization scenario, however, there is a dependency, from the core product, described in the article Cancel return order, which does not support the ca...

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23 Comments

Read more... 23 Comments

Category: Sales and marketing (510)

STATUS DETAILS
Needs Votes
52

Shipped not Invoiced report to be made available to other countries

We have had a number of customers in the UK asking for a report to show goods delivered not invoiced. Could this please be included in standard UK systems in the future? The US report is entitled ‘Shipped not Invoiced’ and can be found in SL > Reports > Status – the Aot...

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6 Comments

Read more... 6 Comments

Category: Sales and marketing (510)

STATUS DETAILS
Under Review
49

Resize the sales order line quantity form

Sales order - General - Line quantity. This much-used form shows the line quantity per transaction status. By default, it only displays 6 lines. For large sales orders this calls for a lot of scrolling.

  • dynamically size the grid depending on screen size to use the full screen & show...

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    0 Comments

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    Category: Sales and marketing (510)

    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.

49

Add product dimensions to the Sales order / Line quantity form

The "Line quantity" form (accessed from a sales order - SalesTableLineQuantity) is missing the inventory dimensions in the grid overview. Especially the lack of the product dimensions (size, color...) cause the form to be almost useless in industries such as retail or manufacturing. Suggestion: ...

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0 Comments

Read more... 0 Comments

Category: Sales and marketing (510)

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

48

Workflow for sales quotation and sales order

It is good to have the workflow available for sales quotation and sales order. There are demands from customer that request for this. The justification is that there are business requests to have an approval workflow before the quotation/order can be process to check on the price and discount tha...

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3 Comments

Read more... 3 Comments

Category: Sales and marketing (510)

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

46

Packing slip revenue accrual posting in transaction currency

Currently, when you post packing slip and have accrual option turned on, the transaction is posted in accounting currency, not transaction currency, which is causing multiple issues. I can understand, that inventory is posted in accounting currency, but revenue accrual falls into a different cate...

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0 Comments

Read more... 0 Comments

Category: Sales and marketing (510)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you very much for your input. Comprehensive design changes were made for Purchase Order Product Receipt for Microsoft Dynamics Ax2012 enabling the accruals to be posted through the AP posting engine in transaction currency. Similar design changes were not made for Sales packing slip such that revenue accruals continue to be posted using inventory posting engine in accounting currency. We do not have any concrete plans to extend this capability in the near future, we will however monitor how much in demand such a capability is and re-assess.