Workflow approval process in trade agreement journals
In the latest releases we have seen workflow approval process in inventory journals and ledger journals but not in trade agreement journals, so it could be nice to implement that idea in trade agreement journals.
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: ...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Make price attribute enabled sales trade agreements compatible with price unit !=1
When using sales trade agreements (without enabling pricing management features) it is possible to define a price unit !=1, to manage decimals beyond two digits.
E.g., if a price unit is 1000 and the price is 1234,56, unit prices on the sales order line will be calculated as 1,23456 for...
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...
Send Return Order Print Management Settings Do Not Exist
From an RMA or 'Return Order' within D365 F&O the action of 'Send Return Order' is not hooked up to Print Management, nor are there setting within A/R Form Setup module to setup Print Management for the Return Order form. When sending return orders to customers, it is required to fill out an ema...
Defining Date type on Customer in addition to AR parameter
When retrieving trade agreements (+ discounts and charges) for sales orders, it would be beneficial if the Date type used could be defined not only in the AR parameters, but also on Customer level.
That way, customers with contractual price calculation exceptions can be addressed by con...
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.
Inactive contacts for customers should not be available for sales orders etc.
inactive contacts should not be available in sales order etc. as contact Person of customer. It does not make sense to select a contact that is not working for the customer anymore and therefore cannot be contacted.
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.
Notes & Attachments to be copied from Sales quotation when converting it to a Sales order.
There should be a parameter setting, similar to the Accounts Receivable - Sales setup parameter :
"copy notes when transferring to sales order."
This to ensure that any notes and/or attachments from the sales quotation will carry over to the Sales order.
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.
Impossible to create a credit note when connection to sales agreement exists and expiration date is exceeded.
Customer is getting an error message "It is not possible to copy one or more of the selected sales order lines. The sales order lines that you are trying to copy are dependent on a sales agreement. A copy of the sales order lines would conflict with that sales agreement”. The problem appears whe...
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.
Deduction Workbench - Allow the matching of credits on the customer account
This idea includes process in both Accounts receivable and Sales and Marketing modules.
When a Deduction transaction is made in Accounts receivable there is no method to match this deduction to a credit on the customer account without using the Settle transactions function...
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
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.