3

Need to be able to specify Exchange Rate on Free Text Invoices both via the UI and via OData

We hedge foreign currency transactions (i.e. buy currency in advance so the exchange rate is fixed at a particular value for a particulr contract and/or customer, etc) so need to be able to specify the exchange rate on all invoice and payment transactions. In particular, the OData entity has a Ex...

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Category: Data Management (129)

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Needs Votes
3

Add data entity for Opportunities and also consider other sales and marketing entities which are missing.

Add data entity for Opportunities and also consider other sales and marketing entities which are missing such as call lists and campaigns. Customers moving from a CRM solution to use integrated sales and marketing module in D365fFO require loading of legacy opportunities into D365fFO but no enti...

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1 Comments

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Category: Data Management (129)

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Needs Votes
3

Request to add a feather to import for Resource (WrkCtrTable)

There is no way to import for Resource (WrkCtrTable). So, please consider to add a feather to import for it.

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Category: Data Management (129)

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Needs Votes
3

Payment method and bank account should be filled in automatically based on Vendor master when using DMF to import Journal

On D365 for operations – Application version: 7.3.11971.56116, Platform version: 7.0.4709.41162 – When a Vendor is setup with Bank account and Method of payment and the same Vendor is used in GL Journal to post an Invoice transaction – The Method of payment and Third party bank account (on the Pa...

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1 Comments

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Category: Data Management (129)

STATUS DETAILS
Needs Votes
3

When importing a data entity (General journal entity) process should be stop and lines should stay in Sttaging if there is one record with any error

When importing a general journal file via DMF (General journal entity), if one line contains validation errors, the invalid line stays in the staging area, but the rest of the lines are successfully imported. This behavior is not desired, and all lines (with and without errors) should stay in th...

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1 Comments

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Category: Data Management (129)

STATUS DETAILS
Needs Votes
3

Fix Defect: Enable Quantity for Budget Account Entry Import

The Budget Account Entry data entity includes the quantity field.  This field can be exported using data management and can be mapped for import, but it is ignored during import.  

We consider this a defect, but Microsoft closed our ticket claiming that it was as designed and...

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Category: Data Management (129)

STATUS DETAILS
Needs Votes
3

Execution summary to show updated record counts during execution

I'm in the middle of a 5 hour data load.  The execution summary screen tells me how many records I'll be loading in total but all the other values sit at 0 until the execution is complete (in staging, created, update, errors).  I can't tell you how many people have come to my de...

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1 Comments

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Category: Data Management (129)

STATUS DETAILS
Needs Votes
3

Create entity in Data Management for Matching Policy

If a Company wants different matching policy for ex. internal vs external vendors and/or sales items you now have to go in to each seperate LE and change Matching Policy. It would be faster to copy the settings between legal entities using Data Management (if this was an available entity). Can...

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Category: Data Management (129)

STATUS DETAILS
Needs Votes
3

Support for Replacement words (like CompanyID) in data files, better reuse of data packages

When setting up and creating files which can be used to populate a company with data, it would be helpful if we could somehow make the Data Management Framework support a sub string replace mechanism. For example, we could mark certain columns/fields on Data Entities to tell the Framework a co...

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Category: Data Management (129)

STATUS DETAILS
Needs Votes
3

Item Unit Of Measure table exposure

Sales prices inserted to D365 will not validate with missing Item UOM.

It would be useful to be able to update the Item UOM in bulk for items. This would require exposure of the Item UOM table into the config package as not visible to publish to via Excel.

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Category: Data Management (129)

STATUS DETAILS
Needs Votes