Freeze Header part in Quote Product
Hi Team, Need a provision where we can freeze quote product header part. If we consider 25 records in one page in a quote product then the quote product header part is freeze. But in a quote we have like 400-2000 records available and in one page we consider total 150 records. If the quote produ...
Simplify import and update of Price Items
In my experience, 100% of customer have products and prices on the same table, and they would like to import those two informations at the same time, instead of import products and then price items. Very often imports fails because of format of files, names, spaces etc. So the experience for the ...
Sales price on the basis of different Unit of Conversion
Product code : XYZ123 Product name : Margo Cookies 1 kg ( 2 packets) Product Sales unit : kg Trade agreement price : 200/- per kg Unit conversion : 1kg = 2 Packet ----------------------------------------------------------- Current Scenario : While adding new item XYZ123 in a sales order auto pick...
Select Line Item in Grid and Collapse/Expand buttons to be moved to separate columns
Select Line Item in Grid and Collapse/Expand buttons to be moved to separate columns Because of this these two buttons are very hard to use as they use the same space. When line is selected the collapse/expand button can’t be seen.
Improved product discount functionality
Need to have the ability to set product discounts based on a profile or tiered pricing system. Example Tier 1 - 15% Tier 2 - 10% Tier 3 - 5%
Lock Pricing Method and Unit Price once Opportunity Closes
For closed or won opportunity records, the fields ‘Pricing Method’ and ‘Unit Price’ fields are showing as unlocked. These fields are expected to be locked as they would prevent users from making any changes to the closed sales opportunity record.
Ability to have custom 'Fiscal Period Template'
Current settings in D365 CE for Fiscal Year Settings only allow preset out of the box templates for fiscal year and this it does not help businesses who has different fiscal time period(like 5 weeks). This is causing incorrect data results while doing advance find, reports or SDK calls where fisc...
Opportunity information to Quotes
I'm not sure I selected the right product, my computer says it's prod/admin, but here's some feedback. When I'm adding a new opportunity to an account, it would be easier, if the account number would be on the left side. When I choose the right contact person, there can be many same names, so it ...
Coupons functionality on Sales Order Quotes created in Call center required
Coupon functionality not available / working on call center sales order Quotes process , this should be available / working same as call center sales order. This is required by many customers in AX 2012 R3 and Dynamics 365 Finance and Operations Thanks, Pawan
Warning infolog - Address has changed
After address is updated for a customer who already has a sales order, when user goes back to the Sales order system throw info log that address has been changed. The warning is useful if it displayed once, or every time you view that sales order. However, the warning seems to encounter an endles...