210

Shipment date on Purchase order

Most vendors operate with a "delivery date" being the date where the items are shipped from their site or most often based on Delivery terms. So depending on the Delivery terms (Incoterms)  the concept of delivery date changes. EXW often means a long lead time from shipment to delivery as...

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19 Comments

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Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this capability is now available in the product. Please review the documentation  here: Calculate requested ship dates for purchase orders - Supply Chain Management | Dynamics 365 | Microsoft Learn

40

Set Purchase Order Approval status to "Draft" when the PO is created from a Requisition and Change Management is "Active"

Currently, when a purchase order is created from an approved purchase requisition line, the Approval status on the PO is set to "Approved" even when the Activate change management parameter is set to "Active" and an active Purchase or...

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4 Comments

Read more... 4 Comments

Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.We are pleased to inform you that your ask is supported in the following manner: In Procurement and sourcing parameters, in the General tab, set the option "Give purchase orders created via purchase requisitions Draft approval status" to Yes. Purchase orders will then be created in status draft, when created from purchase requisition and change management is active for the purchase order.  

33

Create one PO for approved purchase requisition lines with multiple accounting dates

In many instances, multiple approved purchase requisition lines (from different purchase requisitions) can be procured from the same vendor.  However, it is highly unlikely that the requisition lines from the different requisitions have the same accounting date (which can be defaulted fro...

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1 Comments

Read more... 1 Comments

Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

Thank you very much for your input. We are pleased to inform you that this capability is available in version 10.0.25.
Follow the steps:  
1. Activate the feature: "Consolidate multiple purchase requisitions into a single purchase order by accounting date"
2. Activate the parameter that controls the consolidation behaviour: Procurement and sourcing > Setup > Policies > Purchasing policies > Purchase order creation and demand consolidation rule > Purchase oredr split tab > "Consolidate by accounting date" parameter

26

Create one PO from a Consolidation Opportunity when the Requested dates are updated on the lines using the Bulk Edit function

Create one PO from a Consolidation Opportunity when the Requested dates are updated on the lines using the Bulk Edit function.

The consolidation opportunity is often used to group purchase requisition lines for similar products to streamline the procurement process with a vendor.  ...

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2 Comments

Read more... 2 Comments

Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

Thank you very much for your input. We are pleased to inform you that this capability is available in version 10.0.25.
Follow the steps:  
1. Activate the feature: "Consolidate multiple purchase requisitions into a single purchase order by accounting date"
2. Activate the parameter that controls the consolidation behaviour: Procurement and sourcing > Setup > Policies > Purchasing policies > Purchase order creation and demand consolidation rule > Purchase order split tab > "Consolidate by accounting date" parameter

27

Vendor group default financial dimensions

In the customer group, using menu item SETUP, the possibility to enter default customer financial dimensions is enabled.

However, in the vendor group this is missing.

The idea is to provide this also to the vendor group such that default vendor dimension values are applied t...

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0 Comments

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Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea was implemented and released in 10.0.28

26

Make the field IBAN available as a vendor approval option so it can be used in a workflow.

Currently you can use a workflow when a bank account has been changed but when changing the IBAN, this has no effect. This is because the field "Bank account" is available as a vendor approval option and the IBAN field is not.


Module: Accounts payable > Setup > Accounts payabl...

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0 Comments

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Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We have introduced vendor bank approval workflow Vendor bank account workflow - Finance | Dynamics 365 | Microsoft Learn which should resolve this idea. 

21

Vendor on hold for Purchase order

Vendor on hold 'All', holds all types transactions, which includes requisitions, purchase order creation, Invoices & payments but this doesn't address real business scenario, where the business black listed the vendor and want to restrict the vendor only for new purchase orders, but meanwhile wan...

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1 Comments

Read more... 1 Comments

Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea was implemented and released in 10.0.29

9

Vendor automatically on hold

During the creation of a vendor, the vendor need to be directly changed on the status payment to prevent payments, with unapproved bank accounts. The status of existing vendor need also be changed after adjustments on the vendor bank account. Also when the invoice of that vendor is in the paymen...

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0 Comments

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Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

Vendor bank account change proposal workflow feature in the Feature management

Accounts payable parameters > Vendor bank account approval section

7

When a vendor is on hold for purchase order, a confirmation is still generated

With reference to Lcs Issue927117:


When a vendor account is set on hold for ‘Purchase order’ and an existing purchase order is modified to add an extra line, no re-validation is performed, and confirm...

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0 Comments

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Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

We appreciate you taking the time to create this input. This reported issue is planned to be fixed.

7

Vendor Bank Info Changes - Finance Compliance Issue

Addition or changes to vendor bank information need a workflow for financial compliance. Addition and changes to vendor bank details - routing, account, swift or anything needed to make electronic payments should be part of Vendor Proposed Changes workflow. Without this, anyone with access to ...

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1 Comments

Read more... 1 Comments

Category: Procurement and Sourcing (951)

STATUS DETAILS
Completed
Ideas Administrator

We are pleased to announce that this idea has been implemented and released in 10.0.32. To activate this feature, you need to enable:

  • Vendor bank account change proposal workflow feature in the Feature management
  • Accounts payable parameters > Vendor bank account approval section