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...
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. ...
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
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...
We are pleased to announce that this idea was implemented and released in 10.0.28
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...
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.
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...
We are pleased to announce that this idea was implemented and released in 10.0.29
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...
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
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 ...
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
Copy Purchase Requisitions without associating primary vendor to an item or setting up trade agreements
Issue:
Copy functionality does not work in Purchase Requisitions. "Invalid Vendor" error is thrown. It is known that until a primary vendor is associated with an item or trade agreements are not set up, copy will not be successful.
We are pleased to announce that this idea was implemented and released in 10.0.29
Delivery mode in Intercompany SO line does not update with changed delivery mode from Orig PO
When we manually change delivery mode in original PO header, delivery mode does not update in Intercompany SO line, but the delivery mode is changed in Intercompany sales order header.
We introduced Mode of delivery and Delivery terms on purchase order line and sync values during intercompany to SO. This functionality is controlled by Make-to-order supply automation feature.
Redesign the Purchase update history cleanup job to properly allow it to be run on a recurring basis
When running the Purchase update history cleanup job, there is no way to properly run it on a recurring basis. This is because the the job is run based on a "Created until" date that is specified in the job parameters. As a result, if August 31, 2021 is selected and the job is scheduled to run ...
Thank you very much for your input. We are pleased to inform you that this capability will become available both for Sales order update history cleanup aswell as for purchase order update history cleanup in version 10.0.25.
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