Creating address by default when user options country region and prospect country region are matching
Due to a fast pace business having to create new prospects may be difficult. So, the way of creating a prospect through the most easy and fast and efficient way would be to only fill in the name of the prospect and leave it with the default option for country region, and when having the time l...
Sales order performance enhancement feature that works for retail/call center
The feature: "Sales order details performance enhancement" causes bugs and issues with call center orders. This would be for a new feature that does the same thing (improve sales form performance by bypassing the sales table list page for the sales details form) for sales orders created with c...
This forum is for new features enhancements request. You maybe pointing out a bug, a design limitation, or an incomplete setup that you should log through the support channels to have assessed.
Customer opening balances (uploaded through journal) getting considered in the Sales and profitability performance Power BI cube
Customer opening balance uploaded through journal get considered in the Sales and profitability performance Power BI cube (Path: Modules > Sales and marketing > Inquiries and reports > Sales performance analysis > Sales and profitability performance > Profitability analysis tab). Customer openin...
Default Sales tax group to Sales order either from Delivery address or Customer account
I have a setting on Procurement and sourcing > Setup > Distribution > Terms of delivery for taking the Sales tax group from Delivery address. However, those situations where Sales tax group is needed from Delivery address, are not as frequent as from the Customer account. Now if I make a sales or...
Thank you very much for your input. We do not have any plans to extend this capability. As there has been no increase in demand for such a capability over the past 23 months , and remains at 4 votes, we will decline this feature request.
Add revenue recognition schedule cancelation process
TLDR; Currently, we are unable to easily cancel a Revenue Recognition schedule once a sales order has been invoiced. I request that Microsoft create a simple button to process the cancelation of future revenue schedules, rather than requiring the creation of a contra-revenue schedule and unnecess...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
Customer Certifications
In D365 Finance and Operations there is the functionality on vendors as part of public sector features to create a list of certification types (VendCertType) and add certification details to vendors (VendCertification) via a menu on the vendor record. This functionality should be copied over to ...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
net price logic in trade agreement
In the retail business we have always the requirement that for a certain time, like a promotion, an item can be sold by a "net price" an no other existing discounts should be included. At the moment we have to create additional discount journals for this item which makes certain that we get no di...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
When converting a prospect (which is already a Customer in another LE) into a customer, D365 does not re-use any existing Customer numbers that the GAB party may have assigned
Dynamics 365 for Finance supports using a shared number sequence for customers. This way, customers in one legal entity have the same customer number if they exist in another when created from the All customers list. When creating a Customer from the All customers list page, and entering the nam...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
Update an already posted Trade Agreement Journal
Currently, there is no way to update an already posted Trade agreement journal unless a new journal is posted to override the original. Ideally (like any pricing engine) you should have the option of editing the existing journal. As businesses evolve and practices change, there will be a delug...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing. Trade Agreement Journals represent an update a specific point in time to the underlying price and discount structures in D365SCM. The journals represent an audit trail of past ecents and must not be editable.
Sales Order Estimated Margin
Sales Order Estimated Margin in Sales Order line level- It would be great to consider the marked PO item cost to calculate the estimated margin. Now system is considering the item cost from the released products. Due to this our sales team is not able to get the actual estimated cost. Once PO ...
Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing.
Administrator
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.