Deduction Workbench - Allow the matching of credits on the customer account
This idea includes process in both Accounts receivable and Sales and Marketing modules.
When a Deduction transaction is made in Accounts receivable there is no method to match this deduction to a credit on the customer account without using the Settle transactions function...
Packing slip revenue accrual posting in transaction currency
Currently, when you post packing slip and have accrual option turned on, the transaction is posted in accounting currency, not transaction currency, which is causing multiple issues. I can understand, that inventory is posted in accounting currency, but revenue accrual falls into a different cate...
Thank you very much for your input. Comprehensive design changes were made for Purchase Order Product Receipt for Microsoft Dynamics Ax2012 enabling the accruals to be posted through the AP posting engine in transaction currency. Similar design changes were not made for Sales packing slip such that revenue accruals continue to be posted using inventory posting engine in accounting currency. We do not have any concrete plans to extend this capability in the near future, we will however monitor how much in demand such a capability is and re-assess.
Rebate credits need to have an invoice number to be compliant in many countries
In order to be compliant with statutory requirements in many countries, a rebate credit memo has to be treated like any other invoice. Continuous number sequences, government approvals, taxes, and other regulations come into play. There is also the need to produce a document to sen...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
When Late selection is activated, quality order does not get automatically generated when posting packing slips.
When Late selection is activated, quality order does not get automatically generated when posting packing slips.
It would be great to have a feature in the feature to support generating quality order when posting packing slips with parameter late selection enabled.
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Appreciate you taking the time to feedback. You maybe pointing out a bug or a design limitation that you should log through the support channels to have assessed.
Create transfer order from sales order
From the sales order line you can create a transfer order. This function is good, but would be better if there is also a function for the user to create a transfer order for the entire sales order.
Customer record of type “Person” should create contact automatically
When creating a customer that has a type of person, the expectation is that the customer co...
Thank you for your feedback. This is a fair suggestion, we however have no concrete plans to implement such. We encourage you to continue voting such that we continue to assess how much in demand is such a capability.
The direct delivery PO must be routed for workflow approval.
When user tries to create direct delivery PO from a sales order, system throws error that "Sales order xyz Direct delivery and intercompany purchase orders cannot be created for vendor ABC because change management is enabled and required for this vendor". This happens when change management f...
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.
Return Orders with "credit only" disposition code
The treatment of return orders with a "credit only" disposition code is incorrect. This impacts both the inventory and the general ledger. Our intention in selecting credit only is that we are crediting the customer without involving any return of stock. D365FO, however, creates a transaction ...
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft
Delivery date control should consider the parameter set on sales order even if you change it to None
Considering the scenario Sales lead time as default in Account Receivable parameters, when changing delivery date control to None in a specific Sales Order, system should accept this as None to all sales order lines in order to suggest the days you selected previously, and no...
Thanks for creating this Idea. We will reach out to the creator of this idea, to have a more detailled description added, as the current description is too ambigious. In the mean time it will remain open for votes.
Saved views in view trade agreement unable to cancel the remove the applied filter.
If we open View trade agreement for an Item (Example D0001) and we apply filter on Saved View and return to standard view or we Remove the Filter. We will Return to View Trade agreement form and there will be no any filter.
Whereas we should reach to the View trade agreement of an Item ...
Thanks for entering this idea. Creating a saved view using, as example filter on specific account selection, selecting view as default, works well when entering the View Trade agreements form again from. Obviously, the same saved view with the same filter will be applied as default when entering the form from another released product context , which may not be appropriate. So while it is supported, there are scenarios where filters should be used with caution in a saved view.
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Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft