Return Orders | Discount percentage field to be editable.
D365 automatically populates the discount percentage in the return order only if the return order was created with reference to a sales order and cannot be edited. However, this does not help us since we cannot create return orders with reference to an original sales order due...
approval workflow for Sales orders
Procurement and sourcing workflows exist and can approve purchase orders.
There is no approval workflow for Sales orders.
Users customize the workflow as needed.
Sales orders also need to implement an approval workflow.
THis idea is merged with ID0011130.
Sales tax group on sales order inherited from delivery address
Description of problem: On a sales order with a Delivery term with "Sales tax address" = Delivery the Sales tax group is always inherited from the delivery address and updated on the sales order even if on the address Sales tax group is blank. The expected behavior is that if the sales tax group...
Improve erratic Sales Order form grid behaviour
SR Number: 119052425001510 Setup: Generate a new Sales Order. On the Sales Order form set the following: 1. Collapse the Action pane 2. Minimize the Sales order header 3. Maximize the Sales order lines 4. Minimize the Line details This setup is in-order to view as many Sales Order lines as pos...
Please take a look at the latest generally available version 10.0.25. When testing tehy reported scenario, this issue has been resolved and there is no erratic form grid behaviour.
Anonymize customer data
Possibility to anonymize customer essential data to comply with GDPR requirements.
Also be able to scramble data in cases of creating test data.
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
Delivered lines of subscription orders should not trigger demand in the master planning
When you have delivered and invoiced a line of a sales order with order type "subscription", the line will get the line status “open order” and triggers demand in the master planning.
Lines with a specific delivery date should not trigger new demand after they are compl...
It is by design that the subcription changes state to "Open order" again when it is invoiced, as the subscription is expected to be recurrent. You will need to manually update the requirement date on the line so it reflects the next date.
If you would like to keep it as invoiced, you will need to use the sales order type sales order. More info can be found on: About sales order types | Microsoft Learn
Sincerely,
Beatriz Nebot Gracia
Product Manager, Microsoft
Enter pricing on trade agreements that vary by delivery terms
My company often provides our international customers with multiple prices that vary by delivery terms. We would like to be able to add these prices to our trade agreement (Price/discount agreement journals) data and specify the delivery terms.
When entering an s...
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
Ship Complete Checkbox for All Sales orders
At the moment, the Ship Complete checkbox on sales order header is available only for Call center orders or orders that are Retail Sale order. But orders that are SCM or FIN sales order have this option greyed out. It will be useful if the checkbox is available for all sales orders, since this ...
Automatic Recalculation ATP date with alternative items
Considering the scenario in which an item number should be replaced by an alternative item number with the "nothing in warehouse" option selected: - ATP time fence for the the Item A is set to 60 (days) - ATP time fence for the Item B is set to 30 (days) Now, if you create a sales order for th...
Ability to apply smart rounding after applying margin component price adjustments
When apply a margin component price adjustments, it will be great if we can apply smart rounding.
Example:
- Price 155
-
STATUS DETAILSCompleted
We appreciate you taking the time to create this input. It is possible to apply smart rounding to trade agreement journal lines before posting the journal lines such that you can apply the desired round up/down according to your smart rounding rule. In Trade agreement journals, select Adjustment and Apply Smart rounding. If this capability does not adress your feature request, then please create a new request with more detailled information.
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.