17

Pricing management discounts posting

Issue: In pricing management, in discount journal, there is a field where we can add discount posting account, but the issue is that account is not hitting in sales order invoice journal. It is fetching from item group only. So, this is a limitation if we need posting of each ...

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Category: Sales and marketing (703)

STATUS DETAILS
New
17

Include copying the attachments in the Copy All function. (credit note creation)

Currently when we create a credit note from a sales order, the attachments from the sales order header and lines don't get copied over to the credit note.


Copying attachments from the sales order to the credit note should be added to the Copy All functionality as attachments o...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas 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.

17

Ability to post miscellaneous charges at the time of packing slip

Similar to functionality on the product receipt, it should be possible to be able to include miscellaneous charges on the packing slip at the time of shipping in Sales and Marketing. Many businesses if aware of costs impacting revenue would like to record this prior to invoicing as a shipped ...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas 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.

17

Add possibility to update Delivery Adddress in Sales Order / Sales Quotation, when changing the customer

Current Situation: When we have a Sales Order and we want to change the customer, we want to update all information and settings from Header to Lines that data matches always to the changed customer. This should include "Delivery Address".


We have two options for solving this:...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas 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.

17

Sales Auto charges and delivery schedule

Sales Auto charges have been set up A sales order is created, and on the sales order lines, the miscellaneous charges are automatically created. OK If a delivery schedule is created , the charges are copied as well. OK However, if you open the delivery schedule again to add an extra delive...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
16

Defaulting tax to prospects

It'd be immensely useful if we can create groups for prospects to in order to be able to default the tax group for a prospect.

This will result in minimizing the human error with choosing the tax for the prospect.

Less time consuming.


It's a plus to link it to cust...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas 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.

16

Lump Sum Merchandising Events in TAM Require Flexible Expense Accounts

In Trade Allowance Management, a Trade Allowance (Trade Promotion) can include a lump sum activity where we agree to pay our customer a sum of money for doing something fo...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas Administrator

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

15

Importing/exporting Sales order lines with the "Delivery scheduled" with the entity "Sales order lines V2"

In the entity 'Sales order lines V2', the field lineDeliveryType.(SalesLine) is not present.


The lineDeliveryType.(SalesLine) may have the following Values:      

- Orders with single delivery

- Order line with chi...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas 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.

15

Number sequence defined on customer group should be considered when converting prospect to customer.

During Convert to prospect customer process, system is taking the Accounts Receivable number sequencer setup instead of number sequencer linked to the customer group. System can't take the number sequencer linked to the customer group. When partner create New customer system is taking the act...

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Category: Sales and marketing (703)

STATUS DETAILS
Declined
Ideas Administrator

Thanks for creating this Idea. For us to fully understand and thereby assess your idea and, we ask that you add one or more scenarios as examples or use cases detailing your idea. it is not possible to assign a specific number sequence by customer group. Please provide additional clarification. When you are able to add this additional information, please create a new Idea for us to assess. We want to thank you in advance and appreciate the effort that you put into this clarification. 

15

A parameter in the system which can define if the requested ship/receipt date shall be overwritten or not when using Delivery date control.

The item added contains a delivery date control method of sales lead time set to 3 days.


The requested ship and receipt date will be overwritten with new dates taking the sales lead time into consideration. 


Preferably you would like to keep the requested date...

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Category: Sales and marketing (703)

STATUS DETAILS
Needs Votes
Ideas 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.