Transfer PR attachments to PO
When an attachment is added on a Purchase Requisition line and the Purchase Requisition is converted to a Purchase Order, the attachment is transferred to the Purchase Order. It is not the case when attachments are added to the Purchase Order header. This is confusing for users. We'd like to a...
Email log for purchase orders sent via email
When sending documents (purchase order confirmation for example) via email, there is no log of what was actually sent to the vendor or just print to screen. When working as a team, this is required to keep track of the last information sent to the vendor and the destination emails. In reality,...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Mai Kirknel
PM, Microsoft
Attachments via Print Management - Purchase Order / Sales Order
Currently we have the ability to send reports through Print Management, automatically during Purchase Order / Sales Order Confirmation. Today, we can have only single report being sent as PDF, HTML, etc.
This does not cater to the business scenario, where along with PO/SO confirmation,...
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
Update purchase/sales order lines via Open in Excel
It would be nice if we can update purchase lines information via Open in Excel function from Purchase order, the current state is only able to read, the publish button is disabled although entity is set to ReadOnly = false. Able to Update SalesLine / PurchLine when open in Excel from Sales Ord...
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
Make the version field available even when the track version in transactions is set to no.
When the track version in transactions is set to no, it is not possible to select a version on a PO line/SO line/.... This would be very valuable as in some cases companies don't want to track versions in their own inventory, but still want to be able to define which version is purchased/sold....
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.
Purchase agreement enhancements
From multiple projects I received the following requirements related to the use of purchase agreements: • Purchase agreement with product QTY commitment When firming planned purchase orders and total PO QTY exceeds the remaining QTY on purchase agreement X, D365 F&O will not split QTY...
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
Implement Purchase order delivery date control integrated with master plan and ATP/CTP
On the sales order side the function Delivery date control allows us to define exactly WHEN a product can be shipped, how long transportation time it is and when shipments can be received by the customer. This functionality is standard and was introduced by Microsoft already in Dynamics AX 4.0...
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Do not allow user to select and use a 'parent' procurement category
Looking for a way to designate a parent node in a procurement hierarchy as a parent, and not allow a user to select and use the parent category on a requisition, purchase order, and vendor invoice. Currently, there isn't a direct way to prevent user from selecting a parent node.
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Mai Kirknel
PM, Microsoft
Parameter to copy Vendor notes onto Purchase Order
In AR there's a parameter to "Copy notes when transferring to sales order". This same functionality would be great to have on the purchasing side. A user should be able to setup a vendor note that copies onto a purchase order.
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
Broker claim should be reported on same currency as vendor currency
Broker claim is showing on accounting currency whatever vendor currency. it is expected to have broker claim in same currency as vendor currency
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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