Ability to search released products by customer/vendor External Item Number on SO/PO line
A frequent requirement for business processes is the ability for sales and procurement to search on the sales/purchase order line by an external item number. Customization is required on every implementation to accommodate the client.
There are translations available th...
To copy Customer's Employee responsible into the Sales order's Sales responsible
There are 2 fields in sales order which contain the same value : Sales taker and Sales responsible. It is clear that Sales taker is the person who enters the sales order, but the Sales responsible should come from the Employee responsible on the customer card.
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.
Bundles - too limited functionality
D365FO supports bundles (see https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/rev-rec-bundles). But the func...
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.
Workflow for sales quotation and sales order
It is good to have the workflow available for sales quotation and sales order. There are demands from customer that request for this. The justification is that there are business requests to have an approval workflow before the quotation/order can be process to check on the price and discount tha...
We appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback and prioritize it accordingly in our backlog.
Dasani Madipalli - Program Manager - Microsoft Dynamics for SCM
Data entity should be available to upload Customer Sellable days
There is no data entity available to upload Customer Sellable days (Sales and marketing > Customers > All customers , Action Pane Sell > Setup > Sellable days). This should be available as it is impossible for the customer to manually add all item-customer combinations for each separate custom...
Thank you very much for your input. This currently is requested by 10 unique customers/partners. We do not have any plans to extend this capability, but we will however continue to monitor how much in demand such a capability is and re-asses once/if more unique votes are recorded.
Notes & Attachments to be copied from Sales quotation when converting it to a Sales order.
There should be a parameter setting, similar to the Accounts Receivable - Sales setup parameter :
"copy notes when transferring to sales order."
This to ensure that any notes and/or attachments from the sales quotation will carry over to the Sales order.
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.
Inactive contacts for customers should not be available for sales orders etc.
inactive contacts should not be available in sales order etc. as contact Person of customer. It does not make sense to select a contact that is not working for the customer anymore and therefore cannot be contacted.
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.
Defining Date type on Customer in addition to AR parameter
When retrieving trade agreements (+ discounts and charges) for sales orders, it would be beneficial if the Date type used could be defined not only in the AR parameters, but also on Customer level.
That way, customers with contractual price calculation exceptions can be addressed by con...
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
Fulfillment policies - backorder management at customer level
If a customer desires not to receive backorders, and they want their order lines to be filled or cancelled, set a toggle at the customer level that is defined as follows: At release to warehouse: IF backorders allowed, move any sales lines not immediately filled to a backordered status to be re...
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