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.
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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.
Ability to automatically set "To Date" on any active Trade Agreement
Hi,
I'd like to suggest a feature to the Trade Agreements functionality. Sometimes Trade Agreement lines are created without specifying a value in the "To date", meaning that these prices will be active indefinitely. I suggest that a check box is available in the Trade ...
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
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
Workflow approval process in trade agreement journals
In the latest releases we have seen workflow approval process in inventory journals and ledger journals but not in trade agreement journals, so it could be nice to implement that idea in trade agreement journals.
We appreciate you taking the time to create this input. While we do not have any plans at present to provide the capability requested, we will continue to monitor how much in demand such a capability is.
Resize the sales order line quantity form
Sales order - General - Line quantity. This much-used form shows the line quantity per transaction status. By default, it only displays 6 lines. For large sales orders this calls for a lot of scrolling.
- dynamically size the grid depending on screen size to use the full screen & show...
STATUS DETAILSUnder Review
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
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.
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...
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The feature has been released on 10.0.45 preview. Please refer the document - Use external item identifiers to add products to orders (preview) - Supply Chain Management | Dynamics 365 | Microsoft Learn to try and test this functionality.