To Lock the Price of product present in the quote at the initial stage of creating the quote( When the quote is in Draft stage)
We are raising this Idea on behalf of our customer who is having issue with Sales Quote and Price list.
The customer created quote with their default price list.
Then customer adds the product and price in the quote and saves it.
The product and...
Contracts Entity
Microsoft deprecated the Contracts entity and replaced it with the "Entitlements" entity however this does not replace the functionality which a Contract does.
Please can we have the Contracts entity back as an out of the box entity as its still required by customers and I al...
Feature to make the Request for quote lines table read-only
Currently, there is no standard feature to make the Request for quote lines table read-only. Please add a feature to make the Request for quote lines table read-only when the Quotes is made read-only. This feature would be more useful if added.
Invoiced Order Lines should not be editable
It should not be possible to edit an order line once the line is in an invoiced state
Ability to align the display order of PDF and Products in Dynamics 365 when quotes are exported to PDF
Currently, when a quote is exported to PDF, it is displayed in the order of the creation date of the product record. If there is a function to align the display order of products in PDF and Dynamics 365, it will be easier to check the quotation. Please consider implementing this feature.
Active quotes should not be editable in total amount when altering the Product price.
When activate a quote, the quote is Read-only, however, user can alter the price of the quote product, hence changing the Quote’s total amount. We don’t want an Active (ie locked) Quote to be changed after it has been shared with the customers. It should have to go through the Revise process f...
Filter products in the Enhanced Experience for adding products.
Add products in the enhanced experience for adding products always shows all products.
Although you can define the displayed columns via the add products view in the corresponding entity (e.g. Opportunity Products), the filters are not applied.
However, it would be good if you also...
The selected line should be in the same place even after refreshing the sales quotation as it goes at the bottom after refresh.
When a line is selected and the sales quotation is refreshed, the selected line moves to the bottom. This disrupts the ordering process and requires additional time and effort to locate the selected line again.
Sort order of products in quote
If the "Enhanced experience for adding products" is enabled and multiple products are added to a quote, the order in which the products were selected does not correspond to the order in which the products are created in the quote.
It would be desirable that the order in which ...
Relationship Mapping by Lookup field
Mapping custom fields from parent entity (lookup) by changing the lookup value. Whenever we change the account lookup on the invoiceline the paymentterms don't refrect.