Fix issue of doubled charges on PO total views after intercompany SO is invoiced.
In an intercompany scenario, if we have negative or positive charges added as percent on Intercompany sales
order level, the system wil...
All purchase order form should pull data only active purchase orders by default (not invoiced PO's)
Go to Accounts payable > Purchse Orders > All Purchase orders
System is showing all the PO's (open and invoiced PO).
Expectation -
System should show only 'active purchase orders’ by default while opening th...
The amount on the product receipt journal should be displayed in the transactional currency
The value (Amount) and the Amount field on the product receipt journal display the same exact value in the accounting currency, although the help text of the amount field indicates that this should be displayed in the transactional currency (which is not correct). The value of the amount field...
Extend preview panel to extend more capability to reviewer
The preview panel on attachment form is too small for reviewer. And the size cannot zoom in or out from user interface. It takes more inconvenience to business process.
Purchase requisition workflow - Request change function goes back to beginning of workflow after resubmitting
When using the Purchase requisition workflow, if an approver requests change, after the orignator resubmit it, the workflow will be canceled and goes back from the beginning instead of going back to the approver who requested the change.
We suggest it goes back to the approval...
In Purchase Requisition's line, when we are adding charges before selecting the vendor, the system is not picking the sales tax group on charges.
In Purchase Requisition's line, when we are adding charges before selecting the vendor, the system is not picking the sales tax group on charges.
No VAT is calculated, and it may happen that invoices (especially of the Reverse Charge typ...
Purchase Order Confirmation Journal Number
When a purchase order is confirmed and the user subsequently requests changes—updating information in the purchase order header and resubmitting it to the workflow—the system currently confirms the PO directly without generating a new purchase order confirmation journal number. This results in...
Add Option to Retain Purchase Requisition Line Description When Creating Purchase Orders for Catalog Items
In Dynamics 3D365, we noticed that when converting a Purchase Requisition (PR) to a Purchase Order (PO), the system automatically overrides the PR line’s Item Description with the description from the Released Product — if the PR line has an Item Number (catalog item)...
Remove the "manual entry" in trade agreement evaluation under procurement and sourcing parameters only work for new PO to not promt the update price and discount.
Under Procurement and sourcing parameters > Price > Trade agreement Evaluation
remove the manual entry
Go back to Purchase order and when changing Delivery date, system will not prompt the update order lines for "update prices and discounts entered manually or by external document"...
System popup "Update order lines" in PO form
On account payable parameter, customer remove the manual entry by navigating to procurement and sourcing parameters > Prices > Trade agreement evaluation. However, the dialog which trigger the changing of price and discount will not appear for new purchase order only. The dialog will still pro...