Enable filter for active/inactive categories in Procurement categories menu
As companies evolve their procurement categories with time, a lot of legacy/inactive categories stay visible confusing end users.
Adding filter to toggle on/off inactive procurement categories would solve this issue and would be simple to implement.
Only Approvers names to appear in Approvers field not ALL employees registered in D365
Please allow to select from all employees who can raise a request (for example Purchase Order) and allow to select to from all employees the names who all can approve the Purchase Order.
This option to add/delete names in Requester and Approver (whatever be the name of field a...
Personalization Not Saving in Vendor Invoice Journal
personalization settings are not saving in the Vendor Invoice Journal, specifically user-created views are not retained after saving
Vendor calendar not consistently respected for subcontracted production orders scheduled backward from delivery date
Problem Statement
There is an anomaly with the vendor calendar in Dynamics 365 Finance & Operations when used with subcontracted production orders scheduled Backward from delivery date.
After act...
Allow excluding Delivery / Confirmed Receipt Date changes from Purchase Order reapproval rules
When Purchase Order Change Management is enabled, changing the Delivery date or Confirmed receipt date on a confirmed Purchase Order always forces the order back to Draft and requires full workflow reapproval.
In real business scenarios, buyer...
Separate Security Control for Purchase Order Creation
Users cannot be restricted from creating new Purchase Orders while still being allowed to create Scheduled Deliveries.
This is because the “New Purchase Order” action is not controlled by a separate security permission.
We request the ability to control these actions separately, so...
Make Purchase Requisition lines without financial dimensions visible
When you use the purchase requisition excel add-in to add lines and leave the financial dimensions empty, the line becomes invisible after you publish it. Even though the line is actually added on the header in F&O.
It is essential you see all...
Configurable Approval Hierarchy Resolution for Purchase Requisitions (Requester vs. Preparer)
Description
Many customers use a preparer/requester model where one user creates and submits purchase requisitions on behalf of another employee.
Currently, approval hierarchies are resolved from the preparer, even when ...
While trying to send the PO with an incorrect request (incorrect order properties, the PO request ends with an error status, but the "Response XML" tab remains blank.
While trying to send the PO with an incorrect request (incorrect order properties, the PO request ends with an error status, but the "Response XML" tab remains blank.
Repro steps:
- Configure a...
STATUS DETAILSNew
Improve performance for validation logic of releasing approved purchase requisitions to purchase orders.
- Issue:
When a purchase requistion is submitted to the workflow, the AccountingStatus of the SourceDocumentLine moves to the FullyDistributed state.
Ideally, once the PR is approved, the status should immediately change to Completed. However, in so...