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Receiving Invoices: Dynamics GP Communicating with Dynamics 365 Field Service

Dynamics 365 Field services communicates for Dynamics GP in terms of invoice total but would like for Dynamics GP to also reflect when the invoice has been received by changing the CRM Purchase Order PO System Status to "Products Received" once GP has given a receipt number.

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Category: Distribution - Purchase Order Processing (59)

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Needs Votes
1

SEARCH MULTIPLE SPECIFIC PURCHASE ORDER NUMBERS AT THE SAME

Would like if there was a functionality to search multiple specific purchase order numbers at once perhaps under Purchase Order Processing Document Inquiry. It would also be beneficial for that information to be able to be exported into an Excel spreadsheet for reporting.

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Category: Distribution - Purchase Order Processing (59)

STATUS DETAILS
Needs Votes
7

SSRS Historical Received not Invoiced Report does not include shipments associated with PO's in history

If a shipment is associated with a PO that is in the history tables, it will not appear on the Historical Received not Invoiced SSRS report. The report should include these as historical PO to have a complete view of historical shipment and when they were invoiced.

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Category: Distribution - Purchase Order Processing (59)

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Needs Votes
1

Data Check before PO status can be moved to 'Closed'

Currently you are able to change the status of a PO to closed if it has a shipment recorded against even if the shipment has not been invoiced. This action stops the ability to invoice match against the shipment receipt. There should to be error checking to validate that to close a PO/PO Line al...

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Category: Distribution - Purchase Order Processing (59)

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Needs Votes
1

PO Required Date

Currently DYNAMCIS GP defaults the PO date to the PO creation date, users forget to pop the date window and update the required delivery date. An option to set a Default Required date incremented by a number of days from today would be good. i.e. in PO set up have company default PO Days to in...

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Category: Distribution - Purchase Order Processing (59)

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Needs Votes
3

Purchase Order Transactions navigation list to include POs that are in the History file

Would like the Purchase Order Transactions navigation list to include POs that are closed and canceled, but in the in the History file. As soon as you use the routine to move the closed and canceled POs to history, the documents no longer show in the Purchase Order Transactions navigation list.

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Category: Distribution - Purchase Order Processing (59)

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Needs Votes
1

Requisition to Purchase Order creation Process

Currently when a Requisition is purchased using the PO Preview window similar line items automatically get combined into a single PO line. The process only looks at a few of the line item fields, such as Item number, site, unit cost, vendor and required date. Unfortunately line item descript...

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Category: Distribution - Purchase Order Processing (59)

STATUS DETAILS
Under Review
1

Purchasing Invoice Batch Approval Workflow

Would be nice if there was a purchasing invoice batch approval workflow like other transactions/batches have as options so you wouldn't have to approve PO invoices one at a time.

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Category: Distribution - Purchase Order Processing (59)

STATUS DETAILS
Under Review
1

Receivings Batch Approval Workflow

Would be nice if there was a receivings batch approval workflow like other transactions/batches have as options so you wouldn't have to approve receivers one at a time.

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Category: Distribution - Purchase Order Processing (59)

STATUS DETAILS
Under Review
1

Receivings Transaction Inquiry Zoom Window

It would be nice if the Receivings Transaction Inquiry Zoom window had an "Apply" button to show the user which check(s) were applied to the invoice without having to go to another inquiry window to figure it out.

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Category: Distribution - Purchase Order Processing (59)

STATUS DETAILS
Under Review