Ad stock alert functionality to the quote and the sales order line
Comparable to the margin alert functionality, it would be very helpful to have stock alert functionality on the sales quote line and the sales order line.
In the parameters (also comparable to the margin alert parameters) you can activate this option and define the thresholds....
Dynamics 365 Customer contact person preferred communication language
Wish there is an option to easily identify from contact person preferred communication language for purpose to easily better align with potential expected conversations, or conversation results.
Dynamics 365 Customer contact person preferred communication style type
Wish there is an option to easily identify from contact person preferred communication style type (e.g. confidential, sensitive, outspoken, etc...) for purpose to easily better align with potential expected conversations, or conversation results.
Sales order estimated margin calculation
Sales order estimated margin calculation need to give priority for marked transactions if any. Otherwise weighted average cost based on the costing method. Now system is always considering only weighted avg. costing in Sales order line level to show estimated margin even though user marked ite...
Dynamics 365 Customer sales order credit note for item discounts
Wish there is an option to easily process customer credit notes based on sales order item quantity unit price discounts.
Alternative featuring a free text invoice, maybe conventionally helpful, however, featuring a customer credit note based on item sales price discounts, ma...
Run Auto reservation in batch mode for Sales order for Non WMS warehouses
Business scenario : Organization wants to enter the Sales orders for the customer but doesn't want to commit the inventory during the order entry process. The default AR parameter is set to "Manual". User completes entering sales order lines which can be around 30 to 75 lines order. Turning ...
Dynamics 365 Sales region or locality distribution SWOT 2 and 3 way flashcards matching elements profile
Wish there is an option to easily identify SWOT for sales region, city, zip code or locality distribution for purpose of comparisons.
Dynamics 365 Customer sales order lines customized bill of lading with inserted item retrieval picture on layouts print outs
Wish there is the option to include item picture from customized bill of lading print out layout, for purpose of easy auditing, easy visual reading, easy awareness, easy driver identification, easy on boardings, easy inspection, etc..
Dynamics 365 Customer sales order lines setup decision making report
Wish there is an option to easily setup custom sales order lines into decision making report (e.g. deliveries to new city or zip code, new customers, not customers, item grand total quantities, item and customer sales price, customer discounts, grand total sales report, grand total discounts.....
Dynamics 365 Customer sales order posting notification alert conversion policies
Wish there is an option to setup alert notification policies conversion when printing and/or posting a customer sales order (e.g. based on holidays about to be reach, grand total customer amounts to be reach, customer innovation items, customer balance reaching... customer sales order forecast...