Multiple Invoice download
Ability to download multiple sales invoices at one time. Currently D365 only allows you to download one sales invoice at a time which then needs to be saved - causes huge delay when issuing sales invoices (500+ a month) to our internal customer.
Sales ledger - Invoices - Invoi...
Adding favourites in search field or in the window for the functionality
Idea to add favorites with search functionality and / or in the window. At the moment only way is to search the functionality through modules.
Extended prompt to include information about price on ship date change
Extend prompt with price section on ship date update on the sales order header to preserve the original price which was applied to the sales order lines at the time of sales order creation. This will allow to keep the original sales prices which are now being overridden by the actual sales prices.
SLA for Ideas
The consultant may be spent 1 day or 1 week to confirm his idea implemented or not. I can see here many ideas under review from 1 year without a response from Microsoft team. so I to suggest SLA for Every step and acknowledged for idea owner and others. Also, Based on which criteria (idea ac...
Email Validation
Currently when users enter email address on order headers, etc. it is not validated for proper format. This causes issues with auto order confirmations and shipping notifications as you can not easily find that an email was not sent.
Thank you
Sync party numbers and account numbers
AS IS: When a new customer/vendor (with an automatic number sequence) is generated, the party number and account number never match. Example for 'Company A' PARTY0001 - Company A (party) ENT1CUST0001 -Company A (customer role in entity 1) ENT2CUST0001 - Company A (customer role in entity 1) ENT1...
Sync party number and account numbers
AS IS: When creating a customer/vendor with a new number sequence is generated. The party number and account number (in different legal entitites) never match. Example for 'Company A' PARTY0001 - Company A (party) ENT1CUST0001 -Company A (customer role in entity 1) ENT2CUST0001 - Company A (cus...
Expand the All Delegates feature introduced under Project management and accounting to other areas as well
It is a common requirement to have ability for people in a department to setup delegates for any kind of workflows, if someone is out of office. As of July 2017 update, there is an ability in Dynamics 365 for Operations to setup delegates for time sheets approval. If this could be extended to ...
Invoices and reminders must be able to be sent to different partners instead of the ordering party
Invoices and reminders must be able to be sent to different partners instead of the ordering party (e.g. joint purchasing organization for a group of independent companies). In the case of purchasing companies, it is often the case that an affiliated company orders in its own name, but the inv...
Charge code - allocating cost to item lines on a already fully invoiced purchase order
Business case: allocating charge code (extra cost on invoice) cost to item lines on purchase order (Item-Customer/Vendor posting). Today this functionality works as intended when there are remaining PO lines to invoice, but however if it arrives an invoice with charge code onl...