Currently, in Dynamics 365 Finance and Supply Chain Management, when using a saved view with filters in the All-Sales Orders form, clicking New to create a sales order clears the saved view filters and marks the view as modified. Even if the new order creation is canceled, the filters remain removed until the form is closed and reopened.

This behavior is confirmed as by design, but it can be counterintuitive for users who rely on saved views to quickly filter and access customer-specific orders. Preserving saved view filters when creating a new sales order would improve usability and reduce additional steps for end users.

Proposed Improvement:

Provide an option or enhancement to retain saved view filters when clicking “New” in the All Sales Orders form, allowing users to maintain their context without reopening the form.

Benefits:

• Streamlines workflow for users managing frequent or filtered sales orders.
• Reduces confusion and perceived loss of saved views.
• Improves user experience and efficiency in Accounts Receivable / Sales Order Management.