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The D365FO workspace Sales order processing and inquiry is filtered on the Sales order "created by" instead of the "sales taker" or "sales responsible".

The sales workspace delivers very powerful tools for a sales taker out of the box but since we cannot change the "created by" on sales order header it is hard to work with it when you also make use of EDI SO processing since the created by is than the admin/service account instead of the real sales taker/responsible. Other scenario is that the person creating the sales orders is not the same as the one who does the follow-up.

The suggestion is to create a parameter to be able to use the: Created by, sales taker or sales responsible in the standard workspace instead of hardcoded the Created by user.

(Configuring a complete new workspace is not an option since this sales workspace contains a lot of functions I cannot configure without customization.)
STATUS DETAILS
Declined
Ideas Administrator

Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing. 

Comments

A

This idea is implemented in version 10.0.13

Issue title: Filter on Sales order processing and enquiry workspace queries on CreatedBy
Resolution: Fixed
KB number: 4533222

Category: Sales and marketing