Hi, we are implementing Dynamics 365 on Premises and our issue/gap and big Anomaly is that the Restricted Item for Regional List does not work for Item Requirement or Sales Order cominig from a Project but it works just for the Sales Order made on the Sales and Marketing module. I think should be great, for the system, to have this functionality extended also to the Project Module
Thanks
Cristian Trimboli
Comments
Given this already exists for normal Sales Orders it seems that this is an essential function for Project SOs also and needs to be implemented. Its currently impossible to build a project based global shipping workflow without resorting to external systems for enforcement of regulatory compliance.
Category: Project Invoicing
Yes - this is something I would greatly like to see implemented and would mean I could restrict regions to ensure nothing gets shipped to areas where they are not authorized/legal. This will be critical to maintenance of both regulatory and legal compliance.
Category: Project Invoicing
This issue needs resolving. If the restricted item functionality works for a Norman SO, then it has to work for a Project Sales order as well.
Category: Project Invoicing
Extending this functionality would definitely improve consistency and control across modules. It’s a great suggestion that could benefit many users working with project-based processes in Dynamics 365.
Category: Project Invoicing
The restricted regions feature is required for compliance within our distribution workflow. This is essential to ensure the correct product is shipped to the correct region and countries do not receive products that are not regulated for use in that country.
Category: Project Invoicing
Great idea!
Category: Project Invoicing
We've come across the same issue that's quite serious in our pharmaceutical implementation of D365. The restricted regions feature is essential for compliance, especially when it comes to making sure products aren’t shipped to countries or areas where they’re not authorised.At the moment, this control seems to work fine when raising a standard sales order – but not when the order is created via a project. From a business and compliance perspective, this is a major concern. There’s really no reason the system should behave differently depending on how the sales order is raised. In regulated industries like pharma, this kind of inconsistency could lead to product being sent to restricted territories, which has significant legal and safety implications.We’d really appreciate it if this could be looked at with urgency. It’s a critical control and needs to be applied consistently across all sales processes.
Category: Project Invoicing
A Project Sales Order and a normal Sales Order to all intents and purposes for the sales teams are exactly the same, apart from the obvious point that a Project SO is for a project. Basic functionality, which has been around for years, such as Restricted Products should be available to a Project SO. I was surprised to learn that a Project SO doesn't allow this functionality.
Category: Project Invoicing
Administrator on 5/6/2019 2:39:10 PM
Thank you for the suggestion! This has been added to our roadmap and will be considered for a future release.
Regards,
Kim Nelson
Program Manager, Project management and accounting
Microsoft