A frequent requirement for business processes is the ability for sales and procurement to search on the sales/purchase order line by an external item number. Customization is required on every implementation to accommodate the client.
There are translations available through the EDI process, however, EDI is not used by many mom & pop shops which submit their orders via email or fax.
The ability to search by a customer's or vendor's external item description offers greater productivity to our clients via increased speed of order entry and minimizing errors.
Likewise, this functionality allows Microsoft clients greater flexibility and efficiency in serving their customers, creating an enhanced user experience for all parties involved.
Regards,
Laura Medbery
Business Analyst
Comments
Standard functionality in a legacy 20 year old system. We use our code and customer code for a product interchangeably. Should be standard functionality in Dynamics.
Can someone share the customisation?
Category: Sales and marketing
This is a critical need for our business. Customers, normally the larger/national retailers, regularly call and place orders using their own part number. We've built a customization that will allow our call center agents to 'tab off' our search field and we can give them the option to see an items external item description, but that is not an elegant solution and is sometimes missed/forgotten and we frustrate our customers.
Thank you,
Tom
Category: Sales and marketing
Under review since 2018?
Highly needed feature that was submitted 5 years ago :(
Category: Sales and marketing
Yes, this is needed. Please expedite.
Category: Sales and marketing
yes.. still needed. would be nice to add via the search criteria for sales.
Category: Sales and marketing
yes.. still needed. would be nice to add via the search criteria for sales.
Category: Sales and marketing
I realize this is an old thread, but we are looking for this exact functionality. Surprised it is not in the product yet, or perhaps it is and I just can't find it in the setups.
Category: Sales and marketing
Agreed this option is in almost every other ERP i have worked in and is a required field search.
In fact i am confused why in a So/PO and products that every field is not available for searching.
Category: Sales and marketing
We've made this customisation for several clients too.
Its simple enough to do and should defintely be part of the standard product offering.
Category: Sales and marketing
Yes please! This would allow us to more efficiently serve our customers and speak their language- nothing would be lost in translation.
Category: Sales and marketing
Administrator on 4/19/2019 12:17:49 AM
Appreciate you taking the time to submit the product suggestion. We will monitor the votes and other feedback to consider in future backlog.
Lachlan Cash – Principal Program Manager - Microsoft