The idea here is to remove the restriction on quotations and to allow all of the coupon functionality on quotations and quote origin orders.
All other discount functionality is available on POS so it makes sense to unlock coupons too.
Comments
Hi,Thank you for highlighting these challenges around Project Quotation and Confirmation documents in Dynamics 365 — this is a common pain point we’ve seen across many implementations.Interestingly, Visionet has already addressed these exact gaps with our Customer Quotation Management Accelerator for Dynamics 365 Commerce (B2B).Our solution is purpose-built to simplify and enhance the quotation management process — both from a backend (BDM/documents) and frontend (customer experience) perspective.Here’s how our solution directly addresses your concerns:→ Separate Document Templates for Quotation & Confirmation Unlike the standard project quotation flow where the same BDM document is used for both quotation and confirmation, our solution fully supports separate templates — just like Sales Quotation and Confirmation — allowing businesses to differentiate documents easily with different titles, formats, and messaging.→ Enhanced Document Translation Support We’ve optimized document generation to fully support runtime translations — ensuring that multilingual customers receive correctly localized documents every time.→ More Data & Notes Availability Our solution extends the standard data model, exposing additional tables and fields for BDM. Plus, you can easily configure form notes and custom sections as needed to enrich both quotations and confirmation documents.https://appsource.microsoft.com/en-us/marketplace/consulting-services/visionetsystems.quotation-management-accelerator?search=quotation%20management&page=1&tab=Overview&country=US
Category: Pricing, Discounts, and Taxes
https://experience.dynamics.com/ideas/idea/?ideaid=43403c28-f287-ef11-9442-6045bdb9fcc9
Category: Pricing, Discounts, and Taxes
Administrator on 6/4/2023 7:44:42 AM
Thanks for the feedback. We will continue to monitor the votes to determine its consideration into our feature backlog. - Boyce Zhu, Principal Product Manager for Dynamics 365 Commerce