Suggest a new Idea

  • 91

    Lead time by Vendor

    Suggested by Uwe SchlagmuellerPlanned – Long-Term 6
    Category: Procurement and sourcing

    In addition to the current lead time setup and calculation, a default lead time by vendor should be added to the vendor card. In several scenarios we had one vendor supplying 50K plus different products and maintaining the lead time per product is not really feasible. This is only the default vendor lead time, any other lead time calculations can stay as they are. 

  • 66

    Shipment date on Purchase order

    Suggested by Fredrik SætreNew 16
    Category: Procurement and sourcing

    Most vendors operate with a "delivery date" being the date where the items are shipped from their site or most often based on Delivery terms. So depending on the Delivery terms (Incoterms)  the concept of delivery date changes. EXW often means a long lead time from shipment to delivery as opposed to DDP where shipment = delivery. There is a lot of misunderstanding with these concepts and that often leads to late deliveries... 


    This means we need a similar feature on shipment and delivery as on the purchase order. Most vendors assume the delivery date is their shipment dates. It is a tough sell to change this, so a feature supporting this is sorely required and something we always do for our customers.

  • 45

    Emailing a Purchase order to a vendor

    Suggested by Microsoft – Under Review 1
    Category: Procurement and sourcing

    With the "EDIT" button in the printer set up screen I have three ways to let the system find an email to send a Purchase order to a vendor. But the most logical way, what the user expects, using the email on the contact that is linked to the Purchase order, is not available. Because the email address of the contact chosen on the PO header is copied to the PO header, the user is perplexed to find out that this email is not the one the Purchase order is sent to unless this same email is defined again in the contact info of the Vendor. I suggest a fourth way to email is added under the EDIT button of the print set up of a Purchase order, being 'Use the contact email address".
  • 34

    Add an approved purchase requisition line to an existing PO

    Suggested by Corey WarawaPlanned – Long-Term 3
    Category: Procurement and sourcing

    Adding an approved purchase requisition line to an existing unconfirmed PO would address the following scenarios:



    1. The Buyer overlooked the approved requisition line when the PO was created.

    2. A minimum PO amount is required to receive a discount with the vendor.


    The addition of this functionality would eliminate potential confusion with vendors as it would reduce the number of POs directed to them.  Furthermore, it would reduce internal effort required to receive the goods, process invoices and follow-up on any issues that arise.


    This function should be added to the Release approved purchase requisitions list page.  During the process, D365 would need to compare the accounting date on the requisition line to the PO.  If these differ, the user should be asked if they wish to proceed using the accounting date already on the PO header.


    Similarly, it would make sense to be able to “pull” an approved purchase requisition line into a PO.  The PO would have a function where the Buyer would see all the approved purchase requisition lines available to add to the PO.  The accounting date comparison and notification would be performed as identified above.

  • 29

    Add default underdelivery and overdelivery percentage fields to Procurement categories

    Suggested by Corey WarawaPlanned – Long-Term 1
    Category: Procurement and sourcing

    All PO lines created for procurement categories set the underdelivery and overdelivery percentages to zero since these cannot be defined on procurement categories.  Accordingly, the PO line for a procurement category must be edited each time it needs to be overdelivered or cancelled (underdelivered).


    Providing this configuration ability will allow organizations to improve PO receiving efficiency within their defined company tolerances.

  • 29

    Ability to split a purchase requisition line to multiple purchase orders

    Suggested by Corey WarawaPlanned – Long-Term 0
    Category: Procurement and sourcing

    During the procurement process it is quite common to acquire the requested goods from different vendors - either external or intercompany.  In these situations, it would be very useful to be able to take a single approved purchase requisition line and create purchase orders for multiple vendors to fulfill the requirement.


    For example, a quantity of 100 items is requested in rush fashion using a purchase requisition.  During sourcing, the Buyer determines that a single vendor cannot supply all 100 items in a timely fashion.  Accordingly, they will source the goods from multiple vendors.


    Currently, the only options to handle this using standard D365 functionality are:



    1. Create a PO for one vendor from the approved requisition line; adjust the line amount; and manually create additional POs for the other vendors and quantities.

      • This makes it very difficult to trace the items from the purchase requisition to the PO for follow-up and audit purposes.




    2. Cancel the approved requisition line and ask the requester to create a new requisition with multiple lines representing the number of vendors that POs will be created for.

      • This is extremely inefficient and very frustrating for the requester as they have already followed the process to request the items and should not have to create another requisition simply to address the fact that the items need to be procured from multiple sources.



  • 23

    Vendor onboarding approval workflow

    Suggested by Vinod KesavanPlanned – Mid-Term 2
    Category: Procurement and sourcing

    Before the vendor can be transacted, it should be reviewed by finance related information like bank accounts, payment method in order to avoid fall over during generation of payment file

  • 18

    Purchase requisition... add to existing PO

    Suggested by Microsoft – Planned – Long-Term 3
    Category: Procurement and sourcing

    We are getting questions lately about this feature that seems like a nice logical enhancement of the existing 'consolidation' of approved purchase requisitions. This feature would find open Purchase orders for the item-vendor combination that was just approved and would allow the user to update an existing PO to handle the approved requisition line quantity.

  • 18

    Create one PO from a Consolidation Opportunity when the Requested dates are updated on the lines using the Bulk Edit function

    Suggested by Corey WarawaPlanned – Long-Term 1
    Category: Procurement and sourcing

    Create one PO from a Consolidation Opportunity when the Requested dates are updated on the lines using the Bulk Edit function.


    The consolidation opportunity is often used to group purchase requisition lines for similar products to streamline the procurement process with a vendor.  However, current functionality does not support this when multiple lines with different requested dates and accounting dates have been added to the opportunity.


    The process is as follows:



    1. Set the Use requested date as accounting date parameter in the Purchase requisition control rule policy is set to "Yes".

    2. Create and approve requisition lines with different requested dates (accounting dates will match the requested dates based on the parameter in step 1).

    3. Create a consolidation opportunity and add the lines created in step 2 to the opportunity.

    4. Update the requested date and vendor on the opportunity lines using the Bulk edit function.  The accounting date will automatically update to match.

    5. Close the consolidation opportunity.

    6. Multi-select the consolidation opportunity lines and click the Create purchase order button.


    Current functionality will result in multiple purchase orders being created (corresponding with the lines that originally had different dates).


    This is not intuitive or productive.  Now, the procurement department needs to either:



    1. Manage several purchase orders for the same vendor instead of having all the consolidation opportunity lines appear on one purchase order; or

    2. Manually delete the "extra" purchase orders and add the lines to one of the POs that was generated.  This will result in the reference being lost between the requisition and the purchase order.

  • 18

    Enable intercompany with sales / purchase categories

    Suggested by Herman van NiekerkenPlanned – Long-Term 2
    Category: Procurement and sourcing

    In AX you can use the intercompany purchase / sales order for items only. Why not make it possible to also purchase / sell with a category in intercompany situations?


    The sales / purchase categories are already global, so it seems technically feasible.


    After the IC-connection between a customer and vendor is activated, currently you cannot use categories in the sales / purchase order anymore. You get an error that it is not allowed.