Enforce entry of Contract Start and End dates when Revenue Schedule is provided on Sales order line
The system provides a warning when keying in a line on a sale order that has a Revenue Schedule if the Contract Start Date and/or End Date are blank. However, if the line is added to the order in any automated way, there is no warning. This means the order can progress to confirmation and invoi...
Rebate Agreement Start Date and Expiry Date columns should be filterable and sortable
On the customer and vendor rebate agreement list screens, the Start Date and Expiry Date columns should have standard filter and sort capabilities. There is no downward carrot on these two columns, so I can't filter or sort from grid. The standard view default sort is on Start Date ascending, ...
Dynamics Excel Add-in filter with list of values
The Dynamics 365 Excel Add-in should support a filter using a list of values. This is a capability that the Excel Add-in for AX had, via a comma separated list of values you could paste into the filter on a given field. The Dynamics 365 Add-in does not seem to support any "OR" filtering and ...
Ability to add customer address elements to All Customers grid
It would be extremely helpful to be able to add fields from the Addresses table to the "All customers" list grid page. This is something we had in AX 2012 that doesn't appear to be available in D365 F&O. The join was through the Primary address only, but even that was extremely useful to be ...
Task Recorder should support Print Management override
Currently the Task Recorder doesn't support using right-click context sensitive menus in recordings. Therefore, RSAT testing tool cannot be used when navigating the Print Management screen, where the Override/Remove Override toggle, as well as Copy option, are only accessible using Right-Clic...
Find Prices inquiry should show clear distinction between Sales, Purch and Trade agreement data, all with precision
The "Find Prices" inquiry, accessible from Sales and Marketing menu or from a Sales order line under Financials menu, has three sections: Trade agreements, Product Price, Product Cost. But in some scenarios, the Sales pricing from the released product is being displayed over in the Trade Agre...
Find Prices inquiry needs usability improvements when accessed from Sales and Marketing menu
The "Find Prices" inquiry, when accessed from the menu path Sales and Marketing/ Prices and Discounts, needs several usability improvements:
1) When first accessed from the menu, there should be no prices on the screen until you enter ...