Undo calculate when Approve is checked
There is a scenario which would need to be considered to have it changed. Hierarchy is not taken into consideration during the calculation/approval and transfer step. In Time and Attendance, the calculation Is performed by a team leader or supervisor. A calculation group can be set up in order t...
T&A / Undo "calculate" when "approve" is checked
There is a scenario which would need to be considered to have it changed. Hierarchy is not taken into consideration during the calculation/approval and transfer step. In Time and Attendance, the calculation Is performed by a team leader or supervisor. A calculation group can be set up in order t...
Add charges to transfer order lines based on freight rates
The following scenario has been raised and should be considered subject to change: • Create a purchase order for item Y into warehouse X. • Receive the purchase order. • Crete a transfer order for item Y from warehouse X to warehouse Z. Both warehouses are warehouse-management-processes enabled....
Document templates "Record for id GUID not found",
After the production environment has been refreshed back to the UAT environment, an error message is triggered, stating "Record for id GUID not found", when trying to make us of document templates. Further reference to https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/off...
Verification needed to disallow users creating purchase orders with ‘Accounting date’ in an closed or non-exiting period.
Users may mistakenly add an ‘Accounting date’ for a period in a calendar year which does not exist. If this is the case, the purchase order will be blocked until the period in the first available year is opened for the Purchasing module. A check should be considered, to disallow users, to add a...
Document Handling - Attachment to Invoice journal (VendInvoiceJournal) form
For business processes using attachments on, both, Purchase order headers and Invoices, the current way the system is handling attachment is inconvenient, as in the frequent situation where, several invoices are posted against a purchase order and each invoice is having an attachment, having an/s...
Cancelling an original sales order line (Deliver remainder) does not cancel the intercompany order lines
There are many business processes which do not require or cannot use direct delivery to perform the daily activities, this is why the below referenced scenario is highly impacting the business processes. When cancelling the deliver remainder on the original sales order, the chain is not synchroni...
‘Post to Deferred Revenue Account on Sales Delivery’ - service items
There are situations where customers, having particular business processes, are in need of posting deferred revenues on sales delivery for service items. With the current model, the system, is not allowing enabling the ‘Post to Deferred Revenue Account on Sales Delivery’ parameter on the Item mod...
Purchase requisition permissions cannot be disabled
We have the following scenario: When creating purchase requisitions, one can only create purchase requisition for yourself (as Requester) or for people that are attached via Procurement and sourcing > Setup > Policies > Purchase requisition permissions. This means that this functionality cannot b...
Sales order copy when warehouse management processes are used
There are customer business processes where there is a need to accommodate the following scenario: When copying a sales line which has a warehouse management enabled warehouse and a location added to the line, upon making use of the Copy sales order function, the system, will copy the Location as...