Prevent Sales Quotation Header from Confirming Until All Lines Are Confirmed
In Dynamics 365 Sales, we are experiencing an issue where the sales quotation header is being updated to a Confirmed status even though not all quotation lines are confirmed. Some lines remain in a Sent status, which results in a mismatch between the header a...
Fix Credit Note Recognition When Using “Credit Note Calculation Enhancement” Feature in Rebate Management
Problem
When the feature “Credit note calculation enhancement” is enabled in Rebate Management, credit notes created from positive/negative lines on the same Sales Order (price adjustments) are not recognized as valid credit notes. These...
Allow inventory counting journal (non‑WMS) to lock inventory at warehouse level instead of site level
Currently, when using Inventory counting journals (non‑WMS), adding an item to a counting journal locks all physical inventory transactions for that item at the Site level. This blocks receipts, transfers, and issues in other warehouses and even other sites, which causes significant business i...
Warning for Missing Batch Number on Transfer Order Receipt
In some cases, when a user tries to receive a transfer order, the system throws the error: “Inventory dimension Batch number must be specified.”
Further analysis shows that the Receive process gets the batch or serial number from the Ordered inventory transactions and us...