Cursor default position on Return Order does not default to 'Item Number' field


The default cursor position when creating a Return Order via the Retail > Customer Service does not start on the 'Item Number' field but starts on the 'Quantity' field. 1) Navigate to Customer Service Menu 2) Find Customer 3) Select 'Return Order' 4) Select OK This behavior is not consisten...

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review

Block users from changing personalizations & workspaces (but keep whats been imported for them)


We want to be able to create a suite of peronsalizations and workspaces for a group of users but then prevent those users from making any further changes to those peronsalizations and workspaces. D365 currently does not appear to allow this functionality. When de-selecting 'Personlisation allo...

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Category: User Experience (124)

STATUS DETAILS
Planned

Improve erratic Sales Order form grid behaviour


SR Number: 119052425001510 Setup: Generate a new Sales Order. On the Sales Order form set the following: 1. Collapse the Action pane 2. Minimize the Sales order header 3. Maximize the Sales order lines 4. Minimize the Line details This setup is in-order to view as many Sales Order lines as pos...

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Category: Sales and marketing (133)

STATUS DETAILS
Under Review

Extend Credit Limit type to include Balance+Confirmation


Could you please extend the Credit limit type functionality in Sales ledger parameters to include one that is Balance+Confirmation. This would mean a customer available credit limit is only reduced at the point a Sales Order has a confirmation journal created and the document status changes to...

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Category: Accounts Receivable (107)

STATUS DETAILS
Needs Votes