User Profile

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...

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1 Comments

Category: Sales and marketing (694)

STATUS DETAILS
Declined

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, ...

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0 Comments

Category: Sales and marketing (694)

STATUS DETAILS
Declined

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 ...

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0 Comments

Category: Office Integration (54)

STATUS DETAILS
New

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 ...

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0 Comments

Category: Accounts Receivable (374)

STATUS DETAILS
Needs Votes

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...

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1 Comments

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1 Comments

Category: Regression Suite Automation Tool (RSAT) (58)

STATUS DETAILS
New

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...

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0 Comments

Category: Sales and marketing (694)

STATUS DETAILS
Needs Votes

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 ...

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0 Comments

Category: Sales and marketing (694)

STATUS DETAILS
Needs Votes