Dynamics 365 Supply Chain Management

In an intercompany direct delivery scenario, when an original Sales order is created for this customer with an Item that is not a Configurable item, and the Inter-company Purchase order and Inter-company Sales order is created successfully. When user add a 2nd line for a Configurable item which is not set up to be Direct delivered, when attempt to use the menu option under Sales line > Product and supply > Product model > Configure line, it is greyed out. users need to have the ability to configure items that are Configurable when adding multiple lines to a sales order that is Inter- company.

This behavior impacting the ability to meet customer' expectations, results in dissatisfied which impacts sales. User cannot use standard out of the box functionality to pull in correct requested ship dates on intercompany orders due to this issue. users are attempting to enable configuration that improves the quality of data that are providing to customers regarding when products will ship. The configuration does not work with products that are set up and configured items. It is blocking user from enabling any of this configuration and thus impacting all customer orders.

In different projects we are facing the requirement to pick items based on the receipt date without using batch tracked items or license plate controlled locations. An example for this could look like this:

Receipts:

Receipt of 5 pieces of item A on 11.03.2025 and put away to location 1

Receipt of 3 pieces of item A on 14.04.2025 and put away to location 1

Receipt of 10 pieces of item A on 05.04.2025 and put away to location 2

On-hand:

Location 1 8 pieces with "location-item aging date" 11.03.2025

Location 2 10 pieces with "location-item aging date" 05.04.2025

The on-hand (item on a location) should always contain the date and timestamp from the oldest / first receipt.

In addition to this further location directive action strategies would be required, similar to the already exisiting fifo/lifo picking strategies.

Why are the current functionalites for aging date based picking not sufficient?

Batch tracked items:

If a customer wants all of the inventory to be managed with this kind of receipt dates it would be required to have every single item batch tracked. This would lead to a high effort in every warehouse related process (batch confirmation, batch information registration during receiving etc.)

License plate tracking with aging dates:

This would require a single license plate for each item with a different receipt date and license plate tracking on every single location. Some of our customers are not tracking license plates on their picking locations at all.

Location aging dates:

This would require a lot of physical space in the warehouse since every receipt would need to be put to an empty location to be able to track the aging date per item per location.

Recently we even had one project where the decision was made to use an external wms over D365 wms based on the functionality to have receipt dates per item per location.

Obviously this will not guarantee to have the correct inventory to be picked physically since this will always be decided by the warehouse worker, but it would still be feature that would give some flexibility when it comes to managing inventory based on receipt dates and create work for the locations with the oldest inventory.

We would like to suggest an enhancement to improve monitoring and diagnostic capabilities for auto label printing issues in D365 Finance and Operations, particularly in the Warehouse Management System (WMS) area.

Scenario:

Currently, label printing jobs triggered via WMS Mobile App (e.g. Purchase Receive) are handled via document routing and printer mapping. However, when a print job is delayed or stuck (e.g., print job created but not executed for 30–40 minutes), there is no visibility across the system to understand where the issue lies — whether it’s within D365 processing, the printer server, or the mobile device workflow.

Customer Request:

Add a centralized monitoring mechanism or diagnostic log/tracker that can:

• Trace the lifecycle of a print job (Created > Queued > Sent > Executed > Failed/Success)
• Identify delays between WMS App action and actual printer execution
• Correlate D365 print job with Work ID / LP / User
• Raise warnings or flags if print jobs are stuck in queue over X minutes
• Expose this monitoring view to admin or IT users for faster issue triage

Business Justification:

This will significantly reduce investigation time when label printing fails or delays, especially in high-volume warehouses. Customers expect traceability and diagnostic transparency when using auto label printing features integrated between D365 and external print systems.

Label Layout Datasource in D365 does not allow to delete unwanted tables from Join once it get added. As a result, every time, we need to create a new datasource & add all relationships, labels data field for mapping, which is very tedious work.

-Vendors not populating in purchase requisition line when a released product is selected

-We do not get the vendor list to select from even after using allow all vendors, assigning procurement category at item level and also defining the trade agreement.

-Partner wants to be able to see the vendor list to select from when entering item with procurement category in Purchase Requisition Line.

-If we default a vendor at item master level vendor automatically pops up upon selecting an Item with procurement category, but this does not work for partner as they procure material from multiple vendors.

I would like to propose an enhancement to the current functionality of safety stock pegging options set on coverage groups. The enhancement would allow these options to be overridden on different master plans. This feature would enable us to run one plan with strict safety stock pegging and another without it.

By having the ability to work with two plans, we can achieve the following:

1. Monitor Real Plans: One plan can be used to follow up on actual production and inventory levels, ensuring that we address any potential stockouts or production delays.
2. Manage Safety Stock: The other plan can be used to focus on maintaining and replenishing safety stock levels, ensuring that we have adequate buffer stock to meet unexpected demand or supply chain disruptions.

This dual-plan approach would provide greater flexibility and control over our inventory management processes, allowing us to optimize both operational efficiency and inventory levels.

We have a specific requirement regarding the inventory aging report functionality in Dynamics 365.

Currently, the system displays the age of inventory items per warehouse. However, when an item is transferred to a different warehouse, the aging of the item gets reset.

Our requirement is that the aging of the item should not reset upon warehouse transfer. The aging should continue to be based on the original receipt date — that is, the date when the item first arrived or was purchased by the company.

We are considering using the Product Receipt Date or the Physical Receipt Date from the original purchase order as the reference for inventory aging.

Go to Asset management > Assets > All assets.

Select any single asset and under Maintain, select "Install asset at Location". We are looking for a way to install multiple assets at single locations by allow selecting multiple assets before selecting "Install asset at location" button.

This will make asset installation/transfer easy and user friendly for bulk assets.

If the “Sales order details performance enhancement” and “Sales quotations details performance enhancement” features are activated, the default view/edit mode setting is ignored, and the list of new Sales orders/Quotations and new Order is always opened in the editable view.

It means that the list of the Orders is opened in the editable view and the lines can be at once edit. Also, if a new Order or Quotation is created, the system will at once automatically add to it new empty line ready for editing. If after the creation a new Sales order, go back to the list of Orders using arrow on top of the form, the list will be in editable view.

Activating the “Sales order details performance enhancement” and “Sales quotations details performance enhancement” features can improve system performance when working with Orders, but the default editable view of Orders and Quotations — without the option to disable it — negates their potential benefits.

I hope this bug will be resolved.

Open case ID : When user clicks on the sales order attachment ... - TrackingID#2502271420000074

Presently one our client experienced an annoying issue which was happening for one of the user and only on PRODUCTION environment. Due the nature of this issue we are unable to debug. And even after giving shadow consent of client's environment we didn't get any satisfactory response. Finally asked to raise this idea in the idea portal.

Issue description : One of the user when click on the paper clip button on sales order header form and do some document attachment, when they close the attachment form or back button, the navigation or action pane disappears. This happens only in production environment and particularly with one user only. After closing this sales order form and on reopening only this resolves. We tried multiple thinks like, clearing usage data , browser complete reset, even created the user again in the Prod environment after deletion. None of the things worked.

Workaround: However, during the course one of the user from client side found a link in the lcs of the existing bug which provide some relief. It is Issue # 835670 which ask to use the higher density view. But this is not a permanent fix and user need to switch view multiple time. Please fix this product issue permanently.