Dynamics 365 Supply Chain Management

Add the scheduling direction option to be set directly on the Master Plan.

The setting to be used in the Master Planning/Planning optimisation run and to be used in the firming process of planned orders for the Master Plan record, given that rescheduling occurs during firming.

When you receive a PO order by using a Voyage (then a Good in transit) it’s very important to generate quality order only for the vendors that requires a quality check. 

but currently we only have following three types: sales, Purchase, Route operation are support for account code, Vendor selection is not enabled for Goods in transit order.

This is very critical for customer business, for example: for the same item I can have 2 vendors, 1 internal and 1 external, I must have the possibility to automatically generate quality orders only for the external vendor.

POs received by using the Good in transit are like normal PO and will need to have the possibility to manage different quality association per Vendor. This is very important for all our customers that are using the “Landed costs” module and the “Quality management”.

The form pattern of Sales and Marketing > Sales Orders > Open Orders > Backorder Lines does currently not support the usage of use form filters.

Form filters set by the user will not be applied if they are saved and the form is closed and re-opened.

The form was transferred from AX2012 and should be reworked to match the user-experience expected for D365FO.

I need a field in the inventory transactions where I can sort in order of occurrence.

I tried using the advanced filtering, but the sort or the Record-ID gets removed anytime I apply any other filters, and also when I export to Excel.

Please add the Record-ID as a field in the inventory transactions.

Materials Support Department needs some changes to the Scanner App they use to perform inventory functions. This solution should resolve the following issues:

1.      Change the default quantity for inventory transfers

o  Current state: After location and part number are entered, the transaction quantity defaults to the entire quantity in the location.

o  Future State: Should be changed to a zero quantity or left blank so that it forces the operator to enter a quantity to continue with the transaction

o  Will save Approximately 3 seconds per transfer

§ Our current average is 38.89 seconds per WMS transfer

§ Expected to reduce average transfer labor time by 7.7%

2.      Change the way inventory cycle count adjustments are done.

o  Current state: there are 2 different buttons; one is pressed when inventory needs to be adjusted down, and the other when inventory needs to adjusted up.

o  Future state: We would like one button where the quantity in the location is entered and the addition/subtraction is done behind the scenes, along with the inventory transaction to adjust inventory up/down

o  Will save Approximately 15seconds per count

§ On average a single operator in hour can complete 64.17 counts (or 1.07 per count average)

§ Expected to reduce average count labor time by 23.24%

3.      Allow operator to go back to previous page in warehouse transfer menu

o  Current state: If user makes an error, there is no way to visit previous page, to correct error. User must re-start process. Verification is currently based on location

o  Future State: Implement a way to visit previous page, to correct any data entry errors so user does not need to re-start process. Verification needs to be based on Quantity

o  Time saving unknown, depends on user error rate.

In the current version of the warehouse mobile application, there is a feature limitation related to label printing. Specifically, users are unable to change the current or specific User ID associated with the Reprint Label menu item. 

This restriction can impact the efficiency of warehouse operations, as it prevents the reassignment of damaged labels to different users when necessary. 

For instance, if a label needs to be reassigned due to a change in personnel or task allocation, the inability to update the user ID can lead to confusion and delays. 

This limitation is particularly challenging in dynamic warehouse environments where roles and responsibilities frequently shift. Additionally, if labels become damaged and need to be reprinted, the inability to change the user ID can further complicate the process, causing additional delays and inefficiencies. 

Addressing this limitation would enhance the flexibility and functionality of the application, allowing for smoother and more adaptable warehouse management processes. Implementing a solution to this issue would not only improve operational efficiency but also ensure that the application meets the evolving needs of warehouse staff.

Since 10.0.41, user is unable to change the Asset id anymore. Can you please bring this feature back?

In the inventory value report, it would be nice to be able to filter on the reference field (on totals level).

E.g. filter on produced quantities only.

This currently does not work properly in the system

In retail, there are several cases where the vendor may invoice a customer for an inventory item with a quantity higher than the original Purchase Order (PO) and/or Product Receipt. E.g. PO was raised for an inventory item quantity of 10, Product Receipt was completed for that item for a quantity of 10 (many large operational issues can contribute to this) and when the invoice comes from the vendor the quantity for the item is 12.

There are other matching policy options in Accounts Payable setup, including the ability to have a matching override (which is vendor specific). However, even with a matching policy override by vendor, the system still requires over delivery to be configured and the over delivery percentage set on the item. The issue here is that an item can have many approved vendors. So even if the override matching policy is vendor specific, to get that to work your customers need to open the door to over delivery on the item, which in most cases means we lose further receipting control.

In some scenarios, warehouse workers need to create a new license plate during item movement within the warehouse.

For example, a worker picks up a box of items and moves it to a new location. In this case, the box represents a license plate. During the movement, the worker clicks on ‘Override LP’ to create a new license plate, which then becomes the identifier for a pallet.

After completing this movement, the worker picks up another box and moves it to the newly created pallet. During the movement of the first box and the creation of the new license plate, a license plate label should be printed. However, when the system prints the license plate label, it still displays the old license plate ID.

The root cause is that the printing process occurs before the put step. To resolve this, it would be beneficial to implement a solution that ensures license plate labels are printed after the put step.