Dynamics 365 Supply Chain Management

i logged an issue (330108) at LCS and colleagues informed me to introduce this as new idea.

issue is, that the customer uses the rebate management-feature and as well projects, respectively have project-invoices.

unfortunately, the rebate-management-module is not supporting project invoices, whilst"normal" sales orders are reflected correctly.

I herewith strongly suggest to include them in the feature, at least by setting a boolean to define if to "include project invoices" or not, as soon as the source-type of the rebate deal is set to "invoice"

thank you,

Andreas

The issue is that when we go to the Inventory transaction and saves a new view that filters the transaction records by reference and select it as the default view (pined), the saved view doesn’t return the desired filter on the first try. You can then choose an other filter, go back to the pined one and now you have the desired result

Wish is to get the desired result in first execution.

I have seen and studied this pre-view "Approved Customer List" ( 10.0.0.43 ) which I find very interesting, what I think could be useful is to also have the option to "exclude" certain products\variants and not just include. With the current function, if I want to exclude some items\variants for a customer, I should create a group with ALL the items\variants and then go and remove what I want to exclude. In addition to being inconvenient, this would force you to maintain the group every time new products\variants are created that otherwise the customer would not see.

Transport loads are useful to load license plates onto trucks. If the license plates have been picked for sales orders with order type "sales order" then a packing slip can be posted for the transport load. If, however, the license plates have been picked for sales orders with order type "item requirement" then the posting of a packing slip on the transport load is not supported. The idea is to support the posting of a packing slip on transport loads for license plates that have been picked for sales orders with order type "item requirement".

Hello Team,

Though we have the ability to use the Excel- Add in functionality. Users would love to have the functionality to add a new column to the PR line named "Financial dimension" which would enable business to have a better view when dealing with 50-80+ PR lines. This would also enable user to update the same from the PR line view instead of using the Excel-Add in functionality.

imagine following scenario: some users in the purchasing department are only working with intercompany vendors. For these users, a view, called "IC purchases", has been created on the 'all purchase orders' form, that filters on e.g. the vendor group 'IC'. When such user adds a new purchase order for an intercompany vendor and returns to the 'all purchase orders' form, the grid is showing the PO's from all vendors (view is broken and shows an asterix next to the view name > IC purchases*. Switching back and forth between standard view and the IC purchases view doesn't to a thing, The only way to reload the correct view is to reload the entire page.

As MS is heavily promoting the use of saved views, and customers are relying on them, I think the use of the saved views should be made much more user friendly by not 'forgetting the filters'.

Side note: if, in the above scenario, such user would be creating a PO for a NON IC vendor, then I think it would be logical that the user will NOT see this order, when he/she returns to the 'IC filtered' PO grid, as it would be filtered out.

Currently, when the print step on the work template is not mandatory, the print step is skipped automatically by the mobile device. It would however be very useful if the user would be prompted with the question if they want to execute a print or not on the mobile device. This will allow the user to, for example, during sales picking choose to print a label when a new license plate was generated, and to decide not to print a label when the original label was used.

Enhance the Warehouse Management app by introducing environment-dependent UI configurations to improve user awareness and reduce the risk of errors. Many customers use multiple environments like UAT and PROD, and users frequently switch between these for testing, training, or live operations. Currently, once logged in, there is no visual indicator of the environment the user is in, which can lead to mistakes, such as performing actions in the wrong environment.

This improvement proposes adding distinct visual cues—such as an environment-specific header, background color, or image—that change dynamically based on the environment the user is connected to (e.g., UAT or PROD). This feature would ensure that users are immediately aware of the environment they are working in, thereby reducing errors and improving overall efficiency and safety in warehouse operations.

In workspace Maintenance request there is at tile for creating New request.

It would be great to have the same possibility in work order management workspace for creating new work order.

BOM Comparison does operate as such now, they compare between formulas of different products.

However, if an item with a formula is included inside a formula of another item which I compare. It doesn't show its components. Just the item name.

Therefore, we're raising this idea as I'd like to know all the components included in the final product and it's sub-products in the comparison without adding the sub-component individually.