Prakher Jain

Go to released products. Click on the Manage Inventory tab and select default order settings. Click on "Default order settings".

This completely changes the form layout and the customer is unable to revert back to the normal form layout. As a workaround, customer remove the usage data entry for this form in order to reinitialize the layout.

The idea is to provide a reset method to re-initialize the layout instead of the removal of usage date entry for this form.

When setting up the automatic release of sales order batch job, we switched th Credit limit type = None in the parameters.  

The Infolog continues to be contain credit limit messages: i.e.

Credit limit exceeded Open balance: 3,007,009.46 Current order: 10,410.24 New balance: 3,017,419.70 Credit limit: 2,300,000.00 Credit excess: 717,419.70

Customer wants to remove this error as it's creating a lot of noise in the environment.

This issue applies to advanced notes being duplicated on each new line when a delivery schedule is created on a purchase order. Each time a new delivery schedule line is added, the advanced notes associated with that line are duplicating.

Customer wants to remove the duplicating lines in the attachments.

We currently use the Load Receipt and Put away menu options for the receipt of inbound orders. When an ASN is received, a Load is subsequently created to begin registration of PO items. We discovered that the loads line are split as well as the lines on the packing structure. This complicate the put away process. The multiple load lines created makes the put away step happen in trickles hence requesting for a Target License plate.

Customer wants to full LP quantities to be put away in a lump sum.

Client forecast over 5000 items on a monthly basis. They process in excess of 125 changes to the generated future forecast before running forecast authorization process. To manually adjust the forecast prior to authorization each record must be opened and maintained. These forecast changes consume way too much of the planners time each month.

The issue customer is facing is that there is not a separate option for form notes on the Sales order – quotation confirmation. As per standard functionality we are able to go into Accounts receivable > Setup > Forms > Form notes, click New, select a Form from the drop down menu, and then add specific notes that will print on that form:

If we notice in the list, there is not an option for the “Sales order – quotation confirmation”. The system seems to be using the “Sales order – confirmation” form notes for this report, even though they are separate reports.

Based on the existing functionality, Customer would expect there to be an option to choose “Sales order – quotation confirmation” in this form notes setup in order to have unique notes printed on this specific form.

For easier transactions analysis and reporting we would like to have the vendor's name and vendor ID fields populated for PO receipt vouchers. The feature adding vendor ID and vendor Name for voucher transaction list page was already enabled but do not work as expected. The vendor information is populated for vendor invoice voucher but not for the PO receipt the vendor ID and name are blank.

Customer wants Vendor Account number and Vendor name should be displayed for voucher transactions in Receipt >> Product receipt >> Vouchers.

When sales order data is copied from Excel to D365FO, items are not translated. But, when customer do the same action for POs, items get translated. Need help to figure this issue.

Customer Ask: Customer must use the copy paste functionality in the Sales Order Line, just as they do in the PO line. Customer have over 300 different sales order lines.

Manually, it takes too long and has an impact on our business.

When customer settle vendor transactions (invoice with payment) in currency different than accounting currency system creates realized gain or realized loss. During this operation system doesn't verify account structure which is required.

Customer ask - System creates new ledger transaction without required dimensions. In the vendor payments it is not validating and thus in voucher transactions its not showing dept, cost center. But, when customer try to create transaction in general journal on account, system validates with account structure.