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Please can we have lot expiry dates within lot tracking for perishable goods
We have a prospect for D365F who will need to use lot tracking and serial numbers with their inventory. The roadmap https://roadmap.dynamics.com/#edition=1#application=a56e2c12-2a92-e611-80dc-c4346bac0910#area=153e2407-bf9b-e611-80de-c4346bacbf10#status=c3ba828c-ae97-e611-80df-c4346baceb68 shows that lot tracking and serial numbers are in development for Business Edition...
"You can now use lot or serial numbers to track items through your supply chain, from receipt to shipping. Item tracking also lets you calculate item availability in various item tracking windows, so you can see how much of a lot or serial number is currently being used on other documents."
However, our prospect's stock is perishable, if a lot goes 'out of date' it becomes unusable. Please can lot expiry dates be included within the development in progress and, if they aren't, please could they be added later? Client will need to be able to report on stock by expiry date and choose which lots he uses / sells based on their expiry dates.
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Provide NAV style access to Permission Sets and User Groups in D365F
D365 for Financials administrators need to be able to fine tune user access, more precisely than is currently possible with existing D365 Permission Sets. (Normally this is to reduce access for some users.)
The need for this enhancement is demonstrated here https://community.dynamics.com/business/f/758/t/216318 , here https://community.dynamics.com/business/f/758/t/242029 and here https://ideas.dynamics.com/ideas/dynamics-financials/ID0001848.
Please could we have the ability to copy existing D365 Permission Sets, modify the copies (change RIMDEX settings for the contained permissions) and apply those copies to users, directly or through user groups.
Thanks.
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Please add 'Pick List' report to Sales Order page
Please could the picking list report (214 'Pick Instruction' on list Report Layout Selection) be added to the ribbon on the 'Sales Order' page.
This will allow the organisation to print off paper picking lists to give to their warehouse staff, who will then walk round the bins picking the orders. The picking list, marked up and returned to the sales office after the order has been picked, can then be used by the sales team to complete the shipping / posting / invoicing of the order in the system. This requirement comes from this forum thread https://community.dynamics.com/business/f/758/t/242623 .
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Enhance Document and File Attaching Capabilities
D365FO users need the ability to attach documents and files (pdfs, excel files, whatever) to pages / records (eg vendors, items, sales orders, purchase orders, etc) within the system.
This forum thread refers https://community.dynamics.com/business/f/758/t/245391 .
To some extent this is just to make good on initial marketing promises made about the system which current functionality does not live up to. (This resource https://madeira.microsoft.com/fr-fr/documentation/across-how-connect-disconnect-income-document-records/ says in the top paragraph that "you can also attach incoming document files to posted purchase and sales documents and to vendor, customer, and general ledger entries..". )
Thanks,
Malcolm
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Workflows need to be able to prevent user action
Where a document or action meets criteria to initiate a workflow request for approval for that document (eg a purchase order) or action, by a higher authority, then it should not be possible for the user to take any further process steps until that approval has been granted. For example, it should not be possible for a user to print off (and potentially send to a supplier) a purchase order where the purchase order is still awaiting approval.
This thread gives detail https://community.dynamics.com/business/f/758/t/249863 .
I've recorded this idea in category 'other' as it probably relates workflows in areas other than just purchasing (for example sales quotes with a value over £5,000 might need approval by the sales manager).