Brent Wilson Sr Solution Architect

The Sales Return order "Credit only" Disposition code action does not allow a Return order report to be printed. The report should be allowed to be printed. While this makes sense because there is no inventory to be returned, many customers would still like to receive documentation of the return order. Customers are often instructed to scrap in place when they are getting credit. They would like to receive documentation of the return order so they have a record of it. The Sales Return order report should be printed in all cases (regardless of the Disposition code action).

In Sales Return order lines, there needs to be a better link to the original Sales order line. Currently, the link is in the LotID field in the Line details. When clicked, this does in fact take the user to the original Sales order line. However, this is always confusing to the users. For many, "Lot" is another term for Batch. In AX, the LotID has always referred to an inventory transaction. So, it makes sense for long time users. But, it is very confusing to new users. Either the LotID field should be renamed and display something other than the LotID, or a new field should be added to show the original Sales order #. An alternative would be to add a record in the Related orders listing (General tab in the Sales order) that would link to the original Sales order.

Please add some setup forms/menus/functionality to the Warehouse management module for the following: - Form Notes - Form Setup - Form Sorting Other modules (Procurement, Accounts receivable) have Form setup to indicate notes that should be printed on the various printed reports. Since warehouse operations occasionally use the work report as a "Pick list", we need to be able to include notes as standard functionality in that report. Adding a setup section form Forms would enable that type of Report adjustments.

When a user selects a Procurement category in a Purchase requisition line and needs to select a Delivery address, the address drop-down should present all of the Requester Employee's available delivery addresses. The Purchase requisition line only shows the Employee's (Requester's) primary delivery address. Even if other delivery addresses have been added to the Employee's record (both selected from the Legal entity and added manually), these other addresses do not show up in the Delivery address drop-down field in the Purchase requisition lines. It is always possible to click on the Other address icon, change the address selection to "Requester", and see all of the Requester's available delivery addresses. However, the average Requisitioner should NOT have access to other addresses from other party records (i.e. Customer, Vendor, etc). The other addresses icon is often removed from most employees through security. Therefore, it is essential to have the proper available delivery addresses visible in the Delivery address field in Requisition lines.

Create a new function in the Project accounting module where you could create on-hand inventory quantities as a result of the costs that have been collected in the project. Some companies perform their "production" activities in the Project accounting module instead of the Production control module. This is quite common in non-standard or design build type manufacturing. However, there is no easy function in the Project accounting module that would create on-hand inventory. You can always do a negative Project item journal, but you have to enter the cost amount and it isn't automatic. An option would be to use the Estimation process and "eliminate" the project to inventory. However, that process is often too lengthy. It would be more straightforward to have a simple convert project cost to inventory function.

Create a new Accounts Receivable parameter that would give some option about how default Financial dimensions are determined for Sales order lines. Current functionality: - When a Financial dimension default is set on the Customer, this is inserted into the Sales order header and is always used in the Sales order lines. - Even if a Financial dimension is different on the Released product, the default from the Customer will be used in the Sales order in both the header and lines. It would be nice to have a parameter that when set would always use the Financial dimensions from the Released products in the SO lines. There are times when the A/R balance needs to have a certain Financial dimension value, and the Revenue and COGS needs to have a different value. Even better would be an expanded set of controls that would give further flexibility to determine where to retrieve Financial dimension defaults.

There are a few things that I would propose would improve the functionality of Inventory Journal entries: 1. In the Item arrival type journals, clicking on the Journal number column opens the lines but does not present any data. Clicking on the Name column opens the lines with the journal lines presented. This should function similar to the Inventory adjustment & movement journals. If you click on the number, it should open the lines with the data. If you click on the name, it should open the Journal name configuration form. 2. In ALL Inventory journal entries (both Item & Item arrival), it would be VERY helpful to have a menu to be able to see the Voucher that is generated when the journal is posted.

When an incoming inventory transaction has been posted, and the associated InventTrans record is created, it is often difficult to determine what costs went into the calculation of the total transaction cost (per unit or total). The transaction cost could have included: - PO line unit price - Charge codes (e.g. inbound freight) - Costing sheet cost of purchase calculations (e.g. handling accruals) - Not to mention costs from a Production order It would be super helpful to create a set of tables and inquiry forms that would give visibility to the costs that were calculated when the incoming inventory transaction was posted. The records in these tables would break down the total InventTrans cost into its individual pieces that were calculated when it was posted. For example, if a PO line has 3 charge code values and a costing sheet calculation, the Cost breakdown would show each piece, including its source (Charge description, Costing sheet node, etc). Cost breakdowns from a Production order could show its sources (Cost group, Cost category, etc).

We need a quick easy process to reverse Purchase order invoices. The current process of adding a negative quantity line, posting the product receipt and invoice for that line, and then adding a third line to be posted with the correct invoice is much too lengthy and difficult.