Melissa Mähnert

With the Subscription billing module we gained the possibility to create "Revenue split templates" and creating Sales orders and Billing schedules using these items set up for revenue split.

It would be an enhancement to also get the possibility to create quotations using the items setup for revenue split, to offer "bundles" to customers and afterwards confirming and converting them into sales orders.

(https://learn.microsoft.com/en-us/dynamics365/finance/accounts-receivable/sb-revenue-split)

When having entered a "Estimated quantity" in the billing schedule line or billing detail line, the "Consumed quantity" field is prefilled with this value, too. However, when entering the real "Consumed quantity", the field "Estimated quantity" is cleared.

I suggest to have the option not to clear the field "Estimated quantity" after entering the "Consumed quantity" to have the possibility to compare what was planned or estimated and what is really consumed and billed.

I raise this idea because this was not accepted as a bug as the above mentioned behavior with clearing the field is the intended design / feature.

https://fix.lcs.dynamics.com/Issue/Details?bugId=881353&dbType=3

At the moment, when having two different parties of the Role "Customer Person", which are assigned to the same Customer hierarchy (necessary for the access to the Microsoft eCommerce / Online shop) and one of this Customer Person (= Party) is removed from the Hierarchy (the other one is remaining there) a merging of the Parties leads to the error "Cannot edit a record in Customer hierarchy nodes (CustHierarchyNode)”

This behavior has also been raised as issue but not been accepted as it is by design due to the soft delete mechanism of CustHierarchyNode table.

It should be possible to merge these parties to avoid duplicate records in the system. The soft delete function of the CustomerHieraryNode can remain but it must be possible to merge records with this.

On the trade agreement journals it should be possible to enter prices per period for the Billing schedules.

For that, the "Billing frequencies" should be added, so it is possible to enter prices for Onetime, Daily, Monthly, Quarterly, Semiannually and Annually.

Currently, there is no possibility to enter the prices per period, neither does the Billing schedules automatically calculate the correct price when changing the period. It would be a huge enhancement having the Billing frequency in the trade agreements to avoid errors due to the need of manual calculations.

This concept would not effect existing trade agreements or the pricing methods in general for billing schedules when you simply add the possibility to select "All" in the added Billing frequency field in the trade agreements.

When using revenue split in the subscription billing module, there are different allocation methods available. The "zero amount" allocation method is applied the following:

"Zero amount – The parent item retains its unit price and net amount. All child items have a net amount of 0 (zero)."

But at the same time, there is a limitation on how deferral schedules can be applied to revenue split items:

"The parent amount can't be deferred."

For this specific allocation method, it would make sense to defer the parent item and not the child items as only the parent is having an amount stated. In general, the deferral schedule creation must be totally applicable to this. Otherwise, the allocation method "zero amount" is useless.