Rowan Elsaman

The approver should be able to access what is only required from him to approve or reject the workflow.

It should be at least controlled by a parameter to suit all business scenarios.

In some scenarios, customers need to complete their orders with adding charges to specific categories as whole instead of adding them separately to each item in the purchase agreement order.

• Direct delivery from an overseas supplier to a customer, with long lead times
• Customer places an order with RKW, sales order is created in D365
• RKW places an order with their supplier, direct delivery purchase order is created in D365
• Customer cancels their order with RKW, sales order is cancelled in D365
• Direct delivery purchase is automatically cancelled in D365

The issue with this scenario is that the supplier has begun manufacturing the goods and the purchase order cannot be cancelled. RKK must still pay for the goods that the factory is manufacturing. In RKWs current system (Navision), they are able to unlink the sales order from the purchase order. This allows RKW to cancel the sales order but keep the purchase order with the factory. The purchase order becomes a regular stock purchase order, which allows RKW to receive the goods into their own warehouse and pay the supplier.

D365 needs the ability in direct delivery to cancel the sales order but keep the purchase order. There is a standard parameter available in sales ledger parameters that allows this scenario in a back-to-back, but this parameter does not apply to direct deliveries. This parameter should be extended to include direct delivery, even if this only applies to direct deliveries that are fully open with no partial deliveries. Right now, this is a big gap in the standard system that will result in a customization for the client.

Customer uses these 2 steps (item registration and product receipt) take place almost together in time, and the fact that the registration update does not control this status makes it a problem, since the next physical update (Product Receipt posting) will be blocked due to this approval status not confirmed. 

Sales Order not invoiced due to the below error:

At least one journal line (BOM line) must be attached to this line. 

The issue: the unit of measurement defined is not accepting decimal points as it is set to 0 and the Error is not presenting that. It took a lot of time to identify the issue and we were looking in a different place.

During Convert to prospect customer process, system is taking the Accounts Receivable number sequencer setup instead of number sequencer linked to the customer group. System can't take the number sequencer linked to the customer group. When partner create New customer system is taking the actual number sequencer from the customer group which is correct. 

1- You have the option to select the fields to be validated in AP parameters and in the Danish entities, FI-Creditor ID is not included.

Customers request to be able to validate the entry for any change in this field. To avoid any fraud, companies need to validate all the bank information. This field is required to avoid compliances. This field is required to perform reference payment and its used instead of bank account number.

2- To have the option to validate the entity fields for the Vendor approval as the bank account approvals. You do not have the fields under the Vendor approvals to select workflow activation upon creation for a new Vendor.

3- The name of the bank account workflow should be addressing its function.

Some business scenario, self-billing or credit notes, workflow for the Bank account is needed for the customers as well to make sure that no information is changed without being validated and reapproved. This is achievable with the Vendors accounts and it will be great to have the same to not to risk any transaction.

When the user tries to set Activate now from Release sales order picking form, referenced inventory transactions will be reserved. But it is found that reservations are not reduced when a customer reduces the Activate now field or uses Clear activate now function. Then the customer needs to manually finish the inventory transactions un-reserving.

The cause of the problem is likely due to a coding error or system configuration issue. It is possible that the Active Now column is not properly communicating with the reservation, leading to incorrect updates to the reservation quantity.

Customer was not expecting the change that It is not possible to enter valid Payment Reference to the Payment Journal line, if the Reference No. contains letters. They missed that in their testing as they did not have enough visibility about the changes that will be applied, and they cannot undo the upgrade as well. Enough visibility with the changes that will happen and the areas that will be affected will make it easier for them not facing surprises in their daily business processes.