Ricardo Brocal Penades D365FO SENIOR CONSULTANT

Ricardo Brocal Penades

Joined: 10/27/2022

  • Transfer Project Quotation directly to a Sales Order

    Wed, 05 Jan 2022 15:23:52 GMT – Dynamics 365 Project Operations – Needs Votes 

    Currently when a Project Quotation is confirmed there isn’t any direct action to create the Sales Order. The only option available is through "transfer from quotation" and then a item requirement sales order is created. The proposal of this idea is to include the same functionality in Project Quotations which exists currently in Sales and Marketing quotation, where you can create and link the sales order directly from the quote. This functionality has several advantages like now: 1. Shall be able to consult the sales order linked to the quotation and vice versa. 2. Direct Delivery functionality available. 3. To link a Purchase Order or Manufacturing Order (depends on item sourcing). 4. Once item is delivered, possibility to generate the invoice as other sales order in the project. 5. Any other functionality related to Sales Order document.

  • Triangular - EU Trade

    Tue, 21 Nov 2023 13:32:32 GMT – Dynamics 365 Finance – New 

    Triangular transactions:

    In legal entities based in an EU country we can find below scenario:

    • Customer with delivery address in an EU country such us AUT.
    • Item is requested and shipped directly from supplier located in another EU country, such as NLD.

    This transaction must be declared in EU sales list and Intrastat as a "Triangular/EU Trade". Unfortunately, It is not done automatically by D365FO, being user who must update it manually before transferring transaction to EU declaration.

    Main purpose of this idea:

    Field must be updated automatically to "Triangular/EU trade", based on:

    • Country where legal entity is located
    • Country region origin
    • Country region to deliver