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Purchase agreement enhancements
From multiple projects I received the following requirements related to the use of purchase agreements: • Purchase agreement with product QTY commitment When firming planned purchase orders and total PO QTY exceeds the remaining QTY on purchase agreement X, D365 F&O will not split QTY, but will use next available agreement Y with the vendor with enough remaining QTY. (Searching for agreements is activated in the AP settings). Issue: Newer agreement will be used while Older agreements still has remaining QTY. • Per Purchase order you only a link to one purchase agreement can be made (Header to Header). In case there are multiple purchase agreements for same vendor, containing both same and different items, you would like to be able to link PO lines to Purchase agreement lines instead on header level. Issue: Not possible to link multiple purchase agreements to one purchase order • Not possible to select a specific batch number on a purchase agreement line for a batch tracked item. In this case on the purchase agreement line the buyer would like to record the batch number that is related to the item. The buyer received a sample of the item and tested it on quality and approved a specific batch, or multiple batches of the product at the vendor. When creating a purchase agreement and releasing purchase orders, buyer would like to be able to use the batch number tracking dimension to make sure correct batch is sourced, communicated and delivered. • Navigating from PO line to correct purchase agreement. By standard you can find the relation to the purchase agreement from a Purchase order line, but you cannot navigate to it by clicking on the agreement ID, you need to manually copy the ID and search in the agreement overview form. It would be nice if navigation is possible from the PO line just by clicking the reference ID as is the case in many places in D365 F&O. • Trigger/report to indicate when a new purchase agreement should be negotiated. Based on remaining QTY on purchase agreement and available inventory and a threshold (on the item?) a trigger (Could be a report) should be created to indicate that a new purchase agreement needs to be created. This one is a nice to have and could perhaps already be covered with a specific report that collects the required data. Looking forward if other experts can related to these requirements and learning from current solutions and feedback. Thanks for considering this feedback.
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Intercompany on hand lookup from POS for products
With multiple customers we are facing the requirement that multiple legal entities are required that support different functions. Basically the already supported intercompany scenario's where all inventory is owned and managed/stored in one legal entity and (multiple) other legal entities operate as the selling entities. In this specific requirement the selling legal entity is a Retail organization with online stores, call center and a brick and mortar store. Also this company does not own any physical stock, also no inventory is kept in store, as the store is located at the warehouse of the stock keeping company. When a customer orders in the store at the counter, via the CPOS a customer order is created which creates the intercompany chain (intercompany purchase order, and intercompany sales order related to the original sales order in the retail company). Products are picked, packed and invoiced in the wholesale company, which automatically triggers the packing slip and invoice of the original sales order and products are handed over to the customer in the store of the retail company, or customer is send to the appropriate warehouse to collect the products there. During this order entry process it is quite common that the CPOS user needs to check available inventory in the intercompany warehouse either to inform the customer if products are available yes/no, but also to check if customer needs to be directed to the correct warehouse for collecting the products. By standard is it possible to setup Fulfillment group assignments and link this to a store, to support inventory lookup from the POS. In the Fulfillment group assignments it is unfortunately not possible (in version 10.0.8 Update32) to select warehouse from another legal entity. In a prior version this setup was supported, however in the CPOS still no intercompany inventory (warehouse from other legal entity) was shown, but only the warehouse (Store) as part of the selling legal entity was shown, which never has any physical inventory. The intercompany on hand inventory lookup as described above is available from the call center sales order form, so why not have this available from the CPOS as well? It would require the Fulfillment group assignments setup to allow selecting warehouses from other legal entities and expand the inventory lookup function from the CPOS to also show the Intercompany on hand. Also in situations where customers have multiple legal entities which own their own inventory and stores are part of different legal entities this requirement would be valid to be able to check inventory in stores that are part of another legal entity. Thanks for considering this idea and support is much appreciated. Rgds, Harold. -
Auto charges on line level by mode of delivery
Hi D365 Retail & Commerce experts, Could someone perhaps shed some light on the following customer requirement? For one of our retail customers we are using auto charges on line level for adding recycle costs per quantity sold of certain items. This works just fine, also when creating customer orders online, or via CPOS. These auto charges on line level are currently setup for the combination of customer charge group and specific items, but this has some limitations. We would like to be able to setup auto charges on line level for the following combination: -Customer charge group -Specific items and -Mode of delivery/Mode of delivery charge group. This is not supported on line level out of the box, when creating auto charges for a specific item mode of delivery code is set to All automatically. While on line level all values are available like item, customer and mode of delivery and can vary per line. This has been confirmed by Microsoft as ‘by design’ and this requirement would require a customer specific extension. My questions to you is, have you ever had this requirement and perhaps know if there is an existing solution for this requirement? If not, perhaps created a customer specific extension? We could of course investigate what it would take to make this extension within D365 Retail and Commerce HQ, but I suspect such modification would also impact Retail server and Channel database correct? If you need any additional information, please feel free to reach out! Your support is much appreciated! Best regards, Harold van Boxtel. -
Automatic cancel of supplementary items on purchase order
On Vendor master data create same function as already exists on customer master data on the tab sales order defaults --> Section Groups--> Automatic cancel (under supplementary item group).
When this boolean is set to true, when supplementary items are added to the sales order using calculate supplementary items, this would automatically also remove these supplementary items, when the original item (for which supplementary items are setup) is removed from the sales order.
So also create this parameter on vendor master data on the tab purchase order defauts -->Section Supplementary item-->Under under supplementary item group, with same function as described above.
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