Kurt Hatlevik inspirit365 AS Enterprise Architect(inspirit login)

I would like to provide feedback regarding the Order-On-Behalf (OBO) functionality. Currently, a customer can only be assigned to a single Sales Group, but there are scenarios where customers need to be part of multiple Sales Groups. This arises from the requirement for an n:n relationship in OBO, where there is an overlap between Sales Groups. In certain cases, businesses may have specific product assortments available through separate eCommerce platforms, where vendors/importers log in to place orders on behalf of customers. However, vendors should only have access to selected customers assigned to their OBO account. The issue is that multiple vendors may share overlapping customer lists, and the current limitation of assigning a customer to only one Sales Group makes it difficult to properly manage these restrictions.

I hope this can be considered as an additional requirement in future updates to the B2B2B functionality.

When creating record templates for customers, vendors and employees, it is not possible to edit the record template, and the user get's the error. Record template editing is not allowed for table with ValidTimeState enabled templates.

As customers/vendors/employees are the most common record types to has as a template, it makes no sense to block editing these record templates types, and I think an investment here would increase usage and reduce confusion.

See also https://fix.lcs.dynamics.com/Issue/Details?bugId=252760 originating from Ver 8.0