Moamen Abdelfattah

To create one purchase order from several purchase requisitions with the budgeting turned on.

Poland localization issue: When creating corrective lines for credit note from an intercompany invoice, it is not possible to invoice the corrective lines unless the purchase order is invoiced.

The Idea is to be able to post corrective lines on credit note after invoicing the sales order only and before invoicing the purchase order..

 When attempting to filter for blank values using the syntax "" on either the pending vendor invoice grid view or the "Advanced filter or sort" page, we are seeing inconsistent and incorrect behavior.

The filter string "" returns records that have an empty string value. However, for foreign key fields (i.e. lookup fields and reference group fields), an empty value is often represented as NULL, which currently cannot be filtered for. Adding support for this may be considered for a future update.  

String examples: purchase order and Product receipt in the pending vendor invoices filters.

Idea: Vendor collaboration interface: Notes and attachments added by the vendor to be visible after confirming the PO.

The current behavior: Every line that has a status of Accepted will have a confirmed delivery date. When you run the Process PO update action, this date is updated on the PO. Notes and attachments aren't automatically transferred to the current PO. Additionally, trade agreements aren't reassessed on the PO lines when you update the current PO via the Process PO update action.

Ref: Vendor collaboration with external vendors - Supply Chain Management | Dynamics 365 | Microsoft Learn

Vendor collaboration with external vendors - Supply Chain Management | Dynamics 365 | Microsoft Learn

Signing Limits for Approval and Spending can be viewed at user level in the Employee Portal and at Manager Level in the Manager Portal as tiles per user.  There is no report/form/Entity that is available to allow a global view for System Administrators of all Signing Limits.

• To get report/form/Entity that is available to allow a global view for System Administrators of all Signing Limits. 

Accidental deletion of Posted Inventory Journals repeated incident.

To create reverse Job of deletion of Posted Inventory Journals would be very helpful tool.

Data entity PurchaseRequisitionLineEntity field FixedAssetGroupId is currently set to 'AllowEdit' 'No' and 'AllowEditOnCreate' 'No'.

So current design does not allow to set this field when for example creating new Requisition lines using Excel (OData). 

The business impact: Not able to Bulk import Asset groups for Products.

Suggestion:  set FixedAssetGroupId property Allow edit on create to Yes

From date and to date are conditions for searching valid trade agreement. If there is no to date, it means valid for all dates after the start date. If there are more than one valid trade agreement is found, the search returns the lowest price. 

Suggestion: Expected is unit price should flow into purchase order lines from trade agreement journal with respective to date.

In Movement journals lines its available to add display dimensions only. And it's not available to add financial dimensions to Inventory movement journals lines columns.

Business impact: Customer sometime would have 300 lines in one Movement Journal and to identify the department of each item and the cost centers it takes more time.

This would be very helpful to add. 

When the user tries to post invoice for catch weight item after importing form Data entities and after matching through vendor invoice automation and shows as pass it fails with error “Invoice quantity is greater than the quantity matched to product receipts”

REMARKS

In the current system behavior, the normal quantity is used for auto-receipt matching in invoice automation. Catch weighted quantity is not considered here as it is only used when the normal qty needs to be adjusted, as qty cannot be changed directly in pending vendor invoice form.

To assure the completeness and inconsistency of procurement-to-pay process, all the products logged in the receipt should be invoiced. If additional deterioration of goods is found after product receipt, there are two options:

• Create return order with a negative catch weighted quantity and adjust the normal qty in return order. Then do the receipt and create the credit note.
• Cancel the product receipt and post the product receipt according to the latest qty. Ask the vendor to send the new invoice. 

Idea:

When the user tries to post invoice for catch weight item after importing form Data entities and after matching through vendor invoice automation and shows as pass to be able to post the invoice