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Feature to allow users to change the Unit for Leave and Absence
Our customer would like to have the ability to change the Unit for leave and absence once it has been setup. The current solution provided is to delete the data in the entities to allow the Unit for leave and absence to be enabled and changed. More information on the steps can be found through the link below: https://community.dynamics.com/365/talent/b/yourtalentresource/posts/leave-and-absence-changing-the-unit-from-hours-to-days The steps require a lot of data deletion in the entities. Our customer would like to have a feature in the interface to allow for this change if they need to make changes and allow for them to track the leave and absence numbers correctly. There is also an Idea logged that may assist for better tracking of leaves by the Plan instead of by company that maybe able to address this as well: Put Leave and absence setup for hours or days on the plan instead of the company https://experience.dynamics.com/ideas/idea/?ideaid=f75c4aea-05f4-e811-a140-0003ff689d0b
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Restrict access to the Address Changes form by security role
In the current Address Changes form, the system is allowing users to view the details in the form based on the legal entity access instead of the Security Role assigned to the users. This form requires the Allow user to view, new and updated address Duty to be assigned to the User in order to view the Form. With the current customer scenario, they created a specific Security Role that only has access to view this Form and have assigned this Security Role to specific legal entities. The user is also assigned to a role that has access to All legal entities as well. With the current design, the system uses a query to check all the legal entities that the user has access to and then runs the query to update the Address Changes form. This results to the employees being able to view Address Changes for other legal entities. We would like to request a feature that will restrict the access to the form Address Changes based on the duty/security role assigned to them including the legal entity that is setup against the security role. The request is similar to the AX 2012 feature securing the Global address book by teams: Secure by address book - Security privileges are based on teams. With this method, only workers who are assigned to a team that has access to an address book can view the party records in that address book. https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/about-security-in-the-global-address-book We would like to request a similar feature so that Address changes are secured and can only be viewed by employees who are assigned to the specific duty of Allow user to view, new and updated address. -
Allow processing of Accruals in intercompany journals regardless of legal entity being used
In D365 users are now able to setup Accrual schemes for their journals. One of the limitations that we are seeing in the current feature is that there is on feature that allows for users to process intercompany accruals. In the current functionality, to post accruals for an intercompany transaction, the accrual scheme must be assigned to the account for the company the User is active in. It is currently not possible to create accruals for intercompany transactions for the company the User is not active in. For example, if USSI and USMF are setup for intercompany. I can only create the accruals for the line entered that uses the legal entity that is currently active or the user is logged into. I am unable to create the ledger accruals for any account (offset or account) if the accounts are not from the legal entity that is active. We would like to request for a feature that enables accruals for intercompany journals regardless of the legal entity active. This will allow users to create the intercompany journals in any legal entities and be able to create the Accrual ledger based on the legal entity and the legal entity accrual scheme selected on the line. -
Have the ability to choose where the Cost and Sales price can be pulled from when copying the Project Sales Quotation
Our customer has a requirement to have the ability to allow the user to copy a project quote and it picks up the customer pricing instead of copying the existing quote price or the latest price instead of the unit prices on the original quotation. -
Expand the Add Vendor to another Legal entity feature to include all the Vendor Account information during the copy
In D365 SCM, there is a feature in the Vendor form called Add Vendor to another legal entity. This feature adds the Vendor details which includes the Vendor Name, Group, hold status, currency and the contact and address details. It does not copy over the additional setup like the Purchasing and Demographics fast tab, dimension setup, miscellaneous setup, payment etc. The customer would like to request the feature to be expanded so that if the same setups are in all the legal entities that the Add Vendors to another legal entity feature copies over all the records for easy data entry. -
Have the ability to view Activity Number in the WBS form
Currently the Activity Number field is not available to be viewed in the WBS form. The activity number is created once the WBS is published but this field is currently not available as standard and viewable in the WBS form. Our customer would like to have the ability to view this field in the WBS form. -
Have the ability to view/add the Sales Tax amount field for every line in the Maintain Charges form for the Purchase Order
Users require to be able to view the Sales Tax amount for the charges entered either on the Purchase Order header Maintain Charges or in the purchase order line Maintain Charges form. Currently the Sales Tax amount is hidden field and is currently not derive from each of the lines in the PO or the charge lines. -
Prevent the system from updating the In use by field in the Journals to incorrect User Ids
Our users would like to have a feature/a design that prevents the In Use by field in the journals to update with the correct user that is using the journal correctly. In the D365 the In Use by field, we can confirm that the code uses the following: public JournalBlockInUseUserId datasourceMethodInUseUserId(JournalTableMap _journalTable) { return _journalTable.SessionId ? new xSession(_journalTable.SessionId).userId() : ''; } The session ids with this doe are not guaranteed to be unique, and session records are overwritten when the session id is reused, so they really aren't very helpful for knowing who is currently using certain functionality. It also results to incorrect users updating this field similar to the issue reported in issue Issue 354139 - Open Journal shows in use by a random user which was supposed to be fixed by a deliverable but has since been reverted due to another issue. -
Feature/ functionality (parameter) that can be enabled that creates project adjustment transactions when project item costs change in the Purchase order invoice.
Wanted to suggest to have a feature/ functionality (parameter) that can be enabled that creates project adjustment transactions when project item costs change in the Purchase order invoice. Using a purchase order as an example, when the receipt is posted, the project transaction is created with the purchase order price as the cost amount. Then when the invoice is posted if the invoice price is different the cost price is updated after running the inventory recalc process. Whilst this all works fine, we would like to see a feature to make this adjustment transaction be reflected within the project transactions. i.e. Within the project transactions have the receipt reversed out, and then the value of the invoice posted into the project. -
Post Miscellaneous Charge type Fixed at the time of Product Receipt posting
In the current release, Fixed miscellaneous type is not included at the time of posting the Product receipt as per article link below: https://docs.microsoft.com/en-us/dynamics365/supply-chain/procurement/troubleshooting-pricediscountagreements Our customer would like to see a feature that includes this as well so that they have the option to record it either in the receipt or the invoice.
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