Public Profile
  • Product builder items in Call center orders

    Our customer sells products where we would like the product builder. They would enter these items in CallCenter/retail quotes and sales orders (so not in POS). Currently this is not supported in D365. You can enter the product, you can configure the line but retail discounts are not applied and the price is not very stable because it disappears sometimes. Would be good if you could support this feature in Retail as well.
  • project sales agreement on sales order inconsistency

    When you attach a sales agreement (for discounts) to a project you can only get a sales order that combines the price group on the project with the discounts, by starting from 'all sales orders' form in Sales and marketing and selecting the sales agreement. When you start from the project > new item task > sales order the field 'sales agreement' is blank and grey. 
    You could also work from release from sales agreement but that is very user unfriendly for product category value commitment (first make header, then go to all sales orders, find your order, add the lines)