Public Profile
  • Electronic signature functionality can get better

    - The electronic signature works fine for update/create/delete if a change is made directly on the form. For example, if you turn on electronic signature functionality for updates in "batch disposition code" and perform an update manually on batches form, it will work. However if you set up a quality order which changes batch disposition code, it will fail. Instead, it could have brought the form up for each record which requires e-signature and ask for the sign. - It also fails if update is done through a dialog box. For example, you can setup electronic signature for updates and creations in quarantine orders. If you want to split this quarantine order, it will fail again. Because it tries to update the current record, and create a new one as well to complete splitting. - As last, when you set up an electronic signature requirement, it also creates a database log setup which makes complete sense. However, if you delete your electronic signature requirement, database log will stay there forever. A warning given to that user might help a lot, because it might cost a lot of time when you need to investigate an issue and it turns out to be this functionality's left over setup.
  • Missing "Test" functionality in workflow designer

    In AX 2012, it was possible to test a workflow condition using existing records. This functionality does not exist in D365FO. Missing this functionality forces users to save the workflow and test it afterwards by submitting records to WF. And it is costing much more time.
  • Picking requirements and registration requirements

    When you tick both picking requirements and registration requirements in your item model group setup, application applies these requirements to purchase orders and sales orders, all fine. However, registration is forced for transfer orders while picking is not forced. You can ship transfer orders without updating transactions as picked, however you can not receive shipped items without updating transactions as registered. If registration was not for transfer orders, we could have used this functionality in one of our projects. Separating these requirements as transfer order and non-transfer order would really help in future implementations.

  • Add transfer orders to quality associations form

    Allow users to create setups for transfer orders in quality associations form to create automatic quality orders upon transfer order registration/receipt. It is possible to create automatic quality orders when items are received from purchase orders but there isn't such functionality for transfer orders. Some companies require monitoring items' temperature during transport and there is no way to block received inventory until quality department checks items and approve quality.

  • Quarantine order upon transfer receipt

    Currently application can create quarantine orders when items are registered through a purchase order, but there is not such a functionality for transfer orders. Separating "Quarantine requirements" in Item model groups form as "Transfer order", "Non-transfer order", letting users to manage quarantine order requirements per order type and creation of automatic quarantine orders upon transfer receipt would be helpful.

  • Extend vendor approval workflow functionality to all fields on vendors form

    Microsoft delivered vendor approval workflow with October release. Please include all fields on Vendors form in this functionality and also let users to configure workflow approval requirements for new vendors as well. For new vendors workflow, a simple solution might be: 1. Adding a checkbox in AP parameters to set all new vendors to On hold = All. 2. Setting "Current" value in change proposals to All, "Proposed value" to "No" 3. Approval of workflow updates vendor on hold status to "No".
  • Extend customer approval workflow functionality to all fields on customers form

    Microsoft delivered customer approval workflow with October release. Please include all fields on customers form in this functionality and also let users to configure workflow approval requirements for new customers as well. (Considering retail, please also exclude customers created from POS app from this functionality.) For new customers workflow, a simple solution might be: 1. Adding a checkbox in AR parameters to set all new customers to On hold = All. 2. Setting "Current" value in change proposals to All, "Proposed value" to "No" 3. Approval of workflow updates customer on hold status to "No".
  • Allow users to hide unwanted modules

    In AX2012 it was easy and simple for a user to hide an unwanted module. That is not possible in D365 FO. Just because there are common menuitems, users are forced to see those modules. Turning off configuration keys can be used to achieve that but that's not always the solution. For example, "Released products by category" form is quite useful, but it belongs to Retail configuration key. If that menuitem is given to a user they are forced to see Retail module. If it was possible to hide, users could have hidden Retail module and continue using the same menuitem in Product Information Management module.
  • Functionality request to print month names instead of month numbers

    Hi, For clients with many offices around the world, it is difficult to manage date fields per vendor, customer, user and environment languages. Since the current functionality only allows DD/MM/ or MM/DD/ formats, even users can get confused from time to time. An out-of-box functionality to print month names instead of month numbers can really help.
  • Policies: Category access policy - Can we automate adding new nodes when "Include subcategories" is active?

    In category access policy rule, there is a check box labeled "Include subcategories". It is used to add subcategories of the selected category as well. This is quite practical. Can a similar option be added to automate including new sub nodes as well? There are many companies that design their procurement category nodes similar to their main accounts. In such scenarios there are many policies as a result of updating them every time a category is created, and hundreds of categories in each policy. This increases the record size in tables and also users have to remember to go into related policy and add the new category every time. Can an option named "automatically add subcategories" be added and can application record selected category's RecId when policy is saved? Then, while creating A PR, application can go into that table, pull the saved RecId and add its subcategories into category lookup by using NestedSetLeft and NestedSetRight properties.