Brandon Best

There should be an additional option for customer "Invoicing and delivery hold" called something like "Invoice and payment only" that blocks new orders but allows posting of packing slip/invoice for open orders as well as accepting customer payment for open/past due invoices. The current state of the hold options with "Invoice" is nonsensical and the "All" option prevents collecting against shipped orders.

The Cancel purchase order function and Cancel quantity on the Deliver remainder for purchase order lines do not allow cancelling of a line with Ordered reserved quantities. The cancel function should also remove reservations against the open quantities for that purchase order rather than forcing users to go through and remove individual reservations manually before cancelling a purchase order line. In a situation where this is not a hard marking, the system should be able to cancel a line/order.

Products configured with tracking dimensions (above location in reservation hierarchy) can be placed on a sales order with automatic reservation and appropriately reserve the tracking dimension when the item is in stock. If the item is not in stock, the reservation is not created.

Changing the warehouse on the sales order prompts a re-reservation that looks to reserve the same dimensions as before. Because the first warehouse had no stock, and therefore no tracking dimension, the new reservation for the warehouse with stock is created without a tracking dimension. The item is only reserved at the warehouse level with no further information.

It would be nice if changing the warehouse on a sales order reserved the tracking dimensions for the item.

As it currently stands, D365 F&O 10.0.35 is incapable of processing a sales order where the site/warehouse is changed for a sales line that has atracking dimension that is unavailable in the new site/warehouse. Reservation logic is severely limited in that it will copy over the *exact dimensions* from the original reservation and therefore cannot handle a situation where batch A was reserved in DC1 but only batch B is available in DC2. This is also true when DC1 has no inventory and therefore the batch is "". That "" batch can't be reserved in DC2 and causes an error when trying to release to warehouse.

This is deemed "By Design" according to the product team with the following feedback:

"Microsoft has evaluated this request and will not be pursuing a fix for this issue in the current version.

If you would like to follow this request, please go to the Ideas Portal."

We can do better. Simply trigger the automatic reservation logic on sales lines when the dimensions are updated to fix this issue. This should be standard functionality, especially with the existence of DOM in the same system.

We cannot cancel or modify a packing slip for items enabled for WMS. This makes it impossible to reverse the packing slip posting for a return order with advanced warehousing enabled. There is no way to use an advanced WMS packing slip because the return doesn't have a load. We should be able to reverse or cancel the packing slip for return orders as well as regular sales orders with mixed items or warehouses.

D365 is currently missing the capability to use Mix and Match discounts to be leveraged for BOGO scenarios that honor customer trade agreement pricing. With the current setup, a discount trade agreement is overridden by a mix and match discount line set to 0% or $0 off, meaning the customer is forced to pay full price for their "Buy one" item. It would be great for omni-channel and B2B customer mix if we could configure a BOGO retail promotion that honors the customer's pricing for the first item and overrides the price of the second. This could be as simple as a new type of discount group on the mix and match called "unchanged" or "customer pricing" that is treated as a required line that receives no change in pricing.

Coupon codes cannot be manually added to return orders for an unlinked return where the customer used a coupon. The parameter "Manual entry of coupon codes for return without receipt" only works on POS. Call center orders can only receive discounts either automatically for all existing coupons (regardless of activation or validity period) or not at all because the Coupons button is disabled for returns.

Call center returns should be capable to selectively apply coupons to return orders without an all or nothing approach that doesn't fit standard business practice.