For Dynamics 365 Supply Chain Management and Commerce there are again some innovations and improvements. The new functions in the areas of sales order processing and accounts receivable master are described in more detail below:
Dynamics 365 Commerce – Accounts Receivable Master Data:
Enable asynchronous creation for customer addresses.
In September 2021 there was the release of the new version 10.0.22. This will be available as a manual update from October 2021 and an automatic update from November 2021.
Besides many new features, this version also contains innovations for the accounts receivable master data. In the future, it will be possible to create customer addresses in asynchronous mode.
Previously, in asynchronous mode, when creating a customer, it could not be saved until it was synchronized with Commerce Central.
With the new function “Activate asynchronous creation for customer addresses”, in the Function Management work area, newly created customer addresses can be saved in both synchronous and asynchronous mode.
To save the customer addresses in Commerce Central, a recurring batch job must be created and scheduled for the P-job, the Synchronize Customers and Business Partners from async mode job, and the 1010 job, so that all asynchronous customers are converted to synchronous customers in Commerce Central.
Dynamics 365 Commerce – Order Entry:
Edit partially fulfilled customer orders in POS
In April 2021, Dynamics 365 Commerce received an update that, among other things, enables the processing of customer orders.
Previously, an order could only be processed if it was still fully open and no quantities had been picked, packed, canceled, or invoiced.
The new feature allows POS users to edit orders that were originally created in a store or online channel and are partially fulfilled. Users can add additional lines to partially fulfilled sales orders, edit, or cancel lines where the entire quantity has not yet been fulfilled, and in some cases make limited changes to lines where a portion of the quantity has already been captured or invoiced.
However, the new feature does not allow the POS user to process orders created through the call center channel, regardless of the fulfillment status of the order, if the call center order was created with the “Enable order completion” option enabled.
Prevent unintentional price calculation for commerce orders
Another order entry feature in Dynamics 365 Commerce was introduced in August 2021. The release date is not yet known.
This feature will provide a new property called “Price Locked” that can be applied to all Commerce orders. When an order is placed in Dynamics 365 Commerce POS or via an e-commerce website, it contains a fixed amount, which includes a price and, if applicable, a discount.
If a customer subsequently wants to change their order, for example to take advantage of a newly started promotion, or to add an item, call center users need more flexibility. So, if needed, prices and discounts for the order lines should remain, or should be able to be recalculated.
After the order entry is complete, the new “Price Locked” property is automatically checked for all order lines. If the order is subsequently processed, all existing lines with the “Price Locked” property will be excluded from the price and discount calculation. However, if the call center user wants to include the order lines in the price calculation, they can disable the property for each order line and then select “Recalculate”.
All updates and further information from Microsoft Dynamics 365 Commerce can be found here.
Dynamics 365 Supply Chain Management – Order Entry:
Multiple sales order reallocation
The October 2019 version 10.0.5 includes the new multiple sales order reallocation feature.
Reallocation allows the revenue price to be recalculated after a new sales order line is added to a billed sales order or a new sales order. The new line is reallocated if the additional item should have been included in the original contractual agreement.
This feature allows revenue prices on sales or project orders to be reallocated more than once. This ensures that the correct revenue amount is posted to revenue or deferred revenue accounts.
Invoicing – advanced note management
In October 2020, an update adapted the advanced note management function.
Advanced note management allows predefined notes to be set up that apply to all or specific customers, suppliers and products. These notes can then be added to specific business documents.
The advanced note management functionality is, through the new version, no longer controlled by the country context. This change means that this functionality can be used for all legal entities. If similar notes need to be printed on documents for groups of clients, new groups can be defined specifically for extended notes.
For more information about this function, see:
Advanced notes management – Finance | Dynamics 365 | Microsoft Docs
Invoicing – advanced notes management – Dynamics 365 Release Plan | Microsoft Docs
Single-click sales order confirmation
In April 2021, Microsoft is adding a new feature that makes order confirmation easier and faster.
This feature allows sales orders to be confirmed with a single click.
It adds a new menu item to the sales order list and detail pages that can be used to directly create an order confirmation without having to go to the order confirmation posting page. The command creates the order confirmation using the last used order confirmation settings (without batch processing).
Sales order data entity export setup policy
As of April 2021, there is a new feature “Policy for setting up export of sales order data entities”. This feature allows you to choose whether contacts referenced from changed records should be included in an incremental export.
The function adds an option called “Skip referenced data during change tracking” to the Accounts Receivable Parameters page. When this option is enabled, changes to referenced data will not cause related orders (or order lines) to be included in the next incremental export. This allows incremental exports to be performed more quickly.
Sales return order line registration with decimal precision with and without catch weight
The new feature, added in April 2021, allows companies to control the behavior of the remaining delivery quantity for a return order line when splitting is required but cannot be performed.
The feature adds a setting to the Accounts Receivable Parameters page called “Deliver remainder policy when RMA line cannot be split”. When an RMA line cannot be split, this setting controls whether the system should delete the remaining deliver quantity or force the system to record the full quantity.
Sales order to purchase order line deletion policy
As of June 2021, there is a new procedure for deleting sales orders in purchase order lines.
This function can be used to control what happens to a purchase order line referenced by a sales order line when a user manually deletes that sales order line.
This feature does not affect direct delivery scenarios. You can set the system to completely delete a referenced order line or to delete only the reference, which retains the order line but removes the marker. By default, the system retains the order line but removes the marker.
This option is set with the new Sales order line deletion policy setting on the Accounts Receivable Parameters page.
Sales order details performance enhancement
In August 2021, Dynamics 365 Supply Chain Management received an update to version 10.0.20. Among other things, this version includes a new feature that improves performance in a sales order.
This causes the user interface to respond faster when opening sales orders. It benefits users with large orders that include many lines.
Limit the number of sales orders that can be selected for posting
Another new feature is included in version 10.0.22, which will be automatically updated and activated in November 2021.
This new feature allows you to set the maximum number of sales orders that can be selected when posting confirmations, pick lists, packing slips and invoices, on the sales orders page.
The feature adds a setting called “Maximum number of sales orders for posting” on the Accounts Receivable Parameters page. The new setting defaults to a value of 100. The feature helps improve the performance of the Sales Order List page when a substantial number of sales orders are selected. It does not affect the number of sales orders that can be processed by a periodic task.
All updates and further information of Microsoft Dynamics 365 Supply Chain Management can be found here.
The specialists from Dynamicon many years of experience support trading and production companies in various industries in optimizing and systemic mapping of your processes for different supply chains in Dynamics 365 Supply Chain Management.
Please arrange an initial discussion or workshop with our experts on your requirements in the area of supply chain management and commerce.