Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices feature in Microsoft D365 SCM

In this blog post I would like to briefly explain what has been done in scope of the Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices feature. 

Feature name: Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices

Description:

This feature changes how quantities of not-stocked products (such as services) are posted when processing vendor invoices and inbound shipments against purchase orders. The "Registered and services" quantity option now works as "Registered quantity and not-stocked products" and aligns with the similarly named option already available for posting quantities for sales packing slips.

When you post a product receipt or vendor invoice using the "Registered quantity and services" quantity option, the system posts the registered quantity of stocked products, but posts the remainder quantity of not-stocked products (including both services and non-services). Without this feature, the system still posts the registered quantity of stocked products (including services configured as stocked items) but always posts the full ordered quantity of not-stocked service products (and ignores not-stocked products that are not of type "Service").

Before this feature was introduced, the following logic was in place. 

When you were trying to Post product receipt and selecting 'Registered quantity and services' quantity option on the Posting product receipt page, the system was displaying:

• registered items
• procurement category lines
• items that have product type = Service

The system was not showing the items with the type of Item and item model group with the Stocked product parameter unselected. 

Unlike Product receipt, Packing slip posting on sales orders side is slightly different and Quantity field contains another option "Picked quantity and not stocked products". If this option is selected, the system picks up the following:

• picked items
• items that have product type = Service
• items that have product type = Item and item model group has Stocked product parameter disabled.

With the help of this feature, the logic is attempted to be the same. 

With new feature enabled, when trying to Post product receipt and selecting 'Registered quantity and services' quantity, the system will be displaying:

• registered items
• items that have product type = Service
• items that have product type = Item and item model group has Stocked product parameter disabled.

That's it!

How to assign employees from other legal entities on customer or prospect in Microsoft Dynamics 365 SCM

Currently if you try to set Employee responsible on the Customer or Prospect records, the lookup is filtered by Current legal entity only. 

Walkthrough:

All Customers page

1. Go to Sales and Marketing -> Customers -> All Customers.
2. Select any existing customer and expand the Sales demographics FastTab.
3. Choose the Employee responsible field.
4. Note: The Employee responsible field on the customer is constrained by a pre-defined non-removeable filter limiting its values to workers that are/have been employed by the current legal entity only. It is not allowing to choose another legal entity workers.

All Prospect page

1. Go to Sales and Marketing -> Relationships -> Prospects -> All prospects.
2. Select any existing prospect and expand the Sales demographics.
3. Choose the Employee responsible field.
4. Note: The Employee responsible field on the customer is constrained by a pre-defined non-removeable filter limiting its values to workers that are/have been employed by the current legal entity only. It is not allowing to choose another legal entity workers.

In 10.0.29 this has been expanded with the possibility to choose the employees not only from the current legal entity but also from other legal entities. 

A new parameter has been added that controls the behavior:

1. Go to Accounts receivable -> Setup -> Accounts receivable parameters.
2. Select General Fast Tab.
3. Parameter: Assign employee responsible from other legal entities.
4. Tool tip: Set this option to Yes to assign an employee responsible to a customer from another legal entity. 

Once the parameter is set to YES, you are able to select the employees from other legal entities by changing the defaulted filter.

That's it!

Saved views for purchase orders and Enable resetting procurement related workflows features in Microsoft Dynamics 365 Supply Chain Management

In this blogpost I would like to go through some features and explain what has been done for them.

Name: Saved views for purchase orders

Description: This feature provides several saved views for the purchase order details page. The views help users to focus on relevant fields and actions while working with purchase orders. The feature adds views optimized for each of the following purposes: order creation, order approval, inventory management, and financial management.

When this feature is enabled, new views for purchase order details will be available. Go to Purchase order details, select views and then go to Manage my views.

Select Organization views. 4 new views are available.

Name: Enable resetting procurement related workflows

Description: This feature allows you to reset following workflow to draft status: Purchase Order, Vendor Change and Purchase Requisitions.

This feature makes customer can recall the workflow for PR, PO and vendor in the UI of PR, PO and vendor directly if the workflow is unrecoverable.

This works in the following way:

• Go to any procurement documents that are stuck (Purchase requisition, Purchase order, Vendor). 
• Select Workflow -> History (Note: do it with Admin role)
• Make sure that workflow status is Unrecoverable.
• Select Reset button
• After that document will be set to Draft state

That's it!

Release to warehouse in Microsoft Dynamics 365 Supply Chain Management: Shipment, wave, load, work

In this blog post I would like to go through the Release to warehouse process and show you what is happening there. Below you may find an illustration of the process. 

When you Release a sales order, the system performs a set of validations whether it can be released at all. Upon successful validation, the system starts creation of the Shipment/Shipment lines and Load lines. 

A shipment is a single delivery of the items to a single address within the same mode of delivery. One shipment might have multiple sales orders if they are for the same delivery address and mode of delivery, 

When shipment has been created, the system is looking for a wave template which matches the Shipment. When wave template has been found the system determines whether a new wave needs to be created or the shipment to be added to an existing wave. If you have not defined parameters on the wave template to create wave/or assign to the existing wave, the system will stop the process here. In this scenario, users will need manually add shipments to the wave. A wave is a group of shipments to be processed together in the warehouse and combines the warehouse work. One wave might have multiple shipments, but a single shipment can only be on one wave. 

If Wave template is configured to process wave, the shipment(s) will be released to the warehouse for picking. In other words, the system will try to create a work. But first the system will try to add shipments to a Load. A load is set of Shipments that are to be delivered at the same time (consider it as a single vehicle).  One load might have multiple shipments, but a single shipment can only be on one load. 

Work creation process starts upon Wave allocation step. At this step, the system tries to determine from where the items need to be picked up. So, system tries to construct Work pick lines. For this reason, the system searches for a location directive to determine pick location and work template to determine the policy on how pick lines need to be grouped into work headers.  Then the system determines where to put the items. So, the system constructs put line for your work. Once it is determined the system creates a work(s) with pick and put pair. 

If Wave template is configured to release the wave automatically, created work is unblocked and warehouse workers can start picking and putting items using mobile device. 

That's it!

Vendor bank information enhancements in Microsoft Dynamics 365 SCM

If you are using Maintain vendor bank information using vendor collaboration workspace feature, you might experience some issue with entering bank details. For example, prior 10.0.28 when you create a new bank account in the vendor collaboration for non-USD vendors, IBAN and Swift code fields were mandatory. 

In 10.0.28 IBAN and Swift code fields became optional by default, but a new parameter was introduced that controls whether SWIFT and IBAN are required for non-USD vendors. Keep in mind that this parameter is applied only to the bank accounts created from the vendor collaboration (not from the vendor)

1. Go to Accounts payable -> Setup -> Accounts payable parameters.
2. Select General Fast Tab
3. Parameter: Require SWIFT and IBAN for non-US vendors.

Walkthrough:

1. Go to Vendor collaboration -> Workspaces -> Vendor information.
2. Select Vendor that has not USD currency.
3. Select More details button.
4. Choose Bank information.
5. Select Add button
6. Based on the "Require SWIFT and IBAN for non-US vendors", IBAN and SWIFT fields will be mandatory or optional. 

That's it!

Purchase agreement matching policy in Microsoft Dynamics 365 Supply Chain Management

In this blogpost I would like to go through the feature and explain what has been done in scope of this feature.

Name: Purchase agreement matching policy

Description: This feature enables you to define a matching policy on the Purchase agreement that all associated documents will adhere to.

Within this feature the following capabilities were introduced:

• Users can now define an invoice matching policy to use for purchase orders released from a purchase agreement. 

When this feature is enabled and Enable invoice matching validation parameter is enabled (Accounts payable > Setup > Accounts payable parameters > Invoice validation tab > Invoice validation section), a new field 'Line matching policy' will appear on the Purchase agreement classification page (Procurement and sourcing > Setup > Purchase agreement classification).

When this feature is enabled and Enable invoice matching validation parameter is enabled (Accounts payable > Setup > Accounts payable parameters > Invoice validation tab > Invoice validation section), a new field 'Line matching policy' will appear on the Purchase agreement page (Procurement and sourcing > Purchase agreements > Purchase agreements).

If the Allow matching policy override on the Accounts payable parameters page is set to 'Higher than company policy' and you are attempted to select a lower matching policy then defined in the parameters, you will get an error message: The line matching policy cannot be changed to a lower line matching policy than %1.

When Purchase agreement is released, matching policy on the purchase order will be defaulted from the purchase agreements. 

Setting 'Higher than company policy' will update Purchase agreement classifications and purchase agreements to Company policy with additional dialog popping up: At least one line matching policy is lower than the company line matching policy. The lower matching policies may exist on purchase order lines or in the Matching policy form. Do you want to set all of them to use the company line matching policy?

That's it!

Purchase agreement responsible party feature in Microsoft Dynamics 365 Supply Chain Management

In this blogpost I would like to go through the feature and explain what has been done in scope of this feature.

Name: Purchase agreement responsible party

Description: This feature enables the ability to define a primary and secondary responsible party on the Purchase agreement classification form and resulting Purchase agreements.

Within this feature the following capabilities were introduced:

• Allow users to identify the employees that are responsible for maintaining purchase agreements. 
• Users can now mark a Purchase agreement as 'closed' to signal the agreement is no longer actively used, making it so users will not be able to create release orders from the purchase agreement. 

When this feature is enabled, two new fields will appear on the Purchase agreement classifications page (Procurement and sourcing > Setup > Purchase agreement classification)

When you define the responsible workers, a secondary responsible worker cannot be defined without a primary responsible worker. The same worker cannot be defined as both the primary and secondary responsible worker.

When Purchase agreement is being created, Primary and secondary responsible workers fields are getting defaulted from Purchase agreement classification page.

Purchase agreements can now be marked as 'Closed'. This status appropriately indicates to the user that this document will no longer be in use moving forward. Additionally, the Confirmation and Pro forma buttons in the action pane are disabled. 

Like for the On hold purchase agreements, you cannot select Closed purchase agreements in the Purchase order creation dialog. 

That's it!