High-level changes within Small parcel shipping (SPS) feature in Microsoft Dynamics 365 F&SCM

Within this article I would like to provide with the high-level changes that were made within Small parcel shipping functionality.

1.  Container weight configuration

     Transportation management à Setup à Carriers à Shipping carriers

     Average container weight field

2.  Carrier account assignment

     Transportation management à Setup à Rating à Carrier service account

3. Customer carrier account assignment
    Accounts receivable à Customers à All customers à General tab à Carrier customer accounts

4. Carrier label printing configuration
    Warehouse management à Setup à Containers à Container packing policy à Carrier label printing section
     Upon Container Close, label will be printed that is stored on the Route Segment Container if:

•  Print Container Shipping Label Rule is not Never
•  Manifest Requirements For Container is set to Transportation Management 
•  Container manifest id is specified on the container

5. Print shipping label
    Warehouse management à Packing and containerization à Containers à Shipping label
     Label will be printed that is stored on the Route Segment Container.
     The system will try to find Route Segment Container by Container ID and Container manifest ID (ShipCarrierTrackingNum). Once found, there is a field on the Route Segment Container contained label that will be printed. That field is called ContainerShippingLabel (is not visible from UI)

6. Carrier customer account assignment per sales order
    Accounts receivable à Orders à All Sales orders à Transportation tab à Carrier customer account field

Responsibility center is blank while creating Budget Plan in Microsoft Dynamics 365 F&SCM

You may experience an issue with the Responsibility center lookup while creating Budget plan.

If you have Security model = Based on security organizations in the Budget Planning Configuration (Budgeting > Setup > Budget planning > Budget planning configuration), follow the steps below to fix this issue:

1. Go to the Worker who is creating Budget plan (Human resources > Workers > Workers).
2. Click Work Position Assignment in the Action pane.
3. Drill down to Positions  clicking on the Hyperlink.
4. Check the Department value. Note department value.
5. Go to Organization administration > Organization > Operating units.
6. Select the Department of the worker noted in the step 4.
7. Make sure that “In hierarchy” toggle is turned on.
8. Fill in Manager field, if empty.
9. Go to Organization administration > Organization > Organization hierarchy.
10. Select the hierarchy that is used for the budget planning process for which budget plan is being created.
11. Make sure that Security purpose is assigned.
12. Make sure that department noted in the step 4 is included into the hierarchy.
13. Go to System administration > Users. Find user who is creating budget plan. Make sure that Personnel field is filled in by worker value used in step 1.
14. Make sure that user (from step 13) has Budgeting role assigned.
15. Click Assign organizations button. Make sure that access is granted to hierarchy noted in step 10.

Try to create budget plan. I hope it solved the issue.

Turn on new Small parcel shipping (SPS) feature in Microsoft Dynamics 365 F&SCM

Within 10.0.9 Application release, Platform Update 33 (PU33) Small parcel shipping (SPS) feature has been added. In order to activate this feature you would need to complete the following steps:

1. Insert Flight name (aka Feature name) into SYSFLIGHTING
2. Restart IIS
3. Check for updates in the Feature management 
4. Enable Small parcel shipping (SPS) in the Feature management 

Step 1:  Insert Flight name into SYSFLIGHTING

Open SQL Server Management Studio as Administrator and execute the following SQL statement to insert the TMSSmallParcelShippingFeature flight into the SYSFLIGHTING table.

insert into dbo.SYSFLIGHTING(FLIGHTNAME, ENABLED, FLIGHTSERVICEID) values ('TMSSmallParcelShippingFeature', 1, 12719367)

Step 2: Restart IIS

Open command-line(cmd) as System administrator and at the command prompt, type:

iisreset

Step 3:  Check for updates in the Feature management

Navigate to System administration > Workspaces > Feature management 
Click Check for updates button

Step 4:  Enable Small parcel shipping (SPS) in the Feature management 

Find Small Parcel Shipping feature within Transportation management module and click Enable button.

Due date alerts batch job is not working in Microsoft Dynamics 365 F&SCM (Platform update 31)

With the Platform update 31, Platform update 32, you may experience the issue with Due date alerts batch job (System administration > Periodic tasks > Alerts > Due date alerts).

In general, Due date alerts batch job is in Executing status but does nothing, it just gets stacked.

The result of this is that Microsoft Dynamics 365 Unified Operations: Batch Management Service service is terminating unexpectedly and restarting every 2 mins.

Having investigated Due date alert batch job, the root cause was found. The system fails here:

As a workaround in order to fix it, you could set 2 weeks for the Alert rule instead of “is due in 1 calendar day”.

I do know that it’s quite an odd solution if you are using Due date alerts constantly.

The good news is that Microsoft released a hotfix already for this issue.

Platform 31 - KB 4537849 Stack overflow caused by recursion 
https://fix.lcs.dynamics.com/Issue/Details/1277393?kb=4537849&bugId=408330&dbType=3&qc=1efe704342b29b568e9306fead37964410dd0958d71da87fbcb070612a53c21b

Platform 32 - KB 4537705 Stack overflow caused by recursion
https://fix.lcs.dynamics.com/Issue/Details/1277393?kb=4537705&bugId=407923&dbType=3&qc=1efe704342b29b568e9306fead37964410dd0958d71da87fbcb070612a53c21b

You can use the link below to install these hotfixes: https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/download-hotfix-lcs

Grouping in grids feature in Microsoft Dynamics 365 F&SCM

Within Platform Update 33 (PU33) Grouping in grids feature has been added. In order to activate this feature, navigate to the Feature management workspace, find Grouping in grids feature on the list of System administration module and click Enable now button. Once you activate it, you can use grouping in grids capabilities.

This feature, which requires the new grid control to also be enabled, allows users to group data within grids. This empowers users to analyze data and calculate subtotals per group. Grouping can be saved as part of the saved view definition when the saved views feature is enabled.

For more details, visit this page - https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-finance-operations/grid-experience

With this new feature you can do the following:
1. In any grid decide by which field you would like to group your data.
2. Right click on that field and select Group by this column.

3. Grid will be presented in the grouped way by the column that you've set. In the example below, the grouping by Customer account on the Open customer invoice grid has been made.

Unfortunately, Totals are displayed for the whole grid and not per grouped field. In our case it doesn't make much sense, since there can be multiple currencies and the totals in this case are not correct.

New grid control in Microsoft Dynamics 365 F&SCM

Within Platform Update 33 (PU33) New grid control feature has been added. In order to activate this feature, navigate to the Feature management workspace, find New grid control feature on the list of System administration module and click Enable now button. Once you activate it, you can use new grid capabilities.

This feature replaces the existing grid control with a new control that has faster rendering, smoother scrolling, and less jumping when navigating in the grid. The new grid also allows drag-and-drop column reordering, entry of mathematical expressions in numeric cells, the ability to calculate totals at the bottom of numeric columns, and the ability to get ahead of the system when editing or creating data.

For more details, visit this page - https://docs.microsoft.com/ru-ru/dynamics365-release-plan/2019wave2/finance-operations-crossapp-capabilities/user-productivity-new-grid

With this new feature you can do the following:

1 - move/reorder columns by dragging them
2 - add columns through context menu
3 - add/hide footer to display totals for any integer/decimal columns
4 - hide columns through context menu
5-  use mathematical formulas in the numeric fields
6,7,8,9 - review totals in the footer section

Create Saved views and share with the users in Microsoft Dynamics 365 F&SCM

Within Platform Update 33 (PU33) new Saved views feature has been added. In order to activate this feature, navigate to the Feature management workspace, find Saved views feature on the list of System administration module and click Enable now button. Once you activate it, you can configure personalized view of the form.
This feature allows users to have multiple named sets of personalizations per page. Views can also be published to security roles.
For more details, visit this page - https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-finance-operations/saved-views
To create a new view of the form, navigate to any form that you would like to personalize.
Under the name of the form, you will notice "My view" option. Click arrow down and select Save as. This will trigger new view creation.

Provide a new name for the view.

After that, using Personalize this page button on the Options tab, make any changes that you would like (Add fields, hide fields, move fields etc)

Once you are done with personalization, you will need to save it. You will notice that it's unsaved view through asterisk. Click Save option and modified view will be saved.

If you need to share created view, you can click three dots icon and select Publish option.

In the opened form, you will have to specify the security role with whom you would like to share the view.

In a nutshell, this feature allows you to  create optimized views of a form that might speed up the process, simplify the user experience, and improve user productivity.