Agreed!

What’s the latest on the roadmap for the Planning Optimization engine to support Lean system planning functionality?

If you’ve got the scoop or are wondering the same thing, let’s chat in the comments!

From my knowledge, you can cancel remaining quantities on partially invoiced POs or finalize the PO. Finalizing releases any associated budge reservations, which is useful if you’re utilizing budget control for example.

Changing a project’s status to “Completed” or “Closed” does not automatically cancel or close associated open Purchase Orders (POs). Project status changes primarily affect project accounting and reporting, but they do not directly impact the status of related POs.

When a project is finalized, it’s essential to address any open POs linked to it. Finalizing a project without resolving open POs can lead to discrepancies in financial records and hinder procurement processes.

Best Practices:

1. Close Open Purchase Orders Before Finalizing the Project:

   • Review and Close POs: Ensure all POs related to the project…

Read more

Have you reviewed Batch Number Group configuration? This sounds like “Per qty” is setup and maybe you need to investigate using “Only for inventory transactions”. When enabled, a single batch number is generated for the entire inventory transaction, regardless of the quantity. This means that even if you receive items in multiple…

Read more

I submitted an idea for ‘Enable Reassignment of Clusters in Warehouse Management’ and I would appreciate your vote.

D365 Application Idea: https://experience.dynamics.com/ideas/idea/?ideaid=00f92a61-ba3f-ef11-b4ad-000d3adde37b

I propose a new functionality within Dynamics 365 to streamline this process. The system should allow administrators…

Read more

The system currently does not allow re-assigning a cluster to another DC operator without the employee passing the cluster, leading to potential issues when the employee is unavailable or forgets to complete the task.

We are seeking a function within D365 to remove the employee from the cluster and reassign it to another operator. Our…

Read more

This kind of information would be soooo beneficial!!

Also manually recreated the workflow in each environment after the import process produced the error message.

Yes, all other workflows were deleted and still get the error message.

All parts of the workflow were reviewed and confirmed to be configured correctly.

Importing the workflow into environment where it was created was also attempted and the workflow and purchase requisition process worked as expected

Scenario 1: A workflow version was created in UAT and then exported to be used in a lower tier environment for continued testing. UAT environment we were using was being utilized for 10.0.39 update testing. When importing the workflow to use for testing, a warning message was prompted on the Worflow versions pane. The workflow imports…

Read more

I look forward to seeing your article. We are putting the solution through some test cases as well.

How the Total Quantity on the Current allocation form is calculated was a little confusing as first. It represents the vendor’s total quantity during the current period, but the current period is influenced by the Balance period (days) and if…

Read more

If anyone has hands on experience implementing this new feature, I want to collaborate with you!

Looking at this feature as a potential solution and want to learn as much as possible from others who have already gone down this path.

https://learn.microsoft.com/en-us/dynamics365/supply-chain/master-planning/source-from-multiple-vendors

Hi Everyone,

After a recent 10.0.37 service update deployment, we learned that some custom reports that were copied from OOB reports were no longer working as expected. Users were getting a message “Something went wrong in data preparation while generating the report. Please try again.”

Our dev team discovered that in one of our service updates…

Read more