Dynamics 365 for Finance and Operations
In this post you can find what is new and planned for the platform update 10.0.19.
If your D365 F&O includes the Commerce modules, please remember that there are some dependencies between the versioning of the two products.
For more information about the Dynamics 365 Commerce component versioning requirements please visit this link.
Platform Update 10.0.19 specifications
Build number: 7.0.5968
Release Plan: Dynamics 365 2021 wave 1 (April 2021 – September 2021)
Preview release: 23.04.2021
General availability (self-update): 18.06.2021
General availability (auto-update): 02.07.2021
End of Service: 17.09.2021
More information at the link here.
Cross Features are the capabilities and features benefiting all Finance and Operations apps.
Features generally available from June 2021
- Pass legal entity context to embedded canvas apps
- Visual update for wizard
- Vendor collaboration bank changes
- Block posting and submission of vendor invoices to work flow
Visual update for wizards
The wizard visual refresh feature modernises the appearance of these pages in Finance and Operation apps, aligning the users experience to other Dynamics 365 products.
For more details, please click here.
Blocking posting and submission of vendor invoices to workflow
The system alerts instead the user before, saving time and preventing costing issues in the long term.
Please visit this link for further information about the feature.
Vendor collaboration – Bank changes
In this way, the company can save time e reduce the costs of maintaining the vendor bank information.
The inserted information can be however reviewed by the accounts payable users before becoming effective.
Features generally available from June 2021
- Tax calculation service preview features
– Tax calculation service (preview)
– Tax calculation service – supporting multiple VAT ID (preview)
– Tax calculation service – supporting tax in transfer orders (preview)
- Configurable electronic invoice for the following countries:
– Austria
– Belgium
– Denmark
– Estonia
– France
– Germany
– Netherlands
– Norway
– Spain
Tax Calculation (preview)
The Tax Calculation service is a configurable globalisation microservice that enhances the tax determination and calculation capabilities in D365 Finance, D365 Supply Chain Management and D365 Project Operations.
The feature (in public preview for Europe and United States, but not yet generally available with this version) enables the global tax engine to automate and simplify the tax determination and calculation process with the following functionalities:
- Configurable Tax Calculation through Regulatory Configuration Service (RCS), an enhanced version of the Electronic reporting (ER) designer available as a standalone service;
- Configurable tax matrix to automatically determine tax codes, rates and tax registration numbers;
- Configurable tax calculation designer to define formulas and conditions
- Shareable tax determination and calculation solution across legal entities
Tax Calculation – supporting multiple VAT IDs (preview) and VAT transfer orders.
Related to the Tax Calculation one, the additional features for the tax calculation meet the needs of the companies which have one legal entity, but multiple warehouses in several countries.
This is a typical scenario in Europe: a Dutch company has the manufacturing plant in the Netherlands, but also a stock warehouse in Germany. In this case the company has to hold the sales tax registration in both countries.
If the customer is based in Germany and the goods are shipped from this warehouse, the tax has to be calculated as domestic sales tax.
The Tax Calculation service functionality for multiple VAT IDs lets users set up the tax registration numbers of a legal entity and its customers/vendors in different European Union (EU) member states, and then post and settle taxes according in the appropriate member state.
For more information, please visit the following link.
The Tax Calculation service functionality for VAT in transfer orders supports their indirect tax determination, calculation, posting and settlement.
Electronic Invoice
The electronic invoice (or “eInvoice”) is a digital solution that enables the companies and the public sector to receive and process electronic invoices according to the European standard.
In Dynamics 365 as in the previous versions, the Microsoft features allow the users to easily create electronic invoice for Sales, Project and Free Text Invoices.
Our Axperience Team is already specialised on the implementation of the electronic invoice, please contact us for a consult.
You can find more details about the European regulation here.
Features generally available from June 2021
Inventory and logistics
- Contact person data entity export optimisation
- Incremental enhancements for warehouse execution capabilities with Scale Units
- Lookup functionality for document introduction and document conclusion fields on Sales Quotation
- Warehouse execution with edge scale units on your custom hardware
Manufacturing
Planning
Product Information Management
Lookup functionality for Document introduction and conclusion fields on Sales Quotation
The feature is enabled by default and improves the visibility and usability of the two fields on the Posting tab: both name and text are now shown in the look up.
More details are available at this link.
Query based order firming
Unlike auto-firming, the query based firming allows to firm a selection of planned orders. The feature could be useful, for example, when the order of some vendors must be firmed in a different frequency than others. A preview functionality lets the uses control the content of the planned orders that are about to be firmed.Lear more about this feature at this .
Variant suggestion improvements
The process, more visible and interactive, increases the relevance of the suggested variants and improves the system performance and user productivity.
The D365 Commerce features are available from the build number 10.0.837.
More information about the Platform Update 10.0.19 for Dynamics 365 Commerce can be found visiting this link.
Features generally available from June 2021
- Set up Microsoft Clarity in Dynamics 365 Commerce (eCommerce)
- Apply unit of measure settings (eCommerce)
- Check-in for pickup module (eCommerce)
- Customer check-in for curbside order fulfillment (eCommerce)
- Configure gift with purchase promotions
- Configure product dimensions values to appear as swatches (eCommerce)
- Module configuration presents (eCommerce)
- Ensure unique transactions ID
Configure gift with purchase promotions
From the version 10.0.19, the retailers can use the Threshold discount feature to configure these promotions: a new discount lines value is available for selection in the discount method field.
More details available at this link.
Pickup process improvements
For the companies who use both the eCommerce and the Point Of Sale (POS), the pickup process is improved with the check-in for pickup module and the Customer check-in for curbside fulfillment.
- The first feature provides a confirmation page on the e-Commerce, which allows the customers to notify the stores about their arrival. It is also possible for the customer to add additional information to facilitate the order delivery. Please visit the following link for more details.
- The second feature facilitates the Contactless modes of delivery (such curbside pick up and buy online-pick up in store), providing the customer a link or button “order ready for pickup” that lets them inform the retail store that they are arrived at the collection point/shop. The retailers will receive this notification in the POS so they can bring the customer their order. More details are available at this link.
Ensure Unique Transactions ID
– A fixed part, which is a concatenation of the store ID and the register number
– A sequential part, which is a number sequence.
Since the transaction IDs can be generated in offline and online modes, there have been instances of duplicated transaction IDs.
With the version 10.0.19, the transaction ID format has been updated to remove the sequential part and use instead a 13-digit number, ensuring that they are always unique through a calculation of the time in milliseconds.
For more details, please visit this link.
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