Dynamics 365 for Finance and Operations
In this post you can find what is new and planned for the platform update 10.0.21.
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 10.0.21 specifications
Build number: 7.0.6129
Release Plan: Dynamics 365 2021 wave 2 (October 2021 – March 2022)
Preview release: 02.08.2021
General availability (self-update): 17.09.2021
General availability (auto-update): 01.10.2021
End of Service: 10.12.2021
Warning code: 95017
Warning message: Script [SetupDiagnostics] faild execution against VM.
Even if the deployment will work despite the warning, some known issues may occurs in Lifecycle Services (LCS).
For more detailed information about the Platform Update 10.0.21 please click here.
Cross Features are the capabilities and features benefiting all Finance and Operations apps.
Features generally available from September 2021
- Improved legal entity support for saved views
- Enhanced support for full feature lifecycle in Feature management
- Enhanced self-monitoring for availability issues
- Visual Studio 2019 is now officially supported
Enhanced support for full feature lifecycle in Feature management
Improved legal entity support for saved views
- If a view is published to one or more specific legal entity, is then only shown in those legal entities.
- Personal views can now be saved as global or belonging to specific legal entities, like the organization views.
Enhanced self-monitoring for availability issues
Features and enhancements generally available from September 2021
The tax calculation service features, published as preview features with the version 10.0.19, are now generally available:
- Tax calculation service
- Tax calculation service – supporting multiple VAT ID
- Tax calculation service – supporting tax in transfer orders
Electronic Invoice Features
In addition to the following countries
the configurable electronic invoice was released with for Italy, Finland and Brazil.
Furthermore, the possibility to configure multiple electronic invoice formats in one single entity will be introduced with the configurable cross-country PEPPOL electronic invoice.
Other Features
- (Brazil) NFC-e synchronous processing (Enhancement)
- (Brazil) SPED Reinf updates in events 5011 and 2055 (Enhancement)
- (India) Enable to include tax collection at source (TCS) in the total invoice value of an invoice (Enhancement)
- (Switzerland) VAT Declaration Export in XML and Excel
- Batch task size number of lines (Enhancement)
- Block posting and submission of vendor invoices to workflow (Enhancement)
- Collection letter creation performance improvement (Enhancement)
- Customer payment predictions (Enhancement)
- Enable credit invoicing for vendor invoices (Enhancement)
- General ledger year-end enhancements (Enhancement)
- Generate trial balance with pending type transactions (Enhancement)
- Lock asset book in depreciation journal (Enhancement)
- Maturity date validation of posting payment journal with postdated checks to bank account (Enhancement)
- Performance enhancement for large consolidations (Enhancement)
- Process automation – additional support added for modifying query filters (Enhancement)
- Selection of advance invoices for reversing while posting sales order credit note (Enhancement)
- Turn off set based updates for customer settlement cash discount rate (Enhancement)
(Switzerland) – VAT Declaration Export
Please find more information at this link.
Tax Calculation
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 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
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 September 2021
Cost Management
- Inventory closing progress details (Enhancement)
Inventory and logistics
- Deduction and catch-weight enhancements for Rebate management
- Global Inventory Accounting Add-in for Dynamics 365 Supply Chain Management
- Post on-hand adjustments using codes connected to offset accounts
- Sales quotation referenced data export policy
- Scan bar codes in the warehouse using GS1 format standards
- Soft reservation for the Inventory Visibility Add-in
- Warehouse app step instructions
- Work breaks and tracking updates for Landed cost
Manufacturing
Procurement and Sourcing
- Prevent over-consumption of general budget reservations when multiple purchase requisitions are in workflow (Enhancement)
Production Control
- Show full serial, batch, and license plate numbers in the production floor execution interface (Enhancement)
Sales and Marketing
- Limit the number of sales orders that can be selected for posting (Enhancement)
Warehouse Management
- Decouple put away work from ASNs (Enhancement)
- Slot mixed units (Enhancement)
- Use faster API for containers closing/reopening on packing station (Enhancement)
Soft reservation for the Inventory Visibility Add-in
This feature enables order management and point-of-sale systems to communicate directly with Supply Chain Management to find and temporarily reserve requested inventory, thus helping to make sure the inventory can be delivered as promised.
The soft reservation applies when a business must reserve a specific quantity of products to support, for example, sales order fulfillment that avoids over-selling:
when a sales order is created and confirmed in Supply Chain Management or other order management systems, a request to reserve the quantity is sent to Inventory Visibility for reservation.
After the quantity is successfully reserved, a reservation ID is returned: This temporary booking is called a soft reservation.
More details are available at this link.
To learn more about the Inventory Visibility Add-In, please click here.
Show full serial, batch, and license plate numbers in the production floor execution interface (Enhancement)
This feature provides an improved experience for viewing lists of serial, batch, and license plate numbers in the production floor execution interface.
The display changes from a card view with a limited number of characters to a list view that provides enough space to show the full values.
Warehouse Management mobile app step instructions
This new functionality not only can help new workers to learn their tasks, but also can assist experienced workers when performing new or complicated tasks.
To learn more about this feature, please visit this link.
The D365 Commerce features are available from the build number 10.0.960.
More information about the Platform Update 10.0.21 for Dynamics 365 Commerce can be found visiting this link.
Features generally available from September 2021
- (Russia) Prepayments in Dynamics 365 Commerce
- (Russia) Set up the Dynamics 365 Commerce localization
- Apply updates and extensions to Commerce Scale Unit (cloud)
- Customer segmentation and targeting
- Enforce custom query change tracking configurations on retail transaction tables due to performance impacts
- Enhanced reordering experience in e-commerce
- Grant and revoke B2B e-commerce business partner user admin privileges
- Inventory awareness on swatches
- Modern POS offline monitoring dashboard and seamless offline resiliency and reliability enhancements
- Prevent unintentional price calculation for commerce orders
- Remove Cloud Scale Unit extensions
- Support for catalogs in e-commerce channel
- Support inventory movement between in-store locations from POS
Modern POS offline monitoring dashboard and seamless offline resiliency and reliability enhancements
This dashboard can be found at Retail and Commerce > Channel setup > POS setup > Register offline status.
More information about the Commerce offline implementation and troubleshooting at this link.
Prevent unintentional price calculation for commerce orders
When orders are recalled and edited in POS, the prices and discounts of the existing order lines are considered “locked” and they don’t change unless the users calls the operation “Recalculate”.
However, before the Commerce version 10.0.21 release, this capability was not available in the call center, causing the price and discount recalculation when a line was added, removed or modified.
When the feature is turned on, a new Price locked property is available on the Sales Order lines to exclude them from the Commerce pricing engine calculation.
This property can be removed manually by the user from one or more sales lines -even in bulk, to let the recalculation run (except for the lines partially or totally invoiced).
After the changes are completed and have been submitted with the Recalculate button, the price lock is reapplied to all the order lines.
Please find more information about the commerce orders at this link.
Support inventory movement between in-store locations from POS
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