Dynamics 365 for Finance and Operations
In this post you can find what is new and planned for the platform update 10.0.23.
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 10.0.23 specifications
Build number: 7.0.6206
Release Plan: Dynamics 365 2021 wave 2 (October 2021 – March 2022)
Preview release: 15.10.2021
General availability (self-update): 10.12.2021
General availability (auto-update): 31.12.2021
End of Service: 18.03.2022
For more detailed information about the Platform Update 10.0.23 please click here.
Cross Features are the capabilities and features benefiting all Finance and Operations apps.
Features generally available from December 2021
- Open attachments in a new window
- Auto resize a grid column to fit contents
- Define a default state/province for each country/region in address setup
Open attachments in a new window
Auto resize column to fit contents
Features and enhancements generally available from December 2021
Accounts Payable
- Vendor open transactions report
- Create invoice lines based on the quantity option parameter Accounts payable
Globalization
- (Russia) Run inventory balance turnover report in calculation in batch
- (Russia) Post storno financial inventory transactions according to the correction flag in the financial voucher for sales orders (Enhancement)
- (Czech) Enable manual input sales tax amounts for reversing prepayment tax amounts
- Revenue recognition conversion to feature management from licence configuration
- Integration with Free Text Invoice
- Tax in transfer order (Enhancement)
- Tax Calculation Service (Enhancement)
Generate invoice lines when importing vendor invoices
The creation is based on the purchase order information and also on the default quantity set on the Accounts Payable Parameters > Vendor Invoice automation tab > Choose default quantity for automatic invoice lines creation.
The quantity can be set to the ordered or to the product receipt quantity.
Please find more details about this feature here.
The feature is enabled by default.
Vendor open transaction report
Often used during the audit procedures, the report provides provides detailed information about the open transaction for each vendor as of the specified date.
Including details such as invoice number, transaction date, voucher, amounts, credit and debit balance, subtotal amounts and payment due date, the report helps to verify the balances between vendor book transactions and ledger account transactions.
Please visit this link for the complete documentation.
Tax in transfer orders (Enhancement)
In D365, it is possible to print the pro-forma invoice document of a transfer order made for intra-communities supplies and acquisition under the European Union value-added tax (VAT) regulations.
The following tax-relevant data is added to the transfer order documents:
– Names and addresses of the origin and destination warehouse
– Tax identification numbers
– Unit price and taxable amount of the items
– Tax code, tax rate, tax amount and tax directives
The feature Tax in transfer order must be enabled and depends on the tax calculation service installation.
Additional documentation can be found at the following pages:
Features and enhancements generally available from December 2021
Asset Management
- Offset accounts for expenses in work order journals (Enhancement)
Cost Management
- Create related vouchers for standard cost rounding revaluations (Enhancement)
Inventory and logistics
Manufacturing
- Manufacturing execution system integration
- Report on co- and by- products from the production floor execution interface
Master Planning
- Azure Machine for demand forecasting (Enhancement)
Planning
Procurement and sourcing
- Clean up purchase order update history (Enhancement)
Production control
- (Preview) Auto-picking of warehouse enabled materials for auto-posted picking lists (Enhancement)
- Validate expiration raw materials against planned consumption date (Enhancement)
Sales and marketing
- Clean up sales order update history based on age (Enhancement)
- Improve „Top 100“ customers report performance (Enhancement)
Warehouse management
- Scale unit support to release to warehouse of outbound orders (Enhancement)
Manufacturing execution systems integration
Some manufacturing organizations that use Supply Chain Management, especially those with advanced manufacturing requirements, use a third-party manufacturing execution system (MES) to control their manufacturing activities for machines, equipment, and personnel instead of what is natively available in Dynamics 365.
Organizations might choose a third-party MES solution (for example, because it is tailored for their own vertical industry).
The feature makes it faster, easier, and cheaper for Supply Chain Management users to integrate with third-party MES systems, offering business events and interfaces that support key manufacturing execution processes and a centralized dashboard where the event processing history can be tracked and failing processes can be troubleshooted and resolved.
Please find more details here.
Pause tasks in the Warehouse Management mobile app
After enabling this feature, workers using the Warehouse Management mobile app can temporarily pause their current task, start and complete other ones before safely returning to where they left off with their previous work.
For example, a warehouse worker performing a sales picking flow might arrive at a specified location only to find that the required item is no longer present.
Previously, the only option would be to abandon the current pick flow and do an item inquiry to find out if more of that item is available at another location.
As a result, the worker would lose their sales pick information and run the risk that another worker might grab and restart that same picking work, thus creating inefficiencies.
With this feature, the worker can instead pause the current task and go to a secondary flow (the item inquiry flow) to find a new location that contains the item, replenish the location, and then continue the sales pick work.
No information is lost and the warehouse pick work is more efficient.
Please find more details at the links below:
Configure detours for steps in mobile device menu items (docs)
Pause tasks in the Warehouse Management mobile app
Priority-based planning
The system can automatically split larger orders into separate smaller orders, with order lines grouped by priority, and then process all high-priority orders first.
Most industries can benefit from this, and a typical company that implements demand-driven planning can achieve:
– Improved customer service
– Lead time compression
– Right-size inventory
– Lower total supply chain cost
This feature will be released into the following Microsoft Azure geographic areas:
United States, Europe, Asia Pacific, United Kingdom, Australia, Canada
Please find more detail here.
The D365 Commerce features are available from the build number 10.0.1037.
Features generally available from December 2021
Globalization
- (Eastern Europe) Improvements in settlements of sales invoices and payments for retail statements
Merchandising
Improved pricing calculation performance by using flattened discount tables
Create email templates for transactional events
Dynamics 365 Commerce provided an out-of-box solution for sending emails that alter customers about transactional events such as:
– Sales Order created (not triggered for Cash-and-carry transactions)
– Picking completed (triggered only by Commerce HQ)
– Packing completed, including order ready for pickup and order shipped (triggered by POS and Commerce HQ)
– Order invoiced (triggered by POS and Commerce HQ)
– Issue gift card
– Order cancellation (triggered by Commerce HQ only)
– Customer created (triggered only when the customer is created in the Commerce HQ)
– B2B prospect approved (triggered by Commerce HQ only)
The feature is enabled with the state „On by default“.
Please visit this link for more detailed information.
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