Procurement and sourcing feature state updates for 10.0.32

Článek
10/27/2023

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Supply Chain Management. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Feb 6, 2023	Apr 1, 2023

Business value

Turning on features by default helps customers stay current with the latest procurement and sourcing capabilities of Dynamics 365 Supply Chain Management.

Feature details

Features becoming mandatory with the 10.0.32 release

These features have become mandatory and can no longer be disabled.

Add lines to PO invoices associated with a purchase agreement: Lets you add lines to a generated purchase order invoice prior to posting. This can be useful for adding a service item to an invoice that was generated for a purchase order that is associated with a purchase agreement.
Allow vendors to apply for procurement categories through vendor collaboration: Allows vendors to request a new procurement category.
Bid submission success message: Displays a success message when bids are submitted.
Clean up purchase-order update history: Lets you clean up temporary historical records related to purchase order updates. It adds a new button, Clean up purchase update history, to the action pane on the All purchase orders page.
Disable Purchase Requisition Distribution Reset Button: This Accounting Distribution page feature disables the Reset button for purchase requisitions that are in review.
Maintain vendor bank information using vendor collaboration workspace: Lets vendors use the Vendor collaboration workspace to enter information that their customers will use for electronic payments. You can see the information that vendors entered using a new inquiry page. After the information has been reviewed and validated, the records can be marked as reviewed.
Purchasing cXML enhancements
Put vendor on hold for purchase orders: Lets you put a vendor on hold for purchase orders. It adds a new Purchase order hold type that marks a vendor as on hold for purchase orders. You won't be able to create new purchase orders for vendors that are on hold for purchase orders, but you will still be able to proceed with any open invoices or payments for those vendors.
RFQ questions and answers

Features becoming enabled by default with the 10.0.32 release

These features are now turned on by default but can still be manually disabled. These are all targeted to become mandatory with 2023 release wave 2.

Check unit precision for not-stocked items: Check unit precision for not-stocked items.
Default broker contract tax information on vendor invoice lines: Introduces logic to set default values for the Sales tax and Item sales tax fields on broker contract vendor invoice lines. This logic is applied only when the charge type on the broker contract line is ledger/ledger. The item sales tax group will take its default value either from the brokerage procurement category (if it's set up) or from the charge type. The sales tax group will take its default value from the vendor account.
Enable vendor collaboration certification management: Allows vendors to add, edit, or remove certifications related to their company through the Vendor collaboration workspace.
Limit the number of purchase order lines per batch task: Helps you optimize system performance when posting confirmations and product receipts by limiting the number of purchase order lines processed by each batch task.
Post registered quantities of stocked products and remainders of not-stocked products for receipts and vendor invoices: Changes how quantities of not-stocked products (such as services) are posted when processing vendor invoices and inbound shipments against purchase orders. The Registered and services quantity option now works as the Registered quantity and not-stocked products option and aligns with the similarly named option already available for posting quantities for sales packing slips.
Purchasing card processing: Lets you track purchases and expenses that your agency incurs while using purchasing cards.
Sealed bidding for RFQs
Synchronize tracking dimensions on intercompany sales and purchase order lines: Lets you control whether serial and batch number tracking dimensions are synchronized across intercompany sales and purchase order lines. It adds new settings to both the Purchase order policies and Sales order policies tabs of the Intercompany setup page for customers and vendors. It also updates the names of a few related, nearby settings for clarity. If you are using warehouse management processes (WMS), then be aware that this feature will only synchronize batch and serial numbers when those dimensions are above location in the target destination reservation hierarchy.

Features becoming generally available with the 10.0.32 release

These features are now generally available. They are not turned on by default and must be enabled manually. Some features can be disabled again after being turned on, and these are targeted to become enabled by default with 2023 release wave 2. All of these features are targeted to become mandatory with 2024 release wave 1.

Request for quotation amendment and cancellation email framework options: Lets you send RFQ amendment and RFQ cancelation emails using either SSRS reports or the email distributor framework. This feature adds new settings to both the Amendment and Cancelation field groups on the Request for quotation tab of the Procurement and sourcing parameters page. When this feature is enabled, the new Send email using options become available and let you set a preferred way of sending emails. Select the SSRS report option to send an email while generating the SSRS report (this is the default setting). This option should be used if only a few people should receive the email or if the report should be delivered as an attachment to the email. Select the Email distributor option to send an email using the email distributor framework. With the Email distributor option, the email can be monitored in the batch email sending status. This option should be used when sending emails to many recipients. When using the Email distributor option, the report can't be sent as an attachment. Without this feature, the system always sends email while generating the SSRS report.

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