Procurement and sourcing feature state updates for 10.0.36
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 | 
Jul 31, 2023 |
Oct 2, 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 10.0.36 release
These features have become mandatory and can no longer be disabled.
- Add Quantity ordered field to the Posting product receipt page: Adds a new field called Quantity ordered to the Posting product receipt page. The new field appears on the receipt Lines grid before the Quantity field. The feature also copies the Deliver remainder field to the grid and positions it after the Quantity field.
- Charges setup with site and warehouse
- Check unit precision for not-stocked items: Check unit precision for not-stocked items.
- Consolidate multiple purchase requisitions into a single purchase order by accounting date: Allows multiple purchase requisitions to be consolidated into a single purchase order if the different purchase requisitions have different accounting dates. Purchase order creation and demand consolidation purchasing policy rules can be set up to automate the decision for grouping requisition lines by accounting date on the purchase order level. Purchase order consolidation by accounting date is not supported if budget control is enabled because the accounting date is used for budget reservations and encumbrance. Therefore, it should be retained during the transition from purchase requisition to purchase order.
- Enable resetting procurement related workflows: Allows you to reset the following workflows to draft status: Purchase order, Vendor change, and Purchase requisitions.
- 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 like the Registered quantity and not-stocked products option and aligns with the similarly named option already available for posting quantities for sales packing slips.
- Prevent overconsumption of general budget reservations when multiple purchase requisitions are in workflow: Improves error checking when users submit and approve purchase requisitions that exceed the remaining balance of a general budget reservation line. This helps prevent overconsumption of general budget reservations when multiple purchase requisitions are in workflow.
- Prevent updates to intercompany sales order line requested dates in header to lines update scenario when derived: Prevents updating intercompany sales order line requested dates in a header-to-lines scenario when an intercompany sales order line is created from the purchase order and therefore is derived. Previously, when updating either confirmed or requested dates on an intercompany sales order header, both requested and confirmed sales order line dates would be updated when Transfer settings from the header to the lines ship and receipt dates, update ship and receipt dates, is Yes. When this feature is enabled, then only the sales order line confirmed dates are updated in the header-to-lines update scenario.
- Purchasing card processing: Lets you track purchases and expenses that your agency incurs while using purchasing cards.
- RFQ reference link added to PO: (Public sector) Adds a reference link from the purchase order lines back to the corresponding RFQ lines they originated from.
- 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.
- Update prices and discounts entered manually for intercompany: Enables manual change policy functionality for intercompany. It includes transferring manual change policies between intercompany sales and purchase orders. Previously, this only worked for non-intercompany orders. When this feature is enabled, the Update price and discounts dialog option will be displayed after making changes to intercompany orders. This can be used to either update or keep pricing and discount details on intercompany orders.
Features becoming enabled by default with the 10.0.36 release
These features will be turned on by default but can still be manually disabled. These are all targeted to become mandatory with 2024 release wave 1.
- Assess supply risks to prevent supply chain disruptions
- Display legacy default RFQ reply field settings: This feature reintroduces the legacy default request for quotation (RFQ) reply field settings, which were previously removed from the user interface. These settings don't provide any functionality out of the box but can be customized to provide it as required. Enable this feature if your organization has already added functionality for the default RFQ reply field settings or is planning to. When this feature is enabled, you can access the settings by going to the Procurement and sourcing parameters page, opening the Request for quotation tab, and selecting Default request for quotation reply fields.
- Purchase agreement matching policy: Enables you to define a matching policy on purchase agreements that all associated documents will adhere to.
- Purchase order delivery date: (Public sector) Adds the ability to calculate the delivery date.
- 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, 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.
Features becoming generally available with the 10.0.36 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 2024 release wave 1. All features are targeted to become mandatory with 2024 release wave 2.
- Purchase order workflow submission and approval performance enhancement: Improves the performance of the purchase order workflow submission dialog and the approval dialog, which is most noticeable on purchase orders with larger number of lines. When this feature is enabled, purchase order totals and accounting distributions are calculated and validated by a workflow. Validation errors surface in the workflow history. This feature is not supported when budget control is enabled.
- Auto-create direct delivery intercompany orders originating from purchase order creation: Automates the creation of both intercompany direct delivery sales and intercompany direct delivery purchase orders when a purchase order is created in another legal entity. When this feature is disabled, intercompany direct delivery purchase order creation is deferred until an intercompany direct delivery sale is opened in the sales order details page. When the feature is enabled, intercompany direct delivery purchase orders are created without having to open an intercompany direct delivery sales order from the sales order details form.
- Unit of measure for line level charges: Enables you to specify a unit of measure (UoM) for which a line-level auto charge applies. You can set up an auto charge for customers and vendors so that it only applies to lines that use the exact UoM configured for the charge, or you could choose to allow the charge to apply proportionally based on an applicable UoM conversion factor (if one exists). This feature supports customer and vendor line-level charges and applies for sales quotation and sales order lines, request for quotation, purchase requisition, and purchase order lines.