Inventory and logistics 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 ensure that your system stays current with the latest inventory and logistics 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.
Cost management
- Cost calculation level: Adds a new BOM level named Cost calculation level, which excludes production and batch orders from its calculations. The system will use this new level when running cost calculations in costing versions. The system will continue to use the existing Costing level BOM level in processes such as recalculation and inventory close.
- Enable user-defined batch number setup for inventory closing reverse: Reversing an inventory closing creates batch jobs for each impacted item, which might throttle the batch server if there are too many items. This feature enables the process to use extra batch helpers, which are currently used by the inventory closing process. You can adjust the setting to optimize performance based on your environment.
- Inventory aging report storage
Inventory management
- Inventory on-hand report data cleanup: Provides a way to clean up the data that is used to create inventory on-hand report storage reports.
- Using unit of measure and unit quantity in inventory journals: Enables the use of unit of measure and unit quantity in inventory journal lines.
Rebate management
Sales and marketing
- Calculate line net amount on import: Allows you to control whether the system should recalculate line totals when you import data through the Sales order lines, Sales quotation lines, or Return order lines entities using OData or dual-write. It only has an effect when you also have trade agreement evaluation policies in place that restrict changes to the Net amount field for sales order lines, sales quotation lines, and/or return order lines.
- Calculate sales totals using multiple threads: Helps improve system performance by using parallel processing when calculating sales totals in batch.
- 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.
Transportation management
- Allow unmatching of freight bills from freight invoice lines without a posted vendor invoice journal: Enables unmatching of freight bills from freight invoice lines without a posted vendor invoice journal even though there are other vendor invoice journals that are posted, but which are related to other freight invoice lines in the same freight invoice header.
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.
Cost management
Inventory management
- Enable intercompany on-hand to only show nonzero on-hand quantity: Lets you choose whether items with zero on-hand quantity should be included in the intercompany on-hand list. You can control this option using the Don't show items with zero on-hand quantity in the intercompany on-hand list setting, which this feature adds to the Inventory and warehouse management parameters page.
- Enable warehouse items in Inventory Visibility
- Inventory Visibility integration: Provides the functionality to integrate Supply Chain Management with the Inventory Visibility add-in, which posts all on-hand changes made in Supply Chain Management to Inventory Visibility.
Rebate management
- Cancel posted rebate provision with a posting date: Lets you cancel a posted rebate provision with a specified posting date and reverse the original transactions and documents. Rebate provision transactions already posted before this feature was enabled can only be reversed by generating opposite provision transactions with a specific date and the current deal setup. Once this feature is enabled, newly posted rebate provision transactions can be fully reversed with a specific date regardless of current deal setup.
- Enable auto negative tier in rebate management: Enables the negative tier to be set up automatically for each deal line. The system will then calculate rebates automatically as needed.
- Rebate management sold-to customers posting: Enables users to select sold-to customers as an option for the rebate management posting account source. With the introduction of this new account source type, users can use sold-to customers as an extension type of a deal line account, and use this posting profile on any rebate lines. When this option is selected, date transactions will be split and grouped together per account when rebate management is processed. Those transactions will also be posted to the same account accordingly.
Sales and marketing
- Adjusting reverse match for a settlement process: When this feature is enabled, the Reverse match action for trade allowances in the deduction workbench will correctly bring back the previously matched amount to the open transaction. Without this feature, reversing a match for a deduction transaction against an open transaction will correctly put the deduction transaction back to the open status (if fully unmatched). However, the amount for the open transactions won't be updated with the reverse match value.
- Integrate Sales Quotation lifecycle with Dynamics 365 Sales: This feature applies when Supply Chain Management is integrated with Dynamics 365 Sales. It changes the way sales quotations in Dynamics 365 Sales integrate with sales quotations in Supply Chain management. Once enabled, state and status transitions throughout the lifecycle of sales quotations are mapped between the two applications. A policy of ownership is applied to control the actions available for a sales quotation when working in Dynamics 365 Sales or Supply Chain Management.
- Process Dynamics 365 Sales integration related events: This feature requires the Integrate Sales Quotation lifecycle with Dynamics 365 Sales feature. It enables events related to the integration to be processed asynchronously using the message processor framework. This can improve the performance of integrated sales orders and quotations in some scenarios, such as when transitioning the status of a sales quotation when creating a quotation journal or quotation confirmation journal.
- Sales order details performance enhancement
- Sales quotation details performance enhancement: Improves performance when opening sales quotation details.
- Settle customer payment deductions using the matching invoice: Adds an option that lets you settle customer payment deductions by using the invoice that is selected for each deduction. When you use this option, the system automatically settles deduction transactions by using the matching invoice, provided an open balance exists for that invoice. Otherwise, the deduction isn't automatically settled. If you don't use this option, the system settles deduction transactions by using the open amount for payment invoices, as was the standard behavior in Supply Chain Management version 10.0.24 and earlier.
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.
Cost management
- Enable shipping container creation and update in batch mode
- Enable split vendor invoice journal line per cost type code and voyage id from multiple voyages
- Generate data manually on voyage editor: Lets you manually generate data for the Voyage editor page as needed. Because data is no longer generated each time a filter value is changed, this feature helps improve system performance and the user experience.
- Performance improvements for post receipt function in Landed Cost: Improves performance of the Landed cost module by reducing the amount of information queried and updated when posting product receipts for large purchase orders.
Sales and marketing
- Sales history cleanup performance improvements: Sales history cleanup can take a long time if run infrequently on environments with a high volume of sales updates. To reduce duration and improve reliability, this feature splits the clean-up operation into batches that run for a limited duration. Where possible, database capabilities will be leveraged to minimize locking and avoid joining transactional tables during cleanup.
Transportation management