Advanced Filter/Sort in D365 1611 (November 2016)

Szenario

  • I want to filter the released products by “Tracking dimension group”
  • In AX 2012 R3 I right-clicked on the field I wanted to search by, selected “Filter by field” and added entered the search-text.

Steps in D365

What doesn’t work

  • A right mouse click doesn’t allow me to filter.
  • The filter tab doesn’t allow me to filter by “Tracking dimension group”

Use “Advanced Filter/Sort”

  • This does not differ from AX 2012, but the shortcut of AX 2012 is sorely missed
  • Open “Advanced Filter/Sort”

  • Add Tables

  • Add filter field

  • Hey presto!

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Comparison: “Use futures date as requirement date”

Setup

Master plan setup – Use futures date as requirement date

pl-PO Use Futures date as Requirement date = Yes

20161115_01

pl-PO Use Futures date as Requirement date = No

20161115_02

pl-PO + pl-Prod Use Futures date as Requirement date = No

20161115_03

Coverage group – Action Basis Date

Action Basis date = Requirement date

20161115_04

Action Basis date = Futures date

20161115_05

Test cases

Scenario

Sales order with confirmed delivery date: 16.11.2016; the lead time setup of the purchase item (M0009) doesn’t allow the PO to be on time.

20161115_06

pl-PO Use Futures date as Requirement date = Yes; Action Basis date = Requirement date

20161115_07

pl-PO Use Futures date as Requirement date = Yes; Action Basis date = Futures date

20161115_08

pl-PO Use Futures date as Requirement date = No; Action Basis date = Requirement/Futures date

Note: Changing Action Basis date does not have an affect

20161115_09

pl-PO + pl-Prod Use Futures date as Requirement date = No; Action Basis date = Futures/Requirement date

Note: Changing Action Basis date does not have an affect

20161115_10

Recommendation

USE: Use Futures date as Requirement date = Yes; Action Basis date = Requirement date

With this setting the system tells you what is late and what you should try to do about it.