19

New Vendor Workflow Should Prevent Posting Automatically Without Manual Submission

The New Vendor workflow should prevent users from posting credit memos or invoices, etc. for the new vendor until it has been approved. With the current structure of the standard New Vendor workflow, I am able to enter a new vendor and post documents without getting the vendor approved UNLESS I m...

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2 Comments

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Category: Purchasing (297)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
19

Changing the "Type" on purchase/sales lines to default to G/L account (for example) instead of item

Create a feature within sales/purchase setup to allow users to select the default "Type" on lines. Currently it defaults to "Item" each time you create a Purchase Invoice for example. It would be very beneficial to many clients to allow this to default to "G/L account" instead so they dont have t...

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0 Comments

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Category: Purchasing (297)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:  

https://experience.dynamics.com/ideas/idea/?ideaid=11ac480e-f3d8-e911-b3b9-0003ff68f1ff

Good news - it is already added to our roadmap. You can add your valuable votes anyway.
 
Sincerely,
Andrei Panko
PM, Microsoft
19

Vendor item number on purchase order and invoice

On purchase orders and invoices there is no field to display vendor item numbers on printed quotes/orders. When purchase quote, order is sent it can be sent only with Vendor item. Vendor cant identify correct product with our product number.

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4 Comments

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Category: Purchasing (297)

STATUS DETAILS
Needs Votes
19

Add Unit Volume field to purchase documents.

We use the field Unit Volume, and would like to to be on screen during purchasing documents. This field is available in the sandbox company and works great, but its not available in the personalize option in the regular company file.

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1 Comments

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Category: Purchasing (297)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Add additional columns through personalization in various pages to gain more insight in Release Wave 2 2021.

Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/add-additional-columns-through-personalization-various-pages-gain-more-insight

Sincerely,
Business Central Team
18

Posting automatically intercompany purchase order

The current inter company function is as follows. (Blues comnany and green company are linked in inter company functions.) Step.1. User creates sales order A from customer in blue company Step.2. Requistion Worksheet in blue company Step.3. System creates purchase order B to green company in blu...

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2 Comments

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Category: Purchasing (297)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are considering adding it to our longer term roadmap. 

 

Your help is greatly appreciated, 

Theresa Nistler

PM, Microsoft  


17

Missing "E-mail" under "Print/Send" in Purchase department

Dear Team,


The option "E-Mail" under "Print/Send" exists for Vendors, Sale invoices and Sales credit memos (Sales department). However on purchase orders for example which are already posted, the functionality is missing. 


Also it is missing for Purchase credi...

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0 Comments

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Category: Purchasing (297)

STATUS DETAILS
New
17

Incoming Document Support for Fixed Assets and Job Journals

If you try to enter a Fixed Assets or Job Journal into General Journal Template Name of Incoming Documents Setup you get the error message "Only General Journal Templates of type General, Purchases, Payments, Sales, or Cash Receipts are allowed." It would be nice if Fixed Assets and Job Journals ...

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0 Comments

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Category: Purchasing (297)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team
15

Show purchase order no. on ALL posted purchase invoices

When you post a purchase invoice directly from a purchase order, the order no. is filled in in the posted purchase invoice header, making it easy to see what purchase order the invoice belongs to. In practice though, this way of posting purchase invoices is rarely used: Most companies post purc...

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0 Comments

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Category: Purchasing (297)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team
15

Document Attachments Lost When Purchase Order is Archived. Add functionality to see attachment.

Add functionality to the purchase order archive to capture the documents attached to the purchase order before it was archived. Once the PO is archived, the attachment functionality is lost. So if you attach contracts to the PO then archive it, the contracts are lost.

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1 Comments

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Category: Purchasing (297)

STATUS DETAILS
Declined
Ideas Administrator
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion: 
https://experience.dynamics.com/ideas/idea/?ideaid=2f9fafe7-8aac-e911-b083-0003ff68d51f
 
Please add your valuable votes and comments to the suggestion above instead.
 
Sincerely,
Andrei Panko
PM, Microsoft
15

Remittances

We need to send out batch invoices from the system, but there is no way to send out individual pdfs to each contact email address when we make a payment. This is quite a basic functionality that is available in most other systems, it would be great if this could be implemented.

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0 Comments

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Category: Purchasing (297)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future. Sincerely, Business Central Team