73

Subscription invoicing

Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services

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7 Comments

Read more... 7 Comments

Category: Sales (113)

STATUS DETAILS
Planned
58

Add extra attachement to email from BC

Hi, it would be great to by able to add a extra file to emails sent from BC. I need to add a pdf file with the sales invoice or quote but it is not possible. This is very important for some customers.

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4 Comments

Read more... 4 Comments

Category: Sales (113)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 ​
Sincerely,​
Ivan Koletic
PM, Microsoft ​

43

Merge customers and vendors

Sometimes customers and vendors are created in error and are a duplicate of another record. It would be nice if there is a merge function in Business Central to get rid of the duplicate. In GP, there is a utility that allows a user to merge records and it will also merge all the posted transact...

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1 Comments

Read more... 1 Comments

Category: Sales (113)

STATUS DETAILS
Planned
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 ​
Sincerely,​
Ivan Koletic
PM, Microsoft ​

34

b2b customer portal to allow customer view and place orders, pay and engage.

make a b2b portal for customers to log in to view orders, pay bills, place orders, request quotes, view quotes and on. I think ecommerce and customer portal is a must to have and must be from the same house (microsoft) in order to work perfectly together with the erp, inventory, finance, etc. ...

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4 Comments

Read more... 4 Comments

Category: Sales (113)

STATUS DETAILS
Under Review
30

Setup number of copies to print more flexible (e.g.in document sending profile)

Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF. If ...

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0 Comments

Read more... 0 Comments

Category: Sales (113)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 ​
Sincerely,​
Ivan Koletic
PM, Microsoft ​

23

Print to Attachment

It would be great if we could print to an "Attachment" for example have an option on the Print Sales COnfirmation where it saves a copy of the printed document as an attachment on the Sales order that will follow the sales flow (to sales invoice, etc.). Another use would be to print a quote to an...

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1 Comments

Read more... 1 Comments

Category: Sales (113)

STATUS DETAILS
Under Review
18

Ability to assign a default ship to

I have customers that have a different address but one main bill to address, I do not see any ability to assign a default ship to address. Without this ability, it is very easy to accidentally ship pallets to the wrong address and that can end up costing a great deal to reroute the shipment.

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4 Comments

Read more... 4 Comments

Category: Sales (113)

STATUS DETAILS
Planned
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,​
Ivan Koletic​
PM, Microsoft ​
17

Expand Item Cross Reference field

We use Item Cross Reference numbers to sync our item numbers with our customers item numbers. The problem is that this field is only 20 characters today and many of our customers are having longer item numbers. If this field can be extended to 50 characters we would avoid this problem.

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0 Comments

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Category: Sales (113)

STATUS DETAILS
New
16

Customer/Vendor Card Emails

Allow more than one email to be setup on the customer/vendor card.

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5 Comments

Read more... 5 Comments

Category: Sales (113)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Kristen, 

Thanks for the suggestion on more than one email. May I ask why you would need more than one email and is it for the actual contact on the customer/vendor card? 

thank you

Jodi Christiansen
PM, Microsoft

15

Support Lookup in non editable list

I am not sure why the limitation on the WebClient exist but I suggest removing this limitation in the WebClient and making Lookup in the Lists possible like in RTC. Example: User cannot Lookup on Customer No. or Vendor No. in the Contact List. Source: https://docs.microsoft.com/en-us/dynamics-...

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0 Comments

Read more... 0 Comments

Category: Sales (113)

STATUS DETAILS
Under Review
Ideas Administrator
This feature is on our radar...