Allow Attachments to Sales Documents
There should be the ability to attach documents to all types of transactions, not just journals and purchasing documents. Even if it is to add the Incoming Document function (without needing OCR) that would at least make it consistent. As of today you can add a document via the Inc...
Add further e-mail addresses and attachments before e-mailing statement run
When carrying out a statement run, there is no ability to add other people to receive the statement or add any further documentation before e-mailing statement. It would be nice to have further options to edit statements before e-mailing.
Create customer should not be a requirement to release a Sales Quote
when you release a quote that has a new contact (not yet a customer) you get the following action message: " You cannot Release Quote or Make Order unless you specify a customer on the quote. Do you want to create customer(s) now?" From a user case perspective, the control should only apply with ...
Email with Attachments
Be able to email invoices with attachments. Either attachments to the document, attachments to the customer, or an attachment saved to a SharePoint or OneNote location based on rules.
Proof of Delivery
Would like to see a POD (proof of delivery) process for sales orders that have been shipped on our own fleet. 1. Quantity picked and placed on truck may need to be changed upon delivery. 2. Ability to take pictures (sometimes in lieu of signature) and/or signatures at time of delivery that are th...
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-...
Shopify: Expose Product Creation Errors in Shopify Products
At the moment, the Shopify Connector for Dynamics 365 Business Central does not have error handling on Product Sync (Creation in BC). As an end user, BC Items may not be created, and the error message is only available using VS Code debugger.
The Shopify Products page should h...
Shopify Connector - Allow multiple payment methods on a sales order
Problem:
Customers can pay for goods using multiple payment methods, such as cards, cash and gift cards. A Business Central sales invoice can only have one payment method; this requires using payment priorities to allocate the most appropriate payment type to a sales ord...
Shopify Connector - Order deposits (partially paid orders) in Shopify should be created as a Sales Order Prepayment
Orders in Shopify can be partially paid (customer deposit), right now those deposit are not linked to the created Sales Order (no prepayment is created for the Sales Order).
1 - the full amount is invoiced with the Sales Order in Business Central - the deposit collected in Sho...
Add "Payment Terms Code", "Payment Method Code", "Salesperson Code" as "splitting parameters" in "Combine shipments"
Report 295, Combine Shipments, combines all shipments into one sales invoice. A new sales invoice is created when the "bill-to", "sell-to", "currency code", "EU 3-party trade" or "dimension set ID" changes between sales orders. These are already good parameters to split the sales invoices, but it...
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