Undo Shipment/Receipt Non Item Lines
The ability to undo Shipments/Receipts on the sales and purchase side for all Line Types not just Items.
New status (Rejected) for sales and purchase quotes.
It would be very useful to add a new status for quotes (sales and purchase). Many of them are rejected by the customer or vendor. We need to know if a quotation has been accepted or rejected and even why, when I go to archives. At this moment I can not know which one has been accepted or rejected...
Ability to Delete Multiple Records
Hello,
While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View. While Edit and View are understandable, a user should be able to Delete multiple records at o...
Dimension validation on jobs
When adding a customer with a standard dimension to for example a job, the function CopyDefaultDimensionsFromCustomer used by the system will always owewrite existing dimensions. This will be a problem when diemsnions have been added before the customer is validated. For example if I have added ...
Update Bill-to Address when Sell-to Address Updated
When a Sell-to Address is updated on a Sales Order (or invoice) there is a prompt to ask if you want to update the Customer, if you say yes the Customer is updated, the Ship-to Address is also updated (if Ship-to is set to Default) but not the Bill-to Address on the Sales Order. This then means w...
Print non-posted sales credit memo (Draft credit memo)
BC contains an option to print a non-posted sales invoice, using the Draft Invoice action, or the Pro Forma Invoice action. (unclear about the difference between both actions). In the report selections, usage options 'Draft Invoice' and 'Pro Forma Invoice' are available. However, for creditmemo'...
Customer document layout enhancements
Some ideas regards the ‘Document Layouts’ - function in Dynamics NAV. This function is used to send certain documents to contacts different from the email address on the customer card, but lacks a few functions that would be helpful. 1) Reminder option not available in document layout 2) Ability...
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.
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-...
Sales Line Type - Ability to specify default
On creation of a Sales Document the line 'Type' defaults to 'Item'. Our client sometimes ask if the default can be setup differently per company. Common example is a company that does not use inventory so they want to default to 'G/L Account' Recommend a setup on Sales & Receivables setup to set...
Best regards,
Business Central Team
Administrator