54

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...

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4 Comments

Read more... 4 Comments

Category: Sales (606)

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
54

Add trading terms for customers and suppliers in line with INCOTERMS

Most (pretty much all) relationships (both Customer & Supplier) have an agreed set of 'terms', usually governed by INCOTERMS as described by the International Chamber of Commerce (ICC). D365.BC does not appear to have any mechanism (please correct me if i'm wrong or simply have not located it) t...

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7 Comments

Read more... 7 Comments

Category: Sales (606)

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
52

Conditional use of Customer Templates in Sales/CRM Integration

When integrating Business Central to D365 Sales (CRM) the automatic creation of Customers can only use a single template to populate fields in Business Central (Specified in the Table Config Template Code). In a majority of scenarios this isn't usable. It would make sense to be able to set up a ...

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2 Comments

Read more... 2 Comments

Category: Sales (606)

STATUS DETAILS
New
50

Document Sending Profile per Document Type

Create new document sending profiles so that is not only one sending profile per customer but per document type (e.g. Sales shipment -> print / Sales invoice -> email)

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4 Comments

Read more... 4 Comments

Category: Sales (606)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer-term roadmap.

Please continue adding your valuable votes and comments to the suggestion, that it helps prioritizing and ensure the right scenarios are covered.

Sincerely,
Andrei Panko
PM, Microsoft
50

Allow Delegated Admin to set up Dynamics 365 for Sales Integration

As a consultant on site assisting the customer in setting up their environment I am unable to set up the sales integration. I believe this is because it uses the user of the person that sets this up as the User ID on the Job Queue entries. This assumes that there is someone capable (and licens...

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0 Comments

Read more... 0 Comments

Category: Sales (606)

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,
Ivan Koletic
PM, Microsoft
50

Create Notification for Original Requester/Sender ID

This is specific to the sales workflow approvals.  I've set up the workflow so that an invoice entered by USER A has to be approved by USER B, then by USER C, and then it can be posted.  This approval routing list could be longer, and maybe USER F is the last to approv...

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6 Comments

Read more... 6 Comments

Category: Sales (606)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Notify requester about all changes for an approval request in Business Central Wave 1 2020 Release. 
Please refer to the following link for more information:


Sincerely,
Business Central Team
49

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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2 Comments

Read more... 2 Comments

Category: Sales (606)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central April 2019 release. Please refer to the following link for more information: https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-business-central/application-enhancements Sincerely,‚Äč Business Central Team
43

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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2 Comments

Read more... 2 Comments

Category: Sales (606)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Print to attachment in Business Central Wave 1 2020 Release. 
Please refer to the following link for more information: 


Sincerely, 
Business Central Team

42

Quote Texts

There is need to have a bit more detailed Texts on Sales Quotes and Sale Orders. Currently comments can be entered for the Sales Documents but those cannot be printed and not that user friendly for entering. We have following implementation that we would like to have in Standard BC as as far as ...

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2 Comments

Read more... 2 Comments

Category: Sales (606)

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
42

Add Kits similar to dynamics GP Kits, or a group BOM.

Dynamics GP calls this a KIT, Quickbooks Enterprise calls it a group item. A Kit is different from an assembly BOM. The KIT is not tracked as an inventory item, and the components inside it are all kept as individual items tracked with their own inventory levels. The KIT/group item is sold as a s...

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4 Comments

Read more... 4 Comments

Category: Sales (606)

STATUS DETAILS
Needs Votes