Ability to Add Tax Jurisdictions outside the US and Canada
We use a third party tax calculation service for both sales tax and VAT for certain European customers. Right now we can't assign a tax jurisdiction outside the US and Canada, so both sales tax and VAT have to go to one GL account, which results in unnecessary manual work for reconciliations. ...
Add "Open reminders" box in the customer card fact box "Sell-to Customer Sales History"
In the customer card you have a fact box called "Sell-to Customer Sales History".
In this fact box you see information like ongoing sales orders, posted sales shipments etc.
Please add a box for (open) issued reminders.
Or add a fiels in the general area in the cus...
Rename Promised Delivery Date to Promised ship date or add Promised ship date field
Rename Promised Delivery Date to promise ship date or add promise ship date field in SO header and SO line.
As a company you don't have a lot of influence on the Promised Delivery Date, but you have a lot of influence on the Promised Ship Date.
When this new field is ava...
Get shipment lines for bill-to customer different from sell-to customer
Using the "Get shipment lines" functionality on the sales invoice line works great to combine shipments from different sales orders. But it does not work in cases where the Bill-to customer and Sell-to customer are different. It would be great if this functionality can be added/fixed.
Emailing Order Confirmations, Invoices and Statements
It would be ideal to be able to easily and predictably email order confirmations, invoices and statements to specific emails. Currently with Contacts and Document Layouts it can be confusing and cumbersome. Additionally, updating the Contact on a Sales Order or updating emails on Company con...
Restrict to sales GL accounts when processing sales documents
Ability to create valid GL accounts the user can choose from when processing sales documents to avoid users selecting expenditure GL accounts by mistake. You should be able to add any code you wish to the list i.e. the odd expenditure GL account if needed and any relevant balance sheet GL accoun...
Option to select Draft Invoice for Customers
There should be an option to select Draft Invoice in Document Layouts drop down list to define Customer specific Custom Layout Description for it. Currently only the below options are available are Quote Confirmation Order Invoice Credit Memo Customer Statement Job Quote Reminder Shipment Draft ...
Edit in excel on Sales Credit Memos
Edit in Excel is possible on sales orders and also in sales invoices, but is it possible to add this feature on sales credit memos as well? We are not able to create a sales credit memo from a posted sales invoice which gives us extra work to type in the lines manually.
AMEND EXTERNAL DOCUMENT NUMBER AFTER POSTED
AMEND EXTERNAL DOCUMENT NUMBER AFTER POSTED
Blocked Customer functionality
When a customer is blocked with 'Ship', allow users to enter a Sales Order or Sales Quote but restrict the sales order from shipping. Current functionality restricts the user from entering any type of sales document.
Best regards,
Business Central Team
Administrator