Improving the Contact sync feature of D365 Business central
Customer has enabled the synchronise contacts with Outlook feature on the Exchange Sync. Setup page in Business Central as described in this link: https://docs.microsoft.com/en-au/dynamics365/business-central/admin-synchronize-outlook-contacts Customer requirement is for the Personal Contac...
Prepayment information to Posted Sales Invoice
On the Sales Order (header/lines) it is possible to determine a "Prepayment %". Once the prepayment invoice is posted, there is no information on the posted invoice, about the prepayment %. As there is no field for this. Little enhancement, but could be helpful, if the information would be on the...
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...
Customer's Document layouts
Customers are missing possibility to define specific layout for Shipment in Custom Report Selection table. Also Service quote, order, invoice, credit memo would be great.
Link Purchase Order and Sales Order
Link Purchase Order and Sales Order: Client is trying to link a purchase order to a sales order using Table 39, but the Sales Order fields aren’t being populated. The client is creating a purchase document from the sales order by going to Actions -> Functions -> Create Purchase Document -> Creat...
Best regards,
Business Central Team
Multiple prepayments invoice capability
We need the ability to do multiple prepayment invoices and at the moment we can only do one. This is a common practice for our business and in our previous system we had the capability to do this.
Create Purchace orders from sales orders when Drop Shipment
When a sales order has been set up as "Drop Shipment", it would be nice to have a function to create the purchase order, directly from the sales line. In most cases the vendor that should deliver the goods, will be the vendor setup on the Item card, So the salesperson doesn’t need to consider who...
Sales Price List - Allow pricing by Item Category
In the new pricing experiance, there are multiple ways of setting up sales pricing, currently the options are:
- Item
- Item Discount Group
- Resource
- Resource Group
- Service Cost
- G/L Account
What seems to be missing...
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...
Copy line Desc applies to G/L account only - this should be all all types
Sales & receivables Set up Payables and Purchasing Set up Both these have a setting for copy line description to G/L - currently this only applies if the line type is "G/L Account" we would like to see this setting for all line types not just "G/L" account otherwise we have meaningless descript...
Administrator