61

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Sales (878)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thanks for the feedback, Martin. The detailed ideas on what you are looking for is very much appreciated. We'll continue to track this feature for consideration to be released in a future update of Business Central.

Best regards,
Business Central Team
59

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Sales (878)

STATUS DETAILS
Needs Votes
59

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Sales (878)

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

Your help is greatly appreciated,
Business Central Team

57

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.

Read more...

3 Comments

Read more... 3 Comments

Category: Sales (878)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Use Word document layouts to customize outgoing customer documents in 2020 Release Wave 2.

Please refer to the following link for more information: 

Your help was greatly appreciated,  
Business Central Team
56

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...

Read more...

4 Comments

Read more... 4 Comments

Category: Sales (878)

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
55

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.

Read more...

4 Comments

Read more... 4 Comments

Category: Sales (878)

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

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...

Read more...

4 Comments

Read more... 4 Comments

Category: Sales (878)

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
50

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...

Read more...

1 Comments

Read more... 1 Comments

Category: Sales (878)

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
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...

Read more...

6 Comments

Read more... 6 Comments

Category: Sales (878)

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

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Sales (878)

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