PO/SO Attachment to flow to Posted Documents
Request to flow PO/SO Attachments to Posted Purchase Invoice, Posted Sales Invoice despite partial invoicing.
Undo Resources on Postes Shipments
Some companies I work with, post Resource lines for Freight. When they ship a Sales Order, Resources are also shipped on the Posted Sales Shipment. This will mark the Sales Line as Shipped not Invoiced. Now, if they need to undo the shipment, for error purposes, they can undo only Item Lines. T...
Custom Filename for Draft Invoices
Currently when using the “Draft Invoice” action to save a Non-Posted Sales Invoice, the filename defaults to “Draft Invoice.pdf” It is time-consuming to manually rename each saved file. It would be helpful to be able to customize filenames for drafted invoices. Example of currently saving thre...
Best regards,
Business Central Team
Customer Statements
Business Central has a limited capability for customer statements when compared to Dynamics GP. Statements showing just open items are not possible out of the box. It would need an option to show only doecuments where the unapplied amount <>0. This is possible as a standard feature in Dynamics G...
Archive quote should link attachments from quote to archived quote
When you have made a quote and linked an attachment to this quote, i.e. a technical document, and the quote is archived, then the attachment is not linked to the archived quote. The attachments should be linked to the archived quote too. If you then would make a new quote, and to do so, you copy ...
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.
Shopify - synchronize attributes into Tags or Metafields
Currently item attributes are exported to Shopify at part of description.
If they are exported as tags or metafields that will improve navigation / filtering / product discovery for Buyer.
Andrei Panko
PM, Microsoft
Logging on behalf of interviewed...
SALES SHIPMENTS - EMAIL SENDING
Please consider adding email scenario for sales shipments and on the page Posted Sales Shipment add the option "Send". It is as important a document as a sales invoice or credit note, so it would be nice if it had the same sending options.
Edit sales price list in Excel
I think it would be a very handy feature if the (new) functionality of Price Lists can be edited in Excel. This because I've noticed that a price list can exist of many lines and Excel might make it easier to create an overview or to adjust prices faster. I know it is possible to import date in a...
Improve the product in order to allow integrating bidirectionally multiple D365 CDS Data Entities with a single BC Entity
Despite the fact taht it is possible to integrate a CDS entity with 2 different entities of BC like eg: Accounts with Customer or Vendor, the opposite is not possible within the extensibility provided by BC out of the box. Just a simple example. Imagine that you would like to integrate 2 differen...
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