Create customer should not be a requirement to release a Sales Quote
when you release a quote that has a new contact (not yet a customer) you get the following action message: " You cannot Release Quote or Make Order unless you specify a customer on the quote. Do you want to create customer(s) now?" From a user case perspective, the control should only apply with ...
Send directly e-mails from Blanket Order
On the Blanket Order Worksheet (Purchase as Sales), it is not possible to send the Blanket Order directly by e-mail to the Vendor and/or the Customer. We are looking for the possibilty to send an e-mail to a recipient using the "Document Sending Profile" on the customer and/of the vendor. If the...
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 ...
Cross Invoicing/Invoice Return Receipt with Sales Invoice or Sales Shipment with Credit Memo
Hallo, Today there is a strictly division for Sales Shipments and Sales Invoices on the one hand and Return Receipts and Credit Memos on the other. But I think this diversion is a little bit out of time. we have the requirement (and solved it for OnPrem) that the customers wants to invoice Sale...
Best regards,
Business Central Team
Shopify: Expose Product Creation Errors in Shopify Products
At the moment, the Shopify Connector for Dynamics 365 Business Central does not have error handling on Product Sync (Creation in BC). As an end user, BC Items may not be created, and the error message is only available using VS Code debugger.
The Shopify Products page should h...
Default Location for Drop Shipment
There should be the ability to specify a Default Location to be used for Drop Shipments if no Location has been specified on the sales document. This is particularly important if Location Mandatory is turned on in the Inventory Setup.
If there is no Location Code filled in on ...
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...
Add possibility to create a sales credit memo without items going back in stock
Add possibility to create a sales credit memo without items going back in stock. Sometimes you tell the customer that they get a credit memo and that they do not have to send the items back. I understand that you can enter a GL line, but for analysis purposes it is handy to have item numbers ins...
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...
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