Sales and Special Discounts
Ability to put items on discount by item category code. Example: Maples are in Item Category 123, I want all maples to be 20% off.
Detect Duplication of Records
Hello,
It would be great to have a configuration option on the External Document No. to not allow duplicates, so customers can limit entering duplicate PO's from customers.
Also, the ability to detect similar customer names, or a way to merge customers and keep history would be g...
"Price Inculdes VAT" for Resources
In the item table and also in Sales Price table we find the fields "Price Includes VAT" and "VAT Bus. Posting Gr. (Price)".
With these information we can set unit Prices including VAT and use these prices on invoices.
We can create price lists with unit prices including VAT.
...
Navigate to linked purchase orders from sales orders
There seems to be no way to determine whether a purchase document (i.e. a P.O or a Purchase Invoice) has been generated from a sales order. If one has been generated, there seems to be no way to determine which one it happens to be. In experimenting with this functionality, I can a...
Thank you for your feedback. We released this feature as part of the functionality in sales orders.
From sales order you can now create a purchase order (by clicking Create Purchase Order) for line items where item availability is insufficient to satisfy demand on sales order. Clicking on the item availability quantity in Sales Line details fact box on right side shows you related purchase orders. Clicking Create Purchase Order again, you'll get couple of cues that this is unnecessary. First there will be notification saying that all missing items are ordered, then quantity to purchase will be set to zero and finally if you click OK to confirm creation of purchase order, Financials will inform you that no purchase orders were created, thus avoiding duplicates.
Sincerely,
Ivan Koletic
PM, Microsoft
Sales Line Type - Ability to specify default
On creation of a Sales Document the line 'Type' defaults to 'Item'. Our client sometimes ask if the default can be setup differently per company. Common example is a company that does not use inventory so they want to default to 'G/L Account' Recommend a setup on Sales & Receivables setup to set...
Best regards,
Business Central Team
Easy Sales Price List for Export
I assume this would make many companies save hours if implemented. Creating a sales price list from your Items with ease that includes fields such as Item code, name, price inc vat and exc. vat and more. Together with pictures of item would make a great addition to BC. Option before exporting/p...
Best regards,
Business Central Team
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...
Drop Shipment editable purchase order from Customer order
User story: Order admin at our customer is creating Sales orders as well as Purchase orders regarding the Drop Shipment / Special Order process. From Lines the Order admin wants to enter the Purchase order via the shortcuts Drop Shipment/ Special order to update the purchase order. Today when u...
Show more sales lines in Sales Order view
It should be possible to extend the number of sales lines viewed on the sales order form. In windows client today you can "drag" the bottom line to extend the window.
CTRL+F4 from Lookup Fields
The possibility of directly looking up i.e. the Items List from the Sales Order.
Administrator
Hi Aaron,
Thanks for the suggestion. This is a great suggestion, but it isn't currently in our roadmap. We'll continue tracking the votes on the suggestion, and add it as it becomes a priority.
Thank you!
Jared Hall
Microsoft