71

Selection of a bank account in sales documents

A lot of companies use multiple bank accounts in a variety of banking institutions which allows them to reduce the costs of handling financial transactions. But in Business Central now (and previously in NAV) it is possible to define only one bank account which will be printed on sales invoices a...

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3 Comments

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Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2022 release wave 1.  
You can now change default company bank account (if you have permission) on sales and service documents.

Learn more about what's new and planned for Change default company bank account on sales and service documents in the release plan here: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/smb/dynamics365-business-central/change-default-company-bank-account-sales-service-documents  

Your help was greatly appreciated,  
Business Central Team
69

Expand Item Cross Reference field

We use Item Cross Reference numbers to sync our item numbers with our customers item numbers. The problem is that this field is only 20 characters today and many of our customers are having longer item numbers. If this field can be extended to 50 characters we would avoid this problem.

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2 Comments

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Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of the functionality in Write longer item references in 2020 Release Wave 2. 
Please refer to the following link for more information:


Your help was 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.

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3 Comments

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Category: Sales (602)

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
49

Merge customers and vendors

Sometimes customers and vendors are created in error and are a duplicate of another record. It would be nice if there is a merge function in Business Central to get rid of the duplicate. In GP, there is a utility that allows a user to merge records and it will also merge all the posted transact...

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2 Comments

Read more... 2 Comments

Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central April 2019 release. Please refer to the following link for more information: https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-business-central/application-enhancements Sincerely,​ 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...

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6 Comments

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Category: Sales (602)

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
43

Print to Attachment

It would be great if we could print to an "Attachment" for example have an option on the Print Sales COnfirmation where it saves a copy of the printed document as an attachment on the Sales order that will follow the sales flow (to sales invoice, etc.). Another use would be to print a quote to an...

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2 Comments

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Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Print to attachment in Business Central Wave 1 2020 Release. 
Please refer to the following link for more information: 


Sincerely, 
Business Central Team

40

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...

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9 Comments

Read more... 9 Comments

Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Default line type in the sales and purchase documents.

Please refer to the following link for more information:
https://docs.microsoft.com/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/default-line-type-sales-purchase-documents

Sincerely,
Andrei Panko
PM, Microsoft
39

Please add option for switch-off ‘Create Customer from Customer Name… on Sales Order…’ feature

‘Sales Order’, if customer’s name has changed, and I want to do it on the sales order (adding “Ltd.” or something like this), but now system suggests to create new customer. The following message appears: “ This customer is not registered. To continue, choose one of the following options: Create ...

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6 Comments

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Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We've delivered this in Wave 1 2022.


Your help is greatly appreciated,
Business Central Team
38

Sales price rounding precision

In Business Central now (and previously in NAV) it is possible to define unit-amount (it means price) rounding precision per currency. So rounding is the same for sales proces and purchase prices. But we have a lot of scenarios (namely, countries!) where we should be able to use different roundi...

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0 Comments

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Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your valuable feedback. We have decided to deliver this idea and make it available with Business Central 2020 release wave 2.  

We have added a new event that allows to developers to redefine the default rounding precision. Price Calculation Buffer variable provides the required context, like "Price Type" (Sale/Purchase), "Currency Code" etc.:
OnAfterCalcUnitAmountRoundingPrecision(PriceCalculationBuffer, var UnitAmountRoundingPrecision);

Your help was greatly appreciated,  
Business Central Team

38

Make "your reference" field visible on Sales Order, Invoice and posted invoice. Or External document No. in default datasets.

Currently the field your reference is only visible on the Sales Quote. It is transfered to the Order and Invoice (posted) but not visibile. On reports Your reference is default available in the layout data set. External document No. is not available in the default data set. Therefor you cannot p...

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4 Comments

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Category: Sales (602)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in View customers' contact and document info on sales documents in Business Central Wave 2 2019 Release.