Subscription invoicing
Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services
Notification for duplicate External Documents in Sales
Add a notification to alert users during order entry if the External Document No. entered on a new Sales Order already exists in an open Sales Order or posted Sales Invoice. This is important to ensure a single customer order is not accidentally entered more than once. An additional enhancement...
Shopify Refunds sync to Business Central
When a Order in Shopify is Refunded the refunded order should go back to business central as Sales Credit Memo.
Today nothing happens.
this means that all refunds need to be done manually in BC.
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...
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.
Conditional use of Customer Templates in Sales/CRM Integration
When integrating Business Central to D365 Sales (CRM) the automatic creation of Customers can only use a single template to populate fields in Business Central (Specified in the Table Config Template Code). In a majority of scenarios this isn't usable. It would make sense to be able to set up a ...
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.
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...
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...
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...
Administrator
Subscription Billing was released in 2024 Wave 2, see: Manage subscription billing and revenue and expense recognition | Microsoft Learn
Best regards,
Brian Nielsen, Program Manager, Business Central Team
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