Vendor Bank Account Approval Workflow
To have a Vendor Bank Account Approval Workflow available as standard in Business Central
Drop Shipments order of operation
Dynamics should allow us to post a Purchase Invoice against a drop shipment Purchase Order prior to posting a Sales Invoice against the related Sales Order. This is the general business process flow, so it is illogical for Dynamics to block us from processing transactions the way business works.
Keeping Incoming Documents when Purchase Order is Archived
When closing /deleting and archiving/ a Purchase Order any attachments that are in incoming documents are not showing up when viewing the Closed Purchase Order in Archived Purchase Orders. Purchasing is always attaching documents to Purchase Orders to support any changes to accounts and dimens...
Best regards,
Business Central Team
Don't change "document date" when changing "posting date" on purchase invoices
On a purchase invoice/purchase credit memo it is sometimes necessary to change "posting date" due to closed periods etc. But when "posting date" on the purchase invoice is changed, the "document number" is also changed automatically. Suggestion is to stop automatic changes to "document date" si...
Attachments to flow to posted purchase invoice from partially invoiced PO
Currently, when partially invoicing a Purchase Order, any attachments are ignored, and do not flow to the posted purchase invoice. This means that if you want to attach a copy of the PDF of the invoice, you need to use the one incoming document available for the PO. If you then get another partia...
Best regards,
Business Central Team
Disable printing for Purchase Order under Pending Approval Status
Would like to prevent PO to be printed/emailed to vendor while the PO is under Pending Approval.
Best regards,
Business Central Team
Send email orders to Vendors directly from Puchase Order with attachments to multiple addresses
Send email orders to Vendors directly from order, with attachments, to multiple addresses. Thanks.
Drop Shipment Reversal
Allow drop shipment reversal as long as both (sales and purchase) side is not invoiced. This helps to prevent user error. In best case, remove the "Drop Shipment" information from the posted entries and reverse both. A nice to have in this case would also be that the application between the sale ...
Shipping Agents table should be shared with Purchase Orders
Considering there is already a Shipping Agents table that is used for Sales Orders/Invoices, this table should be available for use with Purchase Orders and have the field added to the Purchase Order form when it prints (paper or PDF).
Best regards,
Business Central Team
Job Quote to Purchase Order
Need the ability to transfer the job planning lines from a job quote to a purchase order. Often with jobs, the job quote planning lines end up being the basis for a purchase order. Having the ability to autocreate a PO (similar to the autocreate of the sales order) would eliminate double entry.
Administrator
Best regards,
Business Central Team