b2b customer portal to allow customer view and place orders, pay and engage.
make a b2b portal for customers to log in to view orders, pay bills, place orders, request quotes, view quotes and on. I think ecommerce and customer portal is a must to have and must be from the same house (microsoft) in order to work perfectly together with the erp, inventory, finance, etc. ...
Email Multiple Sales Invoices
You can select multiple invoices from the sales invoices view but when you select post and send the feature only posts one of the selected invoices. Not sure if this is a bug or a new feature but it would be nice if you could select multiple invoices and process (post or post/send).
Ability to Delete Multiple Records
Hello,
While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View. While Edit and View are understandable, a user should be able to Delete multiple records at o...
New status (Rejected) for sales and purchase quotes.
It would be very useful to add a new status for quotes (sales and purchase). Many of them are rejected by the customer or vendor. We need to know if a quotation has been accepted or rejected and even why, when I go to archives. At this moment I can not know which one has been accepted or rejected...
Make Sent Emails available on Sales Documents
The new Feature for sending Emails is really super and much better than it previously was. I have a suggestion how to improve it a bit more. At the moment all of the Mails that have been sent land in the list called Sent Emails. It would be great to be able to see all of the Emails connected to a...
Add Shipment Number as a comment line while posting a sales order (invoice)
In almost all projects, we have the requirement that the shipment no must be specified on the posted sales invoices. When the sales invoice lines are created in BC using the function "Get Shipment Lines", the corresponding shipment no is inserted as a comment line.
If the Post function ...
Special Orders Option to allow reserve items
Standard orders allow the reservation of items. But if these items are placed on Special order the reservation is removed. This is causing issues, if multiple special orders are created it will allow you to steal stock from another order and the requisition worksheet is out of sequence and the au...
Best regards,
Business Central Team
Assembly BOM per Parent Item+Variant
When creating an Assembly BOM only the Parent Item No. but not Parent Item Variant No. can be selected (current key is Parent Item No. + Line No), but whenever you work consistently with Variants, each Parent Item+Variant requires another Component Item+Variant, so we need an extended key which i...
Send out Customer Statements More Easily (Use document sending profile, default statement report, and customer email)
To send a customer statement currently, users have to update the document layout for each customer (can update in bulk, but it doesn't pull from the default statement report), and send the statement by going to the customer card > Reports > Statement. Emailing statements does not work at all whe...
Batch Post Sales Invoices
Starting in version 15, batch posting sales invoices will now stop the entire process as soon as it encounters a posting error. For example if you are trying to batch post 2,000 sales invoices and there is an error (missing dimension, wrong date, etc.) in the 5th invoice, it will post the first 4...
Best regards,
Business Central Team
Administrator