227

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. ...

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12 Comments

Read more... 12 Comments

Category: Sales (730)

STATUS DETAILS
Under Review
224

Interaction with mail merge does not work in WebClient (OnPrem / SaaS release)

When creating an interaction that has an attachment with a wizard type of 'Open' (i.e. template 'BUS' in Cronus), the mailmerge functionality only works in the RTC, not in the web client. When creating it from the web client, you can only open a copy of the Word template with merge fields. None o...

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23 Comments

Read more... 23 Comments

Category: Sales (730)

STATUS DETAILS
Planned
2021 Release Wave 1
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We are adding it to our roadmap.

Your help is greatly appreciated, 

Tomás Navarro
PM, Microsoft 
173

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).

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4 Comments

Read more... 4 Comments

Category: Sales (730)

STATUS DETAILS
Under Review
132

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

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9 Comments

Read more... 9 Comments

Category: Sales (730)

STATUS DETAILS
Declined
Ideas Administrator

We have considered this capability for a long time but our current roadmap does not include it as part of the standard product. Existing features do offer basic capabilities that can be utilized, for example to automate invoicing. On AppSource, various related or dedicated subscription solutions are offered today and will be in the future, both for general application and for specific industries. On the short term, we will therefore not develop subscription billing in the standard product but refer to the following existing options: 

Sincerly, 

Brian Nielsen, Program Manager, Microsoft. 

·    

 

 

124

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...

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1 Comments

Read more... 1 Comments

Category: Sales (730)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our longer term roadmap.


Your help is greatly appreciated,
Mike Borg Cardona
Program Manager, Microsoft 
108

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...

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3 Comments

Read more... 3 Comments

Category: Sales (730)

STATUS DETAILS
Needs Votes
105

Sales Amount invoiced split in several installments

During deployment of BC in a big company with agencies in several countries, a petition repeated in some of these countries was to manage payment in several installments.


This feature is available in some countries localization.


Could this feature be added to ...

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2 Comments

Read more... 2 Comments

Category: Sales (730)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. We are considering adding it to our (longer term) roadmap.

Your help is greatly appreciated,
Business Central Team

98

Customer/Vendor Card Emails

Allow more than one email to be setup on the customer/vendor card.

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9 Comments

Read more... 9 Comments

Category: Sales (730)

STATUS DETAILS
Under Review
Ideas Administrator

Hi Kristen, 

Thanks for the suggestion on more than one email. May I ask why you would need more than one email and is it for the actual contact on the customer/vendor card? 

thank you

Jodi Christiansen
PM, Microsoft

98

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...

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4 Comments

Read more... 4 Comments

Category: Sales (730)

STATUS DETAILS
Needs Votes
Ideas Administrator
Thank you for your feedback. We are considering resolving this product suggestion through open source contributions from our community.
You can contribute by assigning yourself on following GitHub issue: https://github.com/microsoft/BusinessCentralApps/issues/98.

Sincerely, Business Central Team
90

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 ...

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3 Comments

Read more... 3 Comments

Category: Sales (730)

STATUS DETAILS
New