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Make available register a payment when the date is earlier then the posting date of the purchase invoice, directly from the Payment Journal Page by the field "Applies to Doc. No.". Now I receive an Error message and must first register the payment (without any applied document) and in a second s...
Purchase Journal - Add the ability to Send for Approval
If you turn on Batch Approval for General Journals you cannot use Purchase Journals as the Action-->Request Approval-->Submit for Approval is not available. This should be added so users can process transactions via the Purchase Journal - I would also make sure the Sales journal has this funct...
Purchase Order Decreasing Purchase Amount on Shipment/Invoice - option to not send back through workflow
Purchase Order Workflow is setup, PO is approved, Invoice comes in at a lower cost than the PO was approved for, then there should be an option to not send the PO back through workflow. In order to change the $$ amount you have to reopen the PO and once this happens it requires user to resubmit ...
Changing the "Type" on purchase/sales lines to default to G/L account (for example) instead of item
Create a feature within sales/purchase setup to allow users to select the default "Type" on lines. Currently it defaults to "Item" each time you create a Purchase Invoice for example. It would be very beneficial to many clients to allow this to default to "G/L account" instead so they dont have t...
Add Vendor Bank Account Changes to Workflow as standard
Add Workflow event "Change to Vendor Bank Account" to allow any changes to vendor bank account table to trigger/require approval before taking affect as a standard option or workflow template. It's not clear that the existing workflow event "change to vendor" includes changes to an existing vend...
Delete multiple lines in order planning
Currently in Order Planning you can only delete one line at a time. It would make this function so much more user friendly if you could delete more than one line at a time. That way if you need to re-run it, you have a clean screen to work with.
Identify on Vendor record to group Payments into One check or not to
When printing computer checks, you can select to print "One Check per Vendor per Document No." or not per batch of checks. Right now it's all or none in the batch. Requesting the ability to identify on the Vendor if the payments should be consolidated into one "One Check per Vendor per Document ...
Purchase Requisition Function with workflow Approval
Suggest new Purchase Requisition function which usually submitted by employee and routed to their manager for approval. such requisition allow user to enter vendor ID, with name display. While existing Requisition worksheet function could address some requirements but it lack of 1. Workflow a...
Purchase order directly from sales order
After the last update of Dynamics 365 Business Central, the possibility of making purchases directly from the sales order has been removed/limited. Before the update, ALL products could be purchased. It is now limited to only being able to make purchases on what is NOT on stock. Why limit this -...
Release from Purchase Blanket in Planning
We have not used blanket purchase orders for any customers as they do not function the way most Purchase Contracts work in the US. They only work for companies doing manual purchasing. The Blankets should have a start and End date (which can be adjusted) We need to get messages in Planning for b...