Default email contact for each salesperson when sending an email
We recently added the ability to send an email using the new email technologies directly from an opportunity card, similar to how you can send email from a contact - reusing code where possible. However, we also extended to have a default word template signature that was populated based on the...
Drop Shipment Functionality - Pull Shipment Method Code on Sales Order to Purchase Order
When creating a drop shipment in Business Central, it would be nice if the shipment method code on the sales order would pull through and update the shipment method code with the associated purchase orders. A toggle on the Sales & Receivable setup would be great as this would allow clients to ...
OCR for Sales Documents
Currently, we support integration with OCR Services for Purchase Invoices.
The documentation suggests that creating Sales Invoices should be possible as well however there are no steps mentioned anywhere for that nor are there any codeunits to support the same.
We raised a ticket w...
Shopify BC sales document No. series
Ability to select a no. Series for creating the BC sales order or sales invoice (and posted sales invoice). Currently takes the no. Series assigned on the sales and receivables setup. I created a no. Series relationship however , I don’t have the ability to tell the create sales document...
add supress print lines on sales invoices
if you add a sales invoice with multiple account distributions this will print on the invoice. in a lot of cases this isnt needed so a suppress print tickbox on invoice lines would be very good
Quantity buy
The quantity buy function in BC only counts numbers per item.
I now use Powerblox for calculating quantity buy per sales item group.
For example the quantity buy on a specific item is 10% discount if you buy 10 or more.
If this particular item is available in various sizes; f...
Invoice Date vs Posting Date on Customer Statements
The Customer Statement Report 10072 uses posting date instead of invoice date (document date), which makes no sense. It's not uncommon to post an invoice on a different date than actual invoice date. This date field needs to be corrected.
Assign user ID to Sales Order automate
Hi,
I read, Release 2023 Wave 2 - Assign user ID to Sales Order automated. but still it is now working.
please would you review this.
Many thanks,
Indrani Jayakody
Customer Payment Receipt
It would be great if there was a way to print a customer Payment Receipt that shows exactly how the Receipt Journal was applied to invoices and credit memos. Lots of our customers request a copy of their payment receipts and there is no way to do this. We have to open the receipt journal and ...
Use Shopify Return Location on returns/refunds
The Shopify connector synchronizes refunds/returns and supports the creation of credit memos, which is great. However, the location on the Shopify return is ignored by the connector and the Return Location set on the Business Central Shopify Shop card is used. Credit memos must be reviewed to ...