Watsapp Integration
It will be great If the User has an option to get the Documents sent via Watsapp , it can be sales invoice or an Order quick to the B2B Customer or a Vendor via BC
Batch sending with printable and e-mailable batches in one selection
It is currently not possible to use the "Send..." function to batch send posted sales invoices completely if you have a batch that requires printing as well as a batch that requires e-mailing in the same posted sales invoices selection.
This works for all e-mailable invoices b...
Filter/Sorting by "Type" in Sales Lines
It is recommended that, in Sales Lines it should be possible to sort and filter by the value "Type".
This function would be very useful for managing large Sales Orders.
Assigned User ID for Sales Order and Purchase Order
For example, when creating a Sales Order
I would like to have an option that my User ID is set to "Assigned User ID" of "Sales Order".
Update Due dates and Document Date
When a sales order has been created from sales quote, due date & document dates are not updating accordance with document posting date. Which is incorrect.
Eg: Customer "A" has a payment term of 1M, Sales Quote Created on Aug 01, 2023, and converted to order on Sep 05, 2023.
Transfer comment lines from shipments to sales invoice business central.
It is necessary that when bringing sales shipment lines to a sale invoice, the system also brings the comment lines that are include into the shipment sales, not just the product type lines.
Urgent....
Thank you in advance.
Juan Megías.
[ price list (Pages 7011) ] [ Delete Line ] [ edit in excel ]
On the page 7005 there is possibility “Edit in Excel” but there is no Delete-function. (after enabling new price experience) so either this page should be editable or there should not exist Edit in Excel/
Sales price lists - save filter when copying lines
When copying lines from an existing sales price list, the last used filters are not saved.
E.g. Assign-to Type is not a default filter, and should be chosen each time a new price list uses copy lines.
the idea is that the last used filter is saved
Convert Sales Quote to Blanket Order
We would love to be able to have the option to not only convert a Sales Quote to Sales Order, but also to be able to convert the quote to a Blanket Sales Order. This would be especially helpful for those customers quoting on large Projects.
High frequency of deadlocks when perform a specific action in Sales Order Card on Actions -> Create Purchase Orders
There are five procedures for this phenomenon.
(1) To be performed by two or more users
(2) Enter 5 or more items in the order line and set Reserved Quantity of all lines to 0.
(3) Execute Actions > Functions > Create Purchase Document > Create Purchase Orders to open the Cre...