104

Add extra attachement to email from BC

Hi, it would be great to by able to add a extra file to emails sent from BC. I need to add a pdf file with the sales invoice or quote but it is not possible. This is very important for some customers.

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11 Comments

Read more... 11 Comments

Category: Sales (184)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 ​
Sincerely,​
Ivan Koletic
PM, Microsoft ​

86

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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7 Comments

Read more... 7 Comments

Category: Sales (184)

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. 

·    

 

 

62

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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5 Comments

Read more... 5 Comments

Category: Sales (184)

STATUS DETAILS
Under Review
49

Merge customers and vendors

Sometimes customers and vendors are created in error and are a duplicate of another record. It would be nice if there is a merge function in Business Central to get rid of the duplicate. In GP, there is a utility that allows a user to merge records and it will also merge all the posted transact...

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2 Comments

Read more... 2 Comments

Category: Sales (184)

STATUS DETAILS
Completed
Ideas Administrator
Thank you for your feedback. We released this feature as part of the functionality in Business Central April 2019 release. Please refer to the following link for more information: https://docs.microsoft.com/en-us/business-applications-release-notes/April19/dynamics365-business-central/application-enhancements Sincerely,​ Business Central Team
42

Create Notification for Original Requester/Sender ID

This is specific to the sales workflow approvals.  I've set up the workflow so that an invoice entered by USER A has to be approved by USER B, then by USER C, and then it can be posted.  This approval routing list could be longer, and maybe USER F is the last to approv...

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6 Comments

Read more... 6 Comments

Category: Sales (184)

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

Your help is greatly appreciated, 
Ivan Koletic
PM, Microsoft  
36

Expand Item Cross Reference field

We use Item Cross Reference numbers to sync our item numbers with our customers item numbers. The problem is that this field is only 20 characters today and many of our customers are having longer item numbers. If this field can be extended to 50 characters we would avoid this problem.

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1 Comments

Read more... 1 Comments

Category: Sales (184)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

 

Sincerely, 

Ivan Koletic

PM, Microsoft


35

Customer/Vendor Card Emails

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

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6 Comments

Read more... 6 Comments

Category: Sales (184)

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

35

Setup number of copies to print more flexible (e.g.in document sending profile)

Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF. If ...

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0 Comments

Read more... 0 Comments

Category: Sales (184)

STATUS DETAILS
Under Review
Ideas Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 ​
Sincerely,​
Ivan Koletic
PM, Microsoft ​

32

Print to Attachment

It would be great if we could print to an "Attachment" for example have an option on the Print Sales COnfirmation where it saves a copy of the printed document as an attachment on the Sales order that will follow the sales flow (to sales invoice, etc.). Another use would be to print a quote to an...

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1 Comments

Read more... 1 Comments

Category: Sales (184)

STATUS DETAILS
Under Review
27

Make "your reference" field visible on Sales Order, Invoice and posted invoice. Or External document No. in default datasets.

Currently the field your reference is only visible on the Sales Quote. It is transfered to the Order and Invoice (posted) but not visibile. On reports Your reference is default available in the layout data set. External document No. is not available in the default data set. Therefor you cannot p...

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3 Comments

Read more... 3 Comments

Category: Sales (184)

STATUS DETAILS
New