Microsoft Dynamics 365
Hi Yuki Kishi
We run into the same Problem and we createt also an idea:
How did you managed that problem? Have you managed that over an external SMTP Provider?
I would apprechiate your response
I got the exact same question from a customer.
I'm new to BC and I was quite surprised that this feature is not supported.
In my opinion this should be included in the Personalize option ?
The workflow should also be able to consider the net amount on the sales quotation.
A commonly requested scenario is:
Every quotation surpassing the total amount of XY should be cleared by the supervisor.
This should also be implemented in a way that makes it impossible to send quotations surpassing an amount of YX in the first place.
The status = Sent is set when posting the journal and that should not be possible unless the amount is not surpassed. Maybe realize it by setting a parameter in similar to margin alert.
If total amount < XY you can send without worklfow. If total amount > YX Workflow must be triggered
Under review since 2018?
Highly needed feature that was submitted 5 years ago :(
I don't understand why it was working fine in v22 and now it's not in v23
I have a customer for whom this was working fine in v22, but after the upgrade to v23 it is not working again.
Analysis Sales / Purchases and Inventory Report must have a Date Filter like Financial report.
To compare Actual with Budget, we should be able to select a specific Sales Budget / Purchases Budget for Item Budgt on analyis line template.
I totally agree with this one; that's one of the functions QB people miss the most, and it should not be complicated to add as standard functionality.
Ideally, the ability to enter a payee name and address from the Payment Journal and post to a G/L Account rather than a Vendor account.
Alternately (though both options would be better) - ability to issue a payment directly from the Purchase Invoice using a Misc. Vendor and Remit-to.
This is a great idea!