6
Hello,
The Navigate page allow to search in posted documents, but there is no way the search in not posted document.
If I have a customer on the phone and I want to answer to the following question: "what is the status of my document SO123456?", I have to:
- look in Sales Quotes, Sales Orders, Sales Order Archive, Sales Return Orders, Sales Cr. Memos
- use the Navigate function or look in Posted Sales Cr. Memos, Posted Sales Invoices, ...
I can of course use the cues in one of the customer factboxes but I still have to search in each list.
It could be great to have a search document function that looks in Document No., External Document No., Your Reference (and maybe custom fields) regardless the fact the document is posted or not.
We have a search engine for features and help (Tell Me / Alt+Q), maybe a search engine for data would help too :)
The Navigate page allow to search in posted documents, but there is no way the search in not posted document.
If I have a customer on the phone and I want to answer to the following question: "what is the status of my document SO123456?", I have to:
- look in Sales Quotes, Sales Orders, Sales Order Archive, Sales Return Orders, Sales Cr. Memos
- use the Navigate function or look in Posted Sales Cr. Memos, Posted Sales Invoices, ...
I can of course use the cues in one of the customer factboxes but I still have to search in each list.
It could be great to have a search document function that looks in Document No., External Document No., Your Reference (and maybe custom fields) regardless the fact the document is posted or not.
We have a search engine for features and help (Tell Me / Alt+Q), maybe a search engine for data would help too :)
STATUS DETAILS
Needs Votes
Comments
"Search Company Data" almost fills this need. The missing component is the unposted documents. Expanding the "Search Company Data" functionality to include the unposted sales transactions, this common need will be met.
Category: General
Business Central Team (administrator)
Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.
Best regards,
Business Central Team