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Currently there is a functionality called posting preview. This functionality sums up all posted documents, entries and related records and shows them to the user before the sales document is actually posted. This is fine but normally not sufficient for the end user. Ideally user should be able to see how the Invoice will look like after posting by using the actual posted invoice report.

This can currently be achieved by extending the posting preview and printing the report to the pdf. Would be really usefull to have this extension in standard BC.
Category: Sales
STATUS DETAILS
Needs Votes
Ideas 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

Comments

M

We Agree but if sales person share this file and in other hand customer cancels the order ,but uses our preview file for vat filing or some other claims than ?

Category: Sales

M

Agree - seeing what the customer will actually receive before posting means that corrections can be made if something is wrong.

Category: Sales

M

Agree, this should be a standard functionality.
Many users prefer to se the actual PDF beeing posted, before it is posted.

Category: Sales