- general
- lines
- invoice details
- shipping and billing
- foreign trade
- prepayment
From the user perspective, when I start entering the document either it is a sales document or a purchase document, then I always start top to bottom:
- with header information- customer/vendor, dates, document currency, etc
- and only then, once I have completed the header information, I switch to entering lines.
Otherwise, if user completed the General Fast Tab, then completed the lines, and afterwards noted that the document currency is different, then I has complete the lines once more.
Or when completing the document, a user has to jump from top FastTabs to Bottom FastTabs, then switch to lines in the middle.
It would be more convenient to have the FastTabs as follows in a logic sequence of completing documents:
- general
- invoice details
- shipping and billing
- foreign trade
- prepayment
- lines
Comments
This should be standard functionality in the system. Each company can have a different workflow and utilize only certain FastTabs. I was looking for a way to move our unused FastTabs to the bottom of the page, but looks like we're out of luck...
Category: General
The possibility to move the sequence of FastTabs should be included in the Personalization/Customization function. Not just for Sales/Purchase Documents but also for cards like item card, customer card or vendor card.
Category: General
To help the flow of processes and make sure everything is filled in correctly, this is a necessary feature.
Category: General
As an end-user admin, this is something I am sked about on a regular basis. This change would make a lot of difference
Category: General
This seems like a big miss in the Personalization functionality - for instance, we use alternate shipping addresses for a large enough percentage of our orders, and it occasionally gets missed because it's so far down the screen.
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