Bill-to Customer No. must be equal to '1590' in Sales Invoice Header: No.PS-INV702458. Current value is '8033'.
The copy document function doesn't work for me until I'm able to do this. I feel like we should be able to copy documents no matter who the bill to customer is.
Comments
As far as I can tell, there's no way to create a set of "template" offers/orders/invoices so the ability to fully copy a document from client to client or provider to provider would really speed up workflow in escenarios where projects are very similar to one another. For instance, software implementacions where a set of task must be executed regardless of client specifi needs and those task are represented as separated resources so the client has knowledge of what has been done and how much did it cost. Hence, the ability to copy lines without recalculating them is a very necessary feature, unless, as I pointed out, theres a better way to create documents based on a template.
Category: General
Agree. It would be helpful to copy a sales invoice in it's entirety when using a different customer. Currently, we have to select and copy all rows from a sales invoice and paste onto a new sales invoice.
Category: General
Update to my post. It also happens when the sell to customer is different. This only happens when I set the 2 options to false during the copy document settings.
First option to include header. I say no because I do not want my sell to customer to change on my new sales invoice, nor do I want my other header information to change.
Second option to recalculate lines. I say no because I do not want the specific pricing to change. I want the specified pricing to remain as is and for my altered line descriptions to remain as is. The recalculate option when set to yes alters pricing, descriptions, dimension codes, etc.
My goal is to copy just the sales lines from 1 sales invoice to another but I can’t achieve this, keeping intact my altered descriptions and altered pricing from the original to the new sales invoice.
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