Hi
Today business world is very dynamics but looks like Business Central is not so much when it comes to updating Quote/SO or PO.
Price (sales and purchase) could change, customer or vendor can change their address, or company decides to use different carrier or postal services.
We can change all these by updating price, or updating Customer/Vendor card. But what should we do with already existing Quote/SO/PO in BC? BC still keeps the old information in them. In addition, it is no out of the box way to mass update those Quote/SO/PO based on new changes.
Can you please provide a method that we can update existing Quote/SO/PO based on certain changes. For example if we increase our sales price then we can update all or selected Quote/SO based on new price? If customer (sell-to or bill-to) address change we can update existing quote/so? Or if we decided to use carrier X instead of Y we can update all existing quote/so?
Thanks
Comments
We have the same problem with updating Customer names. If there was a typo or customer change their name, all historical orders will not be updated and when pulling the PowerBI reports, everything is messed up. This should be a simple thing to update, you would think
Category: General
Hi, In our case the customer name got changed. But as the related old invoices is still showing old name, the power BI report associated with it is not able to pick all the invoices.Please advise of there is any alternate method or fix to resolve this.Thanks,Gurpreet
Category: General
HiI would like to add my vote to this request - specifically on the change in address. An example of what we are facing...there are 4 quotes and 2 orders for a client open and then the client moves premises. We can update the address on the customer card, but then need to go and update the details for each of the documents individually. I would like to request that we have a function command that pushes the latest customer card details to all open sales documents. This would be super helpful and save a lot of time in this scenario. ThanksTom
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