Suggest a new Idea

  • 18

    Subscription invoicing

    Suggested by Kenneth Kryger GramPlanned – Long-Term 3
    Category: Sales

    Companies are from physical and transaction based products to subscription based services. A Modern cloud based ERP/Financial solution should support management and invoicing of subscription services

  • 5

    Please add option for switch-off ‘Create Customer from Customer Name… on Sales Order…’ feature

    Suggested by Alexey FinogenovUnder Review 1
    Category: Sales

    ‘Sales Order’, if customer’s name has changed, and I want to do it on the sales order (adding “Ltd.” or something like this), but now system suggests to create new customer.
    The following message appears:

    This customer is not registered. To continue, choose one of the following options:
    Create a new customer card for Coho Winery XXXX
    Select an existing customer

    This functionality cannot be enabled/disabled by (de-)selecting an option.
    In some cases functionality has been felt unwanted from the customer perspective..
    At this point is more accurate, when we are dealing with “cash customers”. That is, customer’s which pay in cash and are one-time customers. Before this, I could have used “generic” customer and change the customer info on the sales order. Now, it is impossible, and we are in a situation, where we have multiple customers in NAV, which are irrelevant, after the one-time sales.
  • 4

    Navigate to linked purchase orders from sales orders

    Suggested by David BoehmCompleted 0
    Category: Sales

    There seems to be no way to determine whether a purchase document (i.e. a P.O or a Purchase Invoice) has been generated from a sales order.  If one has been generated, there seems to be no way to determine which one it happens to be.  In experimenting with this functionality, I can also create any number of duplicate P.O.'s or Purchase Invoices from the same sales order.


    After I've created a P.O. (and especially a Purchase Invoice) directly from within the Sales Order screen, I should at least get a warning if I try to create a duplicate.  I should be able to navigate from the sales order to the applicable purchase document.  I should also be able to navigate from the purchase document to the related sales order, as well.


    This kind of functionality is essential for managing purchases when these are directly related to sales.  This sort of functionality is basically available for drop shipments, and should be available for normal shipments as well.



     


     


     

  • 3

    Customer document layout enhancements

    Suggested by Dirk ReepsNew 1
    Category: Sales

    Some ideas regards the ‘Document Layouts’ - function in Dynamics NAV. This function is used to send certain documents to contacts different from the email address on the customer card, but lacks a few functions that would be helpful.
    1) Reminder option not available in document layout
    2) Ability to auto-fill columns based on ‘usage’
    3) Choose contact instead of filling in email address
  • 3

    Ability to post more that one Sales Invoice at a time

    Suggested by Dan LevyCompleted 1
    Category: Sales

    I thought this issue was supposed to be addressed in the June update but appears not.   This is a rather large oversight and needs to be addressed.  I'm assuming same issue in Purchase invoicing also

  • 3

    Allow Attachments to Sales Documents

    Suggested by Daniel BerubePlanned - Short-Term 0
    Category: Sales

    There should be the ability to attach documents to all types of transactions, not just journals and purchasing documents.  Even if it is to add the Incoming Document function (without needing OCR) that would at least make it consistent.  As of today you can add a document via the Incoming Document function with our without OCR.  This type of function should be available on the sales documents as well.


    Thanks,


    Dan

  • 2

    Sales and Special Discounts

    Suggested by Aaron IsaacmanPlanned – Long-Term 0
    Category: Sales

    Ability to put items on discount by item category code. Example: Maples are in Item Category 123, I want all maples to be 20% off.

  • 2

    Ability to Delete Multiple Records

    Suggested by Daniel BerubePlanned – Long-Term 1
    Category: Sales

    Hello,


    While on listing pages for sales orders, or unposted invoices, when you use the select multiple function the Delete option becomes inactive in the ribbon, along with Edit and View.  While Edit and View are understandable, a user should be able to Delete multiple records at one time.


    Thanks,


    Dan

  • 2

    Ability to add comments to invoices WITHOUT having a "0" in the line amount

    Suggested by Alex WohlhueterPlanned - Short-Term 0
    Category: Sales

    It makes perfect sense to allow adding comments to an invoice.   However, it makes zero sense to list a "0" in the line amount next to the comment.    You can open an invoice in the demo company Cronus that has comments added as items to see what I am referring to.


     


     

  • 2

    Customer deposits

    Suggested by Mark McLeanCompleted 1
    Category: Sales

    Are there plans to implement the customer deposit feature that NAV 2015 utilized for recording requested customer deposits and subsequent receipts?  this would alleviate the need to create a sales invoice.