In the Sales Quote, it would be nice if the "Quote Valid Until Date" can be auto populated based on a setting either on a customer or on the Sales & Receivables Setting. For example, if I can set the Quote Valid Until Date to always be 30 days from the Document Date that would pretty handy rather than always requiring a user to always populate the field.
Sometimes customers and vendors are created in error and are a duplicate of another record. It would be nice if there is a merge function in Business Central to get rid of the duplicate. In GP, there is a utility that allows a user to merge records and it will also merge all the posted transactions - if Business Central can have something similar, it would be extremely helpful.
When I create a sales order that requires a prepayment, I would post the prepayment invoice and the sales order status changes to "Pending Prepayment". However, the the prepayment invoice is paid, the sales order status is still "Pending Prepayment". It would be great if the status can be changed to "Prepayment received" so a user knows to release the sales order.
‘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.
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.
make a b2b portal for customers to log in to view orders, pay bills, place orders, request quotes, view quotes and on.
I think ecommerce and customer portal is a must to have and must be from the same house (microsoft) in order to work perfectly together with the erp, inventory, finance, etc.
Many cloud erp companies targeting a built in ecommerce. I can list 20 names but it won't be fair to list them here. Microsoft will have to do it now in order to stay ahead and keep his customers ahead of competition! as the future leading us to see more and more end to end solutions.
most of the connectors, integrations and custom work are just slowing down the success of the customer which slow the success of microsoft and their partners. a growing company will always need more services from MS and its partners. Customer portal / ecommerce will have a positive effect on everybody including the partners that will have more implantation packages for the portal or ecommerce as it's the face of the company. respecting the partners that building connectors and ecommerces. but 500$ per month is not a reasonable price for ecommerce in 2018.
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
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.
You can select multiple invoices from the sales invoices view but when you select post and send the feature only posts one of the selected invoices. Not sure if this is a bug or a new feature but it would be nice if you could select multiple invoices and process (post or post/send).