Suggest a new Idea

  • 26

    Subscription invoicing

    Suggested by Kenneth Kryger GramPlanned 5
    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

  • 14

    Setup number of copies to print more flexible ( document sending profile)

    Suggested by Andreas GüntherNew 0
    Category: Sales

    Assuming you want to send out printed hardcopies for an invoice and you setup the number of copies to 5 in the Customer. If you print, you get 5 copies. If you now also want for informational purposes email the invoice as well - you will get a PDF with 5 copies. Which makes no sense for PDF.
    If it would be possible to either setup a alternative number of copies or even set a checkmark in the document sending profile to ignore the number of copies for PDF documents, that would save manual work.

  • 9

    Merge customers and vendors

    Suggested by Katrina SUnder Review 0
    Category: Sales

    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.
  • 8

    Predetermined Quote Valid Until Date in a Sales Quote

    Suggested by Katrina SUnder Review 0
    Category: Sales

    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.
  • 7

    b2b customer portal to allow customer view and place orders, pay and engage.

    Suggested by Erez HadadUnder Review 2
    Category: Sales

    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.
  • 6

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

    Suggested by Alex WohlhueterCompleted 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.



  • 5

    Print to Attachment

    Suggested by Kevin FonsUnder Review 0
    Category: Sales

    It would be great if we could print to an "Attachment" for example have an option on the Print Sales COnfirmation where it saves a copy of the printed document as an attachment on the Sales order that will follow the sales flow (to sales invoice, etc.).
    Another use would be to print a quote to an attachment so that when you create a sales order form the quote, the pdf of the quote will be shown in the attachments documents on a sales order.
  • 5

    Sales prepayment status doesn't change

    Suggested by Katrina SEvidence Gathering 3
    Category: Sales

    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.
  • 5

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

    Suggested by Alexey FinogenovUnder Review 2
    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.
  • 5

    Customer document layout enhancements

    Suggested by Dirk ReepsUnder Review 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