Suggest a new Idea

    • 54

      Subscription invoicing

      Suggested by Kenneth Kryger GramPlanned 7
      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

    • 36

      Add extra attachement to email from BC

      Suggested by Robert CottonUnder Review 3
      Category: Sales

      Hi, it would be great to by able to add a extra file to emails sent from BC. I need to add a pdf file with the sales invoice or quote but it is not possible. This is very important for some customers.
    • 31

      Merge customers and vendors

      Suggested by Katrina SPlanned 1
      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.
    • 26

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

      Suggested by Andreas GüntherUnder Review 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.

    • 24

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

      Suggested by Erez HadadUnder Review 3
      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.
    • 17

      Print to Attachment

      Suggested by Kevin FonsUnder Review 1
      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.
    • 12

      Customer/Vendor Card Emails

      Suggested by Kristen HosmanNew 5
      Category: Sales

      Allow more than one email to be setup on the customer/vendor card.
    • 12

      Add a "Released Order" or "Orders Ready to Pick" View

      Suggested by Joshua BarneckUnder Review 1
      Category: Sales

      Once a sales order has been released, it would be great if warehouse/shipping staff could easily see a screen with a list of orders ready to be picked and shipped. Ideally from that screen they could then easily start warehouse management, picking, or shipping processes for an order(s). This would help with digital transformation and provide an alternative to using paper. It would also provide improved out of the box workflow functionality for Business Central.
    • 8

      Support Lookup in non editable list

      Suggested by Miljan MilosavljevicUnder Review 0
      Category: Sales

      I am not sure why the limitation on the WebClient exist but I suggest removing this limitation in the WebClient and making Lookup in the Lists possible like in RTC.

      Example: User cannot Lookup on Customer No. or Vendor No. in the Contact List.

      Look for C/AL Triggers
    • 8

      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.