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  • 0

    JOB dimensions

    Suggested by Mark McLeanNew 0
    Category: Financial Management

    When creating a job for the customer card can you copy the dimensions for the customer card to the job card?
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    Sales Documents - Print On

    Suggested by Mike StallmannNew 0
    Category: Sales

    In the current release, the fields on Sales Order Comments - "Print on Invoice", "Print on Order Confirmation", etc. are still available but hidden. However, the Sales Order Printouts and Sales Invoice Printouts will not show these comments if these boxes are checked. In looking at the NAV 2018 release, it seems as if these reports were replaced with a better looking report. However the functionality was removed to print specific comments on specific documents. The previous report still exists and has the dataset available, however the report does not print well at all. Can you update the newer, fresher reports to include this functionality?
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    Workflow Approval and Approval Options for FA G/L Journal

    Suggested by Deb deb.lashua@rsmus.comNew 0
    Category: Financial Management

    Currently if you create a workflow for general journal batch approval, you have to create an option to select the general template or the fixed asset g/l journal will get caught up in the workflow approval process. There is no means to submit for approval or to approve on the FA G/L Journal page.
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    I had a new ERP Idea it called work and play

    Suggested by Wasim MikeRejected 0
    Category: Financial Management

    this idea apply to all the Systems and all all the module and all type of industry it change the way employee will work i had all the detail Function Spec and what is the benefit and the market it will achieve also it will be sold hardware and the new ERP system its so challenge and had a great road map it call play and work and also i had all workflow and the interface is the key is make employee Play and work and will increase the work profit and the ability to have fun and work its work and play technology ,please think we can sit and talk please consider this idea ,it will be sold in all the company ,it will hit ! and 2 tier Company
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    Add Link & Name to Referenced Relation on Related Info

    Suggested by John FitzpatrickUnder Review 0
    Category: Opportunity Management

    When viewing list of Related Customer/Vendor/Bank Acc. in the Related Information section of the Navigate Ribbon on the Contact Card, if there is only one relationship, the button takes you to the related record. However if there is more than one relationship, then it gives you a list of relationships.

    On the list, the Contact name (current page you're on) has a link that will open the same page you are already on (not useful). On the linked reference, the number is there but no link. You can click the link on the Business Relation Code and it will navigate to the right record, however the no should also include the link.

    Another option would be to include the referenced name and add the link on it instead of just including the No.
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    Create Business Relations Between Contacts

    Suggested by John FitzpatrickUnder Review 0
    Category: Opportunity Management

    I work with many clients who have layers of business contacts. A common requirement is to link contact to contact records from different sites via some type of relationship. These could be work related for employment details for people such as managers, etc. Or they could be company related as in HQ, Region HQ, Storefront, etc.

    I can do this by creating an extension to add fields, however with a few additions to the Business Relations feature, it could handle the complicated business relations all companies have.
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    Option to include the settlement line with the functionality for the EFT file formats.

    Suggested by Theresa NistlerPlanned 0
    Category: Financial Management

    Need additional EFT functionality in D365.  We have a client who is using the CCD file format in D365, but it has been rejected by the bank due to the lack of a debit line. The ability to add this debit line does not appear to be part of the current functionality (confirmed by Microsoft Support), and we are looking to see if anyone has encountered this and has a workaround.


    The system does not currently include the settlement line with the functionality for the EFT file formats.

  • 0

    Submitted wish list items not being displayed

    Suggested by Phil DraperCompleted 0
    Category: Other

    I have several posts on this site and they just do not get displayed appearing to be lost!