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  • 9

    Configuration Packages

    Suggested by Albert SubiranaCompleted 1
    Category: Data Migrations

    Expand the functionality of the configuration packages.  At minimum allow the definition of a Data Template for importing records.

  • 8

    Please add option for switch-off ‘Create Item from No. on Sales Order…’ feature

    Suggested by Alexey FinogenovUnder Review 0
    Category: Inventory

    When entering a non-existing “Item No.” in the field “No.”, the following message appears:

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

    This functionality cannot be enabled/disabled by (de-)selecting the option in the “Sales & Receivables Setup”
    We can do it if speak about “Description” via Sales & Receivables Setup \ Create Item from Description but do not have such type of option for “No.”
    In some cases functionality has been felt unwanted from the customer perspective..
  • 8

    Schedule reports - Send by email and multiple users

    Suggested by Marie-Soleil Goulet-SawkaUnder Review 0
    Category: Reports and Business Intelligence

    Ability to schedule a report to :


    - Send it by email


    - Send it to single, multiple or all users


     


     

  • 8

    Please can we have lot expiry dates within lot tracking for perishable goods

    Suggested by Malcolm StewartCompleted 3
    Category: Inventory

    We have a prospect for D365F who will need to use lot tracking and serial numbers with their inventory.  The roadmap https://roadmap.dynamics.com/#edition=1#application=a56e2c12-2a92-e611-80dc-c4346bac0910#area=153e2407-bf9b-e611-80de-c4346bacbf10#status=c3ba828c-ae97-e611-80df-c4346baceb68 shows that lot tracking and serial numbers are in development for Business Edition...


     


    "You can now use lot or serial numbers to track items through your supply chain, from receipt to shipping. Item tracking also lets you calculate item availability in various item tracking windows, so you can see how much of a lot or serial number is currently being used on other documents."


     


    However, our prospect's stock is perishable, if a lot goes 'out of date' it becomes unusable.  Please can lot expiry dates be included within the development in progress and, if they aren't, please could they be added later?  Client will need to be able to report on stock by expiry date and choose which lots he uses / sells based on their expiry dates.

  • 8

    Tables requested to be added to pre-defined Configuration Package

    Suggested by Christian RoachCompleted 1
    Category: Data Migrations

    Request that the following tables be included in the base configuration package tables allowed to interact with:


    -Item Unit of Measure


    -No. Series and related No. Series Lines and Relationship tables


    -Tax Jurisdiction and Tax Areas

  • 7

    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

    Workflows need to be able to prevent user action

    Suggested by Malcolm StewartPlanned 0
    Category: Other

    Where a document or action meets criteria to initiate a workflow request for approval for that document (eg a purchase order) or action, by a higher authority, then it should not be possible for the user to take any further process steps until that approval has been granted.  For example, it should not be possible for a user to print off (and potentially send to a supplier) a purchase order where the purchase order is still awaiting approval.


    This thread gives detail https://community.dynamics.com/business/f/758/t/249863 .


    I've recorded this idea in category 'other' as it probably relates workflows in areas other than just purchasing (for example sales quotes with a value over £5,000 might need approval by the sales manager).

  • 7

    Refresh Button

    Suggested by IAN BOURNEPlanned 1
    Category: Other

    There are times when you want to see if there have been additions made by other team members, e.g. a new authorisation request come in in the Request to Approve view.  To get an update you have to close the view and reopen it.


    A 'refresh' button would be very useful in this case.

  • 7

    Enable Configuration for CRM Integration

    Suggested by Jennifer ReinhardtUnder Review 2
    Category: Data Migrations

    Customers are using the CRM/Financials integration, but they would like the ability to configure these integrations...partner is requesting we add the enable configuration for the CRM Integration

  • 6

    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.