When setting a TableRelation on a field, the field is shown on pages with the LookUp and Advanced Lookup options. (or 'Select from List' in the WebClient / BC) This allows the user to easily select a new record / value from the dropdown list or from the LookupPage. This is ideal for entry of new documents. However, once a document has been created and a value has been assigned to a field, it often occurs that an end user wants to get more information about that value, by opening the CARD page. Currently, the user needs to perform minimum 2 clicks. Either use Lookup > Advanced (to show the list) > Edit (to open the card). Either using the Advanced Lookup (to show the list) > Edit (to open the card). Our request is to provide a direct 'Edit' (or 'Card') option on fields with a tablerelation (with shortcut), so when a field has the focus, we can immediately open the card of the field involved.
There are alternatives by providing a custom assist edit, custom 'Show xxx' action (e.g. 'Customer' action on Sales Invoice), provide a factbox with limited information, ... but having an overall 'Edit' option on the fields having a tablerelation would ease the navigation of the end user.
Excluding a theoretical future Backup \ Restore from NAV on BC, in addition to manual management with Rapidstart (export\import packages) it might be useful to have a dedicated tool (created as an extension to activate OnDemand if necessary) for direct data import in BC from NAV.
The extension could be based on Rapidstart or other solutions, consuming NAV Web Services, Query on Powershell etc.
Ability to schedule a report to :
- Send it by email
- Send it to single, multiple or all users
Customers could have thousands of items with some "blocked" when they are no longer used. However, those blocked items still show up in lookups when adding items to Sales Invoices which makes the list of items much longer and causes confusion as to what items are actually available. We should either not show "blocked" items since they can't be used or allow the option to hide blocked items from the Inventory look up.
Suggested by – New – 2
Category: OtherWe would love to be able to sync Chart of Accounts, Vendors, and Customers between multiple Business Central companies. This way, when a new account is added/edited, it will automatically be added/changed in different companies.
There currently is not a way to import in Dimension Values. In the Dimensions window you can set up your Dimensions, and you then click Dimension Values to enter all possible values for the Dimensions and users would like the ability to import these Dimension Values somehow. In the Dimension Values window the Edit in Excel does now allow one to add values, there is also not an option for Dimension Values in the D365 Configuration Package, this is where I would expect it to be available to import, but nothing is available here. Please add this functionality.
One cool thing about the upcoming PAGE filtering feature is that we will be able again to 'type' (search) a field name we would like to filter on, instead of selecting by mouse.
Can we imagine similar behavior for the REPORT request page filtering as well? Being able to just type to search for any field name, and type to apply a filter value (the same way we were used to in the Classic Client), will speed up the process (instead having to scroll and using the mouse).
PS: I'm currently also struggling with finding out how to add a filter on an extra field as an end user, not part of the request page ...
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..