Suggest a new Idea

    • 21

      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.
    • 21

      Drag and Drop Attachments

      Suggested by Drew KipferUnder Review 3
      Category:

      Allow attachments to be uploaded by dragging and dropping onto the screen rather than via file explorer.
    • 21

      Ability to undo or voide a Bank Reconciliation

      Suggested by Jennifer ReinhardtAccepted 1
      Category: Financial Management

      If someone uses the auto match and doesn't catch an incorrectly matched transaction and posts the Bank Reconciliation there is no way to undo this. There needs to be a way to void or undo a Bank Reconciliation in a Saas environment.

    • 20

      Refresh Button

      Suggested by IAN BOURNEPlanned 1
      Category:

      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.

    • 20

      General Ledger Entries - Dimension Codes

      Suggested by Warren YoungAccepted 0
      Category: Financial Management

      Dimensions are not visible on the General Ledger Entries.  Global 1 and Global 2 should be visible at a minimum.  3-8 would be very beneficial as well.  Dimension Set ID would be a helpful stopgap for filtering purposes.


      This request came up specifically for a client looking at the General Ledger Entries, but the request is relevant to all Ledger Entry pages.

    • 20

      Allow blocked items to be hidden in item lookups

      Suggested by Jennifer ReinhardtCompleted 2
      Category: Inventory

      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.

    • 19

      Length, Width, Height (L x W x H) on Items

      Suggested by Karsten van HerwaardenNew 3
      Category: Inventory

      It would be great to have Length, Width and Height on Item's.
      Right now we have only weight and Unit Volume but it would be very handy to also have the dimensions of the three seperate dimensions.
    • 19

      French Localization : enhance Tax Audit to fit Administration demands

      Suggested by Nicolas SALERONUnder Review 5
      Category: Financial Management

      In the French localization, the Tax Audit export (Report 10885) currently allows to export the opening balance per G/L Account.

      In the last year, 30% of our customers who have been controlled by the Administration get the file rejected.

      The reason is that the controller requires accounts 512 (banks), 401 (vendors) and 411 (customers) to be detailed by tier account in the opening balance.

      It would be nice to implement this enhancement in standard to fit the real requirements of the French Administration.
    • 19

      Print Reports for all Dimensions not just 1 and 2

      Suggested by Jennifer ReinhardtUnder Review 2
      Category: Financial Management

      There have been numerous requests to be able to print reports based on more than just Dimensions 1 and 2, please consider adding additional Dimensions to the printing of reports

    • 18

      Enable running any page of any type in the web client

      Suggested by Luc van VugtNew 0
      Category: Financial Management

      I as developer, developing extensions on D365BC need to run any page of any type in the web client to be able to review my design.
      This was always able in the web client before D365BC fall release. But since fall release this is no longer possible for all page types. ListParts and CardParts can now only be run as embedded pages. However for development purposes this is not enough.