‘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.
Being able to filter the data before sending it to Excel and/or being able to manage the Excel add-in in order to use filters so data volume can be limited before it's sent to/retrieved in Excel.
It makes perfect sense to allow adding comments to an invoice. However, it makes zero sense to list a "0" in the line amount next to the comment. You can open an invoice in the demo company Cronus that has comments added as items to see what I am referring to.
Please add the ability to start or create a general journal entry from inside the Excel add-in. Currently users are required to create a journal batch in 365 so the system will assign a batch number, then you launch Excel. The batch number is passed in to Excel. Why can't we skip that step and have Excel generate the batch number? The same concept applies to vendor invoices and other transactions that can be performed in Excel.
My clients are asking for this.
Sandbox-Full Experience: Configuration Package is Filtered to D365 -- Cannot See "New" or "Imported" Packages
In a Sandbox Environment with the "Full" User Experience enabled, it is possible to import and create new Configuration Packages. However, it appears the page is filtered to only show the D365 Configuration Package. As a result, it is not possible to see or use anything other than D365.
One of the greatest drawbacks to working with Financials, is the slow pace of data entry. Users essentially add one field at a time, and have to deal with internet latency each time we hit the "enter" or "tab" key.
I also noticed that as the number of lines in a journal increase, the response time becomes slower. As an example, this past weekend I converted a company from QuickBooks to Financials. As a part of this process, I create journals in the G/L Journal entry screen to book their trial balance. As I add more and more lines, I get more "working on it" messages. If I tab through the rest of the fields on the screen and start entering the next line too soon, the "Amount" field on the previous line becomes blank. I would estimate it takes anywhere from 2 to 5 times as long to do an entry in Financials, as opposed to doing the same entry in a Windows-based ERP.
Why don't you use Excel as a data entry platform for Financials?
You already have the basic programming in place for this. There is an "Export to Excel" icon on most screens. Of course, you'll have to validate data received through a spreadsheet upload, but a lot of this logic already exists in your RapidStart capability.
If you use Excel as a data entry platform, you will have combined the best of both worlds (i.e. Windows-based and Cloud). Users would be able to use Excel's capabilities to quickly create data, and the data would ultimately end up in a Cloud-based ERP (i.e. Financials).
Would it be that difficult to do this? Your current "Export to Excel" capability allows me to make limited modifications to records that already exist within Financials, but it doesn't allow me to add new records to a spreadsheet and successfully publish these.
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.
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.