Suggest a new Idea

  • 7

    Please bring back the "other" flow connector

    Suggested by Jimmy BriggsNew 1
    Category: Other

    Last spring we created a flow map that connected Business Central with dynamics 365 for Customer Engagement (formerly known as CRM). For the remaining part of this post, CE will refer to D365 for Customer Engagement and BC will rever to Dynamics Business Central.

    Our solution was elegant and simple. When an account was created in CE it would trigger a flow which would create a customer in BC using the BC customer card. If you are not familiar with Nav/BC/Financials (all the same product but not) you can expose the Customer Card with the "web services" section of the application.

    During this time the BC connector was duplicated in Flow. One version consumed these exposed web services from within the configuration on BC and one did not. Even when BC was "cloud" the web services would still populate on one of the two connectors.

    This connector was used as our client had a complex data structure involving 3 entities in CE that needed to all map to the single Customer Card in BC

    Recently the connector was removed! exporting their flow to a new tenant resulted in a connection that could never be found. As you create the now single BC connection it was no longer accessible from the import screen. Looking deeper into the json of the import file I discovered that the connector was called "shared_dynamicsfinancials"

    I have spent the last week trying every possible way to integrate the complex structure from CE to BC and replace our simple maps (which still work great on tenants that existed before the "shared_dynamicsfinancials" connector was suddenly removed from flow

    Eventually, hours ago I found this page which still has the old connector
    If you click documentation it will send you to a 404... HOWEVER, there is a template for a stock notification! logging into the new client and adding this provisioned our connection and we were able to access the customer_card holy grail of BC customer creation

    If you are reading this and have any power, contacts, anyone you know who is connected to the flow team please have them restore this critical functionality. The ability to expose entities from BC (referred to as tables sometimes) and have them available in flow is a great and incredibly useful. The current business central connector does not consume exposed web services from the app and offers no way to update a customer or extend and integrate the platform.

    If you ran into this problem recently when the connector disappeared I hope this helps you.

    You can view images of this feature that already exists and is just hidden/inaccessible here
  • 7

    Adjust 1099 Annual Cumulative Amounts by Vendor

    Suggested by Jennifer RyanNew 1
    Category: Purchasing

    Many clients in the US require 1099 amounts for the calendar year but there appears to be no way to migrate mid-year 1099 amounts, by vendor, without migrating historical transactions. Because my client has many 1099 vendors, this will be a significant issue and we may need to consider holding off cut-over until the new year.

    I suggest the ability to enter a balance forward/beginning 1099 amount or, perhaps better, the ability to enter an adjustment to the cumulative 1099 amount, by vendor - not associated to Business Central transactions.
  • 7

    Customer/Vendor Card Emails

    Suggested by Kristen HosmanNew 2
    Category: Sales

    Allow more than one email to be setup on the customer/vendor card.
  • 7

    German Translation of Delivery Reminder is wrong

    Suggested by Daniel GöhlerNew 1
    Category: Purchasing

    German Translation of Delivery Reminder is wrong. Till NAV 2017 it was "Lieferanmahnung" (=Delivery Reminder) and now in NAV 2018 and Business Central it now called "Lieferbenachrichtung" (=Delivery Notification) which in is wrong.
  • 7

    Allow the Payment Reconciliation Journal to match against existing Bank Ledger Entries

    Suggested by Nikolai L'EstrangeNew 0
    Category: Financial Management

    The Payment Reconciliation Journal has a severe limitation in that it does not recognise when a Bank Ledger has already been posted - the most common example is Vendor Payments. We should be able to match against these unreconciled Bank Ledger entries, and ideally it should try to auto-match as well.

    In comparison the Bank Acc. Reconciliation does do this - including the auto-match. Behind the scenes it uses the same Table and Posting Codeunit as the other Bank Rec so this should be possible?
  • 7

    Physical Inventory for Lot and Serial Tracking

    Suggested by Bob RainvilleUnder Review 0
    Category: Inventory

    This request is to enhance the "Calculate Inventory" function in the Physical Inventory Journal to break the inventory down so that there are individual journal lines at the Item, Location, Variant, Bin, Lot No., and Serial No. level. I if the Physical count doesn't match the calculated count then Item Tracking Entries are automatically created for the difference.

    This will make taking, and processing, the inventory counts much more efficient.
  • 7

    Please add option for switch-off ‘Create Customer from Customer Name… on Sales Order…’ feature

    Suggested by Alexey FinogenovUnder Review 2
    Category: Sales

    ‘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.
  • 7

    Inactivate customers

    Suggested by Christine TPlanned 1
    Category: Other

    We have thousands of customers that are inactive and would like a way to either not view them, mark them as inactive, or just not sync them over from Dynamics CRM. 

  • 7

    Create general journal & vendor invoice from Excel add-in

    Suggested by Howard WalkerUnder Review 1
    Category: Financial Management

    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. 

  • 7

    Menu Customziation

    Suggested by Mark McLeanPlanned 0
    Category: Financial Management

    Allow users to configure a personalized menu for his or her daily needs