Ability to add charges to project quote
I would like to be able to create charges (ie transport cost or other cost) on a project quotation like we can do on a normal sales quotation. It would improve the consistency in the way of work in our organisations.
Category: Project Sales, Billing, Pricing and Costing (54)
Up-Sell/Cross-Sell item functionality on the Sales Quotation without using call centers
Hi i would like to use Cross and up-sell within our normal sales process without having to use the call center functionality. In my opinion this functionality should support all sales processes, not just a call center proces. We now use the supplementary items but that functionality does not g...
Category: Sales and marketing (694)
Automatically set VAT group when creating address/prospect/customer (bases on the country of the relation)
I would like that the VAT group is selected automatically based on the (invoice or delivery) address of the customer/prospect etc.
There is some functionality available on the VAT group form when we key in an address with country, the VAT group is automatically selected when y...
Category: Accounts Receivable (371)
Send Project quotations without an approval workflow (in D365 Finance and Operations)
Hi, there should be a parameter to enable the Project quotation review workflow process. Currently you can only process ('Send') a quotation if the status is Approved - and therefore if our business doesn't need to approve project quotations, we have to setup a workflow which automatically app...
Category: General Ledger (386)