Archive quote should link attachments from quote to archived quote


When you have made a quote and linked an attachment to this quote, i.e. a technical document, and the quote is archived, then the attachment is not linked to the archived quote. The attachments should be linked to the archived quote too. If you then would make a new quote, and to do so, you copy ...

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Category: Sales (378)

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Contactlist - Add City


It should be possible to add the City on a Contact List. The City is an important informational field to distinguish between contacts with similar or equal names. It is not possible to select the field when you want to personalise the list view.

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Category: Sales (378)

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No. 2 field is missing on Item Card and the item list and cannot be added with Customize


No. 2 field is an interesting field in the item table, because a lot of companies use references for there items. You can import the code with RapidStart, but it doesn't show on the item card nor in the item list, and it is not possible to add the field with Customize Dynamics Business Central On...

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Category: Sales (378)

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Item Charge assignment in Sales Invoice does not populate dimensions to item leger entries


When you make a Sales Invoice with multiple articles + 1 item charge item and you assign the item charge to the different items, an item ledger entry is created for each item with the related charge, but dimension values are empty. I use Dimension 1 for productgroups and every article is assaigne...

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Category: Sales (378)

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Function Item Apply Template looks for the old table Item Templates 1301 instead of the new one 1382


Apparently, the Item Template table has been replaced by a new table. If you search for Item templates to manage the different Item Templates you get a list of item templates stored in table 1382. But if you do the function Apply Template from the Item Card, you get a list of item templates from ...

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Category: Sales (378)

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Default Salesperson for new Opportunity should be the salesperson of the contact


When you create a new opportunity from a Contact, the Salesperson should be filled in automatically with the one linked to the Contact Card

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Category: Sales (378)

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Adding an attachment to an Interaction Log Entry or Contact by selecting a file and not by adding an url link


To add an attachment to an Interaction Log Entry or a Contact, you have to set a link to an url. This not very user-friendly and commercial users will not do it like that because it is too complicated. The possibility to add attachments to Interaction Log Entries or Contacts is very important for...

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Category: Opportunity Management (33)

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Possibility to filter on dimension value for items in creation of new purchase price list with copy lines or suggest lines available in feature update New sales pricing experience


With the new Sales price experience, to be enabled in Feature management, you have the possibility to create new Purchase Price Lists for vendors. To create a new Price List you can make a filter on your items and set an adjustment factor to be applied to calculate the new price. The problem is ...

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Category: Purchasing (227)

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