Approval Workflow - Converts & checks FCY transaction value of an approval workflow that is setup as LCY threshold
Business Central does not convert and check FCY transaction value and compare against an approval workflow which is configured with LCY threshold. Users are required to setup multiple approval workflows of different currencies as workaround so in order for BC to triggers and check during appro...
Allow Job billing to different Customers
In many industry practice, when a Job is awarded the Customer tagged and created upon Job creation may not be the final billing party. Hence, please consider to incorporate flexibility to allow create Sales Invoice billings to multiple Customers/Bill-To. Thanks.
Link Sales Quote/Order to Job module
Allow flow and push Sales Quote/Order details and pricing into Job card > Job Planing Lines to reduce data entry efforts and prevent recording errors.
Error message prompt to include Item No./Sales Line No. of missing Serial No. in Item Tracking Line
Request to include Item No. & Sales Line No. of which record having unassigned Serial Numbers in Item Tracking Line. This is helpful when a single Sales document involving many Items that are Item Tracking activated, so that user easily pin point which record having discrepancies and able to i...
Allow copy & paste or import of multiple Serial No./Lot No. for multiple Purchase/Sales Lines
Current version of Business Central only support and allows copy & paste rows of Item Tracking Lines for a single Sales/Purchase Line. In typical fast pace trading business that involves large volume of inbound and outbound transactions that requires Serial No. or Lot No. tracking. It is extr...
Master data approval workflow to extend to Fields levels & Related Tables
To allow administrator to configure approval workflows and validates at specific master record fields level or extended related tables. Example: Vendor master approval workflow: User creates Vendor A, trigger approval workflow (existing feature). Users changes selected fields on Vendor A record...
Sales Order Reservation to reserve against earliest Purchase Order NOT based on Just-In-Time (JIT) philosophy
Scenario: In Purchase Order 1. created PO#1 Athens Desk -16 pc, with Exp Receipt date 2-June-2021 2. created PO#2 Athens Desk -100 pc, with Exp Receipt date on 9-June-2021 In Sales Order 3. created SO#1 Athens Desk 5 pc with Exp Shipment date on 9-June-2021 Findings: D365 Business Central a...
PO/SO Attachment to flow to Posted Documents
Request to flow PO/SO Attachments to Posted Purchase Invoice, Posted Sales Invoice despite partial invoicing.
Approval Workflow for Journals
Please add Approval Workflows for the following Journals: - Job Journal - Job G/L Journal - Item Journal - Physical Inventory Journal These are fairly important controls within an organization to prevent unauthorised adjustments.
Request to add Renumber Document Numbers ribbon/function at Job Journal page
If Renumber Document Numbers ribbon/function is available at most journals including General Journal, Item Journal, Job G/L Journal pages, please also include and make it available at Job Journal page too, to have a consistent user experience.
Especially Job Journal are used t...