Adding Important Fields


1- Add opportunity No. in the Journals: When the user has a new opportunity and he needs to track the expenses spent on this opportunity even if he lost he should know these costs instead of creating dimension for something might not succeed. we solved by extending G/L Entry table, Gen. Journa...

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Category: Financial Management (347)

STATUS DETAILS
New

Create Sales Quotation from Job (currently only Sales Invoice)


First I like to ask you to add new Category in the Ideas sections for Jobs it will be better to add our ideas there. • In the Jobs module, there is an option to create Sales Invoice, why not to add the option the Create also a Sales Quotation; as some users using Jobs to estimate the cost then t...

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Category: Sales (188)

STATUS DETAILS
Needs Votes

Import from Excel


The Edit in Excel option is great but crashing many times, also when the end users use that option the downloaded excel will contain all of the columns in the dataset which makes that process more difficult. My suggestion is to: • Add new button [Import from Excel]. • Only download an Excel wo...

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1 Comments

Category: Office Integration (21)

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Needs Votes

The Opportunity card is missing a lot of useful fields


The Opportunity card is missing a lot of useful fields like (not limited to): • The description is too short only 50 characters, I suggest to add another description field and call it [Opportunity Summary]. • Before activating any stages I like to suggest adding many fields: 1- First Date cont...

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Category: Financial Management (347)

STATUS DETAILS
Needs Votes

Opportunity Costs


Any business will spend money on traveling, meetings, overtime &, etc. before won an Opportunity, there is no way in Business Central to track the expenses spent on an Opportunity. We used to add new Fields in the Journals [Payment, General & etc] to track that from the ledger entries. Why not ...

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Category: Financial Management (347)

STATUS DETAILS
Needs Votes

The Ability to add new field as per the customer needs


Adding new fields requires you to do a lot of coding in AL, adding to the table then pages then code the codeunit. Why not make the ability to add new Filed on a page and the systems just create that in the related table & codeunit for me, no develpment knowledge required anymore. Regards Mahmoud

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Category: Development (184)

STATUS DETAILS
New

Payee Name ( the amounts paid to)


Several times the payment journal debit side is just an expense G/L account not vendor, just like Elect. bills and some government payments. In the ledger entries, you will not know o whom you paid until you check several things like the supporting docs. We should have a field in the payment j...

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1 Comments

Category: Financial Management (347)

STATUS DETAILS
Needs Votes

Open (Preview) the Attachments in the browser specially PDF/DOC


When you try to preview an attached doc. it will be downloaded and this makes the PC crowded, why not only preview in the browser or add an embedded browser pop up page to preview only without downloading

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2 Comments

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2 Comments

Category: General (464)

STATUS DETAILS
Under Review

Proper training for Jobs


I've watched all DLP courses form Job costing module and this is useful but not to practical works. Please add some training with practical insights and focus on the WIP.

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Category: Project Management (13)

STATUS DETAILS
Needs Votes