Updating Document Layouts with Report Selections options
As of now, the Document Layouts page has the following options:
- Quote
- Confirmation Order
- Invoice
- Credit Memo
- Customer Statement
- Job Quote
- Reminder
- Shipment
The Report Selections - Sales page has many more...
Enable Filter (Advanced Filter) when using "Select from Full List"
Add the Filter (Advanced Filter) slicer (top right corner) when looking up a field via "Select from full list". This allows full filtering in BC, regardless of how you access a list page.
For example, on a Sales Order, looking up into the Item list (via "Select from full list"...
Convert Non-Item Tracked Items to Item Tracked
Once an item is used, it is not possible (without development effort) to require the item to have an Item Tracking Code to use Lot/SN's. A routine should be created that allows previously used items without an Item Tracking Code to be updated to use an Item Tracking Code.
The ...
Show/Hide Fields on a page
We need an easy way to show/hide fields on a page via system permissions/security. During almost every implementation, clients have a requirement for all users to access a page, but only see certain fields (for example, seeing a G/L Account but not seeing the Balance field)
In...
Show/Hide Fields on a page
Clients need the ability to show/hide fields on a page without an addon on development effort. In nearly every implementation, clients ask for this and we have no easy way of handling the task. For example, the users need to read the chart of accounts (to insert a G/L on a document) but should...
Extend the Define content of created warehouse documents with filters release
Add the new filter capabilities on the Inventory Pick side to the Warehouse Pick side.
In wave 1 2023, we got the following improvements to Inventory Picks:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/d...
Link Multiple PO's to Job Headers
Jobs usually have multiple PO's from the customer side (who you are delivering the jobs to) but there is no ability to link multiple customer PO's to the job (header level). This could be for a change request, new purchases, etc
Internal Jobs
Allow a Job to be created/flagged as an internal job, where a customer number does not need to be defined for the project/job record to be created/processed.
Change Orders for Jobs
Create change order functionality/documents for Jobs. This could be one, or a combination of:
- A report layout
- New functionality (new table called Change Orders with a lookup to Jobs and a card page to input changes, etc)
- Part of the parent/child functionality current...
STATUS DETAILSNeeds Votes
Versioning/Archiving for Jobs
Enable the archiving/versioning functionality for Jobs.