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Ability to move Item Tracking Lines to the Quick Menu on Purchase Orders
When entering PO's with many lines of lot tracked items it becomes tedious to click each individual item lined, then LINE> ITEM TRACKING LINE and assign a lot/serial. It would save hours to be able to add this as a column to each serial/lot tracked item line or even be able to personalize and move the Item Tracking Line option to the Lines Quick Menu. -
Copy Journal Entry from Chart of Accounts detail
There should be a way to copy a journal entry from when you are looking at the journal entry, either in the chart of accounts / trial balance detail or when you "find entry", copy the entry to a General Journal batch.
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Better Bank Reconciliation Listing of Outstanding Items
In the posted bank account reconciliation we now have a total amount of Outstanding Items and Deposits in Transit line balances that make up the difference between Bank and Book balances. It would be more useful for accountants to see the itemized list of what makes up those balances rather than a listing of what has cleared in both. If we wanted that, we could just look at the bank statement. Outstanding balances and open differences are more important to see in detail on a bank reconciliation.
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Make Item Tracking easier to select during invoicing
When selling for manufacturers items have to be serial or lot tracked. If there is a many line invoice, selecting the lots for each line adds a lot of time as it is 5 clicks to get to the Item Tracking Line screen (click the line, more actions, lines, item tracking lines) then it takes time to select the lots.
Bringing an optional Serial/Lot tracking column to line itself would immediately save seconds per line per invoice. Or even the ability to personalize where the Item Tracking Lines sits, as right now it is unable to be brought to the main menu in the Lines section of a Sales Invoice.
Another improvement is to also have the lots automatically selected based on the inventory method (fifo, lifo) and have the Item Tracking Lines selection be a confirmation page to say 'yes looks good' or ability to edit / deselect the applicable lots.
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Improve item tracking lines workflow
When purchasing for manufacturers items have to be serial or lot tracked. If there is a many line purchase invoice, selecting the lots for each line adds a lot of time as it is 5 clicks to get to the Item Tracking Line screen (click the line, more actions, lines, item tracking lines) then it takes time to input the serial / lot nos.
Bringing an optional Serial/Lot tracking column to line itself would immediately save seconds per line per invoice. Or even the ability to personalize where the Item Tracking Lines sits, as right now it is unable to be brought to the main menu in the Lines section of a Purchase Invoice.
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Put the name of the company in the Dynamics 365 Business Central header of the page
When working in multiple companies and jumping back and forth between them it might get confusing which company you are in. The main homepage has the company title or you could go to your settings to figure it out, but if a page is open then it is less possible to determine which company you are working in. Next to the 9 dots in the top left corner and "Dynamics 365 Business Central" it should say what the company name is that you are working in.
Additionally, that would be a nicer and faster way to go back to the homepage if you have gone down a rabbit hole of pages, instead of having to click the back arrow a bunch of times, or restarting the page.
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