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Stop deletion of City, County, Post Code when entering a Country Code
When entering a Country/Region Code on to a Customer, Vendor or Contact card it automatically deletes the City, Country and Post Code. There is no parameter to turn this off and it serves no apparent purpose. Customers get exceedingly frustrated by this. I'm aware that there are various workaround: Personalise the page to move Country/Region Code higher Link to an address lookup API Write an app to do it But these are all unnecessary if you simply had the option to stop it doing it. If anyone can provide a genuine reason why it does this I would be intrigued. -
Allow Delegated Admin to set up Dynamics 365 for Sales Integration
As a consultant on site assisting the customer in setting up their environment I am unable to set up the sales integration. I believe this is because it uses the user of the person that sets this up as the User ID on the Job Queue entries. This assumes that there is someone capable (and licensed) at the customer to be able to set this up which isn't always the case. Furthermore, once the integration has been set up any tables that are part of the integration cannot be updated by a delegated admin. IE once the Customer integration has been turned on I can no longer use RapidStart to update Customer records as "You do not have permission to create or run scheduled tasks", you can't temporarily disable the integration either for the same reason. Because the integration doesn't allow the use of different customer templates the customers are often created incorrectly in Business Central and there is no way to assist the customer in rectifying this issue.
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Copy Company to automatically put all Job Queues on Hold
When a company is copied all Job Queues are left in the same state as they were in the company being copied, this means that in the new company they can continue to process. This can cause issues if the Job Queues are used for any sort of integration. Could they either be stopped automatically or a question asked whether they should be stopped. -
Update Bill-to Address when Sell-to Address Updated
When a Sell-to Address is updated on a Sales Order (or invoice) there is a prompt to ask if you want to update the Customer, if you say yes the Customer is updated, the Ship-to Address is also updated (if Ship-to is set to Default) but not the Bill-to Address on the Sales Order. This then means when you invoice the order the address at the top is incorrect, plus it adds a Ship-to Address at the bottom (with the incorrect address on it). The Bill-to Address should be updated at the same time (if the Bill-to Customer is the same). There is also no way of manually changing the Bill-to Address unless the Bill-to Customer is changed (at which point for some reason the address becomes editable) this means there is no way of updating address details on a cash non-account Sales Order. -
Allow users to change sort order of reports
When running a report there is no ability to change the report sorting order. This function was available in the Windows Client reports. For instance: when running the Aged Accounts Receivable report you could change the sorting to be Search Name rather No. which is more useful if using standard generated Customer numbers -
Intercompany Bank Account Transactions
Groups of companies regularly transfer funds between bank accounts but there is no way of doing so in the Intercompany General Journals. You can specify Bank Account on one side of the transaction but can only push to a GL Account on the other side. Meaning you then have to manually journal from a GL Account to a Bank Account in that company - this makes the intercompany functionality somewhat redundant in those situations. The Intercompany General Journal only has an Intercompany Partner G/L Account No. this should be extended to have an Intercompany Partner Type (G/L Account/Bank Account etc) and then allow you to specify a G/L Account No. or Bank Code for the Intercompany partner. This will also require some method of setting up a list of Bank Account Codes against Intercompany partners -
Create Configuration Package using Import from Excel
When using the import from Excel function on the Configuration Package page if the package does not already exist the system will create the package for you. However, it creates the package with ALL fields for all tables in the spreadsheet. This means if you only want to update certain details (IE Address details on a Customer) it will create the table with blank data in all other fields. When you apply the package it overwrites all of the data in the other fields. This Import from Excel should ONLY add in fields that are in the Excel spreadsheet to prevent data issues. -
Use Search Name in Account No.
When entering a journal if you type in a value that is stored in the Search Name field on a Customer/Vendor/GL Account in the Account No. field it will not find the record. Instead you have to click on "Select from full list" then "Advance view" before you can search for a search name. For example: This would be particularly useful for Customers/Vendors that have registered company names and "trading as" company names. The Search Name can be used to store the "trading as" value which is often the company name that is used more often. When someone is entering a journal they can type in the search name and it will fill in the Account No. I think this would probably just require the Search Name adding to the Field Groups DropDown on the Customer/Vendor/GL Account tables. -
Add Balance at Date to Bank Account List
The Bank Account table has a "Balance at Date" and "Balance at Date (LCY)" field on it that is not available on the list. Currently there is no easy way of checking a bank balance at a certain date. By adding these fields to the Bank Account List all the user has to do is add a Date Filter to be able to see the bank's balance at a specific date. -
Add Over Receipt Functionality to Inventory Put Aways
The new Over Receipt functionality is available on Purchase Orders and Warehouse Receipts, however, it isn't available on Inventory Put Aways that a large number of customers use. As this functionality sits between Purchase Order receipting and Warehouse Receipts I can't understand how/why it wasn't included in this release.
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