Stuart Hardman Director

Configuration Packages allow customers to design and run their own bulk data exports from the system without any development skills, however, they are restricted to only export as XLSX formats. It would be good to be able to export as a basic csv file format. (I'm aware that to import requires XLSX format for the XML tables)

I have customers that have experimented with Data Exchange Definitions but these are less user friendly and also incredibly slow when dealing with bulk volumes of data (IE Thousands of Items)

The Service functionality should be extended to be consistent with Sales functionality, currently from Posted Sales Invoices you can Correct, Cancel and Create Corrective Credit Memo. Similar functionality should be added to Posted Service Invoices to allow easy correction of those invoices.

This might not be practical for Service Contract Invoices so I would suggest the following:

For Service Contract Invoices this should also include the rolling back of the Service Contract, IE if the Service Invoice is cancelled then the Service Contract should revert to the same dates that it had prior to the generation of the Invoice, this would then allow corrections to be made and a new invoice generated.

On the Customer and Vendor cards there are Balance (LCY) and Balance Due (LCY) fields but there is no visibility of Balance in currencies. When talking to a company about outstanding values it helps to be able to easily see on the card the values that are owed in each currency.

You can't guarantee that all transactions are in the same currency as the Currency Code on the Customer card so there needs to be some flexibility about how to present the data. I would suggest a Factbox that groups all the Customer Ledger Entries by Currency Codes and then presents those Currencies with the Balance in separate rows in the Factbox.

With the capability to create Instant Flows from within Business Central it has become more apparent that there is no easy way to package these flows into a Solution.

There should be the ability from within a Solution to add an existing Instant Cloud Flow.

There should be the ability to specify a Default Location to be used for Drop Shipments if no Location has been specified on the sales document. This is particularly important if Location Mandatory is turned on in the Inventory Setup.

If there is no Location Code filled in on a Customer card it is possible to create a Sales Order with no Location Code filled on the lines. You don't need to release a Sales Order if you're using Drop Shipments so there is no check carried out at any point. If you use the Requisition Worksheet to create your Drop Shipments it will pull through all of the Sales Order Lines that require Drop Shipment. When you try and carry out action message to create PO's it errors saying that a Location Code is mandatory.

If you fill it in on the Requisition Worksheet Lines then it will error when trying to carry out the action message so you need to delete all the lines, go back and update all of the affected Sales Orders before starting the process again.

I propose adding a Default Drop Shipment Location Code either to the Inventory Setup or the Purchasing Code table (you could then use the same field for Special Orders), when the Purchasing Code is validated on the line if the Location Code is blank and Location Mandatory is turned on then it fills it in with the Default Drop Shipment Location Code.

On Sales Quotes there is the ability to convert a Sales Quote to a Sales Order or Sales Invoice. The same functionality should be available on Purchase Quotes to maintain consistency.

We have customers that do not use stock and provide services and they want to be able to Quote then convert to an Invoice to allow them to Invoice without Receiping.

In the new Pivot Mode functionality on lists it would be nice to be able to use the "Filter totals by" fields as Row Group or Column labels. This would then allow more complex analysis of data.

For instance on the Item list it would allow you to analyse Item Inventory levels by Location, on Posted Sales Invoices you could analyse Customer Sales value by a dimension.