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  • Archive quote should link attachments from quote to archived quote

    When you have made a quote and linked an attachment to this quote, i.e. a technical document, and the quote is archived, then the attachment is not linked to the archived quote. The attachments should be linked to the archived quote too. If you then would make a new quote, and to do so, you copy from the archived quote, the attachments should be copied to the new quote too.
  • Contactlist - Add City

    It should be possible to add the City on a Contact List. The City is an important informational field to distinguish between contacts with similar or equal names. It is not possible to select the field when you want to personalise the list view.
  • Dashboard is empty for Service Role

    With the Service Role Set, the Home Page is empty with no views. You have only access to the menus. When you open the Business Central Mobile app with the same Role, there are no tiles. Dynamics 365 Business Central Online Version
  • No. 2 field is missing on Item Card and the item list and cannot be added with Customize

    No. 2 field is an interesting field in the item table, because a lot of companies use references for there items. You can import the code with RapidStart, but it doesn't show on the item card nor in the item list, and it is not possible to add the field with Customize Dynamics Business Central Online Version
  • Item Charge assignment in Sales Invoice does not populate dimensions to item leger entries

    When you make a Sales Invoice with multiple articles + 1 item charge item and you assign the item charge to the different items, an item ledger entry is created for each item with the related charge, but dimension values are empty. I use Dimension 1 for productgroups and every article is assaigned to a productgroup value. If I want to calculate the costs by Productgroup, I will miss the item charges because no Dimension value was linked in the item ledger entries!
  • Function Item Apply Template looks for the old table Item Templates 1301 instead of the new one 1382

    Apparently, the Item Template table has been replaced by a new table. If you search for Item templates to manage the different Item Templates you get a list of item templates stored in table 1382. But if you do the function Apply Template from the Item Card, you get a list of item templates from another table 1301, that seems to be the old one. BC Online version
  • Default Salesperson for new Opportunity should be the salesperson of the contact

    When you create a new opportunity from a Contact, the Salesperson should be filled in automatically with the one linked to the Contact Card
  • Adding an attachment to an Interaction Log Entry or Contact by selecting a file and not by adding an url link

    To add an attachment to an Interaction Log Entry or a Contact, you have to set a link to an url. This not very user-friendly and commercial users will not do it like that because it is too complicated. The possibility to add attachments to Interaction Log Entries or Contacts is very important for commercial users. It should be possible to select a file to add the attachment, in the same way as you can add an attachment to a quote. Here, you can use the "select file" possibility instead of adding a link
  • Possibility to filter on dimension value for items in creation of new purchase price list with copy lines or suggest lines available in feature update New sales pricing experience

    With the new Sales price experience, to be enabled in Feature management, you have the possibility to create new Purchase Price Lists for vendors. To create a new Price List you can make a filter on your items and set an adjustment factor to be applied to calculate the new price. The problem is that you can only filter the items on fields on the item card, but not on a global dimension value that is related to the items. Many customers use a global dimension to create product groups and organize their items in that way. It should be possible to filter on that group, the global dimension, to make item selections. So, it would be a good idea to add the global dimension fields related to items as possible filters, in the way you can do in the Sales Price Worksheet
  • Jobs - be able link a Line type to a Jobtask to be proposed as default Linetype for posting usage to have more control on correct job posting

    Hello, It would be interesting to be able to define on a Job-Taskline how usage should be posted (what Line Type should be used when posting usage). The Projectmanager who manages the job wants to have full control on how usage is posted. This could be achieved if you could link a Default Linetype (i.e. Budget, or Both Budget and Billable) to a taskline. When usage is posted, after selecting the job-task, the Linetype should be filled in automatically with the default that is linked to the task. This can avoid a lot of mistakes in linetypes. Example: If you have a job with 2 tasks. First task is a Fixed Fee, and the second task is a Time & Material Task. For the first task, you can have a planningsline with type "Billable" to invoice the fixed fee, and a second planningsline type Budget for "Work". The second task-line would have no planningslines as there is no budget. Usage must be posted with type "Budget" on the first task, but with type "Both Budget and Billable" on the second task to have a correct postings on the Job. How can someone know what linetype he is supposed to select? It would be easy if there is already a default type prepared by the Project Manager. The Project Manager who manages the task knows very well what type there should be used (Business Central Cloud version)