Sampath Shetty Director IT Services

We have a customer requirement to send the sales quote to a contact. Before the quote is released, it needs to be approved by different teams based on the type of item, customer category, etc. The customer should not be created unless the quote is approved by the customer. We are encountering an error while releasing the quote through the approval workflow because it does not allow the quote to be released unless the contact is converted into a customer. Microsoft support has informed us that Business Central does not allow adding sales lines to the sales quote without a Customer No. in the header, which is a design limitation that cannot be changed. Although workflows and the system allow using contacts, it should permit releasing the sales quote. I agree that a customer should be created when converting the quote into a sales order. 

n the Sales and Service Quote pages, it would be highly beneficial to display the following information for the selected item and customer:

• Last Quoted Price
• Last Order Price
• Last Invoice Price

Business Value:

This feature will help sales teams make informed pricing decisions quickly, maintain consistency, and improve customer satisfaction by referencing historical pricing without leaving the quote screen.

Dear Microsoft Dynamics Team,

I would like to propose a feature enhancement for Dynamics 365 Business Central that would greatly benefit organizations using the Service Management module.

Feature Request:

Enable Item Charge Assignment functionality within the Service module. Currently, item charges (such as freight, handling, or additional costs) can be assigned in sales and purchase documents, but this capability is not available for service orders.

Business Justification:

Service operations often involve additional costs that need to be allocated accurately to items or services for proper cost tracking and profitability analysis. Having item charge assignment in service documents would:

• Improve financial accuracy for service transactions.
• Ensure consistent cost allocation across all modules.
• Reduce manual workarounds and customizations.

This feature would align the Service module with existing capabilities in Sales and Purchase processes, providing a more integrated and efficient experience for customers.

Thank you for considering this suggestion. Please let me know if further details or use cases are required.