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Parameter to automatically delete a warehouse receipt with outstanding quantity when posting
A vendor arrives at the warehouse. You create a warehouse receipt and get all the purchase order lines for that vendor. The vendor forgot one box of one item. You change the "qty to receive" on the corresponding warehouse receipt line. Then you post the receipt of this warehouse document. Since there is an outstanding quantity, the warehouse receipt document is not deleted but the "qty received" on the line is updated. A week later, the vendor returns to the warehouse. He delivers items for several new purchase orders, but also the one box from the previous receipt. The warehouse worker will not remember that there is an outstanding quantity waiting on one of the existing warehouse documents. He just wants to create a new warehouse receipt and get all outstanding purchase orders (the new ones as well as the old). I can imagine that the standard solution does fit for certain scenarios. But during a lot of my BC implementations we needed to make a customization to delete the warehouse receipt once it is posted (even if there is an outstanding quantity). Therefore I propose a parameter (for example on the location card). -
Add invoices as attachments to reminder e-mail
On the reminder PDF all outstanding invoice numbers are mentioned with their remaining amount. But you do not know the details of these invoices (except from a description). When sending a reminder to your customer, the first question you get back is "can you send me the original invoices again please". Therefore it would be useful if the PDF's of the underlying invoices are added to the reminder card. Maybe with a button on the reminder card of automatically (with a parameter on the request page) when creating an "issued reminder". Sometimes also credit memo's will be mentioned on the reminder, these may not be forgotten when developing the new functionality. With BusinessCentral 2021 wave 1 the new e-mail functionalities are available to use. I think this is a huge positive step. Now there is also a "get source attachments" button on the e-mail edit screen. All attachments (manually) linked to the underlying document are attached to the e-mail. This same functionality can then be used to add the invoice PDF's to the reminder e-mail send. The same functionality can maybe later added to the customer statements functionality. -
Add possibility to hide records with no values in analysis by dimension matrix
You set up for example an analysis view for the department dimension. You post several purchase invoices with different departments on multiple G/L accounts. You also post several purchase invoices with no department dimension on the same and different G/L accounts Then you open the analysis by dimension request page and choose to see G/L accounts as rows and department dimension values as columns. You hit the show matrix button. Now you see a lot of lines with all possible G/L accounts (if you added a filter, only those G/L accounts are shown). But the problem is that you also see the G/L accounts (records) with no amounts posted with department dimension. This makes it difficult for the user to scroll trough all lines. This is one example of the possible analysis by dimension matrix views, but other combinations of lines and columns are also possible. In all these combinations, it would be helpful to have a parameter (maybe on the analysis by dimension request page) where you can setup that you do not want to see rows with no value and/or columns with no value. If this parameter is set to true, a much cleaner version of the matrix will be shown which is easier for the end user to scroll through. -
Make it possible to send a composed/concept email in the background (same as schedule report functionality)
In the "compose an email" window, it would be helpful if there was a "schedule send email" or "send email in background" button. This can be used when sending big mails because it can take a while until the mail is send. In this time the "compose mail" screen remains open and the user needs to wait until the mail is send.
The button can send the mail/concept to the outbox and a job queue can then send the mail in the background. Automation of the "send mail" button on the "outbox" screen.
A button to call the enqueue mail functionality.
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Activate "allow deletion before" check on issued reminders
It became recently possible to cancel an issued reminder. It was always possible to delete an issued reminder. Now we have the case where an user deleted the issued reminder document but actually wanted to cancel the reminder. Now that the reminder is deleted, it is not possible anymore to cancel the underlying reminder entries.
Next to this, it is not advised to delete issues reminders. Although they aren't official sales documents, they can be linked to GL entries (f.e. fee). Therefore it is necessary to block the possibility to delete issued reminders. I think it would be best if the existing sales & receivables setup parameter "allow document deletion before" would also apply / activated when trying to delete an issued reminder document.
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Default Allocation Account should be added to G/L Account
Like the default deferral template, it would be useful to insert a default allocation account on the GL account card. When this GL account is used in a document or journal, the "allocation account no" column can be filled in automatically with the value on the account card (but still can be changed when needed).
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Allocation Account No needs to be copied when using the standard Journal Functionality in a General Journal
When you enter a general journal posting with a value in de "allocation account no" column and then save this as a standard journal, the allocation account info is lost when you use the "get standard journal" functionality on a new journal. This value should be saved in the standard journal together with the other information.
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