on
RE:
I agree that this is needed. It is not only more efficient but the current method forces you to have multiple Contacts that are the same person which defeats the purpose of trying to have all the info for one person in one place.Table 5054 "Contact Business Relation" does not support this change though since the primary key is "Contact No.","Business Relation Code". So this will need to be changed.This table should be updated to allow the linking of one Entity (Customers,Contact, Vendors, and Bank Account") to another. So for example you could have 2 Customers linked to the same Contact and vica versa.I would even consider allowing the linking of other entities as well such as Ship-To Addresses. We have modified our version to link Contacts to Ship-To's which was a requirement for us.
RE:
It is a problem of the project module. Two new fields will be necessary for the project items.
RE:
Excellent idea!
RE:
Absolutely necessary for Make-To-Order scenarios. Allowing the calculation to occur on quote gives customers a better idea before they submit the purchase order. So that Quote can be excluded from Dynamics Plan but Sales Orders can be included in Master Plan.
RE:
We agreed that 'Once a batch has been approved you cannot make any changes to the amounts on the line anyway without gaining re-approval, which is what you would expect as it prevents a users from adjusting values and exporting the BACS file with amounts that were not approved. However, since the protection above is in place, there seems no benefit in then adding another approval requirement after the BACS file has been created, this is just adding delays and inefficiency into the process. This is just not required and provides no additional financial control protection whilst frustrating users!!'It certainly will be frustrating and time consuming !
RE:
This is definitely a must have. You can't avoid sending all your Sales Shipments hard copy these days. You also want to be able to send this by email or even both in some cases.
RE:
We have independent demo coordinators who work with many of our customers. We want to associate this contact with all the customers so we know who to coordinate with. I have friends at other companies who, for their own reasons, want a many to one relationship. This is not uncommon.
RE:
It would make sense to have the maker to define on the form the default behaviour:appear collapsedor appear expanded.The user have a menue item to collapse all or expand all as a plus:Have a count at the bottom if collapsed to count the groups. I you use an intersection table like ProductsToOpportunity and you want to see a single list (distinct) of all products added to this opportunity this could be the solution. And then it would be nice to see 75 Products (and 750 ProductsToOpportunity) because for this Opportunity each of the 75 Products has 10 commitments to buy (= 10 ProductsToOpportunity). Any other similar case could be applicable (like "For my B2B Event, from how many different Accounts are my contacts participating (assume the pariticpations are the intersection table between a given event and its hopeful many contacts from N different accounts, some times a dozen of participants/contacts participating from the same large account)? Is one KeyAccount missing to follow up? -> and don't tell to use PowerBI as making a simple list is not "BI" )
RE:
As far as I can tell, there's no way to create a set of "template" offers/orders/invoices so the ability to fully copy a document from client to client or provider to provider would really speed up workflow in escenarios where projects are very similar to one another. For instance, software implementacions where a set of task must be executed regardless of client specifi needs and those task are represented as separated resources so the client has knowledge of what has been done and how much did it cost. Hence, the ability to copy lines without recalculating them is a very necessary feature, unless, as I pointed out, theres a better way to create documents based on a template.
RE:
this feature is very important specially for Arabic users and Asian Languages also repeating row labels in matrix visuals like Excel also when you add row subtotal if you have multiple levels I want to add total to selected levels