GeneralAdvanced reminder lay-outThis function enables a richer, more detailed version of the Payment Reminder lay-out. Behavior with this function activatedOnce activated, you can use the Custom Report Layout 11295262 for Payment Reminders for your Customers. |
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Enable "Reminder to Herinnering" to activate a more detailed version of the report lay-out for the Payment Reminder |
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The Custom Report Layout can be found using Report ID 11295262 |
Invert sorting on List pagesThis function adjusts the sorting of a number of list pages. By default, BC places the lowest (document) number at the top. With this function activated, the highest (document) number is placed at the top: sorting is descending based on (document) number. This means you spend less time searching, because it is usually a recent document that needs attention. Behavior with this function activatedOnce activated, the sorting is set to descending based on (document) number on - for example - the following pages: Sales Quotes (9300, List) Sales Order List (9305, List) Sales Invoice List (9301, List) Sales Credit Memos (9302, List) Purchase Order List (9307, List) Overview of all pages where the sorting is set to descending based on document number: 41, 42, 43, 44, 48, 49, 50, 51, 52, 56, 130, 132, 134, 136, 138, 140, 142, 143, 144, 145, 146, 147, 516, 518, 525, 526, 527, 528, 529, 530, 5159, 5161,5162, 5164, 5166, 5167, 5174, 5175, 5806, 5824, Hint: open page 9174 in Business Central to get an overview of all page objects, with their number and name.
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Enable "Invert sorting" to sort document ascending on (Document) No. at List Pages in BC. |
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Example: sorting is descending based on (document) No. |
Alternate Document NamesWith this feature enabled, all files (downloads, e-mails, etc.) generated by BC will be given a file name including the Document number. This makes them easier to recognize by the internal organization and by customers and suppliers receiving those documents. Behavior with this function activatedOnce activated, the naming convention for file names will become “<<Document Type>> <<Document Number>> |
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Alternate Document Names |
NotificationsThis functionality extends the standard BC comments functionality, for Customers, Contacts, Vendors and Items. When enabled on the "Base App ProPack Setup" page, the BC comments will be shown as a notification on pages in BC where you use one of these entities. There is also the option to activate copying of the comments (from source to destination). A fact box will be added to all target pages to show comments, which saves you a lot of clicks to open comments. For each of the comments on the sources, you can indicate for which target documents they should be shown. For example, you can only show a comment from a Customer when creating a new Sales Order, and other comments only when creating a Sales Credit Memo. Behavior with this function activatedDepending in the settings that are activated, the following changes are made at several BC pages in comparison to default BC: Activate to enable the “Comment Notifications” functionality. Activate to display comments as “Warnings” and add Comment Factboxes at BC pages. Show comment factbox: once activated, this will enable the addition of Comment Factboxes at several Sales and / or Purchase related BC pages (see below).
Determine the order in which you want to Display and/or Copy the comments from the Source to the Target. Date A-Z or Date Z-A: The “Date” attribute from the source's comment line will be used while copying the Comments from Source to the Target Line No A-Z or Line No Z-A: The “Line No” attribute from the source's comment line will be used while copying the Comments from Source to the Target
Activate to copy the applicable comments from source (example: Customer) to target (example: Sales Order). Only the “checked” comments will be copied from source to target
Activate to copy all comments from source to target (for either the Customer and/or Vendor) This will ignore which comments are “checked”, and will copy all comments to target.
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4. A column with the number of comments is added at all pages as well, helping you to be quickly alerted to the presence of comments. |
Functional areasParameter “ Show comment factbox at Sales related pages” Once activated, it shows a factbox at the following pages: Customer Card / Contact Card (depending if comment is entered at the Customer Card or Contact Card) Sales Quotes Sales Orders Blanket Sales Orders Sales Return Orders Service Quotes Service Orders Sales Invoices Sales Credit Memo's Service Invoices Service Credit Memo's
Parameter “Show comment factbox at Purchase related pages” Once activated, it shows a factbox at the following pages: Vendor Card / Contact Card (depending if comment is entered at the Vendor Card or Contact Card) Purchase Quotes Purchase Orders Blanket Purchase Orders Purchase Return Orders Purchase Invoices Purchase Credit Memos
Comments entered at an Item Card can be shown at the following pages: Item Card Sales Lines - Document type Quote Sales Lines - Document type Order Service Lines - Document type Quote Service Lines - Document type Order
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