General

Algemeen

Advanced reminder lay-out

This function enables a richer, more detailed version of the Payment Reminder lay-out.  

Behavior with this function activated

Once activated, you can use the Custom Report Layout 11295262 for Payment Reminders for your Customers.

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Geavanceerde betalingsherinneringslay-out

Deze functie maakt een gedetailleerdere versie van de lay-out van de betalingsherinnering mogelijk.

Gedrag met deze functie geactiveerd

Eenmaal geactiveerd, kun je de aangepaste rapport lay-out 11295262 gebruiken voor betalingsherinneringen voor je klanten.

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Invert sorting on List pages

This 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 activated

Once 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. 

Omgedraaide sortering op lijst pagina’s

Deze functie past de sortering van een aantal lijstpagina's aan. Standaard plaatst BC het laagste documentnummer bovenaan. Als deze functie is geactiveerd, wordt het hoogste documentnummer bovenaan geplaatst: er wordt aflopend gesorteerd op basis van documentnummer. Hierdoor ben je minder tijd kwijt met zoeken, omdat het meestal een recent document is dat aandacht nodig heeft.

Gedrag met deze functie geactiveerd

Eenmaal geactiveerd, wordt de sortering aflopend ingesteld op basis van documentnummer op bijvoorbeeld de volgende pagina's:

Overzicht van alle pagina's waarbij de sortering aflopend is ingesteld op basis van documentnummer:

• 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,

• Tip: open pagina 9174 in Business Central om een overzicht te krijgen van alle pagina-objecten, met hun nummer en naam.

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Notifications

Comment Notifications

This functionality extends the standard BC comments functionality, for Customers, Contacts, Vendors and Items.
When enabled on the "Base App 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 activated

Depending in the settings that are activated, the following changes are made at several BC pages in comparison to default BC:

1. Activate to enable the “Comment Notifications” functionality.

2. Activate to display comments as “Warnings” and add Comment Factboxes at BC pages. 

   1. Show comment factbox: once activated, this will enable the addition of Comment Factboxes at several Sales and / or Purchase related BC pages (see below).

3. Determine the order in which you want to Display and/or Copy the comments from the Source to the Target. 

   1. 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

   2. 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

4. Activate to copy the applicable comments from source (example: Customer) to target (example: Sales Order).

   1. Only the “checked” comments will be copied from source to target

5. Activate to copy all comments from source to target (for either the Customer and/or Vendor)

   1. This will ignore which comments are “checked”, and will copy all comments to target. 

Functional areas

1. Parameter “ Show comment factbox at Sales related pages”

   Once activated, it shows a factbox at the following pages:

   1. Customer Card / Contact Card (depending if comment is entered at the Customer Card or Contact Card)

   2. Sales Quotes

   3. Sales Orders

   4. Blanket Sales Orders

   5. Sales Return Orders

   6. Service Quotes

   7. Service Orders

   8. Sales Invoices

   9. Sales Credit Memo's

   10. Service Invoices

   11. Service Credit Memo's

2. Parameter “Show comment factbox at Purchase related pages”

   Once activated, it shows a factbox at the following pages:

   1. Vendor Card / Contact Card (depending if comment is entered at the Vendor Card or Contact Card)

   2. Purchase Quotes

   3. Purchase Orders

   4. Blanket Purchase Orders

   5. Purchase Return Orders

   6. Purchase Invoices

   7. Purchase Credit Memos

3. Comments entered at an Item Card can be shown at the following pages:

   1. Item Card

   2. Sales Lines - Document type Quote

   3. Sales Lines - Document type Order

   4. Service Lines - Document type Quote

   5. Service Lines - Document type Order

Limitations
When creating a target document (e.g. a Sales Quotation or a Purchase Order), the Comments of the selected contact (which is linked to the customer or supplier) are only shown as a Notification. They are not copied to the fact box with the Comments. The comments from the customer or supplier will (of course) be copied.