User Activity Tracker
Allows you to see number of records created by users across many of the common entities in BC, and can be filtered by a date range to analyze activity by user over a specified time period. (Can be viewed in BC or exported to Excel) This is critical during a project to ensure users are testing the system.
Job Queue Error Notifications
This feature sends email notifications when a job queue fails.
Mandatory Field Identifier
Alter fields on Sales & Purchase documents to require user input. Prevent Release or Posting actions if required fields are not populated.
MRP Safety Stock Override
Override due date & recommended Quantity of PO's created by MRP while there is safety stock violation.
Mass Payment Application
Import Payment / Cash receipt details from Excel and simultaneously apply multiple entries to Customer and Vendor account types.
Auto Populate Dimensions
The dimensions used in the account entry portion associated with a transaction can be automatically set based on data within the transaction.
Available to Ship
Displays Sales Order & Sales Quote Lines with available inventory to ship
Bulk Email Scheduler
Users can schedule time to send bulk emails for Sales and Purchase Orders.
Inventory Quantity Precision
This option allows users to set and enforce the number of decimal places to be used on transactions for an item. This impacts Sales and Purchasing transactions for an item when entering the quantity, quantity to ship or quantity to receive.
Statistical Data Tracker
Track statistical information & easily maintain non-financial records by making general journal entries to specially marked accounts.
Display General Product Posting Group
Native Business Central does not display the general ledger posting when making an entry. This exposes the "General Product Posting Group" to allow users to change the P&L GL posting on a transaction (i.e. Purchase Order, Purchase Invoice, Purchase Credit Memo, Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo).
Prevent posting for same external document number by Customer
One of the most critical issues in a posted transaction is to avoid duplicate data. To that end, we created a function that prevents sales documents to be posted if the External Document number already exists and is posted. Sample SO that we tried to post with external document number already existing in posted sales invoice.
Expose Document date on Vendor Ledger entries
Enhancement in Vendor ledger entries where document date is reflected for proper references.
Automatic Bank Reconciliation Reporting
This feature creates a custom report for the Automated Bank Reconciliation tool. In this report, entries are organized in various categories, including adjustments, and cleared / uncleared transactions, providing an improved view of the bank reconciliation. All the information found in native reports is included in custom reports.
Auto Post Date - Sales
Automatically update posting date to work date when posting Shipment or Invoice from Sales Order (option to disable on each transaction if needed).
Auto Port Date – Transfer
Automatically update posting date to work date when posting a Transfer Order (option to disable on each transaction if needed).
Auto Post Date - Purchase
Automatically update posting date to work date when posting Receipt or Invoice from Purchase Order (option to disable on each transaction if needed).
Add Sales Order number and External Document number to Sales Shipment list display
Additional Information in Posted Sales Shipment list, wherein the Sales Order and its External Document No. is reflected as an additional column.
Add field "shipping tracking info" to screen in Purchase Order and Posted Purchase Receipt document
Free text field in the Purchase Order document that you can use in detailing any shipping information that will also be forwarded and in the Posted Purchase receipt document.
CBM Customizations (cubage, volume, weight) visibility on PO/SO forms and PO/SO screens
In Business Central, Item has an available set up for the LENGTH, WIDTH and HEIGHT to come up with its Cubage. This is a useful tool for most distribution companies as they can use this in their planning activities, especially during the delivery of products wherein mostly there is a specific size for the trucks they are using during their distribution. Set up in item unit of measure per item.
Add truck seal number on shipment order
Additional Information for Truck Seal number in sales Shipment documents wherein it is useful tool to monitor details of the Truck used in the delivery.
Expose "Carrier Quote #" field on Sales Order and Shipment and enable field to move from Sales Order to Shipment automatically
Free text field in the Sales Order where you can input delivery/shipment details that will be forwarded in Posted Sales Shipment document.
Display item image on quote documents (pdf) generated from Business Central
System ability to Capture Image of the Item(s) transacted in the Sales Quote Print-Out either in PDF or Word output.
Auto Drop Ship
An additional field to denote the vendor has been added to the Sales Order Line page. This allows users to automatically create a drop-ship purchase order for each sales line via a custom “Create Drop Ship” button. Data, such as comments, are automatically copied from the sales order line. Further, when the PO is posted, the SO is also posted.
Create back order from remaining QTY on sales order
System enhancement that separates back ordered quantity (qty not shipped and invoiced) from original sales order by creating a NEW order with a "-1" suffix to the original order number. NEW sales order shipped and invoiced separately.
Back Order Auto Allocation
This feature will automatically reserve inventory that is on a back-ordered sales line based on the shipment date of the sales order using FIFO on the receipts. The feature monitors available inventory in order to continuously reserve inventory until a sales line is fully reserved. All history is maintained and visible on a report or can be emailed to users
Auto-apply re-stocking fee on sales returns
An additional feature in Sales Module where there is a set up in the Item Card for Restocking Fee % that automatically reflected in Sales Return Order when such item is selected.
On posting sales invoice, accrue shipping costs
Additional Field in Sales Invoice wherein you can input expected shipping cost that post GL entry to record cost accrual.
Freight Cost Accrual
This functionality takes expected shipping costs and splits them into cost accrual entries. The number of entries created, and their accrued costs, depends on the number of lines included in an order and the quantity of items in each line. This functionality works with Sales Orders and Transfers Orders.
Sale Freight Threshold
Set a threshold below which freight charges are automatically added to the order.
Admin Sales Margin
Sets the unit cost on the sales entry to show a custom marked-up value based on a required / default margin. Any sales that drop result in a value below margin notify the user and require a custom approval.
User can prescribe a discount % by item and item category by Customer
Business Central feature in Item Card where in you can set up a Discount Percentage by Item and by Item Category.
For advanced warehousing, auto create warehouse shipment upon Sales Order creation
One of the system modifications that automatically creates Warehouse Shipment documents upon Release status of the Sales Order Document.
Manufacturer Part Number Add-on
Enable manufacturer part number for a purchased item to be visible on ALL Item screens for lookup, traceability and reporting.
Item Reference Rolldown
Automatically apply Item Reference information to open documents
Multi-Currency Aged AR & AP Trial Balance
Uses the document fx rates to ties to the GL when using multi-currency, creating an aged AR and AP trial balance report.
Quick Production Orders
This feature creates released production orders, posts a production journal, and marks the production order as finished in a single entry.
Customer Pricing on Jobs
This will automatically set prices on a job card based on the price groups in Business Central.
Restrict Posting Confirmation of Users
This functionality allows to setup posting restrictions in Sales, Purchase and Warehouse documents on a per User ID assignment.
PO In-transit modifications to track shipments from overseas (in-transit, etc.)
Modification in Item Card to Rename PO INTRANSIT to QTY on PO PWHSE.
QTY available on item card modified to include PO in transit QTY
Additional customization field in item card where it reflects the quantity of the said inventory in INTRANSIT.
Add field to Item Card for "Future Available Qty" to include in-transit inventory
Additional customized field in Item Card for “FUTURE AVAILABLE QUANTITY” that computes under Posted Warehouse less Quantity under Sales plus Quantity Under Purchase Order excluding tagged under Drop Shipment.
Export of Sales Orders
Customized functionality that has the capacity to export Sales Line Report, which has the ability to filter based on the available parameters.
Expose "Expected Receipt Date" field in PO line
Customized field of Expected Receipt Date under Purchase Order line.
Auto add lines on the credit service orders
This feature provides the action to allow auto add lines on Credit Service Orders.
Creating a Purchase Order from a Service Order 1
Users can create a PO from a service order line and reference back to those POs from the service order.
Resource Costs GL Posting on a Service Order
When posting a Service Order to create a Service Invoice, it will automatically post the Resource cost to GL.
Multi-Currency Aged AR & AP Trial Balance
Uses the document fx rates to ties to the GL when using multi-currency, creating an aged AR and AP trial balance report.
Service Order and Service Invoice Totals
Displays the Service Order and Service Invoice subtotals and totals with taxes on listed pages/windows. (Service Order List Page etc.)
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