PBI 219010 - Send Approval request by the release action

What

As a sales / purchase manager you want your employees to proceed on orders efficiently. The user should just release an order, if approval is in place it should be activated automatically.

Why

Your employees may not always be aware if an approval workflow is in place or not. One order may, another order may not require it (for credit limit reasons).

How

The Send approval action is triggered by the Release function. When a workflow is enabled, the approval will be send automatically when you release your document. If there is no workflow enabled, the document will just be released.

PBI 226472 - Reporting Dimensions from Sell-to customer or buy-from vendor

What

Reporting dimensions from Buy-from vendor.

Why

As a purchase manager you want statistics on the vendor from who you order the goods, rather than the vendor that invoices you.

How

  1. Choose the search icon, enter Business Central Accelerator Setup for Sales, and then choose the related link.
  2. Select the Dimension From field. This is the Default setup.
  3. Choose the search icon, enter Customers or Vendors, and then choose the related link, if you want to overrule the Default setup per Customer or Vendor.
  4. On the Dimensions FastTab, you can select the Dimensions From field.
  5. Choose the search icon, enter Sales Orders, and then choose the related link.
  6. Choose the New action.
  7. The Dimensions from the Bill-to customer are shown.

PBI 183327 - Select global/shortcut dimensions to show on Customer Card, Vendor Card, Item Card and G/L Account Card

What

You have the possibility to setup 10 (30) global/shortcut dimensions. And they are all visible on Customer Card, Vendor Card, Item Card and G/L Account Card.

Why

You don't want to see all the possible dimensions. You want to choose which dimensions should be visible on the Customer Card, Vendor Card, Item Card and G/L Account Card.

How

  1. Choose the search icon, enter Business Central Accelerator Setup, and then choose the related link.
  2. Choose the Dimension on Customers link.
  3. Select the Dimension(s) you want to see on the Customer Card.
  4. Choose the search icon, enter Customers, and then choose the related link.
  5. Choose the Dimensions FastTab, you only see the selected dimensions.

The same process for Vendors, Items and General ledger.

PBI 220517 - Advanced Document Management - conversion of options to enums

What

Expand options in tables.

Why

Options in a table are not extendable with a table extension.

How

Instead of Options we use Enums. An Enum is a separate object with its own number and name. You can use an Enum object in other objects without the need to redefine it at each object level. The Enum object can also be extended with enum extensions.