PBI 174695 - Comments for Sales Documents (02)

What

Comments for Sales Documents

What

As a sales manager I want to be able to add comments on a Sales Order. I also want to be able to see comments from the customer on a Sales Order. As a logistic manager I want to be able to register specific instructions on a picklist or delivery note, per customer, or even per order. As a finance manager I may need to print specific references on an invoice, for a customer, or for an invoice.

How

Setup:

  • Comment Types: Create Comment types per Document Type (Sales). Select all the fields that are applicable per Comment Type.
  • Comment Codes: Create Comment codes. Fill in the Comment Type, Code and Description. Select all the fields that are applicable per Comment Type.
  • Add comments on the Customer Card

Flow:

  1. Choose the search icon, enter Sales Order and then choose the related link.
  2. Select a Customer. The Comments that are linked to this customer will be added to the Sales Order.
  3. If desired, you can add manually comments to the Sales Order.
  4. In the factbox Comments choose the New action.
  5. Specify the comment type and comment code.
  6. Enable the Print on Delivery Note.
  7. Add a Comment Note.
  8. Create the Warehouse Shipment.
  9. If desired, you can add manually comments to the Warehouse Shipment. Same action as step 3.
  10. Post the Warehouse Shipment.
  11. Check if the comments are copied to the Posted Sales Shipment.
  12. Post the Invoice.
  13. Check if the comments are copied to the Posted Sales Invoice.

229582 Send Approval request by the release action gives missing sales-purchase header error

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 Sales or Purchase document. If there is no workflow enabled, the document will just be released.

230070 Comments for Purchase Documents (03)

What

Comments for Purchase Orders.

Why

As a purchase manager I want to be able to add comments on a Purchase Order. I also want to be able to see comments from the vendor on a Purchase Order.

How

Setup:

  • Comment Types: Create Comment types per Document Type (Purchase). Select all the fields that are applicable per Comment Type.
  • Comment Codes: Create Comment codes. Fill in the Comment Type, Code and Description. Select all the fields that are applicable per Comment Type.
  • Add comments on the Vendor Card

Flow:

  1. Choose the search icon, enter Purchase Order and then choose the related link.
  2. Select a Vendor. The Comments that are linked to this vendor will be added to the Purchase Order. If desired, you can add manually comments to the Purchase Order. In the factbox Comments choose the New action.
  3. Specify the comment type and comment code.
  4. Enable the Print on Delivery Note.
  5. Add a Comment Note.

234306 Don't create new comment notifications on documents

What

I as a order employee can choose by my notifcations in Microsoft Dynamics 365 Business Central if a notifications for comments is enabled or disabled.

Why

In my notifications this feature can be enabled or disabled. By the first comments that enables the notifations the notification is shown but not multiple notifications.

How

  1. Choose the search icon, enter My notifications and then choose the related link.
  2. In the page My notifications search for 'Show notification comment'
  3. Enable or disable the notification flow for your user. Possible options are :
    • Show notification comments in purchase documents
    • Show notification comments in sales documents
    • Show notification comments in warehouse documents

235241 Comments on Warehouse Shipment documents

What

Manually added comments from warehouse shipment document are copied to the posted sales shipment if requested by setup.

Why

As a warehouse manager I want the comments created from the sales order document or customer to be copied to the warehouse shipment document if the setup is enabled to be copied to the warehouse document. I want to have the overall view of all the comments coming from the sales orders or customers which are setup to be included in the warehouse shipment.

How.

On a warehouse shipment document multiple orders for the same customer or multiple lines for the same sales order can be included in the same warehouse shipment document. A comment from the customer should only be included once for the same customer, from the sales order added comment should only be included once for the same sales order. The comments should be linked to the warehouse shipment header with a detailed information to which customer or sales order the comment is linked to.

235261 Manual added Comments from warehouse shipment should be copied to the posted sales shipment

What

Manually added comments from warehouse shipment documents are copied to the posted sales shipment if requested by setup.

Why

As a warehouse manager I want that manual added warehouse shipment comments, will be copied to the sales shipment if the setup of the manual added comment request this feature. If I enable on the manually added comment the boolean, print on sales delivery the warehouse comment will be copied with posting of the sales shipment, if the shipment was already posted no update will be executed. If the print on delivery was not enabled the comment will only be copied to the posted warehouse shipment document.

How

  1. Choose the search icon, enter Sales Order and then choose the related link.
  2. Create the Warehouse Shipment.
  3. In the factbox Comments choose the New action
  4. Specify the comment type and comment code
  5. Enable the Print on Delivery Note.
  6. Add a Comment Note.
  7. Post the Warehouse Shipment. 8 Check if the manually added comment is available on the Posted Sales Shipment.