Last week I saw an interesting question on the D365 forum, the user wants to retain the sales quote after it has been converted to a sales order.
As you might know, you create a sales quote to record your offer to a customer or a prospect to sell certain products on certain delivery and payment terms.
Apparently, the PowerBI connector is adding the header Data-Access-Intent: ReadOnly to requests when loading data from Business Central. While this is a good practice in general for GET requests, you may run into an error message with the sales APIs. This applies to salesQuotes, salesOrders and salesInvoices.
Source : Kauffmann @ Dynamics 365 Business Central
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Hello, I want to share a little code that allows you to import multiple files in a .zip and attach them to a “Sales Order“.
This process could easily be adjusted to any Business Central list that can upload attachments. (In case the list page doesn’t have them, you would have to first create a little customization before using this code).
If we go to the page code “page 1174 “Document Attachment Factbox” we can check which master tables we could attach files to.
(1) In this blog, we will make an extension to change the menu or dialog option at the time of Sales Order Posting or Sales Return Order Posting.
(2) First, we will open Sales Order Document and Press Post Button (Shortcut Key F9) as shown.
Today I would like to talk about how to use manual number for Posted Sales invoice and Posted Purchase invoice in Business Central.
For each company that you set up, you need to assign unique identification codes to things such as G/L accounts, customer, orders, invoices, and other documents.
I saw a question in community yesterday, is there a way to automatically attach a PDF to a posted sales invoice? He wants to save the report before posting in the posted sales invoice.
In fact, BC has standard feature (Attach as PDF…) that can do this, however, it needs to be manually clicked once.
In this post I will introduce the tree view, a page property you don´t usually see in Business Central. To ilustrate it I´ve built a sales panel with four different documents (Orders, Quotes, Invoices and Credit Memos), a tool you might find intereting.
The panel will display the header of the documents and they can be expanded to see their lines. This way you don´t need to open each document to know what´s inside.