Dynamics 365 Business Central: How to retain/keep the sales quote after converting to an order or invoice (Customization)

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.

Source : Dynamics 365 Lab
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Sales APIs returns error in a read-only request

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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How to attach from a zip file to a Sales Order in Business Central

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.

Source : Ivan Singleton
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Dynamics 365 Business Central: Manual number for Posted Sales invoice and Posted Purchase invoice (Use the same number in Sales Order and Posted Sales Invoice?)

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.

Source : Dynamics 365 Lab
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Dynamics 365 Business Central: Automatically attaching as PDF to posted sales invoice (Document Attachment)

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.

Source : Dynamics 365 Lab
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Sales Panel Tree View

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.

Source : Business Central Geek
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