What's new in version 18.202201.0.0

Features

PBI No.	Description
196771	Indirect Sales entries - Base
196772	Customer relations - Base
201827	External Document No. mandatory per Customer
201828	Customer service - Follow up on Backorders on Sales
201857	Order Entry - Select quantity in Get Blanket Order lines
201875	Item Ref. No in Order Entry

Resolved issues

PBI No.	Description
208793	Partial Substitution Order Entry page error

PBI 196771 - Indirect sales entries - Base

What

Indirect Sales entries - base

Why

With the Customer relations - Base feature, we introduced the registration of indirect sales customers. Next to this, you might want to register sales volumes and report on it. The indirect sales journal enables you to create indirect sales entries that make this possible.

How

1. Select the Search icon , enter Indirect Sales Journal, and then choose the related link.
2. Select the relevant journal, and then choose OK.
3. Fill in the fields as necessary. Hover over a field to read a short description.
4. Choose the Post action to post the journal.

PBI 196772 - Customer relations - Base

What

Customer relations - Base

Why

In the beverage industry, it is common practice to register indirect sales. What we mean with indirect sales, can be explained by this user story:

We have customers who get delivered by us, and we have customers who get delivered (and invoiced) by distributors (direct customers of us). We call them outlets. Nevertheless, we consider these outlets as 'our' customers, our salespersons visit them regularly, we support them (facilitating loan in use items, investments), promise them free POS items, and even give year end bonuses.

As a sales manager I want to be able to create such indirect customers and link them to one or more direct customers by who they get delivered (customer relations).

How

Register direct and indirect customers in the Indirect Sales section of the Advanced Sales Management FastTab on the customer card:

• Register a customer as a distributor (Direct Customer) in the Customer Relations field.
• Identify a customer as a Direct or Indirect customer in the Customer Type field. An indirect customer can not have Customer Relations. A customer is by default a direct customer.
• Select the Indirect Sales Contact for the Direct Customer.
• Select the Delivered-by Customer for the Indirect Customer. Use the Assist-Edit button when there are multiple direct customers that deliver to the indirect customer.
• Select the Indirect Customers for a Direct Customer in the No. of Indirect Customers field.

Also in this release:

• Post Indirect Sales an create indirect sales entries.

In the next release, you will be able to:

• Request for Indirect Sales.
• Import Indirect Sales from a file in a Journal.
• Manage Periodic Sales Conditions for indirect sales.

PBI 201827 - External Document No. mandatory per Customer

What

External Document No. is mandatory should be possible to setup per customer and should not give an error during posting but give the indication of the missing field during release of the sales documents.

Why

Standard Business Central only gives the error during posting, this is too late.

How

Setup :

• Advanced Sales Management Setup

  • Enable the field "Ext. Document on Release Mandatory"

• Customer Card

  • Ext. Document No. on Release Mandatory.
    • options
      • Default (yes) or Default (no) ; the 'yes' or 'no' coming from ASM setup
      • Yes
      • No

• Sales Order and Sales Return Order will inherit the setup from the sell-to customer. If Ext. Document No. is mandatory the following processes are blocking

  • Approval Request
  • Release
  • Posting Post Prepayment (only for Sales Order)

PBI 201828 - Customer service - Follow up on Backorders on Sales

What

Customer service - Follow up on backorders on sales.

Why

Recurring orders are common in the beverage industry. Customers may order on a regular weekly base. It may happen that an item is not available. Rather than keeping the sales order line open for backorder, company and customer often agree to close that line. The customer will place a new order anyway the next week and order it again.

How

A new field is introduced in the sales line: backorder type, with options Backorder in order (std BC), No backorder and Backorder in Blanket order.

A new page Backorder lines enables you to view order lines not (fully) shipped. A user can set filers to salesperson, customer and shipment date. The fact box enables you to call or mail a customer. The user can change the backorder type per line and activate Process backorder for all selected lines. it will close sales order lines (adjust Quantity, save original Quantity). For lines set to 'Backorder in Blanket order' it creates a new blanket order (line) for the remaining quantity, referring to the original order and quantity.

The backorder type can be set with a default value in the reason code.

PBI 201857 - Order Entry - Select quantity in Get Blanket Order lines

What

Order Entry - Select quantity in Get blanket order lines.

Why

Improve the efficiency of the sales order intake process.

How

When you execute the action Get Blanket Order Lines on the Order Entry page, enter a Selected Quantity. The field is by default filled with the Outstanding Quantity of the Blanket Order Line, but you can change it. The Quantity field in the Order Entry line will be filled with the Selected Value.

PBI 201875 - Item Ref. No in Order Entry

What

Item Ref. No in Order Entry

Why

When you want to do the sales order intake, you might want to use the product number from the customer.

How

On the Order Entry Page, on the Quick Entry FastTab, I can fill in.

• Item Reference No.

  • The field is Hidden
  • Specifies the referenced item number.

• The field works similar to the same field in the Sales Line. Item No. is filled in with the corresponding value.

• The field is also available in the lines. Also hidden, same function and tooltip.

PBI 208793 - Partial Substitution Order Entry page error

Fixed - Partial Substitution Order Entry Page error.