Sales – Pardaan.com

How to Transfer Attachments from Blanket Orders to Sales Orders in Business Central

When working with Dynamics 365 Business Central, one common challenge is ensuring that important attachments from Blanket Orders are carried over to Sales Orders. Natively, Business Central does not support this functionality, which can lead to inefficiencies and potential information loss. After experimenting with various approaches,…

9 July 2024

Dynamics NAV & BC Tips & tricks

Optimizing Sales Order Reservations in Business Central: Focusing on Item Ledger Entries

When working with Dynamics 365 Business Central, ensuring efficient and accurate reservations of sales order lines can sometimes be a challenge. I faced this issue myself when I needed a way to reserve items only from available inventory, without pulling from other sources like purchase orders…

25 June 2024

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: Can we create a Sales Quote without a customer and items?

Today I would like to briefly talk about whether we can create a Sales Quote without a Customer and items in Business Central? I was asked this question recently. Source : Dynamics 365 Lab Read more...

30 May 2024

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: How to create Purchase Order from Sales Order with Power Automate (Copy lines from SO to PO)

Today I would like to talk about how to create Purchase Order from Sales Order with Power Automate (Copy lines from SO to PO). Source : Dynamics 365 Lab Read more...

8 February 2024

Dynamics NAV & BC Tips & tricks

Add reservations to Sales Quotes in Dynamics 365 Business Central

Out of the box Business Central doesn’t allow to reserve items for Sales Quotes. But some business might require this and luckily its very easy thing to add. Source : D365 BC & Power Apps Read more...

11 September 2023

Dynamics NAV & BC Tips & tricks

Dynamics 365 Business Central: Empty Posted Sales Invoice with only one comment “Document created to avoid gap in No. Series”? Why?

I was asked a very interesting question last week that I would like to share with you in this post. Why are there empty Posted Sales Invoices with only one comment “Document created to avoid gap in No. Series” in Business Central? Source : Dynamics 365…

31 March 2023

Dynamics NAV & BC Tips & tricks

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…

28 December 2022