Chris Warren
Forum Replies Created
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I just checked the default purchase quote header, and it does show that it’s a “Purchase Quote” instead of a “Purchase Order” (see attached)
You could easily do a custom report layout in the “Report Layout” section of BC, navigate to report ID 10123, and modify it to your liking.
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I reviewed many of these solutions after Summit and found Dynamics eShop to be the best-priced and the most simple to use. Hopefully, we will be implementing this later in 2024.
https://www.dynamicseshop.com/
It allows you to build a custom web portal for all of your customers, where they create their carts and then can checkout based on their pricing and payment terms in BC. Once completed, it generates the Sales Order for you. Another nice thing about their platform is that it also gives the customers self-service access to all of their POs and Invoices.
dynamicseshop.com
Dynamics eShop | Integrated eCommerce, Portal & Payment Solutions
Dynamics eShop helps you to grow your business online with Integrated eCommerce solution for Microsoft Dynamics 365. Your One-Stop eCommerce Solution.
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Chris Warren
MemberOctober 30, 2023 at 5:18 pm in reply to: Add parts and labor to a finished goods part::We ran into the same thing and tried using Assembly Orders as Brad mentioned, but it became very confusing for people to switch back and forth between Assembly and Production Orders, and knowing when to do so.
Ultimately, we transitioned to only using production orders, and creating separate part numbers during the manufacturing process. In our scenario, it’s not the final FG part number if you’re still actively working on it, so we have child part numbers that are used internally and only convert it to the FG Number when it’s 100% done.
This method really helped streamline our manufacturing process.
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Chris Warren
MemberFebruary 8, 2024 at 11:36 am in reply to: Allow Customers to Enter Their Own Opportunity -
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It’s been a huge time saver for our company (which is not affiliated with Continia). We’re using this for Employee Expenses and Card Transactions. For us, we use a local bank that wasn’t compatible with Continia, but we were able to take our bank statement and import it weekly into Contina. Instead of having our Admin walk around and collect receipts at the end of the month, they’re automatically assigned to the card holder when the statement is imported.
The OCR functionality is something I’ve received a lot of compliments about from our remote team, since it’s much better than the previous system we were using (Concur).
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Chris Warren
MemberNovember 20, 2023 at 2:54 pm in reply to: Latest BC/NAV Webinar Now Available On-Demand! -
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Thanks for the assist, @CliffMcDaniel ! Sorry for the delayed response, I just got back from travel.
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Chris Warren
MemberSeptember 18, 2023 at 9:57 pm in reply to: WEBINAR: Internal Control/SOX Permission Compliance (MON Sept 18 1pm EDT) -
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Chris Warren
MemberSeptember 13, 2023 at 7:53 pm in reply to: SMTP error when releasing purchase orders