Business Central – Enhanced Customer Document Layout for Service Management

Businesses deal with multiple customer and vendor contacts who are responsible for different areas of operation. For example, accountants, purchasers, and warehouse staff. Because their interests typically differ, you’ll probably want to generate and send different types of documents to them. From April 2025, you can now save time when you send documents to different customer or vendor contacts by setting up specific contacts to use with specific documents. For example, send service invoices to accountant contacts and service orders to your customers’ purchasers.

You can now populate the Document Layouts page for vendors and customers based on settings on the Report Selection page. To send specific documents to specific company contacts, choose the company contacts to use for specific document layouts.

The Document Layouts page for a customer now contains additional usage options for service quotes, orders, invoices, and credit memos.

If you’d like to discuss more about Business Central’s upcoming changes, or about making the move across to BC, reach out today to Brookland Solutions for a no obligation discussion. Get in touch!