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!
April 25, 2025
RECENT POSTS
Best Alternative to Dynamics NAV for UK Businesses Seeking Cloud Security
Best Alternative to Dynamics NAV for UK Businesses Seeking Cloud Security At a Glance Businesses are moving away from Dynamics NAV due to limited support, security constraints and lack of real-time, cloud-based functionality. Modern ERP [...]
What Happens if Your ERP Migration Fails and How to Avoid It
What Happens if Your ERP Migration Fails and How to Avoid It At a Glance ERP migrations often fail due to poor data quality, inadequate planning, insufficient testing and weak organisational readiness. Failures can disrupt [...]
Managing Rising UK Manufacturing Costs With Business Central Automation
Managing Rising UK Manufacturing Costs With Business Central Automation At a Glance Rising energy costs, labour shortages, supply chain disruption and regulatory pressures are increasing operational strain on UK manufacturers. Internal inefficiencies further drive costs. [...]
