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View Sales Line History when entering an Item to a Sales Order or Sales Quote

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Posted on by GazzR

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Other ERP systems I've working with had the ability once you added an item to the Quote or Order, to be able to see when the customer last had a quote or order for that item, and what the price it was. This allowed a quick view to help verify the item and price is correct. Is there a way of seeing this in BC without having to do about 6 clicks and filters?

Currently we have Ongoing Sales Quotes that takes you to a pre-filtered page showing that customers quotes, but we need it at line level.

Any suggestions other than extending the Details pane?

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Dynamics 365 Business Central

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Nitin Verma 21,544 Moderator on at

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RE: View Sales Line History when entering an Item to a Sales Order or Sales Quote

You have to create a custom page with Line page and add it into Que, you can take help from your developer.
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DAnny3211 9,276 Moderator on at

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RE: View Sales Line History when entering an Item to a Sales Order or Sales Quote

hi

look here

learn.microsoft.com/.../sales-reports

or you must have a custom report or page developed with the data you are interested in

DANiele
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YUN ZHU 81,360 Super User 2025 Season 1 on at

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RE: View Sales Line History when entering an Item to a Sales Order or Sales Quote

Hi, as far as I know, there is no standard function, but I think it can be easily customized and added to Factbox.

One is to add a new Factbox where the last invoice and price information is displayed.

Simple reference: https://yzhums.com/24974/

The other is to use Flowfield directly to display the last invoice number and price in the row, and you can click the invoice number to open the invoice.

https://yzhums.com/5802/

Either way requires customization.

Hope this helps.

Thanks.

ZHU