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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / View Sales Line Histor...
Small and medium business | Business Central, N...
Suggested Answer

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

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Posted on by GazzR 141

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?

pastedimage1670003654577v2.png

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? 

Categories:
Dynamics 365 Business Central
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,739 Super User 2025 Season 2 on at

    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

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,708 Moderator on at

    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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