Tech Implement Improves Sales Quote Module for a Manufacturing Industry

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Summary

A Southern California-based manufacturer specializing in underground electrical and broadband application products required enhanced functionality in their Sales Quote module within D365 Business Central. To meet their needs, Tech Implement designed and deployed custom-calculated fields and validation structures, significantly improving the client’s sales quoting process.

Problem Statement

The client, a manufacturer with over 35 years of experience serving utilities, municipalities, government facilities, data centers, and fiber optic projects, faced several challenges:

The need for custom-calculated fields (GM ($), GM (%), Total GM ($), and Total GM (%)) in the Sales Quote module.
The requirement to hide these custom fields from the Sales Quote reports sent to customers.
It is necessary to input and validate G/L Account information for shipment charges on all items within the Sales Quote.

Solution Delivered

To address these challenges, Tech Implement executed the following solutions:

Solutions We Offered

Custom
Calculated Fields

Field Visibility
Management

G/L Account
Integration

We developed a structure for custom-calculated fields (GM ($), GM (%), Total GM ($), and Total GM (%)) at the backend of D365 Business Central. These fields were calculated using client-provided formulas, and adjusted to ensure accurate computations. Given the absence of a Sandbox environment, these fields were deployed directly to the Production environment.
Development was undertaken to hide the newly created custom fields from appearing in the Sales Quote reports sent to customers, ensuring that sensitive financial metrics were kept internal.
A G/L Account structure was implemented within the Sales Quote module to accommodate shipment charges for all items. This structure was validated against custom-calculated fields using parameters such as Unit Price Excl. Tax, Unit Cost, Quantity, and Line Discount (%). This integration ensured real-time, precise calculations of GM ($), GM (%), Total GM ($), and Total GM (%) on the front end of the D365 Business Central system.

Results

The implementation of these custom solutions yielded substantial benefits for the client:

The creation and deployment of custom-calculated fields enabled accurate and real-time financial metric calculations, improving decision-making capabilities.
By integrating G/L Account validation within the Sales Quote module, the client experienced more efficient quote management processes, reducing manual errors and saving time.
Ensuring the custom fields remained hidden from customer-facing reports protected sensitive financial information, maintaining data security and client trust.

Sales Quote Module For Custom Fields Deployment

Tech Implement’s solutions significantly enhanced the client’s Sales Quote module in D365 Business Central. The solutions include integrating custom-calculated fields, managing field visibility, and validating G/L Account information. These improvements helped the client to better serve their diverse customer base, including utilities, municipalities, and data centers.