Licensee address mandatory
In industries such as software distribution or licensing, vendors often require detailed information about the End Customer, not just the reseller. This typically includes the Customer Name, Contact Person, and Email Address. To support this, DYCE allows this key data to be entered on the Sales Order and it is automatically transferred to the connected Purchase Order. This supports flexible workflows commonly found in sales and procurement, where the required data can be entered either before the Purchase Order is created or later during the process.
The Licensee Required field on the Item Card (in the Prices and Sales FastTab) specifies whether licensee information will be required during the Sales and Purchase process.
Documents and process
When an item with Licensee Required set to YES is added to a Sales Quote or Order or a Purchase Order, a new tab Licensee becomes available. This tab contains the fields Customer Name, Contact Name, and Email.
If at least one item with Licensee Required set to YES is added to a sales or purchase document, and any of the required Licensee fields (Customer Name, Contact Name, or Email) is missing, a notification is displayed.
The fields on the Licensee tab are not editable directly. By clicking any of these fields, a separate Licensee page opens, allowing the user to enter values for the fields shown on the tab, as well as additional related fields (Address, City, Post Code, Country/Region Code, and Phone No.). All fields are editable and initially populated based on the customer selected on the page.
The Licensee page can also be accessed via the Licensee action on the following documents: Sales Quote, Sales Order and Purchase Order.
When a Licensee Required item is added to a Sales Quote, entering information in the Licensee tab is not mandatory immediately, and the Make Order action can be executed without. However, the resulting Sales Order cannot be shipped unless the fields Customer Name, Contact Name, and Email are filled in. If the information is already entered on the Licensee page in the Sales Quote, it is automatically transferred to the newly created Sales Order.
Create Purchase Order
The feature is also compatible with the Create Connected Purchase Orders functionality from DYCE IT-Business Toolkit, as well as the Create Warehouse Shipment (Interactive) feature available in DYCE Managed Service Providers.
When the Create Connected Purchase Order or Create Warehouse Shipment (Interactive) action is called on a Sales Order, and at least one line contains an item with Licensee Required set to YES, all relevant information from the Licensee page is transferred to the corresponding fields on the Purchase Order.
These actions can still be executed even if Customer, Contact, or Email have not been entered. In such cases, a confirmation dialog is displayed before proceeding.
When creating a new Purchase Order or extending an existing one via the Purchase Requisition page, the use of Licensee details (Customer Name, Contact Name, and Email) affects how Warehouse Shipment Lines are combined in one Purchase Order. The existing criteria are extended with an additional condition:
- If Customer Name, Contact Name, or Email (from Sales Line) differ between Purchase Order and Sales line, a new Purchase Order is created.
Licensee details are archived in the corresponding fields of the Sales Quote Archive, Sales Order Archive, and Purchase Order Archive, and can be restored in alignment with standard Business Central behavior.
If a Purchase Order is created using Create Connected Purchase Order or Create Warehouse Shipment (Interactive), and the information on the Licensee page is later changed or updated, the connected Sales Order is automatically updated when the Purchase Order is received.
In addition, if Licensee details are available, they are always printed in a separate section on Sales and Purchase documents.