https://store-images.s-microsoft.com/image/apps.21876.58ae6eda-96d3-497f-b76c-ab8d64f6b875.469b6b46-3cdb-4373-b038-94ce1f261e43.d28d6160-9ce4-4a54-8ba2-6d375e1827bf

TVision Mandatory Fields

by Tvision Technology Ltd

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Set up templates to define mandatory fields for items, customers, vendors, and documents

Why Choose Mandatory Fields?

TVision’s Mandatory Fields App offers a comprehensive solution to help businesses maintain accurate and complete master data across their entire Business Central environment. By enforcing field requirements at various stages of data usage, you can ensure data integrity, reduce errors, and streamline your workflows.

How it works

The Mandatory Fields App lets you set up templates to define mandatory fields for items, customers, vendors, and documents. With this app, you can ensure that your data is consistently maintained, making it easier to process transactions and improve business workflows.
1. Create and customise templates
  • Set up templates for mandatory fields based on tables like Items, Customers, Vendors, Projects, Sales Orders, and more.
  • Tailor each template to meet specific business requirements, ensuring that each field is filled out at the appropriate time.
2. Apply rules to items, customers, and vendors
  • For Items, apply templates based on categories or other identifying fields to ensure critical information is always captured.
  • For Customers and Vendors, enforce checks when changing statuses (e.g., unblocking a customer), ensuring that all required fields are completed.
3. Document validation
  • Set templates to validate fields in Sales and Purchase Orders, ensuring necessary data is in place before documents are released or sent for approval.

Examples of use

  • Item unblocking: Ensure that critical fields like “Base Unit of Measure” are filled before an item can be unblocked.
  • Sales orders: Validate mandatory fields every time an item is added to a Sales Order line, preventing errors during order processing.
  • Purchase receipts: Ensure all mandatory fields are filled before a purchase receipt can be posted, avoiding delays in inventory management.
  • Customer unblocking: Enforce mandatory field checks when changing the status of a customer from blocked to active, ensuring all required information is provided.


Key benefits

Enforce data quality
Ensure that all necessary fields are filled in before critical actions, such as unblocking items, processing sales orders, or creating purchase receipts.
Customisable templates
Set up specific rules based on item categories, customer types, or vendor classifications.

At a glance

https://store-images.s-microsoft.com/image/apps.38754.58ae6eda-96d3-497f-b76c-ab8d64f6b875.469b6b46-3cdb-4373-b038-94ce1f261e43.edf3df20-56d7-48df-a879-e814c86ec5fa
https://store-images.s-microsoft.com/image/apps.56712.58ae6eda-96d3-497f-b76c-ab8d64f6b875.469b6b46-3cdb-4373-b038-94ce1f261e43.848b994c-a725-4b6a-aca7-00cbcece30e5
https://store-images.s-microsoft.com/image/apps.7184.58ae6eda-96d3-497f-b76c-ab8d64f6b875.469b6b46-3cdb-4373-b038-94ce1f261e43.d9591d10-3729-49db-b872-3312a1c0c3fe
https://store-images.s-microsoft.com/image/apps.39132.58ae6eda-96d3-497f-b76c-ab8d64f6b875.469b6b46-3cdb-4373-b038-94ce1f261e43.04d0bec9-1deb-4bbc-a2aa-298fd654e663