New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Flexible Sorting in the Planning Worksheet Page

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fifth of the new functionality in the application section is flexible sorting in the Planning Worksheet page.

Microsoft are aligning the ways you can work with the Planning Worksheet and Requisition Worksheet pages by enabling you to sort lines on both pages by choosing a column name.

Enabled for: users, automatically
General Availability: October 2022

The Planning Worksheet page is still slightly different than the Requisition Worksheet page because it can be used for multilevel production orders. By default, lines are sorted by the Item No field. To show lines of multilevel orders, sort by the Ref. Order No field to group different items from the same order. The MPS Order and Planning Level fields can help clarify the hierarchy of lines.

Planning Worksheet page

My opinion

default sort orders are all well and good, but giving users the flexibility for custom sorting should make the planning worksheet easier to use for many users.

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Find Posted and Non-Posted Document Lines in Search

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourth of the new functionality in the application section is find posted and non-posted document lines in search.

Pages with document lines are often used for specific analysis. Now you can be more productive by finding them through the in-product search field and bookmark links to the documents on your home page for easy access to the original or a filtered view.

Enabled for: users, automatically
General Availability: October 2022

In the in-product search field, you can search for the following pages, grouped here by document type.

Posted documents:

  • Posted Purchase Invoice Lines (page 529)
  • Posted Purchase Receipt Lines (page 528)
  • Posted Purchase Cr. Memo Lines (page 530)
  • Posted Sales Invoice Lines (page 526)
  • Posted Sales Shipment Lines (page 525)
  • Posted Sales Credit Memo Lines (page 527)

Open documents:

  • Purchase Lines (page 518)
  • Sales Lines (page 516)

And if you have a premium license:

  • Prod. Order Comp. Lines (page 5407)

You can bookmark pages from the search results to add them to your home page.

You can also add one or more views with predefined filters and sorting.

Tell me what you want to do search for 'posted lines'

My opinion

Anything which can assist with discoverability and speed of finding things is a good addition.

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2