Month: October 2023

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fifth of the new functionality in the Development section is Easier management of System Application permissions.

A streamlined and organized permissions management system can save time and effort for IT administrators. Having fewer permissions that an IT administrator needs to grant to users can improve security, simplify administration, increase productivity, enhance compliance, and lead to cost savings for businesses.

Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2023

Feature Details

Reducing the number of permissions that you need to control in the System Application makes it easier to manage permissions because you need to consider fewer objects. Managing fewer permissions also reduces the risk of permission errors, such as if you or a partner accidentally leave out certain objects in custom permission sets.

Inherent permissions are applied across System Application modules.

For example, Microsoft have reduced the number of objects that require permissions to be set in System Application – Basic by 60 percent. In the remaining objects, you no longer have to manage some individual permissions. For example, you no longer need to manage Read permission for the Language table because everyone needs access to that table.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The of the new functionality in the Country and regional section is Responsibility Centers are supported for Advance Payments in Czechia.

This new feature adds support for Responsibility Centers to CZ Advance Payment documents so that Business Central retrieves only the documents relevant for a particular user.

Enabled for: Users, automatically
Public Preview: Oct 2023
General Availability: Oct 2023

Feature Details

Responsibility centers provide the ability to handle administrative centers. A responsibility center can be a cost center, a profit center, an investment center, or other company-defined administrative centers.

You can set up users so that Business Central retrieves only the documents that are relevant for their particular work areas. Users are usually associated with one responsibility center and work only with documents related to specific application areas at that particular center. This feature adds support for Responsibility Centers to the Advance Payment CZ documents.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-seventh of the new functionality in the Application section is Generate a customer statement only with open entries.

Businesses send customer statements to customers in various formats and to serve various purposes. Microsoft have added a new option to the Customer Statement report that can clarify what customers owe you..

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

If you open the Customer Statement report from the Customers list or the role explorer, you’ll find a Style field on the request page. The field offers two options:

• Balance: Get an overview of outstanding amounts.
• Open Items: If you choose this option, the report will:
  • Only show open entries within the selected date range.
  • Show a balance for open entries before the start date.
  • Ignore any entries with a posting date that’s after the end date.

My Opinion

While statements are usually produced showing all activity in a specified period, I can see producing one only of open entries would be very useful from a credit control point of view, allowing you to send a statement to a customer of all invoices yet to be paid.

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

In this article, I’m going to take a look at how receipts can be entered via the source document. Receiving goods in this way, is done when there is no specific requirement for warehouse processing. This is usually only used by companies operating smaller warehouses or stock rooms.

This configuration is not even part of the basic warehouse functionality as there is nothing on the location which needs to be configured.

When you receive items on a PO in this default configuration, receiving is as simple as opening the Purchase Order page and entering a value in two fields:

Firstly, the Vendor Shipment No. field need to be set to the GRN number.

Despite being marked as mandatory, with the red asterisk, the Vendor Invoice No. is not needed for a receipt, only if an invoice is being entered from this window.

Secondly, the Qty. to Receive field set to the qty being received; it will default to the remaining amount so you only need to change this if you are receiving less than the remaining amount.

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-sixth of the new functionality in the Application section is Receive more items than ordered by using inventory put-away documents.

When more goods arrive than you ordered and it’s cheaper not to return them, or your vendor offers you a discount, you can handle such receipts without having to prepare and perhaps request approval for a new purchase order.

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

When more goods arrive than were ordered, you may want to receive them instead of canceling the receipt. For example, it might be cheaper to keep the excess items in inventory than return them, or your vendor may offer a discount for keeping them. In this release, in addition to purchase orders and warehouse receipts, you can also use inventory put-away documents to handle over-receipts.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Receive More Items Than Ordered by Using Inventory Put-away Documents”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-fifth of the new functionality in the Application section is Print and scan barcodes.

Streamline your processes with barcode technology.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

Print barcodes

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Print and Scan Barcodes”

This post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

As I mentioned in this article on the different levels of inventory and warehouse management, warehouse receipts are used in basic warehousing for consolidated receiving of multiple orders.

However, goods can also be received on a purchase order without requiring a warehouse receipt, by performing a receipt of goods on the order line (this also posts a put-away, unless Require Put-away is enabled).

In the next article of this series, I’ll show how to record a receipt at the order line level, before configuring and demonstrating the warehouse receipts in subsequent articles.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-fourth of the new functionality in the Application section is Navigate easier between order, receipt, and invoice documents.

Sales, purchase, and service orders and returns aren’t standalone. They’re almost always followed by posted shipments, receipts, invoices, and credit memos. To provide insight into the documents associated with an order, you can quickly access posted documents directly from an order or return.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

Business Central gives you a lot of flexibility in the way you handle shipments and receipts, and invoices and credit memos. You can post receipts and shipments directly from an order, both completely or partially, or via warehouse documents. You can also post invoices from an order, both completely or partially, or you can combine shipments and receipts using either the Get Shipment Lines action or by combining the shipment.

In this release, regardless of how you handle shipments and invoices, it’s easy to switch between those documents.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Navigate Easier Between Order, Receipt, and Invoice Documents”