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-second of the new functionality in the Application section is Identify and track items easier with item references.
Streamline inventory management by providing quick and accurate identification of related items.
Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023
Feature Details
The Item Reference No. field is now available on the following tables and pages:
- table 83 "Item Journal Line"
- page 40 "Item Journal"
- page 392 "Phys. Inventory Journal"
- page 393 "Item Reclass. Journal"
- page 286 "Recurring Item Jnl."
- page 5803 "Revaluation Journal"
- page 99000773 "Capacity Journal"
- page 99000846 "Consumption Journal"
- page 99000823 "Output Journal"
- page 99000778 "Recurring Capacity Journal"
- page 99000850 "Recurring Consumption Journal"
- page 99000827 "Recurring Output Journal"
- table 5878 "Phys. Invt. Record Line"
- page 5882 "Phys. Invt. Recording Lines"
- page 5881 "Phys. Invt. Recording Subform"
- table 5876 "Phys. Invt. Order Line"
- page 5877 "Physical Inventory Order Subf."
For instance, the Item Reclassification Journals page now displays the Item Reference No. field, as shown in the following image.
Similarly, the Phys. Inventory Recording page also displays the field, as shown below:
Note
The lookup shows only item references with the reference type [i]blank[/i], but validation also recognizes the reference type [i]Barcode[/i]. This is similar to sales and purchase documents.
Microsoft have also changed which page you’ll find when you use Tell Me to search. Instead of page 5736 Item References, it’s now page 5735 Item Reference List.
Microsoft made this change because the Item Reference List page is designed for editing, and it provides access to the Reference Type and Reference Type No. fields, which are missing on the Item References page. The Item References page is designed to be called from the Customer Card and Vendor Card pages, so these fields are automatically populated.
You can also specify a start and end date for a specific entry in the Item References table.
- Starting Date: Specifies the date from which the item reference is valid. You can use the Starting Date field if you want an item reference to be valid only after a particular date. To specify that an item reference should be valid during a specific period, enter the Ending Date as well. If you leave the Starting Date field blank, the item reference will be valid as soon as you implement it and will remain in effect until the ending date or until you delete the line.
- Ending Date: Specify if you want an item reference to be valid only up to a particular date. If you leave the Ending Date field blank, the item reference will be valid until you delete the line.
The system uses the following date fields when it verifies the validity of the item reference:
- Item Journals – the Posting Date field. If empty, use Workdate.
- Physical Inventory Order Line – the Posting Date field. If empty, use Workdate.
- Physical Inventory Recording Line – the Date Recorded field. If empty, use Workdate.
- Purchase Invoice and Purchase Credit Memo – the Posing Date field. If empty, use Workdate.
- Purchase Order – the Order Date field. If empty, use Workdate.
- Sales Invoice and Sales Credit Memo – the Posing Date field. If empty, use Workdate.
- Sales Order – the Order Date field. If empty, use Workdate.
My Opinion
There is some good stuff here which will make setting up and maintaining item references, as well as using them, much easier for users. I’ve a project on the go at the moment where we will be needing both customer and vendor item numbers as well as barcodes for items creating. The client will then need to maintain them in the future; this new functionality should make all of this much easier to do.
| New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 |
| Change Modification Limits for Triggering Flows and Bulk Updates |
| Support Business Events in Business Central Connector for Power Automate |
| Enable Specific Virtual Tables When You Connect to Dataverse |
| Get Control Over How to View Power BI Embedded Content |
| Availability Overview Helps You Calculate Quantities in Your Warehouse |
| Configure The Right Level of Handling For Different Warehouse Operations |
| Do financial Consolidations Across Environments in Multicompany Setups |
| Edit in Excel on Item Journals and Warehouse Worksheets |
| Get More Productive While Approving Time Sheets |
| Get More Productive While Entering Time Sheets |
| Include Approvals for Intercompany General Journals in Your Workflows |
| Make Intercompany Transactions Across Business Central Environments |
| Suggest the Next Step For Sales and Production Orders |
| Sync Document and Posting Dates for Sales and Purchases |
| Troubleshoot Shopify Integration Issues |
| Usability Improves for Warehouse, Inventory, and Tracking |
| Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations |
| Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently |
| Complete Bank Account Reconciliation Faster With Copilot |
| Get Marketing Text Suggestions with Copilot |
| New Design for Report Language and Region Settings |
| Advance Payment and a Posting Preview of Tax Documents – Czechia |
| Direct Transfer – Czechia |
| E-submission of VAT Return in Denmark |
| Iceland Localization App – Delocalization |
| Intercompany Posting Cues to the Accountant Role Center – Czechia |
| New Intrastat – Czechia |
| Registration and Notification Functionality for Denmark |
| E-invoicing with NemHandel in Denmark |
| Supporting More Countries and Regions |
| Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions |
| Turn Off Data Analysis Mode on Pages and Queries |
| Turn Off Indexes as a Partner |
| Use the Built-in Rich Text Editor to Enter Data |
| Assign More Granular Administration Rights |
| Improved Update Release Processes |
| Cancel Cloud Migration Replication Runs |
| Digital Vouchers |
| E-documents Core as a Global Solution |
| Large Companies to Report Payment Times |
| Modify Texts on the Welcome Banner and Skip Banner Intro State |
| Set Initial Role Before First Sign-in for a Better First-Run Experience |
| Enhancements to Excel Add-in |
| Analyze, Group, and Pivot Data on Queries Using Multiple Tabs |
| Discover Report and Data Analysis Content Easily |
| Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory |
| Data Loads Faster in the Server |
| Faster Application Scenarios |
| Pages Load Faster in Client |
| Performance Gain Reducing Locks in the Database |
| Add Existing Table Fields to Optimize Your Pages |
| Get to Data Search From Anywhere in Business Central |
| Distinguish Browser Tabs When Multitasking |
| Share Readable Deep Links to Pages and Records |
| Manage User Expectations with Selection Context-Based Actions |
| Peek at Summarized Data From Editable Fields |
| Search for Pages and Data in the Mobile App |
| Use Actions to Navigate or Fix Errors From Inline Validation Dialog |
| Updates to the Release Plan |
| Power Pages Support via Business Central Virtual Tables on Dataverse |
| Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales |
| Consolidated Power Automate Flow Creation from Business Central Templates |
| Get List of Companies Using Business Central Connector in Power Automate |
| Simplified Power Automate Approval Flow Experience |
| Create Power Automate Flows that Dynamically Support Different Companies |
| Business Central Virtual Tables Fully Supported on Microsoft Dataverse |
| Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse |
| Include Only Open Entries on Customer Statements |
| Adjust Exchange Rates Easily, Replace the Built-in Batch Job |
| More Control Over General Journal Approvals |
| Use Different General Ledger Accounts for Payables, Receivables |
| Add More Columns to Pages for Better Insight |
| Availability Overview Helps You Calculate Quantities in Your Warehouse |
| Block Item Variants |
| Identify and Track Items Easier with Item References |
| Improved Processes for Inventory Counts and Adjustments |
| Navigate Easier Between Order, Receipt, and Invoice Documents |
| Print and Scan Barcodes |
| Receive More Items Than Ordered by Using Inventory Put-away Documents |
| Generate a Customer Statement Only With Open Entries |
| Responsibility Centers Are Supported for Advance Payments in Czechia |
| Easier Management of System Application Permissions |
| Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace |
| Find All References Now Works on Triggers, System Methods, and Trigger Events |
| Get Inlay Hints in Source Editor for AL Method Parameters and Return Types |
| Get Inlay Hints in Source Editor for AL Method Parameters and Return Types |
| Hover Over Label Variable to See Text String Value |
| Set New Output Folder Setting for Storing App Files at AL Project Build |
| Choose Between More Sampling Intervals for Snapshot and In-client Profiling |
| Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console |
| Get Smarter Method Signature Recommendations in IntelliSense |
| Set the Default Folder Location for New AL Projects |
| Track Source and Build Metadata on Extensions |
| Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed |
| Document Your Extensions With the ALDoc Tool for Partners |
| Segment AL Code and Reduce Naming Conflicts with Namespaces |
| Show List of Keys While Working on AL Code |
| Use the AL Language Extension for Linux in Preview |
| Provide Queries for Users to do Ad Hoc Data Analysis Across Tables |
| Add a New FieldGroup to an Existing Table |
| Add Teaching Tooltips on Queries and Report Request Pages |
| Get Syntax Highlighting for AL in Azure DevOps |
| Sell Business Central Apps Through AppSource |
| AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers |
| Extend General Ledger Posting Aggregations |
| Define multi-worksheet datasets for Excel reports |
| Include or Exclude Tables From Cloud Migration |
| Delete Data from Uninstalled Extensions as an Admin |
| Automatically Update AppSource Apps With Minor Updates |
| Transfer Environments Between Microsoft Entra Tenants |
| Control Partner Access Per Environment |
| Use Drop Shipments for Triangular Intrastat Trade |
| Start Faster with Refreshed and Enhanced Setup Data |
| VAT Posting in General Ledger Setup |
| Demo Tool and Data for Service Scenarios |
| Analyze, Group, and Pivot Data on Lists |
| Share a Data Analysis With a Co-worker |
| Synchronize Multiple Business Central Companies With the Same Dataverse Environment |
| New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput |
| Service-to-Service Apps and Device License Users Can Schedule Tasks |
| Mark Fields as Read-only When Customizing UI |
| Scan barcodes with Business Central mobile app for iOS and Android |
| Access Worksheet Pages From Mobile Phones |
| Use Virtual Tables to Expose More Business Central Data in Dataverse |
| Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry |
| Use General Ledger Account Revaluation for More Accurate Financial Statements |
| Use Standard Terminology for Project Management |
| Use Currencies When Posting Employee Transactions |
| Chat with Copilot |
| Improved Data Upgrade Troubleshooting for Dynamics GP Migration |
| Retain Permissions When Enabling Cloud Migration |
| Detect Invalid Cloud Migration Configurations with Proactive Warnings |
| Multiple VAT Numbers per Customer |
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