New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Navigate Easier Between Order, Receipt, and Invoice 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-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.

Drill down on fields

• From sales order lines, you can drill down in the Qty. Shipped and Qty. Invoice fields.
• From purchase order lines, you can drill down in the Qty. Received and Qty. Invoiced fields.
• From sales return lines, you can drill in the Return Qty. Received and Qty. Invoiced fields.
• From purchase return lines, you can drill in the Return Qty. Shipped and Qty. Invoiced fields.

Better connection between order/return and posted invoices and credit memos

If you created an invoice or credit memo indirectly using one of the options listed below, you can still go to posted invoices or credit memos using corresponding actions from the order or return document.

Also, the Order No. field on posted sales and purchase invoices and the Pre-Assigned No. field on posted sales and purchase credit memos are populated if all lines are from the same order. This is true even if they’re related to several shipments.

• Combine Shipments task
• Combine Return Receipts task
• Get Shipment Lines actions in the Sales Invoice
• Get Receipt Lines in the Purchase Invoice
• Get Return Receipt Lines in the Sales Credit Memo
• Get Return Shipment Lines in the Purchase Credit Memo

My Opinion

One of the problems I’ve found with Business Central is that navigating between related pages can be difficult to do. It’s good to see that Microsoft are aware of this and are making changes to streamline the navigation.