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 twenty-third of the new functionality in the Application section is Improved processes for inventory counts and adjustments.

Productivity increases when processes are easy, so Microsoft have improved the usability of several processes for counting and adjusting inventory. For example, you can include items in physical inventory orders regardless of their availability or turnover, and in several places data is easier to access and digest.

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

Feature Details

Based on feedback from their customers, Microsoft have made it easier to complete the count and adjust inventory processes.

There are changes in the Physical Inventory Order, Inventory Receipt and Inventory Shipment documents, and the Adjust Inventory page.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Improved Processes for Inventory Counts and Adjustments”

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."

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Identify and Track Items Easier with Item References”

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-first of the new functionality in the Application section is Block item variants.

Over time, you might have some item variants that you no longer need. Business Central won’t allow you to delete the unneeded variants, but you can block them from being chosen on sales or purchase lines, and you can block them from being posted in transactions.

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

Feature Details

The following table describes the new toggles Microsoft have added to the Item Variant page.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Block Item Variants”

When doing some work for a client on the Fixed Assets module, a short time ago, prior to a training session I did a little testing and encountered a problem when creating an acquisition journal:

I had previously checked the assigned number series and it was set to auto-increment and to disallow manual changes, which is what can produce the above error message. I checked the fields on the Fixed Asset G/L Journal oage and found that they had a customisation on the page for all users whereby the fields had been re-ordered and what I assumed (through force of habit) was the Description field was actually the Account No..

After copying the values to the Description field I was able to reset the document Document No. using the Renumber Document Numbers action (Actions » Functions » Renumber Document Numbers).

The key lessons here are to assume that the client may have made some customisations to a page and not to reply on memory for which field is where on a page.

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 twentieth of the new functionality in the Application section is Availability overview helps you calculate quantities in your warehouse.

Increase warehouse handling efficiency by having accurate and real-time information about inventory levels, locations in your warehouse, processing stage, and other factors that affect available quantities—for example, quarantine or reservations..

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

Feature Details

From source documents such as sales orders, production orders, assembly orders, or jobs, you can access information about the availability of items in your warehouse. The information is real-time, and respects factors that affect availability, such as dedicated bins, locked bins, and items that aren’t available for picking. For example, items might be reserved, or pending put-away or shipment operations. The Pick Summary page lets you review the items that Business Central didn’t include in pick documents and take the necessary actions.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Availability Overview Helps You Calculate Quantities in Your Warehouse”

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 nineteenth of the new functionality in the Application section is Add more columns to pages for better insight.

Different businesses and users need different information to complete business processes. Personalization is a powerful tool that lets people tailor the information that pages contain by dragging fields or columns from a list to the page. Based on feedback from the community, Microsoft have made the Description 2 field available for personalization on more pages.

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

Feature Details

The Description 2 field lets you provide more details about records. Microsoft have expanded the list of pages on which it’s available for personalization to include the following:

Click to show/hide the list of pages

My Opinion

OK, so the title is “add more columns to pages”, but it only seems to be the Description 2 column which can be added. I’m not sure why this might be a separate new feature and now be something available through the Add Existing Table Fields to Optimize Your Pages new feature already announced for Release 2023 Wave 2?

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 eighteenth of the new functionality in the Application section is Use different general ledger accounts for payables, receivables.

Sometimes businesses want to post payable and receivable transactions to a different general ledger (G/L) account than the one that’s specified on the customer or vendor posting group. For example, in a case where a transaction is for a bad debt. Controllers can define policies for posting these nonstandard transactions, and accountants can change them during posting.

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

Feature Details

You can let people change the default customer or vendor posting groups by turning on the Allow Multiple Posting Groups toggle on the following pages:

• For customer posting group changes, turn on the toggle on the Sales and Receivable Setup and Service Mgt. Setup pages.
• For vendor posting group changes, turn on the toggle on the Purchases and Payables Setup page.

On the Customer Posting Groups or Vendor Posting Groups pages, you can specify the posting groups to allow as substitutes by choosing Alternative Groups. Alternative posting groups can replace the default customer or vendor posting group specified for a customer or vendor. In the following image, the EU posting group can replace the DOMESTIC customer posting group.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Use Different General Ledger Accounts for Payables, Receivables”

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 seventeenth of the new functionality in the Application section is More control over general journal approvals.

Some transactions require more scrutiny by accounting managers and require approval before being posted. Making sure such transactions remain unchanged after approval is of great importance so you can ensure compliance to company policies.

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

Feature Details

When you send a general journal batch or specific general journal lines for approval, Business Central ensures that people can’t change them before or after they’re approved.

Because mistakes can happen, actionable inline errors make it easier to make corrections. For example, after you request approval for a general journal batch, your accounting manager notices that you’ve specified the wrong G/L account. Changing the G/L account will show an inline validation error message that offers two actions that can help the accounting manager fix the mistake, or return the general journal batch to the submitter. The accounting manager can document the change they’re requesting by choosing Show Comments, or reject the batch by choosing Reject Approval.

My Opinion

I like the look of this new feature. It has always seemed a weakness of approvals in Business Central that a document couldn’t be tweaked in someway after submission without a rejection and resubmit after the change had been made. It would be good to see this rolled out in other types of approvals.