Month: November 2023

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 with other worksheets, before you can use them, you need need to create a worksheet template. To create the template for the put-away worksheet, search for and open the Warehouse Worksheet Templates list page.

Make sure the cursor is on the PUT-AWAY line and click the Related » Template » Names action:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template”

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 third of the new functionality in the Onboarding section is Demo tool and data for service scenarios.

To help partners demonstrate the advanced capabilities of Business Central, Microsoft are making a demo tool that provides setup and data for service scenarios.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

The Contoso Coffee app provides a demo tool and a related set of demo data for service scenarios. You can install the extension in any environment. Presales specialists can run the tool on Cronus or My Company and get the setup and demo data needed to demonstrate various scenarios. For Business Central on-premises, the demo tool and data are available on the product media as source code.

Contoso Coffee is a fictitious company that produces consumer and commercial coffee makers. The Contoso Coffee apps for Business Central add demo data that you can use to learn how to use the Service Management capabilities in Business Central.

This app provides several elements that are used for the main walkthroughs:

• Resources with assigned skills
• Items configured to create service items
• Loaner items
• Standard service codes
• Fault and resolution samples

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Demo Tool and Data for Service Scenarios”

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 sixth of the new functionality in the Legislation section is VAT posting in General Ledger setup.

You can limit the VAT dates for posting independently from the posting dates.

Enabled for: Users, automatically
Public Preview: Nov 2023
General Availability: Dec 2023

Feature Details

Currently, when you use the VAT Date functionality, the validation is the same for the Posting Date in the General Ledger Setup and the User Setup. This means you can’t backdate VAT entries without opening prior posting periods and sometimes, the Posting Date and VAT Date range isn’t the same.

This feature introduces new separate setups to control the VAT Date independent of the Posting Date. You can configure the VAT Date range in the VAT Setup page using the following options:

• Allow VAT Date From
• Allow VAT Date To

The same option will exist on the User Setup page and will extend options for configuration for users.

My Opinion

This is a feature which is very much needed to ensure that transactions can be recorded with the correct VAT dates.

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 Legislation section is Start faster with refreshed and enhanced setup data.

To help businesses quickly get up and running with Business Central, Microsoft provide preconfigured setup data that enables customers to use features right away.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

This release provides updated setup data for the following countries and regions:

• Australia (AU)
• Canada (CA)
• Germany (DE)
• Netherlands (NL)
• United Kingdom (GB)
• United States (US)

Microsoft have updated the following setup data for those country versions:

• Chart of accounts
• General posting groups and setup
• Inventory posting groups and setup
• Jobs posting group
• Tax/VAT/GST posting groups and setup

My Opinion

The setup data can be a very useful way to get the basics in place when configuring a system (although I generally don’t use this approach), so it is good to see the setup data being maintained.

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 fourth of the new functionality in the Legislation section is Use drop shipments for triangular Intrastat trade.

Businesses that ship goods directly from a vendor in another EU country to a customer in a third EU country can exclude those transactions from their Intrastat reports, which makes the reports more accurate.

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

Feature Details

Triangular trade involves trade between companies located in three countries or regions where goods bypass the reporting company’s country. In Business Central, you can use drop shipments to handle triangular trade. To use drop shipments, you must turn on the Include Drop Shipment toggle on the Intrastat Report Setup page.

This feature allows for scenarios where a company orders goods from one EU country and drop ships the goods directly to another EU country, without importing the goods into its own country. In such cases, the Intrastat Report will exclude these transactions because the goods were directly delivered between two other EU countries. The calculation is based on the following information from the item ledger entries:

• Entries are marked as Drop Shipment.
• The Country/Region Code is different than the Country/Region Code on the Company Information page.

My Opinion

This enhancement sounds like it will improve the accuracy of the Intrastat report for goods drop shipped from vendor to customer. Since the UK left the European Union, the amount of work I do in the area of Intrastat reporting has dropped a lot, but we do still do some work with clients based in Ireland, an EU member state.

I actually have a project starting with one of those clients soon, who does have a requirement for Intrastat, so it will be interesting to talk to them about if this is required or not.

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 ninth of the new functionality in the Governance and Administration section is Control partner access per environment.

Business Central customers with multiple environments are often working with many partners to support each environment. With this feature, customer administrators can now easily and efficiently control partner access to environments. This feature simplifies partner management by allowing administrators to assign partner tenants to each environment.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Dec 2023

Feature Details

In 2023 wave 2, Microsoft are introducing new environment settings in the Business Central admin center that enable internal administrators to control which environments delegated users and multitenant apps from partner tenants can access and administer.

Internal administrators can specify the tenant IDs of partners that should be able to access each environment.

Delegated users and multitenant apps accessing or administering the environment must belong to an allowlisted tenant.

This feature is optional, and if no tenants are allowlisted for an environment, delegated users and multitenant apps will be able to access and administer the environment as they did before.

This feature only affects the use of the admin center API by multitenant apps that have been authorized within the admin center.

My Opinion

Better security is always welcome. This sounds interesting in terms of allowing an admin to limit which environments a partner can access; it makes a lot of sense as I’ve worked for clients previously supporting their UK and Ireland systems, but with no requirement to have any access to the US environment. It sounds like this enhancement will allow security to facilitate this use case to be configured.

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.

The top level of the advanced warehousing functionality, is to use the put-away worksheet, which requires both the require warehouse receipt and require warehouse put-away to be enabled. With the other settings, there are three toggles on the location card which need to be enabled to use the put-away worksheet. When you create a location, on the Warehouse fasttab, you need to toggle the Require Receive, Require Put-away and Use Put-away Worksheet options to the on position (the third option is disabled unless the first two are toggled on):

Receiving goods in this way, allows you to receive and plan the put-aways for multiple orders at the same time, instead of one-by-one. In the next couple of articles in this series, I’ll create a put-away worksheet template and then step through the process of using the put-away worksheet at the new WHITE location.

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 eighth of the new functionality in the Governance and Administration section is Transfer environments between Microsoft Entra tenants.

In some cases, administrators may want to transfer their Dynamics 365 Business Central environment to another Microsoft Entra tenant (formerly Azure Active Directory tenant). For example, this could be done to consolidate environments belonging to the same company in a single tenant when one company is acquired by another, or for partners to transfer a demo environment to their customer to test with. Until now, this scenario was supported through service requests that required paperwork to ensure consents from all involved parties were in place

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Dec 2023

Feature Details

In 2023 release wave 2, the process for transferring a Business Central environment to a different Microsoft Entra tenant will be a self-service scenario. Internal administrators can request an environment transfer from the source tenant, and then accept the transfer from the target tenant.

My Opinion

This enhancement looks like it could be very useful, for the exact use cases mentioned above.

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 seventh of the new functionality in the Governance and Administration section is Automatically update AppSource apps with minor updates.

With this release wave, it’s easier to make sure that apps installed in an environment are always up to date with the latest version.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2023

Feature Details

Already today, you can update individual apps from the App Management page in the Business Central admin center, and these apps are then automatically updated with every major update to your environment. In 2023 release wave 2, Microsoft are introducing an environment-level setting that automatically updates all installed apps with every minor update, ensuring that you always have the latest features and improvements.

My Opinion

It seems odd that major updates could be automatically applied, but not minor updates. However, with this enhancement Microsoft have allowed admins to configure minor updates of extensions to be automatically applied.

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.

Over the last few posts of this series, I’ve taken a look at the receipt and put-away processes in Business Central, how they are enabled and how they are processed, and, in the last post, on how the process works when both are enabled.

The processes covered so far are for when processing put-away instructions for individual orders or groups of orders where the put-aways are handled one by one. There is functionality in Business Central to facilitate planning put-aways for multiple receipts, which will allow warehouses to operate more efficiently.