Day: February 7, 2024

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 5th of the new functionality in the Application section is define default location for project or project phase.

Reduce the time you spend on data entry and focus more on core tasks by specifying a default location and bin for projects on the Project Card page. When you create project tasks, project planning lines, and project journal lines for the project, the default location and bin are automatically assigned. Stay flexible with the ability to change the location code and bin on tasks and lines if needed.

Enabled for: Users, automatically
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

Specify a default Location Code and Bin Code on the Project and Project Task Lines Subform pages. Similar to production order processes, these default values simplify data entry on project tasks, project planning lines, and project journal lines.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Define Default Location for Project or Project Phase”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 1.

The 4th of the new functionality in the Application section is define a service invoice posting policy for various users.

Companies often have unique processes for invoices and shipments. For example, processes can vary from one person posting everything on a service order to multiple employees, each working with their own pages. A setting on the User Setup page lets you specify how each user can process service invoices.

Enabled for: Users by admins, makers, or analysts
Public Preview: Mar 2024
General Availability: Apr 2024

Feature Details

You can use posting policies to restrict users from posting service invoices, or require them to post invoices together with the related service shipment. To specify a posting policy, on the User Setup page, choose one of the following options in the Service Invoice Posting Policy field:

• Allowed (Default): Keep the current behavior, where you can choose the posting option, such as Ship, Invoice, and Ship and Invoice.
• Prohibited: Prevent people from posting invoices. Business Central shows a confirmation dialog that provides only the Ship option.
• Mandatory: Let people post invoices along with service shipments. Business Central shows a confirmation dialog with the Ship and Invoice option.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Define a Service Invoice Posting Policy for Various Users”

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.

While I was writing the articles on consignment stock being held by the customer in their warehouse or in your own warehouse, I have dealt with several clients who hold stock on vans.

One example, I worked with a housing association who had operatives driving vans going to do housing maintenance with stock in the van to use for the jobs.

If I was doing this in Business central, I would, as with consignment in the customers own warehouse, create a new location identified as a van; I’ve seen a few variations of location names, from van registration places, operative names and initials, but the one that seems to work best is simply issuing each van with a numeric or colour identifier. The problem with using something like a name or registration plate, is that people leave and vans get replaced. An identifier based on the operative is particularly tricky; what if he changes vans, even if only for one day while his usual van is replaced.

Separate locations can be defined with an Inventory Posting Group and related Inventory Posting Setup which allow you to account for van stock in a different G/L account than the warehouse, if you so choose.

In addition, I’d suggest configuring these van locations with only basic inventory and no warehouse configuration (they’re too small to require anything other than the basics).

Stock would be transferred to the vans using the Item Reclassification Journal; this would be done for general stock on the van as well as items for specific jobs (such as a sink or boiler).

Consumption would depend on the way in which the stock had been consumed:

• Used for work to the customers benefit – a sales order line could be raised for the quantity of stock used. For example, fitting a new sink.
• Consumed for a non-rechargeable repair (like some repairs by a housing association) where the customer is not responsible for the cost of the good, or where the items used are classed as an incidental (such as some sand for cement) which might be subsumed into the cost of the overall work; this stock could be removed from the van by way of a negative adjustment on an Item Journal.