Month: February 2024

This post is part of the In Microsoft Dynamics 365 Business Central (Sales), 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.

A while ago I was preparing for training a client on the purchasing module in Business Central and was identifying the key reports to show them and realised that there was a rather key one missing: the Goods Shipped but Not Invoiced report.

I’ve done some exploring of the system and it really does seem that there is no shipped but not invoiced report available in the system. However, there is a list page which can be used to easily get this information, and which can be exported to Excel.

That list is the Item Ledger Entries list:

By applying filters of Completely Invoiced = No, Entry Type = Sales and Document Type = Sales Shipment, you can get a view of the posted shipments in the system which have not been fully invoiced.

While there is no report as standard, you can create a report using the data from the Item Ledger Entry page in a report; the data is in the Item Ledger Entry (32) table.

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 13th of the new functionality in the Application section is assemble to project.

Assemble to project helps you improve inventory management by assembling to order only when it’s required, and enable other ways to customize projects.

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

Feature Details

When you enter an assemble-to-order item on a project planning line, an assembly order is automatically created. The assembly order is based on the project planning line, and its lines are based on the item’s assembly BOM. The quantity of components on the assembly BOM is multiplied by the order quantity.

The Assemble-to-Order Lines page shows details about the linked assembly order lines. The details can help you customize the assembly item. As in sales, you can’t directly post linked assembly orders. The created assembly order is reserved for the project, and Business Central synchronizes item tracking between project planning lines and assembly orders. The feature integrates with warehouse management features to make assembly and shipping easier, and ensure that the workflow from project assembly to delivery runs smoothly.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Assemble to Project”

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 12th of the new functionality in the Application section is create projects that you can invoice to multiple customers.

When projects involve multiple customers, billing the right customers for the right project tasks can be challenging and take time. Business Central makes billing less complex by letting you specify the bill-to and sell-to customers on each project task line. Having that information on each task lets you automatically generate invoices for the correct customers.

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

Feature Details

You can define the Bill-to Customer No. and the Sell-to Customer No. for each project task line. To enable you to enter that information, Microsoft have made the following fields available on the Project Task table, Project Task Lines subform page, and the Project Task Card page:

• Bill-to Customer No.
• Bill-to Name, Bill-to Name 2
• Bill-to Address, Bill-to Address 2
• Bill-to City, Bill-to Post Code
• Bill-to County, Bill-to Country/Region Code
• Bill-to Contact No., Bill-to Contact
• Sell-to Customer No.
• Sell-to Customer Name, Sell-to Customer Name 2
• Sell-to Address, Sell-to Address 2
• Sell-to City, Sell-to Post Code
• Sell-to County, Sell-to Country/Region Code
• Sell-to Contact No., Sell-to Contact
• Ship-to Code
• Ship-to Name, Ship-to Name 2
• Ship-to Address, Ship-to Address 2
• Ship-to City, Ship-to Post Code
• Ship-to County, Ship-to Country/Region Code
• Ship-to Contact
• Language Code, Format Region
• External Document No., Your Reference
• Payment Method Code, Payment Terms Code
• Price Calculation Method

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Create Projects That You Can Invoice to Multiple Customers”

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 10th of the new functionality in the Application section is use general ledger account revaluation for more accurate financial statements.

With a new setup on the G/L account card, you can now run G/L Revaluations for accounts with transactions in foreign currencies. This enables you to generate a more accurate financial statement with little need to keep separate spreadsheets.

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

Feature Details

If you use general ledger accounts to register balance sheet items that are denominated in foreign currencies, a revaluation of the balances is often required before you produce financial statements for your business.

Until now, most businesses have used either a bank account or a vendor account to register and track such assets and transactions. They’ve had to keep the bank or vendor account separate from others, and to make it work they’ve had to maintain an expanded setup for posting groups.

The G/L Revaluation feature simplifies revaluations. For the general ledger accounts that you use for revaluations, you can turn on a general ledger account subledger that will hold the original currency value of the transaction and any adjustments you made using the Adjust Currency Exchange Rate batch job. Balances present in local currency (LCY) are revalued, which enables you to produce a more accurate financial statement with little effort.

Posting gains and losses during a currency exchange rate adjustment follows the normal posting routine. For example, it’s done for each setup on the currency card.

My Opinion

Revaluation is another of the areas with which Business Central has surprised me, due to the lack of or poor functionality in certain areas. This enhancement sounds like it should plug one of those holes.

I am currently working on a project to implement Microsoft Dynamics 365 Business Central and was asked by the client about limiting items to specific locations. They asked about this as they have two warehouses which hold different items and it would be easier if they could limit the system to the items at the location, as they would see fewer items in the lookups, reports and on the stock count.

It is a reasonable question which I know some systems would be able accomplish, but, unfortunately, Business Central does not allow you to do this as standard. It would require an extension to manage this functionality.

I am surprised that Business Central does not have this ability as standard, as it does seem something which is very basic.

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 9th of the new functionality in the Application section is simpler Shopify connection.

Business Central has teamed up with Shopify to help their customers create a better online shopping experience. Shopify provides merchants with an easy-to-use e-commerce solution, and Business Central offers comprehensive business management across finance, sales, service, and operations. The seamless connection between the two applications synchronizes order, stock, and customer information to ensure that merchants can fulfill orders faster and better serve their customers. The joint effort furthers Business Central’s commitment to connecting data that can help businesses adapt faster, work smarter, and perform effectively.

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

Feature Details

Based on feedback from customers, Microsoft have made a number of improvements in the user interface.

It’s easier to get the Shopify URL

The Connector requires a URL in the following format: https://.myshopify.com/. However, after Shopify introduced Unified Admin it hasn’t been as easy to get the URL for the store. Therefore, Microsoft have reintroduced simplicity. Just copy the URL from Shopify Admin, such as https://admin.shopify.com/store/, and the Connector converts it to the required format.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 1: Simpler Shopify Connection”

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 8th of the new functionality in the Application section is set up financial consolidation runs more efficiently.

When you run consolidation for business units that use a foreign currency, you must pay special attention to the exchange rates that various parts of the process use, and even more so when you redo consolidation. To do that, you can use the Set Up Business Unit Currencies page to easily keep track of the rates. The feature helps streamline your consolidation processes and improve your productivity.

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

Feature Details

When you run a consolidation, the Set Up Business Unit Currencies page gives you the last rates that were entered for average, closing, and last closing rate. Also, you can look up the exchange rates in the currency exchange rate table, which makes it easier to validate. You can modify the rates used for the current run by either entering the values or copying values from previous runs by selecting Select from previous consolidation. This page is particularly valuable when you want to rerun a previous consolidation, where you need to use the closing rate of the consolidation run previous to the earliest of such runs. This is required to correctly revaluate your balance sheet items. You can use the Select from previous consolidation register to find the relevant last run to copy values from, or just look up the rates that were used when you’re troubleshooting. The page is filtered to runs that included the selected business unit.

The Run Consolidation batch job with the new parameters is available on the Business Units list page. You can also find the Set Up Business Unit Currencies page by selecting the Exchange Rates action.

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.

So, this came up as a query from a prospect I was talking about implementing Business Central and I had what I thought was a brain freeze where I couldn’t think of the answer.

How do you remove a warehouse, or stop processing, if you close the warehouse down (which the customer would be doing with one of their warehouses in a few months post-implementation of Business Central)?

I assumed this was just a momentary memory lapse and said I’d check and get back to them. Unfortunately, the reason I didn’t think of the answer, is that in Business Central there isn’t one.

You have no way of closing a location, such as making inactive or disabling it. Once a location has been created, it is there and can be used.

The only workaround I could come up with is to delete the Inventory Posting Setup, which would stop transactions being posted to it.

This wasn’t the answer I hoped to find; I have worked with other ERP systems, including a Microsoft one, which did allow stock locations to be removed from use. The Microsoft one I worked with was Dynamics GP, which had this functionality added back in late-2012.

I’m not the only person to have come across this deficiency; there is an “idea” on the Ideas – Experience Dynamics 365 asking that the ability to “block” a location from use, similar to blocking movement to/from a bin, is added, but the idea requires votes for Microsoft to consider adding this functionality (it’s perhaps also worth noting that someone there has also suggested deleting the inventory posting setup as a workaround too).