Day: August 5, 2024

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 6th of the new functionality in the Application section is export posted sales invoices to Shopify.

Buyers can sign in to Shopify and access all their invoices, regardless of whether the invoices were created in Shopify or in Business Central.

Enabled for: Users, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

You can export posted sales invoices to Shopify as orders by using a new report (batch job). The report is available on the Shopify Shop Card page, or you can use Tell Me search to find it. You can also run the report by using the job queue.

To enable the capability for specific shop, go to the Shopify Shop Card page and turn on the ** Posted Invoice Sync** toggle.

The sync includes invoices under the following conditions:

• The Shopify Order ID field contains 0.
• The bill-to customer has a mapping in the Shopify Customers or Shopify Companies tables.
• The bill-to customer isn’t used as the Default Customer on the Shopify Shop Card or Shopify Customer Template.
• The posted invoice has at least one non-comment line where the No. field has a value.

When you run the report, the following happens in Business Central and Shopify.

Business Central

Update the Shopify Order ID field based on results of sync:

• Successful export – update Shopify Order Id field with ID of order in Shopify.
• Export failed – set “-1”
• Invoice is excluded from sync for a reason listed in the conditions mentioned earlier – set “-2”

The same pattern is used in the Posted Sales Shipment, where the Update Document page lets you replace “-1” and “-2” or “0” to retry the export.

Shopify

The connector uses GraphQL to first create a draft order with header and item lines, and then complete the draft order and convert it to an order.

Headers and lines

The following fields are exported on the order header:

• The mapped bill-to customer/company is used.
• The Fulfilment Status field shows Fulfilled. Tracking Details don’t synchronize.
• The Paid Status field shows Paid or Partially Paid, based on the customer ledger entry linked to the sales invoice. For partially paid, it shows the Remaining Amount field.

The following fields are exported on the order lines:

• Items (item variants) that are mapped export as products.
• Items that aren’t mapped and lines of other types, such as G/L Account or Item Charge lines, export as custom products in Shopify.
• Shipping charges in Shopify aren’t created. The shipping cost is registered as a custom product in Shopify.
• The new setting on the Shopify Shop Card page lets you avoid exporting invoices with non-mapped items. Turn on the Items must be mapped to Products toggle to exclude posted invoices from sync if there’s at least one line of type Item where the selected item isn’t mapped to a product or variant in Shopify.
• Tax amounts. Because the Graph API doesn’t currently support the TaxLine object, the calculated tax is added as a custom product. Tax information from Business Central won’t be available in the tax report in Shopify Admin. To avoid Shopify recalculating taxes, orders are marked as Tax Exempt.
• Quantity, in whole numbers. Shopify doesn’t support fractions.

Impact on the process of synchronizing orders

Synchronization imports the order and checks whether it was exported earlier. If it was exported earlier:

• It marks the order as processed.
• It adds a link to the posted sales invoice (related documents, should happen automatically because the Shopify Order ID is already populated). Shopify might automatically archive Fully Paid and Fulfilled orders, and the synchronization won’t process them.

Deal with updates

In Shopify, because the order is already fulfilled, the only meaningful changes are Notes, Payment Status, and payment transactions. If payments are processed in Shopify, refunds and returns are as well.

In Business Central, changes aren’t tracked. Currently, if you want to mark order as paid, use the Mark as Paid action on the Shopify Order Card page.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2024 Wave 2.

The 5th of the new functionality in the Application section is view item availability in Field Service work orders.

When integrated with Business Central, technicians and dispatchers can get insight into item availability for a specific warehouse or technician’s truck on a work order in Field Service. Having this information readily available helps businesses optimize work order scheduling, avoid unnecessary (travel) costs, and at the same time, optimize their service and purchasing operations.

Enabled for: Users by admins, makers, or analysts
Public Preview: –
General Availability: Oct 2024

Feature Details

You can integrate, configure, and customize Field Service warehouses with Business Central’s locations. The integration can give you information about the availability of a product or item at a specific location. To manage the synchronization of data, Microsoft have added a unidirectional (from Business Central) integration table mapping between Business Central locations and warehouses in Field Service. To use the new integration table mapping, in Business Central you must turn on the Location Mandatory toggle on the Inventory Setup page.

Business Central synchronizes locations with the following settings on the Location Card page:

• The Use as In-Transit toggle is turned off.
• Project Consump. Whse. Handling is different from Warehouse Pick (mandatory)
• Assm. Consump. Whse. Handling is different from Warehouse Pick (mandatory)

On the Locations and Location Card pages, you can use the Dynamics 365 Field Service action to open a coupled location in Field Service, synchronize it, set up and delete couplings, and view synchronization logs.

You can use Open in Business Central in Field Service to open a location in Business Central that’s coupled to a warehouse in Field Service.

You can now view the allocated product quantity from work orders in Field Service as part of the gross requirements in Business Central’s inventory availability calculation. Demand generated by orders in Field Service automatically become an input for planning.

On the Field Service side, on a work order, technicians can check how much of particular product is available at a warehouse they specify.

My Opinion

This sounds like one of those things which I’d probably have expected to be already present, so it is good to see that it is being made available.

This article is part of the In Microsoft Dynamics 365 Business Central (Administration), 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.

Master Data Management (MDM) is new functionality, introduced in Release 2023 Wave 1, which allows data to be synchronised from one company in an environment to another in the same environment.

It works on a pull basis where a job queue in the “destination” company pulls changes from the connected company.

With MDM you can choose any setup or master table, which fields from those tables should be synchronised and if any filters should be applied to the data (for example, you might want to exclude the values of a specific dimension).