Day: August 6, 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 9th of the new functionality in the Application section is use directed put-away and pick warehouses with projects.

Businesses can use warehouse activities with projects to help drive an effective flow through the warehouse, and to organize and maintain inventory.

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

Feature Details

As a continuation to Microsoft’s multi-release effort to ensure that project management features benefit from the rich warehouse capabilities in Business Central, you can now use locations configured for directed flows with projects.

Business picking items before they’re consumed in different ways. The process depends on how their warehouse is configured. When you want to specify either a default Location Code on the Project and Project Task Lines Subform pages, or enter a Location Code on Project Planning Lines, you can now also use locations where the Directed Put-Away and Pick toggle is turned on.

Now, to create or register a pick document, you can use the Create warehouse pick action under the following conditions:

• The Status of the project is Open.
• The Line Type of the project planning line is Budget or Both Budget and Billable.
• The Type of the project planning line is Item.
• The Project Consump. Whse. Handling is Warehouse Pick (mandatory) , which is now available when Directed Pick and Put-away is selected.

You can also create warehouse picks using a pick worksheet. The pick worksheet lets you organize pick information before you create warehouse pick instructions. You’ll need to fill in the a To-Project Bin Code field on the Location Card page.

My Opinion

it sounds like this enhancement brings project in line with the standard Business Central functionality which should simplify processes for people using project. My experience with projects was for a former employer who had heavily customised the project module; I really need to spend a bit of time and familiarise myself with the standard functionality.

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 8th of the new functionality in the Application section is reconcile payment transactions in Shopify with invoices.

Integrating Business Central and Shopify lets you easily manage your online sales and payments in one place. You can track the different payment methods, such as gift cards, credit cards, and more, that buyers used during checkout, and create customer ledger and general ledger entries to ensure accurate accounting and reporting.

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

Feature Details

When a customer completes their checkout in the online store, the information about their payment is saved as a Transaction. There might be multiple transactions linked to the order, such as when a customer uses a gift card to pay some of the cost and then uses a credit card or PayPal for the remaining amount. The payment transactions in Shopify synchronize with the orders and you can view them on the Shopify Orders page.

There are several options for processing imported payment transactions in Business Central. This release offers an extra option that’s helpful in cases where several payments methods are involved. The gift card scenario is probably the most common.

Example scenario

The scenario involves the following parties:

• The buyer, who is the person who buys goods from your Shopify online store.
• The merchant, which is your company.
• The payment provider, which is the company that facilitates payment processing for you. The provider can be Shopify Payments or a third party.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Reconcile Payment Transactions in Shopify with Invoices”

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 7th of the new functionality in the Application section is replenish items for projects.

Business Central makes it fast and easy to ensure that you have the items you need to kick off a new project or keep one running smoothly. On the Project Card page, you can create purchase orders for the items by choosing the Create Purchase Order action. Afterward, you can review and edit the orders before you send them to your vendors.

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

Feature Details

The process of creating purchase orders from projects is similar to the functionality you might already be familiar with from the sales area. The process lets you create purchase orders right from a project. It shares the same algorithm as Order Planning worksheet, which means it doesn’t require elaborated setup to produce recommendations, but it’s intelligent enough to analyze demand and supply for required items.

To create one or more purchase orders from a project

To create a purchase order for the quantity of each item the project is missing, use the Create Purchase Orders action.

1. Choose the Lightbulb that opens the Tell Me feature. icon, enter Projects, and then choose the related link.
2. Open a project that you want to purchase items for.
3. Choose the Create Purchase Orders action.
4. The Create Purchase Orders page opens and shows a line for each item on the project. Lines for both fully available quantities and unavailable quantities show by default. Unavailable quantities aren’t available. To show only unavailable quantities, choose the Show Unavailable action.
5. The Quantity to Purchase field contains the unavailable quantity. To purchase a different quantity, edit the value in the field. You can also turn on the Reserve toggle if you want to reserve the quantity on the purchase line against demand.

6. Choose OK.

This process creates a purchase order for each vendor from which you purchase the items on the project, including any quantity changes that you made on the Create Purchase Orders page. You can continue to process the purchase order or orders, for example, by editing or adding purchase order lines.