Using Extended Texts In Microsoft Dynamics 365 Business Central: Create a Purchasing Transaction with Manually Added Extended Texts

Microsoft Dynamics 365 Business CentralThis article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing In Microsoft Dynamics 365 Business Central (Financial), how do I… and In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

With extended texts added to items they can now be used on purchase documents.

On a purchase order, select an item which has extended texts and click the Functions » Insert Ext. Texts line action:

Purchase Order with extended texts

The extended text lines will be inserted below the item line with a Type of Comment.

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In Microsoft Dynamics 365 Business Central (Financial), how do I…

Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Stockkeepping Units

Microsoft Dynamics 365 Business CentralThis article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing and In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Extended texts can be added toStockkeepping Units for use on sales and purchase transactions. To add an Extended Text to a Stockkeeping Unit (SKU), open the Stockkeeping Unit card (Stockkeeping Unit Card (5700)Related » Items » Extended Texts[/b] action:

Extended Text List

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Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to Items

Microsoft Dynamics 365 Business CentralThis article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing and In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Extended texts can be added to items for use on sales and purchase transactions. To add an Extended Text to an item, open the Item (Item Card (30)) card and then click the Related » Item » Extended Texts action:

Extended Text List

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Change The Data Search Method In Lists

Microsoft Dynamics 365 Business CentralThis 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 4th of the new functionality in the User experiences section is change the data search method in lists.

Giving users fast access to data is key. This feature introduces a modern search option on lists that focuses exclusively on columns that are enhanced with full-text search capability, while retaining the option to use the older method. The modern search accelerates the search process and delivers more precise, relevant results, which increases user satisfaction and productivity.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Oct 2024
General Availability: Nov 2024

Feature Details

Users can switch between the “legacy” search, which searches across all columns, and the “modern” search, which searches only in columns optimized for full-text search matching. The modern search is available for selected tables/lists.

The modern search capability is enabled by the Use optimized text search in lists switch in the Feature Management page. When it’s enabled, it becomes the default search method on list pages that include full-text search columns. Users switch between the modern and legacy search methods on pages by using the Use legacy search and Use modern search (faster) options in the search box:

The UI to control the search experience on lists

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Built-In Named Formulas In Excel Layouts

Microsoft Dynamics 365 Business CentralThis 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 4th of the new functionality in the Reporting and data analysis section is use built-in named formulas in Excel layouts.

Microsoft’re saving Excel report authors time and energy by providing built-in named formulas that make it easy to access data from metadata sheets.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

To make it easier to use data from metadata sheets, named formulas are now built in to Excel layout workbooks (when generated in 2024 release wave 2). Instead of taking time to develop complicated VLOOKUP or XLOOKUP formulas, report authors can use named formulas, such as ReportRequest.Date or ReportMetaData.ReportHelpLink.

Named formulas included in Excel layout workbooks

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Using Extended Texts In Microsoft Dynamics 365 Business Central: Add Extended Texts to a G/L Account

Microsoft Dynamics 365 Business CentralThis article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the ongoing In Microsoft Dynamics 365 Business Central (Financial), how do I… and In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Extended texts can be added to G/L Accounts for use on sales and purchase transactions. To add an Extended Text to a G/L account, open the account card and then click the Related » Account » Other » Extended Texts action:

Extended Text List

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Use Multiple Subcategories For One Sustainability Account

Microsoft Dynamics 365 Business CentralThis 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 12th of the new functionality in the Legislation section is use multiple subcategories for one sustainability account.

By enabling the use of more diverse account subcategories for the sustainability account, users can reduce the number of different accounts needed and consolidate various types of information into a single account.

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

Feature Details

Users can set a default Sustainability Account Subcategory for each Sustainability Account, and this information must be included during setup. However, users can also configure multiple subcategories for a single account.

When working with Sustainability Journals, users can easily change the Sustainability Account Subcategory on each line if multiple options are available. This approach allows entries to be posted to the same Sustainability Accounts but with different emission factors in the formulas. For example, if a user wants to use one account for all company cars, they can handle different emission factors for different types of cars more easily. And using it this way, they can post all entries using only one account, but they can use subcategories as an additional analytic.

Additionally, users can now post entries to the Sustainability Ledger Entry even with zero emissions if their Sustainability Account Subcategories are marked as Renewable Energy. In this case, the system will post only the basic information used in the formula, but the total emissions will be zero, and the entry will be marked as Renewable Energy.

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Get External Notifications When Job Queue Entries Fail

Microsoft Dynamics 365 Business CentralThis 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 Governance and administration section is get external notifications when job queue entries fail.

Sometimes tasks, reports, or batch processes can take a long time to complete. To keep people productive in the meantime, companies often use Business Central’s job queue to run processes in the background. If something goes wrong and an important background process stops, or isn’t scheduled for some reason, being notified about the issue can help you react quickly to resolve it.

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

Feature Details

To be notified about issues with job queue processing, start by running the Set up Job Queue Notifications assisted setup guide from the Assisted Setup page. The guide will help you set up your notifications. Follow the steps as described in the Get notified about issues with job queue background processing release plan.

Choose Next on the second step to specify how to send notifications. In addition to In-product notifications, you can choose to manage your notifications through external business events by turning on the Control notifications with business events (preview) toggle.

Shows Control notifications using business events toggle in assisted setup guide

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New Functionality In Microsoft Dynamics 365 Business Central 2024 Wave 2: Specify And Use Full-Text Search Indexes On Table Fields

Microsoft Dynamics 365 Business CentralThis 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 13th of the new functionality in the Development section is specify and use full-text search indexes on table fields.

With the new full-text search metadata on table fields, AL developers can significantly enhance data search features, making them easier and faster for users. This feature improves user satisfaction and productivity by providing more precise and relevant search results.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: –
General Availability: Oct 2024

Feature Details

p>As an AL developer, you can now specify which table fields are included in full-text search indexes on the database. By doing this, the following search features will be faster and provide better search capabilities:

  • Companywide search (data search)
  • List page search
  • Lookup search

To specify full-text search, you set the OptimizeForTextSearch property on fields in tables or table extensions.

In AL code, you can also use a new && filter syntax in the SetFilter() method. For example:

FieldRef.SetFilter('&&' + SearchString + '*')

The new syntax supports a subset of SQL Server’s CONTAINS operator.

You can also use new OptimizedForTextSearch property on the Field virtual table and IsOptimizedForTextSearch on variables of the FieldRef data type.

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Using Extended Texts In Microsoft Dynamics 365 Business Central: What are Extended Texts?

Microsoft Dynamics 365 Business CentralThis article is part of the Using Extended Texts In Microsoft Dynamics 365 Business Central series, but articles within it will also be part of the larger ongoing In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Extended Texts can be used to add additional description or text to items, stock-keeping units, general ledger accounts and resources in Business Central.

All of these types of data allow descriptions to be added, but are typically limited to a maximum of one or two hundred characters. Sometimes, however, a longer description is required, and extended texts is how Business Central allows you to manage these extended descriptions.

Multiple extended texts of unlimited number of lines, although each line is limited to 100 characters, on a record are supported and they can be limited by a start and end date for when they are available; they can also be limited to the type of purchase or sales transaction to which they can be added.

In subsequent posts of this series, I will show how extended texts can be added to records as well as used on transactions in the purchasing and sales modules.

Using Extended Texts In Microsoft Dynamics 365 Business Central
What are Extended Texts?
Add Extended Texts to Items
Add Extended Texts to Stockkeepping Units
Enable Item Extended Texts to be Added to Transactions Automatically
Create a Purchasing Transaction with Manually Added Extended Texts
Create a Sales Transaction with Manually Added Extended Texts

In Microsoft Dynamics 365 Business Central, how do I…