Category: Business Central (Nav/Navision)

When doing some work for a client on the Fixed Assets module, a short time ago, prior to a training session I did a little testing and encountered a problem when creating an acquisition journal:

I had previously checked the assigned number series and it was set to auto-increment and to disallow manual changes, which is what can produce the above error message. I checked the fields on the Fixed Asset G/L Journal oage and found that they had a customisation on the page for all users whereby the fields had been re-ordered and what I assumed (through force of habit) was the Description field was actually the Account No..

After copying the values to the Description field I was able to reset the document Document No. using the Renumber Document Numbers action (Actions » Functions » Renumber Document Numbers).

The key lessons here are to assume that the client may have made some customisations to a page and not to reply on memory for which field is where on a page.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twentieth of the new functionality in the Application section is Availability overview helps you calculate quantities in your warehouse.

Increase warehouse handling efficiency by having accurate and real-time information about inventory levels, locations in your warehouse, processing stage, and other factors that affect available quantities—for example, quarantine or reservations..

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

From source documents such as sales orders, production orders, assembly orders, or jobs, you can access information about the availability of items in your warehouse. The information is real-time, and respects factors that affect availability, such as dedicated bins, locked bins, and items that aren’t available for picking. For example, items might be reserved, or pending put-away or shipment operations. The Pick Summary page lets you review the items that Business Central didn’t include in pick documents and take the necessary actions.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Availability Overview Helps You Calculate Quantities in Your Warehouse”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The nineteenth of the new functionality in the Application section is Add more columns to pages for better insight.

Different businesses and users need different information to complete business processes. Personalization is a powerful tool that lets people tailor the information that pages contain by dragging fields or columns from a list to the page. Based on feedback from the community, Microsoft have made the Description 2 field available for personalization on more pages.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

The Description 2 field lets you provide more details about records. Microsoft have expanded the list of pages on which it’s available for personalization to include the following:

Click to show/hide the list of pages

My Opinion

OK, so the title is “add more columns to pages”, but it only seems to be the Description 2 column which can be added. I’m not sure why this might be a separate new feature and now be something available through the Add Existing Table Fields to Optimize Your Pages new feature already announced for Release 2023 Wave 2?

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The eighteenth of the new functionality in the Application section is Use different general ledger accounts for payables, receivables.

Sometimes businesses want to post payable and receivable transactions to a different general ledger (G/L) account than the one that’s specified on the customer or vendor posting group. For example, in a case where a transaction is for a bad debt. Controllers can define policies for posting these nonstandard transactions, and accountants can change them during posting.

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

You can let people change the default customer or vendor posting groups by turning on the Allow Multiple Posting Groups toggle on the following pages:

• For customer posting group changes, turn on the toggle on the Sales and Receivable Setup and Service Mgt. Setup pages.
• For vendor posting group changes, turn on the toggle on the Purchases and Payables Setup page.

On the Customer Posting Groups or Vendor Posting Groups pages, you can specify the posting groups to allow as substitutes by choosing Alternative Groups. Alternative posting groups can replace the default customer or vendor posting group specified for a customer or vendor. In the following image, the EU posting group can replace the DOMESTIC customer posting group.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Use Different General Ledger Accounts for Payables, Receivables”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The seventeenth of the new functionality in the Application section is More control over general journal approvals.

Some transactions require more scrutiny by accounting managers and require approval before being posted. Making sure such transactions remain unchanged after approval is of great importance so you can ensure compliance to company policies.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

When you send a general journal batch or specific general journal lines for approval, Business Central ensures that people can’t change them before or after they’re approved.

Because mistakes can happen, actionable inline errors make it easier to make corrections. For example, after you request approval for a general journal batch, your accounting manager notices that you’ve specified the wrong G/L account. Changing the G/L account will show an inline validation error message that offers two actions that can help the accounting manager fix the mistake, or return the general journal batch to the submitter. The accounting manager can document the change they’re requesting by choosing Show Comments, or reject the batch by choosing Reject Approval.

My Opinion

I like the look of this new feature. It has always seemed a weakness of approvals in Business Central that a document couldn’t be tweaked in someway after submission without a rejection and resubmit after the change had been made. It would be good to see this rolled out in other types of approvals.

I was asked to deliver a training workshop to users at a client on the Fixed Assets module. Prior to the session, I logged on and gave te module a quick run through of the areas I would be covering, to make sure that everything worked correctly.

I encountered one error when trying to post a write-down; unfortunately I forgot to take a screenshot of the error as it happened, but the error message is shown below verbatim:

FA Posting Type Write-Down must be posted in the FA journal in Gen. Journal Line Journal Template Name='DEFAULT',Line No.='12000'

I was trying to post the write-down journal so the message wasn’t especially helpful in telling me that the write-down must be posted. I did a little checking and realised that on the Depreciation Book Card, the G/L Integration – Write-Down toggle was not enabled.

Once I enabled this setting I was able to post the write-down journal without any further problem:

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The sixteenth of the new functionality in the Application section is Adjust exchange rates easily, replace the built-in batch job.

When companies operate in multiple countries or regions, it’s important that they can do business and run financial reports in more than one currency. Because exchange rates often change, businesses must periodically update the rates in Business Central. This update gives accountants additional control over how they adjust exchange rates. At the same time, partners can now extend and customize the exchange rate adjustment to meet the needs of specific industries or markets.

Enabled for: Users by admins, makers, or analysts
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

You can now preview the effect that an exchange rate adjustment will have on posting before you actually post by choosing the Preview Posting action on the Exch. Rates Adjustment report (Report 596) request page. Specify whether you want a detailed posting to the general ledger by entry, or a summarized posting by currency, by using the Adjust per entry field. You can also specify how the adjustment will handle dimensions for unrealized gains and losses postings by choosing one of the following options in the Dimension Posting field:

• Source Entry Dimensions: G/L entries for unrealized gains and losses will have dimensions values transferred from the entry you’re adjusting.
• No Dimensions: G/L entries for unrealized gains and losses won’t have dimensions values.
• G/L Account Dimensions: G/L entries for unrealized gains and losses will have dimensions values transferred from the unrealized gains and losses G/L account’s dimension settings source entry.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Adjust Exchange Rates Easily, Replace the Built-in Batch Job”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The fifteenth of the new functionality in the Application section is Include only open entries on customer statements.

Businesses send customer statements to customers in various formats and for various purposes. Microsoft have added a Statement Style field so that you can include only open entries in the report.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

If you open the Customer Statement report from the Customers list page or the role explorer, you’ll find the following options in the Statement Style field on the request page:

• Balance gives customers an overview of outstanding amounts and a reminder to pay amounts that are overdue.
• Open Items does the following:
  • Shows only open entries within the specified date range.
  • Shows a balance for open entries before the start date.
  • Ignores entries that have a posting date that’s after the ending date.

My Opinion

While statements are usually produced showing all activity in a specified period, I can see producing one only of open entries would be very useful from a credit control point of view, allowing you to send a statement to a customer of all invoices yet to be paid.

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.

In a previous article of this series on understanding inventory picks, I mentioned there was three ways in which an inventory pick could be processed and which I covered over the last few articles:

1. Process an Inventory Pick from the Source Document
2. Process Multiple Inventory Picks Using a Batch Job
3. Process an Inventory Pick in Two Steps by Releasing the Source Document

Once the inventory pick activities have been created, they need to be procssed. Do this by performing a search for Inventory Picks and, from the list page which opens, select one of the activities:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document”