Category: Business Central (Nav/Navision)

This post is part of a series on the new functionality available Microsoft Dynamics 365 Business Central 2023 Wave 2. In this series of articles, I am going to take a look at what is new with Business Central in this release wave. My understanding is the announced new functionality will become available between October and March so not all of it will be available immediately, and is subject to change so some may not be avaiable as part of this wave, but pushed back to a subsequent one. When posting about some new functionality, I’ll try to indicate where it is expected that it will be available.

I will also try to include some commentary on the new functionality being introduced.

This series index, below (assuming you’re reading this on azurecurve | Ramblings of an IT Professional), will automatically update as each post in the series goes live, so make sure you bookmark this post so you can see keep up-to-date with this series.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Series Index”

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 the last article, of this series, I covered creating a location, which is the first part of the key to the inventory posting setup. The second part of the key is the inventory posting group; while the location specifies the where, the inventory posting group specifies the type of item (such as retail, trade, service and so on).

Inventory posting groups are created through the Inventory Posting Groups list page, which you can find by doing a search through the Tell me what you want to do. To create a new one, all you need to do is enter the Code and Description:

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.

The Inventory Posting Setup has a key which is a combination of locations and inventory posting groups; I’ll be covering the former, locations, in this article and will cover the latter in the next article of this series.

You can manage inventory locations through the Locations list page:

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

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.

There is only one setting required for the use of locations in Business Central. That is to make the locations mandatory; this is a very important step to do if you have even a single location defined in Business Central. If locations are not mandatory, then users can process stock related transactions without selecting a location for the goods, which can result in unexpected behaviour. Goods processed in this way will show as being at an unspecified location

If you have been processing in Business central without locations mandatory, you will need to do some transfers of goods from the unspecified location to an actual location before you make locations mandatory.

To make locations mandatory, do a search in the Tell me what you want to do for Inventory Setup; toggle the Location Mandatory option on:

With this option enabled, all stock processing will now require a site to be selected.

Back in August of last year, I did a short series of articles on installing the Microsoft Dynamics 365 Business Central 2022 Wave 1 demo. In April, 2023 Wave 1 was released; I’ve decided to install a new on-premise demo environment using this version, which will allow me to use that demo/test environment when traveling if I don’t have an Internet connection.

The environment I am using is a similar one as I used for the 2022 Wave 1 demo series; there is a VM and client server, both running Windows Server 2022 Standard.

You can download Dynamics BC 2023 Wave 1 here.

Once you’ve downloaded the installation media and extracted the files, launch the setup.exe installation routine in the root directory and click Next on the welcome page:

Continue reading “Installing Microsoft Dynamics 365 Business Central 2023 Wave 1 On-premise Demo”

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.

Locations in Business Central are physical or virtual places where inventory items are stored or tracked within your organization. Enabling the multiple locations feature allows you to manage and track inventory across different storage sites, such as warehouses, stores, or distribution centres.

Location cards represent each specific location in Business Central and contains information such as the location code, description, address, contact details, and any specific settings related to the location; multiple locations can be created for each physical or virtual storage site.

Enabling locations allows the tracking of inventory quantities and movements at a granular level, allowing monitoring of the availability and stock levels of each item in each location separately, helping you manage inventory more effectively.

Even taking into account the above, locations are not mandatory and you can use inventory in Business Central without them. The absence of locations simplifies the setup and configuration process and it can be suitable for businesses with relatively straightforward inventory management needs or those operating from a single location.

However, I still generally recommend to clients who only have one site or relatively simple inventory requirements, that they create at least one location and make locations mandatory. Across the last twenty years I have dealt with a few clients who originally said they don’t have any stock locations as such and don’t need to track by location, who, over time, had changing requirements and did then create more than one location.

If they’d started off with no locations, they’d have had to enable and create locations and then change their processes, including additional training for users; by having locations from the start, their processes already included the location and all they had to do was create an additional location and start transacting in it.

I have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Inventory related posts I will be writing. The series index, , will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Series Index”

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.

The setup of specific posting groups tends to be simpler than the general posting groups, in that there is only one page in which you need to enter data.

Do create one, search for customer posting groups:

Continue reading “In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group”

I have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Sales related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

Continue reading “In Microsoft Dynamics 365 Business Central (Sales), how do I… Series Index”