Category: Business Central (Nav/Navision)

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 tenth of the new functionality in the Application section is sync document and posting dates for sales and purchases.

The option to synchronize or decouple document dates and posting dates on sales and purchase documents improves financial accuracy and operational flexibility.

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

Feature Details

To help you comply with accounting standards and ensure accurate financial calculations, sales and purchase documents have date fields that serve different purposes.

• The Document Date must align with the date on the sales invoice that you sent to the customer, or with the date on the purchase invoice that you received from your vendor, so that Business Central can correctly calculate finance charges and the amount due.
• The Posting Date shows when a document was registered in Business Central. Many accounting standards and regulations require businesses to accurately record and report financial transactions based on the date they occurred.

Depending on your business processes, these dates might not be the same. To give you the flexibility you need, the Link Doc. Date to Posting Date setting on the Sales & Receivables Setup and Purchases & Payables Setup pages lets you configure your sales and purchase processes accordingly.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Sync Document and Posting Dates for Sales and Purchases”

This post 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.

Business Central allows you to add a picture or logo to each company which is used on documents when they are printed or emailed. The picture is added via the Company Information window which you can access via search or through the Settings cog button in the top right corner and selecting Company information.

The Picture field in the General fasttab is where the logo can be uploaded; an existing logo will display:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo”

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 ninth of the new functionality in the Application section is suggest the next step for sales and production orders.

Improve customer satisfaction by delivering on sales and production orders faster. Business Central monitors the inventory status of the items on orders for you, and suggests the next step accordingly.

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

Feature Details

Business Central offers a reservation worksheet that can help you reserve and allocate incoming goods in bulk, so you can be sure that quantities are available for your sales and production orders.

Based on the quantities you’ve reserved in inventory, Business Central displays a status on the documents so that you’re quickly aware of the next step. For example, Business Central will indicate that you can ship a sales order or start to work on a job, assembly, or production order. The status also helps reduce the risk of accidental partial shipments or hold-ups due to missing stock for production and assembly orders.

There are three scenarios available here from Microsoft to illustrate this new features.

My Opinion

As always, the proof is in the pudding, but this sounds like it could be beneficial to clients in making processes more efficient.

This post is part of the 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.

As I say in the introduction to this series, I a only really started learning Business Central in 2022, although I’d done some work with it before then. I’ve done a few posts already on personalising Business Central, to change pages, card pages, fact boxes and action bars as well as moving personalisations to another environment.

More recently, I discovered an option when working in a sandbox environment to Design as well as Personalise. I checked in live and this Design option isn’t present. After doing some investigation I found confirmation from Microsoft that Design is not and will not be available in a production database. This makes sense as you should make changes in a development sandbox first and then deploy to production only when you’re happy with the changes.

One of the differences between design and personalise is that when you personalise it is for your user account or the selected profile only, whereas changes made through design mode will effect all users in the environment. Design more works by creating an extension for Business Central, which you can then deploy by exporting from the development sandbox and importing to the production environment.

In theory, design seems like it might be a good function for rolling out changes to everyone, but the major flaw is that every time you click the Design button a new extension is created. This means that you could in a fairly short time have many extensions installed into your environment.

From an admittedly fairly short look at design mode, I think you are better sticking with personalisation for most changes to pages, fact boxes, action bars and so on and have a developer create an extension through VS rather than using design mode as this will give you much more control over the extension.

Microsoft, on the Using Designer page on Microsoft Learn, also not that extensions created using design more are removed whenever the sandbox environment is updated or relocated and should not be used to control the extensions; instead you would need to export and manage them yourself.

In Microsoft Dynamics 365 Business Central (Customisation), how do I…
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment

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 eighth of the new functionality in the Application section is make intercompany transactions across Business Central environments.

It’s easier for businesses to handle transactions when they have multiple companies. Intercompany postings help you do accounting for multiple companies operating in multiple Business Central tenant environments, eliminating the need to manage files.

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

Feature Details

It’s easy to set up an intercompany partnership between companies that operate in different Business Central environments. On the Intercompany Partner Setup page, when you choose an environment that you have access to, you can choose a company that you’re allowed to set up as an intercompany partner in that environment. Afterward, you’ll be able to automatically send and receive transactions for the company even though it’s in a different environment.

You can use all intercompany features across environments, including sales and purchase documents, intercompany general journals, and purchase invoice cost distributions. For example, if you’ve chosen to map accounts to an intercompany chart of accounts, or dimensions or items, transactions can flow even though the partners reside in different Business Central environments.

My Opinion

Like the earlier financial consolidations across environments new feature, I think this could be useful to clients who operate multiple instances of Business Central spread across geographical locations, but do hope there are some safeguards around sandbox/production to avoid contamination.

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 seventh of the new functionality in the Application section is include approvals for intercompany general journals in your workflows.

To increase control and reduce errors in intercompany posting, you can include intercompany general journals in an approval workflow. The approval workflow gives someone, like a manager, the opportunity to review intercompany general journals before they’re posted.

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

Feature Details

An approval workflow is available for intercompany general journals. You set up the workflow by using an assisted setup that’s similar to the user template workflows. You find the new workflow under Workflow Templates named Intercompany General Journal Line Approval. To use the workflow, you must set up users on the Approval User Setup page.

My Opinion

The approval workflows in Business Central has always struck me as being quite limite, so I welcome any enhancements.

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 sixth of the new functionality in the Application section is get more productive while entering time sheets.

Copying time sheets from previous periods can save you time and effort by reducing the need to manually enter data. The process improves productivity and efficiency by allowing you to quickly and easily create time sheets based on data you already have. Additionally, copying time sheets can help to ensure that your data is consistent and accurate by reducing the risk of data entry errors.

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

Feature Details

Microsoft have made it faster and more efficient to fill out time sheets. You can use the Copy From action on the Time Sheet page to copy information from lines on previous time sheets. You can also copy information from the previous row on your time sheet. For example, when you’re filling out a time sheet where you’ve worked on the same job, you might want to copy the job or job task numbers.

My Opinion

We use time sheets internally and it can be a bit time consuming entering all of the data if you’ve done a number of tasks through the week, so this sounds like it could be very useful.

This post 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.

In the article before last, in this series, I took a look at the Tax/VAT Business Posting Group which can be viewed as the where to the what of the Tax/VAT Product Posting Group which I covered in the last article; in this one I am going to show how these are combined to determine the rate to be applied via the Tax/VAT Posting Setup.

Do a search for and open the Tax/VAT Posting Setup window. The first two columns show the Tax/VAT Business Posting/Tax/VAT Product Posting Group combinations; there needs to be a line for each valid combination of the two. In the example, below, ROW is only present once in the Tax/VAT Business Posting Group with a Tax/VAT Product Posting Group of Exempt as, for UK business dealing with companies outside of the UK, there is no VAT applicable.

The UK is present on four rows as there are multiple VAT types which are used in the UK. On each of these rows, the Tax % needs to be supplied.

For all rows in the table, you need to select a Tax/VAT Calculation Type and supply the G/L Account to be used for sales and purchases (you can use the same code in both columns should you want to do so as well as setting up a reverse charge account or whether the rate should be reported as EU services.

The basic setup for standard types of UK VAT is shown in the above example. I ma cover more advanced setup of VAT in the future.

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup”

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 fifth of the new functionality in the Application section is get more productive while approving time sheets.

The ability to quickly and easily approve multiple time sheets at the same time makes the process more efficient for managers. Reducing the time and effort managers spend on reviewing and approving individual time sheets gives them more time to focus on their core business.

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

Feature Details

When you submit your time sheet to your approver, you can send a notification to let them know that it’s ready. If you’re the approver, you can do the same for the requestor after you approve or reject their time sheet. Time sheets also support multilevel approvals, and if an approver is unavailable you can specify a substitute for them. The process of approving time sheets is more efficient because approvers can approve and reject multiple time sheets at the same time, rather than one by one.

My Opinion

Microsoft don’t specify how the notifications work, but I can see that it can be useful to have people notified that time sheets are ready for approval, I just worry about swamping users with notifications.

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 fourth of the new functionality in the Application section is edit in Excel on item journals and warehouse worksheets.

One reason the Edit in Excel feature in Business Central is so popular is that it provides a fast way to enter data. For example, you can use templates for journals, make quick bulk edits, and so on. Businesses can now use the feature to speed up data entry on item journals and warehouse worksheets.

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

Feature Details

The Edit in Excel action on item journals and warehouse worksheets lets you change records in Excel and then publish the changes back to Business Central. When Excel opens, you’ll see the Excel Add-in pane on the right.

• Excel respects most filters on the page, so the Excel workbook will contain almost the same records and columns.
• To get the latest data from Business Central, choose Refresh on the Excel Add-in pane.
• If your organization has configured OneDrive for system features, the Excel workbook opens in your browser by using Excel for the web. If you aren’t using OneDrive for system features, the workbook downloads to your device. From there, you can open it using either the Excel desktop app or Excel online, depending on what you have.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Edit in Excel on Item Journals and Warehouse Worksheets”