Category: Business Central (Nav/Navision)

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twenty-fourth of the new functionality in the Application section is Save time with automatic account codes.

People in Sweden and Finland who work with documents can save time by using automatic account codes to allocate recurring transactions in a faster way.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

You can use customized posting groups to automate recurring transactions in journals, sales documents, or purchase documents. These posting groups can be used throughout Business Central to trigger automatic postings and allocations across different accounts or dimensions. The following are examples of where to use automatic account codes:

• Automate postings related to payroll overhead. When you post total salary expenses at the end of the month, you can use automatic account codes to assign a percentage of the total salary to automatically post as overhead expenses.
• Trigger cost or revenue allocations across different dimensions. For example, you can set up an automatic account group to split total expenses across three departments when you post an invoice.

The automatic account codes feature is available as local functionality only for Sweden and Finland. Previously it was part of BaseApp, but now it is delocalized and is available as an app.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twenty-third of the new functionality in the Application section is Use statistical accounts to collect data for financial reports.

Businesses can significantly improve their analyses on G/L data by using additional statistical metrics. You can define statistical values and register them in a separate ledger so that you can analyze the data.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

When posting G/L transactions, the Quantity field alone doesn’t provide much data for statistics and data analysis for the transactions. More data is often needed to increase the relevance of reports.

Statistical accounts improve analyses and progress tracking by letting you add a number-based statistical value to a separate ledger. For example, you might want to add the following information to clarify values on reports:

• Square meters in your building for tracking rental expenses.
• Number of full-time employees.
• Customers served for a given marketing spend.

You register the values for the statistical account in Statistical Accounts Journals, and then find the values in the statistical accounts ledger entries page or by going to the ledger entries for an account from the Statistical Accounts list.

My Opinion

There isn’t much information in this post about the statistical accounts, but on the surface it looks like something I’ve worked with in other systems. Most clients had no need for them, but others found them indispensable, so it is good to see the functionality added to Dynamics BC.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twenty-second of the new functionality in the Application section is Use advanced warehouse functionality with minimal complexity.

You can use several features that were previously available only for locations that use directed put-away and pick, which added advanced processes, without adding unneeded complexity.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

While the complete set of warehouse features has been available in the Essential license for a long time, to use it you needed to enable directed put-away and pick for selected locations. Enabling directed put-away and picks makes advanced warehouse processes available, which might add more complexity than the business needed. In this release, we’re making various features available:

• Zones
• Movement worksheet
• Calculate Bin Replenishment task
• Bin Capacity Policy
• Warehouse class check
• Special equipment in warehouse documents

Zones

In warehousing, bins can be grouped in zones. Each zone can consist of one or more bins. Most properties assigned to a zone will be assigned by default to bins that are created for the zone.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Use Advanced Warehouse Functionality With Minimal Complexity”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twenty-first of the new functionality in the Application section is Usability improves for warehouse, inventory, and tracking areas.

Productivity increases when processes are easy, so Microsoft have improved the usability of several areas within inventory and warehouse management. For example, you can save a step by automatically releasing source documents, and in several places data is easier to access and digest.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Based on feedback from customers, Microsoft have made it easier to complete several business processes.

Automatically release documents

Source documents, such as sales orders, purchase orders, and transfer orders, are released automatically when you choose the Create Warehouse Receipt, Create Warehouse Shipment, or Create Inventory Put-away/pick actions on source documents. This saves unnecessary clicks.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Usability Improves for Warehouse, Inventory and Tracking Areas”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twentieth of the new functionality in the Application section is Usability improves for transfer order: select multiple items, mandatory fields.

Productivity increases when processes run smoothly, so Microsoft have improved the usability of transfer orders. For example, you can save a step by adding multiple items to the document.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

The mandatory fields in the header on transfer orders help clarify how to work with the document.

When you’re creating a transfer order, you can use the Select items action on the Lines FastTab to select and add multiple items to the order.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Usability Improves for Transfer Order: Select Multiple Items, Mandatory Fields”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The nineteenth of the new functionality in the Application section is Set default dimensions on locations, inventory documents, and journals.

Dimensions are values that categorize entries so you can track and analyze them using various reporting tools. For example, dimensions can indicate the department or project an entry came from. Having default dimensions on entities helps people avoid making mistakes and having to enter dimensions manually on the transaction level if all goods come from a single location and department.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

In this release Microsoft are completing the Default Dimension on Location feature that they introduced several releases ago.

You can set default dimensions for a location on the Location Card page by choosing the Dimensions action. When you choose the location on a line in one of the following documents, its default dimensions are copied to the document:

• Transfer Order
• Physical Inventory Order
• Inventory Shipment
• Inventory Receipt
• Item Journals

If needed, you can delete or change the dimension on the line.

You can require that people specify dimensions for specific locations before they can post an entry. You can also include location dimension values in Default Dimension Priorities and Dimension Combinations for combinations of priority and dimension rules.

Because transfer order documents and reclassification journals deal with more than one location, the order in which you enter data is important. Default dimensions are copied from the last location field (In-Transit Location is ignored). The following examples illustrate the default dimension that will be used.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Set Default Dimensions on Locations, Inventory Documents and Journals”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The eighteenth of the new functionality in the Application section is Post multiple transfer orders at the same time.

Instead of posting individual transfer orders one by one, you can select multiple non-posted documents in a list to post them immediately or in a batch according to a schedule, such as at the end of the day. For example, this can be useful if only a supervisor can post documents created by other users, or to avoid system performance issues that might happen if you post during work hours.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

To batch-post multiple transfer orders

The following procedure explains how to post transfer orders in a batch.

1. Search for the Transfer Orders page, and then choose the related link.

2. On the Transfer Orders page, select the orders to post.

3. In the No. field, open the context menu and choose Select More.

4. Select the checkbox for the lines for each order that you want to post.

5. Choose the Posting action, and then choose Post Batch.

6. On the Batch Post Transfer Order page, fill in the fields as necessary.

   For transfer orders that use an in-transit location, you can choose either Ship or Receive. Repeat this step if you need to do both. For orders where Direct Posting is turned on, both options work in the same way and post the order completely.

7. Select OK.

8. To view potential issues, open the Error Message Register page.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Post multiple transfer orders at the same time”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The seventeenth of the new functionality in the Application section is Easier to create opening balances for item tracked inventory.

Businesses can easily move the inventory they track with serial and batch numbers into Business Central.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

As the flow of goods in today’s supply chain becomes more complex, keeping track of items is increasingly important for businesses. For example, monitoring an item’s transaction flow is a legal requirement in the medical and chemical supply industries. Other businesses might want to monitor products with warranties or expiration dates for customer service reasons.

In this release wave, we’ve simplified the first steps, such as creating opening balances for items where item tracking is required. Because you can choose different warehouse configurations, there are two new options:

• You can enable specific batches on the Item Journal page to let people enter serial, lot, and package data directly on journal lines.
• For locations where the Directed Put-away and Pick toggle is turned on, you can use the Warehouse Physical Inventory Journal page to make all item tracking fields available. The fields that are available now include the Warranty Date and Expiration Date fields.

Item journal

1. Search for the Item Journals page, and then choose the related link.

2. Choose the Name field to open a list of item journal batches.

3. Choose New to create a new batch, and then turn on the Item Tracking on Lines toggle.

   

4. Choose OK to select the batch you created.

5. Fill in the fields on the item journal line as necessary. Notice that the Lot No., Serial No., Expiration Date, Warranty Date, and Package No. fields are available (if the feature is enabled).

6. Choose the Post action to adjust inventory.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Easier to Create Opening Balances for Item Tracked Inventory”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The sixteenth of the new functionality in the Application section is Demo tool and data for warehouse and inventory scenarios.

To help partners demonstrate the advanced capabilities of Business Central, we’re making a demo tool that provides setup and data for warehouse and inventory scenarios.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

The Contoso Coffee app provides a demo tool and a related set of demo data for warehousing scenarios. You can install the extension in any environment. Presales specialists can run the tool on Cronus or MyCompany and get the setup and demo data needed to demonstrate various scenarios. For Business Central on-premises, the demo tool and data are available on the product media as source code.

The Contoso Coffee app provides three locations that are optimized for different scenarios:

• SILVER: This location is configured to use bins. It can be easily configured to support basic or advanced warehouse flows.
• YELLOW: This location uses the advanced warehouse configuration, but doesn’t use bins. It can be reconfigured to support basic configurations.
• WHITE: This location uses the advanced warehouse configuration with directed put-aways and picks. Directed put-aways and picks let businesses use rules to control how items move throughout a warehouse.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Demo Tool and Data for Warehouse and Inventory Scenarios”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fifteenth of the new functionality in the Application section is Catalog items use standard number series, can include in blanket sales orders.

It’s now easier for businesses to manage catalog items. In addition to adding catalog items to sales orders and quotes, you can assign them to blanket sales orders.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Catalog items are items that you don’t manage in Business Central until you sell them. When you use the Select Catalog Item action to add a catalog item to a line on a sales order, quote, and now also a blanket sales order, the catalog item is converted to a regular item.

You can decide how to convert vendor item numbers to the item numbering structure that you use. You can use the number series defined in the item template that is assigned to a catalog item, or use the number series defined in the Item No. field on the Inventory Setup page. The number series defined on the item template takes priority.

Specify how to convert catalog item numbers to your numbering system

Before you can convert a catalog item to a normal item, you must specify how to convert vendor item numbers to your item numbering system. To do that, on the Catalog Item Setup page, fill in the No. Format field with the option you prefer.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders”