Category: Business Central (Nav/Navision)

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The first of the new functionality in the country and regional section is check the GL journal balance by correction – Czechia.

This capability helps users to post corrective transactions so that they do not increase the account turnover.

Enabled for: users, automatically
General Availability: October 2022

In the base application, there’s a check in the general journal posting function that requires the value of the Correction field to be the same on all lines of the document.

With this update, on the General Journal Batch page in the Czech version, you can now switch on the Allow Hybrid Document field. If you do that, you can post a document as a single document number in the general journal, though it has normal (value of the Correction field is No) and correction lines (value of the Correction field is Yes). It’s used in cases where you don’t want to increase the account turnover by posting a correction.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The fourteenth of the new functionality in the application section is reverse payment reconciliation journal entries.

You can use different number series for payment reconciliation journals. You can also reverse any posting done through the journal.

Enabled for: users, automatically
General Availability: December 2022

If you use the Payment Reconciliation Journal page to register and apply customer payments, you can set up the journal to use a specific number series so that it’s easy to identify the entries that were posted through the journal. You set up the number series in the Bank Account page in the Posting FastTab.

When you use automatic application, Business Central skips bank ledger entries that have already been posted, which helps prevent double-posting.

If you’re also doing bank reconciliation, we’ve added the following to the test report:

• The statement date is added as the most recent date of entries in the journal.
• The statement ending balance is added as the sum of amounts in the journal.
• Outstanding payments and checks are calculated based on the bank ledger entries within the statement ending date that isn’t applied, and therefore won’t be closed during a bank reconciliation.

Similar to other journals, when you correct posted entries you can reverse entries that were posted through the payment reconciliation journal from the G/L Register page. For example, it might be helpful to reverse entries if you applied a payment to the wrong customer. After you unapply the posted customer ledger entries you can use the Reverse Register action on the G/L Register page to reverse the journal that posted the payments. Alternatively, on the Posted General Journals page, you can use the Copy Selected Lines to Journal action to reverse specific lines from the posted payment reconciliation journal.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The thirteenth of the new functionality in the application section is use multiple remit-to addresses for vendors.

Having multiple remit-to addresses for each vendor adds flexibility when paying invoices with checks

Enabled for: users, automatically
General Availability: October 2022

Remit addresses are used when you print checks to pay your vendors. Vendors can have multiple remit-to addresses for payments. For example, a vendor might supply an item from a subsidiary company, but wants to receive payment at their headquarters. Business Central lets you set up multiple mailing addresses for each vendor, making it easy to choose the correct location to send payments to on an invoice-by-invoice basis.

Remit addresses are available on Vendor Card pages and on the Shipping & Payments FastTab on purchase orders and invoices.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Use Multiple Remit-to Addresses for Vendors”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The twelfth of the new functionality in the application section is set up data exchange more easily.

Making it easier to exchange data in specific tables with data from external files.

Enabled for: users, automatically
General Availability: October 2022

You can set up Business Central to exchange data in specific tables with data from external files, such as to send and receive electronic documents, or to import and export bank data or other data, such as payroll, currency exchange rates, and item catalogs. In this release wave, we improve this capability, adding new features and making it easier to work with different types of data.

Among the improvements are the ability to group by a chosen field, use the key index to sort results, and the new transformation types Rounding and Field Lookup.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The eleventh of the new functionality in the application section is new VAT Date field on documents and entries.

Users can report VAT statements and returns based on the new VAT Date instead of the Posting Date to meet requirements by certain countries.

Enabled for: users, automatically
General Availability: October 2022

Some countries require reporting for VAT statements and VAT returns by using a date that’s different than the Posting Date. Sometimes, the date can be Document Date, but even this date can differ from the requirement. For this reason, the new VAT Date exists on all purchase and sales documents, as well as on journals. Before starting, users can set up the default value for VAT Date (Posting Date or Document Date) in the General Ledger Setup, but the date can be changed on individual documents and journals.

When a document is posted, the new VAT Date will be visible in VAT entries and in G/L entries. If necessary, it’s possible to change the VAT Date after posting.

My opinion

I’m surprised to learn that Dynamics BC did not already have a VAT Date field as, in my experience working with customers, the posting date is often not the date they would want to be using the the VAT.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The tenth of the new functionality in the application section is track items that are used in projects, including picks.

From the job planning lines, access the Item Tracking Lines page so you can define lot, serial numbers, or package details for the job planning line. This way, you speed up the actual consumption at later stages, and you unlock pick and planning scenarios.

Enabled for: users, automatically
General Availability: October 2022

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

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Track Items That Are Used in Projects, Including Picks”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The ninth of the new functionality in the application section is simpler Shopify connection.

Business Central has teamed up with Shopify to help our customers create a better online shopping experience. Shopify provides merchants with an easy-to-use e-commerce solution, and Business Central offers comprehensive business management across finance, sales, service, and operations teams in a single application. The seamless connection between the two systems synchronizes order, stock, and customer information to ensure that merchants can fulfill orders faster and better serve their customers. The joint effort furthers the commitment of Business Central to connect data to help businesses adapt faster, work smarter, and perform better.

Enabled for: users, automatically
General Availability: October 2022

Shopify Shop Card

• The Shop Code field is made mandatory, so you won’t create a shop card with a blank code by mistake.
• The Item Synchronization tab is renamed to Item/Product Synchronization to educate the user about the differences in terminology.
• The Inventory Synchronization tab is removed. The Inventory Tracked and Default Inventory Policy fields are moved to the Item/Product Synchronization tab. This way, it’s more obvious that these fields are default values used for products that are created in Shopify.
• Some fields are made editable only if certain conditions are met so that users can focus on more important settings. Learn more in the table below.
• The blank option for the Image Sync field is renamed to disabled to highlight that nothing will happen with images, unless another option is selected.
• The Sync Orders and Sync Shipments actions are added to the Sync group.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Simpler Shopify Connection”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The eighth of the new functionality in the application section is Service Management – minor improvements.

Microsoft have made minor improvements in Service Management.

Enabled for: users, automatically
General Availability: October 2022

For sales, purchase, and now also service documents, you can add information and control the layout of an email with the Use for Email Body and Email Body Layout Description fields when sending a report to someone. For example, the Use for Email Body field adds information such as an invoice number or due date in an email. The Email Body Layout Description lets you use a custom report layout. These fields are now available on the Report Selection – Service page.

Additionally, they’ve expanded the types of items that you can include in standard service codes to include service and non-inventoriable items. If you often perform a certain type of service, you can save time by creating a standard service code that contains the lines you’d want to add to a service document. When you create a service document and choose the standard service code, its lines are added to the document.

My opinion

While minor these do sound like decent enhancements to have made.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The seventh of the new functionality in the application section is post item charges for each step of the process.

Get more flexibility on how and when to register cost in the sales or purchasing process.

Enabled for: users, automatically
General Availability: October 2022

To help you track costs and capture valuation, your inventory items must carry any added costs, such as freight, physical handling, insurance, and transportation that you incur when purchasing or selling the items. For purchases, the landed cost of a purchased item consists of the vendor’s purchase price and all additional direct item charges that can be assigned to individual receipts or return shipments. For sales, knowing the cost of shipping sold items can be as vital to your company as knowing the landed cost of purchased items.

This release wave brings you more flexibility on how and when to post item charges. Let’s illustrate with a scenario:

You’ve created a purchase order with three lines. Two lines are for items, and one line captures item charges that are allocated across the items by amount.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Post Item Charges for Each Step of the Process”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The sixth of the new functionality in the application section is Make entry of variant codes required.

Avoid mistakes in data entry when dealing with items that have variants.

Enabled for: users, automatically
General Availability: October 2022

Item variants are a great way to keep your list of items under control, especially if you have a large number of items that are almost identical and vary only in color, for example. Rather than setting up each variant as a separate item, you can set up one item and then specify the various colors as variants of the item.

With this release wave, administrators can require that users specify the variant in documents and journals for items that have variants.

To activate the capability, navigate to the Inventory Setup page and select the Variant Mandatory if Exists field.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Make Entry of Variant Codes Required”