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 fifth of the new functionality in the application section is flexible sorting in the Planning Worksheet page.

Microsoft are aligning the ways you can work with the Planning Worksheet and Requisition Worksheet pages by enabling you to sort lines on both pages by choosing a column name.

Enabled for: users, automatically
General Availability: October 2022

The Planning Worksheet page is still slightly different than the Requisition Worksheet page because it can be used for multilevel production orders. By default, lines are sorted by the Item No field. To show lines of multilevel orders, sort by the Ref. Order No field to group different items from the same order. The MPS Order and Planning Level fields can help clarify the hierarchy of lines.

My opinion

default sort orders are all well and good, but giving users the flexibility for custom sorting should make the planning worksheet easier to use for many users.

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 fourth of the new functionality in the application section is find posted and non-posted document lines in search.

Pages with document lines are often used for specific analysis. Now you can be more productive by finding them through the in-product search field and bookmark links to the documents on your home page for easy access to the original or a filtered view.

Enabled for: users, automatically
General Availability: October 2022

In the in-product search field, you can search for the following pages, grouped here by document type.

Posted documents:

• Posted Purchase Invoice Lines (page 529)
• Posted Purchase Receipt Lines (page 528)
• Posted Purchase Cr. Memo Lines (page 530)
• Posted Sales Invoice Lines (page 526)
• Posted Sales Shipment Lines (page 525)
• Posted Sales Credit Memo Lines (page 527)

Open documents:

• Purchase Lines (page 518)
• Sales Lines (page 516)

And if you have a premium license:

• Prod. Order Comp. Lines (page 5407)

You can bookmark pages from the search results to add them to your home page.

You can also add one or more views with predefined filters and sorting.

My opinion

Anything which can assist with discoverability and speed of finding things is a good addition.

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 third of the new functionality in the application section is financial reporting replaces account schedules.

In order to make it easier for new users to get started with Business Central, Microsoft have renamed the account schedules capability Financial Reporting. They have also separated the definition of a financial report from that of the definition of rows and columns, so that it’s clearer that a financial report is a combination of row and column definitions plus additional parameters.

Enabled for: users, automatically
General Availability: October 2022

You can now search for Financial Reporting in the in-product search field as well as links from some Home pages.

The link Financial Reporting will open a list of financial reports, and you can add user-defined reports to the list.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Financial Reporting Replaces Account Schedules”

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 second of the new functionality in the application section is extended text functionality for VAT clauses.

Users can meet local requirements for long text on VAT clauses.

Enabled for: users, automatically
General Availability: October 2022

The extended text feature is implemented on VAT clauses, so that if a country requires a longer text, customers can enter the text as extended text. Users are also able to see the text printed in sales and purchase reports.

To set up extended text on a VAT clause, open the VAT Clauses page, choose the VAT clause that you want to add long text to, and then choose the Extended Texts action. On the Extended Text List page, specify the new extended text that you want to add to the VAT clause. You can also specify the sales or purchase documents on which you want to see the VAT clause with the extended text.

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 application section is better bank reconciliation for checks and improved reporting.

Bank reconciliation is a key task in every company and performing the task efficiently is important to every finance department. Better matching rules improve the speed with which bank reconciliation is done.

Enabled for: users, automatically
General Availability: October 2022

In bank reconciliation, there is now a match for check entries from the bank based on information from the check ledger. This gives a much higher degree of match confidence than only using information from the bank ledger. The matching rules are also made more clear, and more rules are added to increase matching success rates.

The test report has been changed so the G/L Account Balance field now shows the balance on the real G/L account at the statement ending balance date. This lets you easily detect direct postings to the G/L account. Direct posting to G/L accounts often leads to errors in bank reconciliation.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Better Bank Reconciliation for Checks and Improved Reporting”

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.

I’ve done a few posts so far in this series on Dynamics BC, but thought I’d take a step back to the basics and quickly cover the layout of the home page and how you can navigate around within Dynamics BC.

When you log into Dynamics BC, the first screen you will see is your Role Center (I’ve previously covered changing your role which automatically updates your Role Center); the role center is optimised based on a role-centric design to give you rapid access to the business process and intelligence tools which you need to perform your job.

Below is a screenshot of the Business Manager role center:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Understand the Role Center”

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.

Teaching tips are a standard part of Dynamics BC which displays a light blue popup box providing a link to the help and offering to allow the user to take a tour; these are perhaps useful to some people, but I rapidly got tired of them and looked for a way to disable them.

The screenshot, below, shows an example of the teaching tips on the Customers Card; to disable, click the Settings cog icon in the top right corer of the page and click on My Settings:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Hide the Teaching Tips”

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.

When you create a company with the advanced evaluation with complete sample data, you also need to change the user experience for the new company from Essential to Premium.

To do this, click the Settings cog icon and then click on Company Information:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Change the User Experience in a Company from “Essentials” to “Premium””

This post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Backin August I showed how a new company can be created in Dynamic BC and said that there were three types of company which could be created:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Create an Advanced Evaluation Company”

This post is part of the In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Your role in Dynamics BC determines the default layout of your home screen; it doesn’t affect what you have access to, but what you se.

When you log into Dynamics BC, you will see the home page layout determined by your role:

Continue reading “In Microsoft Dynamics 365 Business Central, how do I… Change My Role”