Category: Dynamics

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”

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 third of the new functionality in the Application section is do financial consolidations across environments in multicompany setups.

You can consolidate financial data for companies that have different Business Central environments without having to handle files.

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

Feature Details

Some organizations use Business Central in multiple business units or legal entities. Others use Business Central in subsidiaries that must report into parent organizations. In some situations, the units, entities, or subsidiaries don’t use the same Business Central environment. For example, a subsidiary company might be in a different geography than the consolidated company. To enable your accountant to consolidate financial data for entities without having to handle files, on the Business Unit Card page you can choose the environment that a business unit uses. You can use all features for consolidating financial data across different Business Central environments.

My Opinion

I can see how this could be very useful to clients who have multiple environments spread across a geographical areas, but it will need to be managed carefully, especially if when creating sandboxes to make sure there is no cross contamination between production and sandbox environments. I’ll need to take a look at how it works, but hopefully there are some safeguards built-in.

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 last post, 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 am going to cover in this post.

To setup or maintain, do a search for and open the Tax/VAT Product Posting Groups. The tax product posting group, like the tax business posting group, only has two fields which need to be filled in; the Code and Description:

In the UK, the tax product posting groups are usually configured as the tax codes to be applied, as shown above. Typically, the rates being used are standard, reduced, zero rated and exempt, although there are times when other rates, such for reverse charge or non-recoverable are also created.

In the next article, of this series, I’ll take a look at how the tax/VAT business and product posting groups combine to determine the rate to be applied.

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 second of the new functionality in the Application section is configure the right level of handling for different warehouse operations.

Warehouse processes such as picking and replenishment are no longer one-size-fits-all. You can configure your warehouse processes differently to suit your inbound, outbound, and internal workflows.

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

Feature Details

Business Central provides a wealth of capabilities for managing a warehouse, and allows businesses to configure inbound (purchase), outbound (sales), and internal (production) warehouse workflows individually. For example, you can use warehouse shipments to send items to customers, but use inventory movements to replenish bins for production or assembly orders.

My Opinion

This sounds like it will be useful to clients using stock and want to have some more flexibility over how inbound, outbound and internal stock movement works.

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.

The tax business posting group (or the VAT Business Posting Group as it is referenced in a UK English language version of Business Central) is the first part of the setup required for the Tax/VAT Posting Setup and the one I am going to take a look at in this article; the second part is the Tax/VAT Product Posting Group which I’ll cover in the next article in this series[/b].

The Tax Business Posting Group is the where to the what of the Tax Product Posting Group which, in combination, determine the tax/VAT rate to apply.

To setup the tax business posting group, do a search for and open the VAT Business Posting Groups page where there are only two fields per group to be filled in; the Code and Description:

As I mentioned at the start of the article, the business posting group is the where, which, typically, for the clients I work with in the UK, the Code is UK and ROW (for rest of world); this is usually all that is required for a company operating only in, or out of, the UK. I do deal with some clients who will have sister companies overseas, perhaps in Ireland, Poland, the US or elsewhere, and they will usually operate these out of different companies (and sometimes databases) and will configure their systems with the required codes.

In the next article, of this series, I’ll show the Tax Product Posting Groups.

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 first of the new functionality in the Application section is availability overview helps you calculate quantities in your warehouse.

Increase warehouse handling efficiency by having accurate and real-time information about inventory levels, locations in your warehouse, processing stage, and other factors that affect available quantities—for example, quarantine or reservations.

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

Feature Details

From source documents such as sales orders, production orders, assembly orders, or jobs, you can access information about the availability of items in your warehouse. The information is real-time, and respects factors that affect availability, such as dedicated bins, locked bins, and items that aren’t available for picking. For example, items might be reserved, or pending put-away or shipment operations. A picking log lets you review the items that Business Central didn’t include in pick documents and take the necessary actions.

My Opinion

I am still fairly new to Business Central, but accessing information from transactions seems much harder than I would expect, so improving visibility in the warehouse over availability seems like a very good addition. I’ve been doing some work in inventory and warehousing recently, so it will be good to see how this new functionality works.

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 Adapt faster with Power Platform section is get control over how to view Power BI embedded content.

With the rising importance of data analysis, it’s key to have the flexibility and modern content visualization of Power BI directly from inside Business Central. Prior to this release, the Power BI part on role centers was limited, with a fixed size that only displayed the first page of a multipage Power BI report.

Enabled for: Admins, makers, marketers, or analysts, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

In this release, we add more capabilities to the Power BI embedded experience in Business Central. While details are still being finalized, here are some capabilities that you can expect:

• Control over pages in reports.
• Stretch the view to full page.
• Control zoom level of reports more easily.
• Show scorecards.

On top of these capabilities, we’ve also updated the delivery mechanism for demonstration reports and given the reports a visual refresh.

My Opinion

Power BI is another of those areas, like Power Automate, which is handled by another team, but this sounds like a good idea in giving more control over how embedded content in Power BI can be viewed.

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 third of the new functionality in the Adapt faster with Power Platform section is enable specific virtual tables when you connect to Dataverse.

Avoiding duplicate data entry is a key value proposition for integrating Business Central with Dataverse. Enabling virtual tables makes more data available between Business Central and Dataverse, which enriches integrations without additional customizations.

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

Feature Details

When you use the Set up Dataverse Connection assisted setup guide or the Dataverse Connection Setup page in Business Central to set up a connection to Dataverse, you can enable specific virtual tables. When enabled, the virtual tables are available when you use Business Central.

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 is a combination of the locations and
inventory posting groups which are used in combination to select the Inventory and other accounts.

The above example, from CRONUS USA, includes setup for locations as well as for when locations not in use; in most system, the rows with either the location code completed or empty would not be present, based on whether the locations are in use or not.

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