Tag: Microsoft Dynamics 365 Business Central 2022 Wave 2

When doing some work for a client on the Fixed Assets module, a short time ago, prior to a training session I did a little testing and encountered a problem when creating an acquisition journal:

I had previously checked the assigned number series and it was set to auto-increment and to disallow manual changes, which is what can produce the above error message. I checked the fields on the Fixed Asset G/L Journal oage and found that they had a customisation on the page for all users whereby the fields had been re-ordered and what I assumed (through force of habit) was the Description field was actually the Account No..

After copying the values to the Description field I was able to reset the document Document No. using the Renumber Document Numbers action (Actions » Functions » Renumber Document Numbers).

The key lessons here are to assume that the client may have made some customisations to a page and not to reply on memory for which field is where on a page.

I was asked to deliver a training workshop to users at a client on the Fixed Assets module. Prior to the session, I logged on and gave te module a quick run through of the areas I would be covering, to make sure that everything worked correctly.

I encountered one error when trying to post a write-down; unfortunately I forgot to take a screenshot of the error as it happened, but the error message is shown below verbatim:

FA Posting Type Write-Down must be posted in the FA journal in Gen. Journal Line Journal Template Name='DEFAULT',Line No.='12000'

I was trying to post the write-down journal so the message wasn’t especially helpful in telling me that the write-down must be posted. I did a little checking and realised that on the Depreciation Book Card, the G/L Integration – Write-Down toggle was not enabled.

Once I enabled this setting I was able to post the write-down journal without any further problem:

xThis post is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 article, I discussed what dimension combinations are and in this one I am going to cover how you can configure dimension combination blocks.

A dimension combination block can be configured to stop users using a combination of dimensions, regardless of the dimension values. An example of when this would be useful, is when I have dimensions for purchaser and customer group and I wanted to make sure that users could not add both of these dimensions to the same transaction; a dimension block will allow me to stop users doing this.

To add a dimension combination block, search for dim comb and select Dimension Combinations:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Combination Blocks”

This post is part of the In Microsoft Dynamics 365 Business Central (Financial), 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.

To avoid posting entries with contradictory or irrelevant dimensions, you can block or limit specific combinations of two dimensions. A blocked dimension combination means you cannot post both dimensions on the same entry regardless of what the dimension values are. In contrast, a limited dimension combination means you can post both dimensions to the same entry, but only for certain combinations of dimension values.

The purpose of dimension combinations is to prevent contradictory or irrelevant combinations of dimensions being posted on the same transaction.

Dimension combinations allow a restriction on the combinations of two dimensions; there are two types of restriction available:

1. limiting which allows only certain combinations of values from the limited dimensions to be used together.
2. blocking which prevents two dimensions being posted on a transaction, regardless of the dimension values.

As an example, you could use a dimension combination to limit which region and cost centre dimensions can be used together or you could block the purchaser and salesperson dimensions being used on the same transaction.

Once you have set up dimension combination restrictions, users will only be able to select combinations of dimensions which are allowed by the restriction. If they try to select an invalid combination, an error message will be produced and they will not be able to save the transaction until they correct the error.

I’ll show how to set up a dimension combination limit, block and then how to remove a combination over the next few articles in this series.

This post is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 recently did a post where I explained what default dimensions and priorities were; I’m going to break down the explanation on how to configure them into two separate posts, because, despite being very closely linked, they are maintained in different pages.

I have explained default dimensions, as well as the related dimension restrictions; in this post I’ll be taking a look at the default dimension priorities.

Default dimensions can be entered against multiple types of records, such as G/L accounts, vendors, items and customers. If we take purchase order processing as an example, if you have the same default dimensions but with different dimension values applied to the G/L account, vendor and item then Dynamics BC will default to those of the vendor.

Default dimension priorities allows you to control the order in which the default dimensions will be checked; this would, for example, allow you to select item dimensions as the highest priority so the default dimensions come from the item instead of the vendor.

Default dimension priorities are set on a Source Code basis. Below is an example of a priority order for the PURCHASES[/b] source code:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Default Dimension Priorities”

This post is part of the In Microsoft Dynamics 365 Business Central (Financial), 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.

As part of explaining default dimensions and priorities there is another piece of functionality which should be covered and that is dimension restrictions, especially as the restrictions are configured within the Default Dimensions window.

In the previous post of this series, I showed how default dimensions can be entered; while doing so you can also enter the restrictions:

Continue reading “In Microsoft Dynamics 365 Business Central (Financial), how do I… Configure Dimension Restrictions”

This post is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 recently did a post where I explained what default dimensions and priorities were; I’m going to break down the explanation on how to configure them into two separate posts, because, despite being very closely linked, they are maintained in different pages.

In this post I will cover the first part of the configuration, which is the default dimensions. The same page which allows you to configure defaults, also allows you to configure restrictions, but I will only look at the defaults in this post and will cover the restrictions in another post.

You can define default dimensions on any of the card records which are used to generate transactions. This would include, although not limited to, G/L accounts, customers, vendors and items. In this post, I will be showing how to set default dimensions via a vendor, but all of the pages work in the same way.

Entering a default dimension is as simple as selecting the Dimension Code[/] and then either entering or selecting the Dimension Value Code.

This post is part of the In Microsoft Dynamics 365 Business Central (Financial), 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 recent posts of this series, I took a look at dimensions, and how global and shortcut dimensions are maintained and used. There is additional functionality wich make dimensions easier to use and which can hugely reduce the amount of effort required to add them to transactions.

The first two of these pieces of additional functionality are default dimensions and dimension priorities. I thought I’d explain these in the same post as they are very closely related.

Default dimensions allow you to specify dimensions and dimension values which are automatically applied to transactions lines as the line is being entered. These defaults can then be amended if needed, but they will be added and no effort is required if the default values are correct.

As dimensions can be assigned to G/L accounts, vendors, customers and other records in Dynamics BC, there is a choice available as to which of these should provide the default dimension during transaction entry. This is where the dimension priority comes in; you can specify in Dynamics BC the order in which the locations with default dimensions are specified are read, which will determine how the defaults are populated.

There is setup needed for both of these, which I’ll cover in the upcoming articles, but getting the defaults and priorities set up correctly can save a substantial amount of time and effort.

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 posted an article a while ago on the update rollout timeline of Dynamics BC which applies to the cloud version. There is also a lifecycle policy which applies to on-premise version of Dynamics GP.

The page on the Modern Policy shows the lifecycle of on-premise installations of Dynamics BC; the short version, is that every version of Dynamics BC is supported for 18 months from the release date.

These 18 months period of support allow companies using the on-premise version a little more stability in terms of upgrades than the SaaS cloud version. With cloud an upgrade is available every six months and can only be delayed for so long; with on-premise you can remain on a supported version for up to six months.

The next version of on-premise Dynamics BC to come out of support is Release 2021 Wave 2 in April this year.

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While I still class myself as early in my learning about Microsoft Dynamics 365 Business Central, I have recently helped a client implement the Fixed Assets module. One of the questions I was asked, and which took me a short time to work out, was if it was possible to set a residual on the asset of 30%; meaning that when an asset is depreciated it will not go below 30% of it’s acquisition cost.

I did some investigating and found that it isn’t possible to set a residual percentage, but if you calculate the residual amount you want, then you can enter this and depreciation will not take the value of the asset below this amount.

The field you need to enter this into is Ending Book Value which is available on the FA Depreciation Books page which accessible through the action bar of the Fixed Asset Card (Fixed Asset Card » Fixed Asset » Depreciation Books):

This field is not visible by default, so you will need to customise the page to make it available.