Tag: Microsoft Dynamics 365 Business Central 2022 Wave 2

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”

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”