Tag: Microsoft Dynamics 365 Business Central 2023 Wave 1

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The thirteenth of the new functionality in the Application section is Undo Transfer Shipments.

Sometimes people post incorrect quantities on transfer orders. For example, you may have made a transfer order with the incorrect number of items and then posted it as shipped, but not received. This feature lets you undo the quantity posting, make the necessary corrections, and then post the correct quantity.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

If you discover a mistake in a quantity after you’ve posted a transfer order, as long as the shipment isn’t received you can easily correct the quantity. On the Posted Transfer Shipment page, the Undo Shipment action creates corrective lines:

• The value in the Quantity Shipped field is decreased by the quantity you’ve undone.
• The Qty. to Ship is increased by the quantity you’ve undone.
• The Correction checkbox is selected for the lines.
• If the quantity was shipped in a warehouse shipment, a corrective line is created in the posted warehouse shipment.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Undo Transfer Shipments”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The twelfth of the new functionality in the Application section is Synchronize Returns, Refunds From Shopify.

In an integration between Shopify and Business Central, it’s important to be able to synchronize as much business data as possible. That makes it easier to keep your financials and inventory levels up to date in Business Central. Microsoft have expanded the data you can synchronize to include returns and refunds that were recorded in Shopify Admin or Shopify POS.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

The returns and refunds that you record in Shopify are imported to Business Central when you synchronize orders.

The details about the feature are not yet defined. You can add your comments to the product suggestion: a href=’https://experience.dynamics.com/ideas/idea/?ideaid=f2d599d7-b84f-ed11-97b2-0003ff45c94c’>Shopify Refunds sync to Business Central.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The eleventh of the new functionality in the Application section is Shopify Connector Becomes Extensible.

Tailor Shopify Connector to address the specific needs of your business.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Shopify Connector has been non-extensible, but Microsoft are changing that by offering a few points of extensibility. They’ll keep the number of points to a minimum so that they can follow the rapid development on the Shopify side without introducing breaking changes.

Microsoft are opening for extensibility for specific scenarios, based on feedback from partners and customers. Please share your scenarios as comments to the following product suggestion: Allow extensibility of the new Shopify Connector Extension.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Shopify Connector Becomes Extensible”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The tenth of the new functionality in the Application section is Ship And Receive Non-Inventory Items On Warehouse Documents.

Warehouse employees can ship and receive non-inventory items, such as insurance or cost, on sales or purchase orders along with the physical goods on the orders.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Sales and purchase orders often have various types of things on their lines. For example, they might have general ledger items, accounts, and fixed assets. For configurations where you handle physical goods in warehouse documents, such as inventory put-aways, warehouse receipts, inventory picks, or warehouse shipments, you can also post some types of non-inventory items. In the previous version, you had to post non-inventory items separately.

This applies to two scenarios:

• Post all non-inventory lines on the source document as soon as at least one non-inventory item is posted by the warehouse document.
• Post non-inventory lines of the source document linked to the item via the Attached to Line No. field when the item is posted by a warehouse document.

To start using this feature, on the Inventory Setup page, turn on the Non-Inventory Items Posting Policy toggle.

My Opinion

I’ve not dealt too much with stock at the moment, but I did see a conversation the other day on one of the forums about this exact issue. It seems odd that you had to process the non-inventory items separately, although from another point of view they aren’t stock so shouldn’t be on a warehouse transactions, so I can see the benefit of this functionality and it has been added behind a setting so the current method is the default for people already using Dynamics BC.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The ninth of the new functionality in the Application section is Set Up And Sync Master Data Across Companies.

Business Central makes it easy to move one company’s setup to another company in the same environment. You can also synchronize master data between the companies.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

This feature is intended for scenarios in which you want to move the setup in one company to another company in the same environment. It’s also built as a data synchronization engine that lets you keep data in the companies synchronized after the initial move.

The following capabilities are added for managing master data:

• Moving master data works when a company subscribes to data from another company.
• You can define the tables and fields to synchronize. For more control over the synchronization, you can filter on table records. You can also set up more advanced synchronization couplings.
• Changes in the main company are immediately pulled to the receiving companies by the job queue.
• Users in the receiving company can review synchronization logs.

My Opinion

This sounds quite interesting, depending of course on which master data can be synchronised and how it works, but I have in the past spoken to a number of clients who want to maintain a set of core master data in one compny and have it available in others (e.g. a unified chart of accounts). I’m interested in getting hands on with this one in April (possibly March in a sandbox).

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The eighth of the new functionality in the Application section is Review General Ledger Accounts Faster.

During the process of closing a period it’s often necessary to go through all transactions for a G/L account to ensure they’re correct. The G/L Review action makes the review process faster and easier.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

To speed up the period-end process of reviewing and reconciling G/L accounts, you can review the G/L entries for a given G/L account and mark the entries as Reviewed.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Review General Ledger Accounts Faster”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The seventh of the new functionality in the Application section is Preview Item Journals Before Posting.

The Preview Posting action helps you avoid mistakes by giving you the chance to review the types of entries that will be created when you post item journals or other inventory documents before you commit the changes to your database.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

When you post item journals or other warehouse documents, such as inventory picks and put-aways and warehouse shipments and receipts, you create different types of G/L entries. Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Preview Item Journals Before Posting”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The sixth of the new functionality in the Application section is Intercompany Posting Setup Supports More Transaction Types And Streamlines Flows.

Intercompany posting lets you to manage accounting activities for multiple companies in a group of companies. Setting up the workflows and relationships between the companies can be complicated, so to make it easier to get started Microsoft have consolidated the various steps into a single page. Plus, they’ve added a validation that helps you find any problems there might be in your setup.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Intercompany posting has a combined setup and overview page that links to the different set-up and task pages. In the online version of Business Central, you can validate your intercompany posting setup to determine whether you have incorrect or missing settings across partner companies.

We’ve improved intercompany posting in the following ways:

• Manage your intercompany setup on one page that includes intercompany partners, an intercompany chart of accounts, and intercompany dimensions.
• Handle bank transactions on the IC General Journals page.
• End-to-end flows are improved so that duplicated data doesn’t require manual attention in the ‘no-changes’ cases.
• The experience when working with the intercompany inbox and outbox is smoother and Role Center cues are added to give an overview.
• IC general journals are included on the G/L Register page.

New Business Central customers can find the set-up page by searching for Intercompany Setup. Existing customers with upgraded tenants can make the page available by turning on Feature Update: Automatically accept intercompany general journal transactions on the Feature Management page.

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fifth of the new functionality in the Application section is Define Content Of Created Warehouse Documents With Filters.

You can provide more information for your warehouse team by defining filters on fields on source document lines when you create inventory put-away, pick, and movement documents. The additional information lets you be more specific about the actions to take in the warehouse.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

Microsoft have added more filters to the Create Inventory Put-away/Pick/Mvt batch job. In addition to the source document type and number, you can filter by location, item, job task, and production order line. The extra filters let you be more specific when you create inventory pick and put-away documents for the team in your warehouse.

Continue reading “New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Define Content Of Created Warehouse Documents With Filters”

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The fourth of the new functionality in the Application section is Company Hub Now Lets Admins Add User-Specific Settings.

Company Hub gives an at-a-glance overview of multiple companies with metrics for each company, making it easier to determine whether to take action.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

The improved Company Hub lets admins control which users can see which companies and which metrics. Users can easily define which companies they want to use, in which order, and which metrics display in their personalized view on Company Hub.