Tag: Microsoft Dynamics 365 Business Central 2023 Wave 1

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.

Business Central includes an Inventory Control module which you can use to manage and track items; there is also a Warehouse Management module which provides some more enhanced functionality for item management in warehouses. You’ll have noticed that for the purposes of this series, I am handing them as if they are the same as they are so very closely related and are both covered by the same level licence.

But where does the line between the two fall?

Inventory control in Microsoft Dynamics 365 Business Central is focused on managing inventory levels, tracking stock movements, and optimizing inventory turnover. This includes activities such as tracking stock levels, monitoring sales orders and purchase orders, and managing replenishment processes. Inventory control helps to ensure that the right products are available at the right time, minimizing stockouts, reducing inventory holding costs, and increasing customer satisfaction.

Warehouse management, on the other hand, is focused on optimizing the physical flow of goods within the warehouse. This includes activities such as receiving and putaway, picking and packing, and shipping and delivery. Warehouse management ensures that goods are stored in the right location, picked and shipped accurately, and that the warehouse is organized and efficient. By optimizing warehouse processes, businesses can reduce labor costs, increase productivity, and improve accuracy.

The table, below, gives a summary breakdown of the features of Inventory and Warehousing in Business Central:

Inventory	Warehousing
Inventory management	Bins
Item categories	Inventory pick and inventory put-aways
Item attributes	Warehouse receipt
Item tracking	Warehouse shipment
Multiple locations	Internal pick ups and put-aways
Stock-keeping units	Directed pick up and put-away
Item variants
Location transfers
Shipping agents
Calendars
Item charges
Item references
Item substitutions
Item budgets
Analysis reports
Cycle counting

In Business Central you can enable different levels of inventory and warehousing depending on requirements. I’m going to take a look at these different levels over future posts in this series.

In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I…
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Setup Inventory for Locations
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create an Inventory Posting Group
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create the Inventory Posting Setup
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Difference Between Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse User
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Different Levels of Inventory and Warehouse Management
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Shelves
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Basic Inventory With Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Enable Processing of Inventory Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Add Bins to a Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Stock Using Bins
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create Bins in Bulk
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Bin Contents
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Set Default Bin for Items
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Put-aways in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Put-aways
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Put-aways Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Inventory Picks in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Inventory Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process Multiple Inventory Picks Using a Batch Job
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick in Two Steps by Releasing the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Receipts in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process an Inventory Pick Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Receipt From the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Receipt From a Warehouse Receipt Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Receipts and Put-aways in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post a Receipt From a Warehouse Receipt Document and Post Put-away From a Warehouse Put-away Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand the Warehouse Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Put-aways to Use the Put-away Worksheet in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Create a Warehouse Put-away Worksheet Template
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Put-away Stock Using the Warehouse Put-away Worksheet
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Shipments in Basic Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Process a Shipment from the Source Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Shipments
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Understand Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Configure Warehouse Picks and Shipments in Advanced Warehousing
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Post Pick From a Warehouse Pick Document and Post Shipment From a Warehouse Shipment Document
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Use the Pick Worksheet for Warehouse Picks
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Prevent Negative Stock Levels
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock at a Customer Location
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Consignment Stock in My Warehouse
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Manage Stock On a Van
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures
In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Remove a Warehouse/Location from Use

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.

Business Central allows you to add a picture or logo to each company which is used on documents when they are printed or emailed. The picture is added via the Company Information window which you can access via search or through the Settings cog button in the top right corner and selecting Company information.

The Picture field in the General fasttab is where the logo can be uploaded; an existing logo will display:

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Add a Company Logo”

This post is part of the 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 I say in the introduction to this series, I a only really started learning Business Central in 2022, although I’d done some work with it before then. I’ve done a few posts already on personalising Business Central, to change pages, card pages, fact boxes and action bars as well as moving personalisations to another environment.

More recently, I discovered an option when working in a sandbox environment to Design as well as Personalise. I checked in live and this Design option isn’t present. After doing some investigation I found confirmation from Microsoft that Design is not and will not be available in a production database. This makes sense as you should make changes in a development sandbox first and then deploy to production only when you’re happy with the changes.

One of the differences between design and personalise is that when you personalise it is for your user account or the selected profile only, whereas changes made through design mode will effect all users in the environment. Design more works by creating an extension for Business Central, which you can then deploy by exporting from the development sandbox and importing to the production environment.

In theory, design seems like it might be a good function for rolling out changes to everyone, but the major flaw is that every time you click the Design button a new extension is created. This means that you could in a fairly short time have many extensions installed into your environment.

From an admittedly fairly short look at design mode, I think you are better sticking with personalisation for most changes to pages, fact boxes, action bars and so on and have a developer create an extension through VS rather than using design mode as this will give you much more control over the extension.

Microsoft, on the Using Designer page on Microsoft Learn, also not that extensions created using design more are removed whenever the sandbox environment is updated or relocated and should not be used to control the extensions; instead you would need to export and manage them yourself.

In Microsoft Dynamics 365 Business Central (Customisation), how do I…
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Remove Personalization from a Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize Card Pages
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Customising a Card Page
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the FactBox
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Personalize the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Understand the Best Way of Personalizing the Action Bar
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Create Customizations for Other Users Using Profiles
In Microsoft Dynamics 365 Business Central (Customisation), how do I… Copy Profile Personalizations to Another Environment

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 article before last, in this series, 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 covered in the last article; in this one I am going to show how these are combined to determine the rate to be applied via the Tax/VAT Posting Setup.

Do a search for and open the Tax/VAT Posting Setup window. The first two columns show the Tax/VAT Business Posting/Tax/VAT Product Posting Group combinations; there needs to be a line for each valid combination of the two. In the example, below, ROW is only present once in the Tax/VAT Business Posting Group with a Tax/VAT Product Posting Group of Exempt as, for UK business dealing with companies outside of the UK, there is no VAT applicable.

The UK is present on four rows as there are multiple VAT types which are used in the UK. On each of these rows, the Tax % needs to be supplied.

For all rows in the table, you need to select a Tax/VAT Calculation Type and supply the G/L Account to be used for sales and purchases (you can use the same code in both columns should you want to do so as well as setting up a reverse charge account or whether the rate should be reported as EU services.

The basic setup for standard types of UK VAT is shown in the above example. I ma cover more advanced setup of VAT in the future.

Continue reading “In Microsoft Dynamics 365 Business Central (Administration), how do I… Create the Tax Posting Setup”

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 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 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”

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.

In the last article, of this series, I covered creating a location, which is the first part of the key to the inventory posting setup. The second part of the key is the inventory posting group; while the location specifies the where, the inventory posting group specifies the type of item (such as retail, trade, service and so on).

Inventory posting groups are created through the Inventory Posting Groups list page, which you can find by doing a search through the Tell me what you want to do. To create a new one, all you need to do is enter the Code and Description:

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 has a key which is a combination of locations and inventory posting groups; I’ll be covering the former, locations, in this article and will cover the latter in the next article of this series.

You can manage inventory locations through the Locations list page:

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

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.

There is only one setting required for the use of locations in Business Central. That is to make the locations mandatory; this is a very important step to do if you have even a single location defined in Business Central. If locations are not mandatory, then users can process stock related transactions without selecting a location for the goods, which can result in unexpected behaviour. Goods processed in this way will show as being at an unspecified location

If you have been processing in Business central without locations mandatory, you will need to do some transfers of goods from the unspecified location to an actual location before you make locations mandatory.

To make locations mandatory, do a search in the Tell me what you want to do for Inventory Setup; toggle the Location Mandatory option on:

With this option enabled, all stock processing will now require a site to be selected.