Tag: Microsoft Dynamics 365 Business Central 2023 Wave 1

Back in August of last year, I did a short series of articles on installing the Microsoft Dynamics 365 Business Central 2022 Wave 1 demo. In April, 2023 Wave 1 was released; I’ve decided to install a new on-premise demo environment using this version, which will allow me to use that demo/test environment when traveling if I don’t have an Internet connection.

The environment I am using is a similar one as I used for the 2022 Wave 1 demo series; there is a VM and client server, both running Windows Server 2022 Standard.

You can download Dynamics BC 2023 Wave 1 here.

Once you’ve downloaded the installation media and extracted the files, launch the setup.exe installation routine in the root directory and click Next on the welcome page:

Continue reading “Installing Microsoft Dynamics 365 Business Central 2023 Wave 1 On-premise Demo”

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.

Locations in Business Central are physical or virtual places where inventory items are stored or tracked within your organization. Enabling the multiple locations feature allows you to manage and track inventory across different storage sites, such as warehouses, stores, or distribution centres.

Location cards represent each specific location in Business Central and contains information such as the location code, description, address, contact details, and any specific settings related to the location; multiple locations can be created for each physical or virtual storage site.

Enabling locations allows the tracking of inventory quantities and movements at a granular level, allowing monitoring of the availability and stock levels of each item in each location separately, helping you manage inventory more effectively.

Even taking into account the above, locations are not mandatory and you can use inventory in Business Central without them. The absence of locations simplifies the setup and configuration process and it can be suitable for businesses with relatively straightforward inventory management needs or those operating from a single location.

However, I still generally recommend to clients who only have one site or relatively simple inventory requirements, that they create at least one location and make locations mandatory. Across the last twenty years I have dealt with a few clients who originally said they don’t have any stock locations as such and don’t need to track by location, who, over time, had changing requirements and did then create more than one location.

If they’d started off with no locations, they’d have had to enable and create locations and then change their processes, including additional training for users; by having locations from the start, their processes already included the location and all they had to do was create an additional location and start transacting in it.

I have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Inventory related posts I will be writing. The series index, , will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

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

This post is part of the In Microsoft Dynamics 365 Business Central (Sales), 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 setup of specific posting groups tends to be simpler than the general posting groups, in that there is only one page in which you need to enter data.

Do create one, search for customer posting groups:

Continue reading “In Microsoft Dynamics 365 Business Central (Sales), how do I… Create a Customer Posting Group”

I have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Sales related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

Continue reading “In Microsoft Dynamics 365 Business Central (Sales), how do I… Series Index”

This post is part of the In Microsoft Dynamics 365 Business Central (Purchasing), 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 setup of specific posting groups tends to be simpler than the general posting groups, in that there is only one page in which you need to enter data.

Do create one, search for vendor posting groups:

Continue reading “In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Create a Vendor Posting Group”

I have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Purchasing related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

Continue reading “In Microsoft Dynamics 365 Business Central (Purchasing), how do I… Series Index”

For a recent training session on the general ledger in Microsoft Dynamics 365 Business Central, I covered recurring journals with the client. One of the requirements, for accruals, is that the journal be posted on the last day of the month.

If every month was of an equal length this would be quite easy to do using a date formula of 1M, but they aren;t so a more complex date formula is required.

To post the journal on the last day of a month, every month, the date formula required is 1D+1M-1D, which means add 1 day, add 1 month and subtract 1 day from the posting date. With this formula Business Central calculates the date correctly regardless of how many days are in the month.

I was doing some training for a client last month where I was showing them how to process on the general ledger in Microsoft Dynamics 365 Business Central and encountered an error when we were looking at recurring journals for accruals:

Continue reading ““There is nothing to post because the journal does not contain a quantity or amount” Error in Microsoft Dynamics 365 Business Central”

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.

Now that we have created the general business posting groups and general product posting groups we have the key pair combinations needed to configure all of the general posting setup.

You can access the general product posting groups on a filtered basis by opening the page from either the General Business Posting Groups or General Product Posting Groups windows or, as I am in this post, seeing an unfiltered list of all of them by searching for and opening General Posting Setup:

After entering the key pair of Gen. Bus. Posting Group and Gen. Prod. Posting Group you can enter a Description and then enter all of the accounts which should default.

At the simplest level, only the Sales, Purchase and COGS accounts are required, but you would be better served entering the G/L accounts for the other transaction types you process or for discounts if you use them. As you go across the page you will have accounts to set for sales, purchasing and then inventory.