Tag: Microsoft Dynamics 365 Business Central 2023 Wave 2

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 allows pictures to be attached to each item on the Item card page, but doing it individually through this page will be a very slow process, even for quite small systems. Fortunately, there is a function which allows the bulk import of pictures for items.

To use the import, all you need is a zip file containing the items, where the name of the file is the Item Number and the file is an image file such as bmp, jpg or png (the help files aren’t especially helpful as to acceptable types, but I have seen these three used). I would recommend that the images imported not be too large; use a reasonable resolution image and be run them through a minifier to use the best encoding.

When you have your import ready, open the Inventory Setup page and select the General » Import Item Pictures action:

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures”

I’ve been doing some work with a client recently to implement Microsoft Dynamics 365 Business Central. We created a number of different configuration packages to import data into different areas of Business Central which were used without issue.

However, when we came to import the fixed assets, we received an error during import:

Continue reading “Microsoft Dynamics 365 Business Central Configuration Package Import Error: “The package code in all sheets of the Excel file must match the selected package code…””

While implementing Microsoft Dynamics 365 Business Central for a client, they reported an issue during UAT where they couldn’t set the No. for new items as the field was missing from the Item Card (30) page.

My initial thought was that the user had inadvertently removed the field from the page using personalise, but they had asked other users to try and they had the same issue. The other potential cause, was a profile personalization which had removed the field for all users, but this was also not the case, as the field wasn’t available to add back.

I did a test with a role containing no changes and found the same issue:

Continue reading “Item No. Field Missing from the Item Card Page in Microsoft Dynamics 365 Business Central”

I helped a client implement Microsoft Dynamics 365 Business Central recently and after training while they were doing UAT, they came to me with an issue when trying to do an adjustment to book stock into the system.

They were just trying to get some stock booked into the system quickly so that they could do some testing of the sales process, so they were trying to do a journal to get the stock in. However, when they entered the item onto the journal they were receiving an error:

This error is because they were working in the wrong inventory journal page. They were on the Physical Inventory Journal page which is used by the stock count process and where you do not manually enter the lines, but instead use the Prepare » Calculate Inventory… action to populate the lines.

Instead, they should have been using the Item Journal page which is where you enter any positive and negative adjustments. Once they were directed at the correct page, they were able to get the stock adjustment done and continue testing the sales process.

The “correct” process they should have used, was not doing an adjustment at all, but have someone raise a purchase order and process the receipt for the goods as this is the way that processing would be done post go-live. However, in this instance, they were doing unit testing of a change specific to the despatch of sales orders and the team members from purchasing weren’t available and wanted to avoid delays in testing the sales side.

This post is part of the In Microsoft Dynamics 365 Business Central (Development), 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’m jumping a little ahead in this series by covering the upload of an extension before covering any development steps, but development isn’t my area as such (I’m a consultant, not a developer) and this came up on a project with a client where the MADIC dynamics development team did the work on creating the extension.

When you have the extension app file, this can be uploaded to your instance of Business Central. This is done from the Extension Management page by clicking the Manage » Upload Extension… action:

Continue reading “In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension”

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 Development 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.

It should be noted that I am a functional consultant and not a developer, so I expect this series will be low on content and only cover some fairly basic aspects of development with Business Central.

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

I was doing a project to implement Microsoft Dynamics 365 Business Central with a client recently. When they were doing some UAT they were getting an error when trying to preview or post an assembly order.

I tried the same process on my demo/test environment and did not get the same error as the we were seeing in the client environment. The error they were seeing was this one:

Continue reading “Error Preview or Posting Assembly Order in Microsoft Dynamics 365 Business Central: “Document No. must have a value in Item Journal Line…””

I’ve been doing some work implementing Microsoft Dynamics 365 Business Central with a client recently and, while they were doing some UAT, they came across an “issue” whereby some fully invoiced purchase orders were remaining in the open purchase orders list.

The client was a little confused that only some of the POs were remaining open while others were being archived. The reason is that there is two different processes for invoicing purchase orders and one of these processes automatically moves the PO to the archive and the other leaves them open.

The first, which automatically archives the PO, is when the invoice is created directly from the Purchase Order page.

The second, where the PO remains open, is when an invoice is created in the Purchase Invoice. When invoices are created this way, the PO remains open and a function needs to be run to do the archiving.

This function will, depending on the archiving options, either delete or move the purchase order to the archive. This function is the Delete Invoiced Purchase Orders one:

You can choose to filter the POs which will be deleted and either schedule it to run to at a later date and time, perhaps out of normal working hours, or immediately.

If all PO invoicing is done on a 1-2-1 basis from the Purchase Order page this routine doesn’t need to be run, but if any invoicing is done on the Purchase Invoice page then the delete function will need to be run periodically. This is something which would often be part of the month end process..

I had a moment during a client training session recently where I was showing them through the payment journal for doing a purchase ledger payment run and ran into a problem with the process whereby all of the lines were getting the same document number assigned. Obviously this is bad, as each vendor payment requires a unique document number.

It took me a couple of minutes to realise that when I’d talked them through the Suggest Vendor Payments function, I had missed the last field. This field is New Doc. No.per Line and needs to be toggled on for each payment line to receive a unique document number:

I don’t know why this is an option is off by default on a new system, as you will always want every line to have a unique number, but at least it will be remembered for future payments runs which are processed. Once the option was toggled on and the suggest function complete, all of the payment lines had a unique number and the payment run could be completed.