Dynamics 365 Business Central: AllowScheduling Property

One great feature of Microsoft Dynamics 365 Business Central is the option to schedule Reports. As beneficial as this feature may be, there may be cases where the opportunity to schedule a report is not desired. Fortunately, there is a way for a report developer to control this option.

The ability to schedule a report is handled through the AllowScheduling Property of the report definition. When creating a report, a developer can determine if the report can be scheduled in the background and executed by the Job Scheduler using the AllowScheduling property. 

Setting the AllowScheduling Property to true shows the Schedule option on the report dialog that appears after the “Send To…” button is clicked.

Setting the AllowScheduling Property to false hides the Schedule option on the report dialog that appears after the “Send To…” button is clicked.

In Microsoft Dynamics 365 Business Central, the default behavior of the AllowScheduling property is true. The AllowScheduling Property cannot be changed on Report Extensions.

Click to read additional information on the AllowScheduling Property.

Note: The code and information discussed in this article is for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2022 Wave 1

Permanent link to this article: https://www.dvlprlife.com/2022/08/allowscheduling-property/

Dynamics 365 Business Central: Schedule Reports

One feature of Microsoft Dynamics 365 Business Central is the scheduling of Reports. Schedule Reports are saved to a file or printed to a specific printer. Similar to other scheduled tasks, scheduled reports are processed through the job queue and scheduled to execute once or on a recurring interval. Scheduling reports is an excellent way to offload tasks from the users and minimize any impacts of executing the report while users are active in the application.

Schedule a report with the Schedule option, found on the options page, after clicking the “Send To…” button on the Report’s Request Page. When scheduling a report, the Report’s Request Page options entered are applied when the scheduled report job executes.

If you save the report to a file, it will appear in the Report Inbox, where it can be viewed or saved in another location. A printed report will print to the selected printer. A report scheduled to run once will be removed from the job queue after execution, whereas recurring jobs will move to the next scheduled interval.

  1. Enter the desired options on the Report’s Request Page and click the “Send To…” button
  2. Select the Schedule option and click Ok to open the scheduling options dialog
  3. Enter the report scheduling options.
    – Select the Report Output Type; If the report output is printed enter the Printer Name, if the output type is a file, it will appear in the Report Inbox
    – If the report is a recurring report, enter the date formula to use for calculating the Report’s next Start Date/Time. 
    – Select when the Earliest Date/Time the report will execute, and if the report is a recurring report you can optionally add an Expiration Date/Time.
  4. Once scheduled, a Job Queue Entry is created. If changes are needed to the report or schedule, they are done on the Job Queue Entry. The Report Options are accessible with the “Report Request Page” action and the output adjusted in the Report Parameters Fast Tab. The standard Job Queue options control the report execution schedule.
  5. Reports that are output to a file appear in the Report Inbox. Search for “Report In Box” using the “Tell Me” action in the App Bar and click the “Report Inbox” Lists link  

I will discuss how a developer can control the Schedule option of a report in a future post.

Note: The code and information discussed in this article is for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2022 Wave 1

Permanent link to this article: https://www.dvlprlife.com/2022/08/schedule-reports/

Dynamics 365 Business Central: Monitor Field Changes

The Change Log has long been part of Microsoft Dynamics 365 Business Central and is used (misused and abused) to track field value changes. The Change Log allows a System Administrator to define which Tables and Fields to monitor for Insert, Modify and Delete events. Once activated, field value changes are visible on the Change Log Entries page.

Before I continue (did I mention how many times I have seen this abused?), it is essential to note that using Change Log or Field Monitor may impact performance and needs to be considered when determining the Table and fields to monitor.

Things changed a bit with the release of 2020 Wave 2 and the addition of the Monitored Field Worksheet. In addition to field change logging, the Monitored Field Worksheet feature added notifications. You can set up notifications when values change on what you may consider sensitive or essential data.

  1. Enable Field Monitoring Setup:
    1. Search for “Field Monitoring Setup” using the “Tell Me” action in the App Bar and click the “Field Monitoring Setup” Administration link
    2. Select the Notification Recipient
    3. Select the Notification E-mail Account (E-mail set up is a prerequisite)
    4. Click Start in the Action Ribbon; To disable monitoring click the Stop Action.
  2. Set up field change notifications
    1. Search for “Monitored Field Worksheet” using the “Tell Me” action in the App Bar and click the “Monitored Field Worksheet” Administration link.
    2. The “Monitored Fields Worksheet” opens, and in the Worksheet, add the Table and Field combinations to monitor.
      1. Enter the Table number to monitor; this can be entered directly or selected from the Table list that is accessible by clicking the “three dots” adjacent to the field.
      2. Enter the Field number to monitor; this can be entered directly or selected from the Field list accessible by clicking the “three dots” adjacent to the field.
    3. Enable the fields to Notify by selecting the rows and selecting the “Set for Notification” action; the “Clear for Notification” action will disable the fields to Notify.

Note: The code and information discussed in this article is for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2022 Wave 1

Permanent link to this article: https://www.dvlprlife.com/2022/08/monitor-field-changes/

It’s Friday – August 12

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Dynamics 365 Business Central: General Ledger Entry Dimension Corrections

Dimensions in Microsoft Dynamics 365 Business Central have many uses; however, their primary use is for financial reports and analysis. There are many ways to set up and enforce Dimension Value posting within Microsoft Dynamics 365 Business Central. Yet, in an implementation with proper dimensions setup, a need to correct the dimensions on posted general ledger entries may occur.

 Before the 2021 Wave 1 release of Business Central, you would have to work with an application developer to develop a utility to adjust the dimension values  or post correcting entries to correct the General Ledger Entry dimension. Starting back with the 2021 release, Dimension Corrections (on General Ledger Entries) is possible.

 To correct the dimension values for a GL Entry:

  1. Select the General Ledger Entry/ies that need to have dimension values updated on the General Ledger Entries page
  2. Select Entry -> Correct Dimensions from the Action Ribbon.
  3. On the Draft Dimension Entry page, enter a practical description of about the change. This description may be helpful in the future. 
  4. In the Dimension Correction Change lines, change the dimension values to the desired value or remove the dimension if it is unnecessary.
  5. Review the Selected Ledger Entries fast tab to confirm the selected entries affected by the change
  6. Select Run to execute the change Note: The change may be run immediately or scheduled to run during a time that may be less impactful to other users.
  7. To see the history of the Dimension Value changes on a General Ledger Entry, select Entry ->History of Dimension Corrections from the Action Ribbon. 

Note: Correcting dimensions on General Ledger Entries is intended to help with financial reporting only. Dimension corrections are on the General Ledger Entries only; any related transactions are not updated and retain the original posting dimension values.

Note: The code and information discussed in this article is for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2022 Wave 1

Permanent link to this article: https://www.dvlprlife.com/2022/08/general-ledger-entry-dimension-corrections/

It’s Friday! – August 5

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August 2022 Cumulative Updates for Dynamics 365 Business Central and Microsoft Dynamics NAV

The August updates for Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central are now available.

Before applying the updates, you should confirm that your implementation is ready for the upgrade and ensure compatibility with your modifications. Work with a Microsoft Partner to determine if you are ready and what is needed for you to apply the update.

Please note that SaaS customers will automatically be upgraded to 20.4 over the coming days/weeks and should receive an email notification when upgraded.

Direct links to the cumulative updates are listed here:

Dynamics 365 Business Central On-Premises 2022 Release Wave 1 Updates – Update 20.4 (August 2022)

Dynamics 365 Business Central On-Premises 2021 Release Wave 2 Updates – Update 19.10 (August 2022)

Dynamics 365 Business Central On-Premises 2021 Release Wave 1 Updates – Update 18.16 (August 2022)

Dynamics 365 Business Central On-Premises 2020 Release Wave 2 Updates – Update 17.17 (April 2022)

Dynamics 365 Business Central On-Premises 2020 Release Wave 1 Updates – Update 16.17 (October 2021)

Dynamics 365 Business Central On-Premises 2019 Release Wave 2 Updates – Update 15.17 (April 2021)

Dynamics 365 Business Central On-Premises Spring 2019 Updates – Update 38 (August 2022)

Dynamics 365 Business Central On-Premises October’18 Updates – Update 18 (April 2020)

Microsoft Dynamics NAV 2018 – Update 55 (August 2022)

Microsoft Dynamics NAV 2017 – Update Update 61 (January 2022)

Microsoft Dynamics NAV 2016 – Update 67 (July 2021)

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Dynamics 365 Business Central: Yes you can merge Customers, Vendors and Contacts

As users enter data through normal business processing, a byproduct of data migrations or consolidations, there are often instances where there is more than one master record for a customer, vendor, or contact.

Having multiple references to the same entity can be challenging to manage their orders, invoices, payments, and interactions. In earlier versions of Business Central, this presented challenges. I was excited to see the Application update for merging customers, vendors, and contacts listed on the April 2019 release notes for Microsoft Dynamics 365 Business Central. Before the feature to merge customers, vendors, and contacts within Business Central, I had been asked countless times over the years to provide an option for the merge. Fast forward, and the feature is still valuable and improved.

To merge customers (the same process is followed for vendors and contracts):

  1. Search for “Customers” using the “Tell Me” action in the App Bar and click the “Customers” list link.
  2. Select the Customer that is as a duplicate and open the “Customer Card”.
  3. Select the Actions-> Functions -> Merge from the action bar.
  4. Enter the Customer No. of the customer that you would like to merge with the selected Customer.
  5. After to select the Customer to merge, the Fields FastTab will list the fields that are different. For each of the fields that you would like to use the value on from the “Merge” With customer, select the Override checkbox.
  6. After you select the fields to Override, Select the Merge action from the action bar
  7. The Related Tables FastTab displays the where there is a field relation for the two records and lists the conflict count. If there are conflicts, you will need to resolve them before completing the merge.
  8. Select the Conflicts and the Merge Duplicate Conflicts page will display.
  9. Select the Conflict, then Select the “View Details” action to open the Merge Duplicate page and see the details of the Conflict
  10. If you do not wish to keep the Duplicate record, select the “Remove Duplicate” action.
  11. If you wish to keep the Duplicate, change the value in the “Alternate Value” field for the conflict and select the “Rename Duplicate” action. Similar to the Merge action you can choose the field values to override during the rename.
  12. Repeat steps 9-11 until all of the conflicts have been resolved
  13.  On the “Merge Duplicate” Page select the Merge action again and click Yes to complete the merge.

It is important to note that once you complete a merge, it cannot be undone.

For more information visit Merge Duplicate Records

Note: The code and information discussed in this article is for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2022 Wave 1

Permanent link to this article: https://www.dvlprlife.com/2022/08/merge-customers-vendors-and-contacts/

Dynamics 365 Business Central: Do more with Customer and Vendor Templates

Setting up master data in Microsoft Dynamics 365 Business Central becomes easier when you use Templates. You can use templates to assist with entering customer, vendor, item, or employee data. Using Templates in Business Central allows you to specify field values for a specific group of master data. When entering master data, you select the Template to apply, and the field values specified in the Template populate the record. It is helpful when you have groups of master data that share or require specific values.

To create a new Customer Template (you can use the same process for Vendors, Employees, and Items):

  1. Search for “Customer Template” using the “Tell Me” action in the App Bar and click the “Customer Templates” link.
  2. Select the New Action
  3. Enter the name of the Template in the Code field, and the Template description in the Description field
  4. Expand the FastTabs and populate the fields that you would like to have a defined value when applying the Template to a master record
  5. If the Template should assign Default Dimensions to the master record, select the Dimensions Action and assign the values
  6. Close the Template when done, and the Template is ready to use

Note: You can use the Copy Template Action to copy the values from another Template to your new Template

When creating a new Customer, select one of the Customer Templates to apply, and the Template values populate the record.

You have now Mastered your Template!

Note: The code and information discussed in this article is for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2022 Wave 1

Permanent link to this article: https://www.dvlprlife.com/2022/08/apply-those-master-templates/

It’s Friday! – July 29

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