Real Things I’m asked: Microsoft Dynamics 365 Business Central How do I Credit and Rebill a Posted Invoice?

Q. I made a mistake on an invoice and need to correct a posted invoice. How can I do this?

A. You cannot directly edit a posted sales invoice. Instead, a sales credit memo must be created and applied to the posted document. Then, a new invoice with the corrections must be created. There are several ways to do this easily in Microsoft Dynamics 365 Business Central.

If the sales invoice has not been partially or fully paid, you can correct or cancel it directly from the posted sales invoice.

Navigate to the posted document that you would like to correct.
The “Correct” action group, found on the action bar, has three options available for you to correct the invoice:

Correct – A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. The Canceled and Paid check boxes are marked on the initial posted sales invoice, and the Corrective check box is marked on the sales credit memo.
If the original invoice was not created from a sales order, a new sales invoice is created that you can edit with the correct information (Note: the new sales invoice has a different document number.) If the sales invoice originated from a sales order, first “Cancel” the posted sales invoice, and then make the correction from the original order and continue the sales process.

Cancel – A corrective sales credit memo is automatically created and posted to void the initial posted sales invoice. The Canceled and Paid check boxes are marked on the initial posted sales invoice. You can manually create a new sales document or use the copy document function.

Create Corrective Credit Memo – A new sales credit memo is created with the same information. The new sales credit memo may be adjusted before posting and will be applied to the original invoice when posted.

 

If the invoice has been partially or fully paid, or if you would like to credit the invoice partially, You can manually create a new sales credit document or use the copy document  function.

Read more on Correct or Cancel Unpaid Sales Invoices here.

Read more on how to Process Sales Returns or Cancellations here.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.

Real Things I’m asked: Microsoft Dynamics 365 Business Central How do I get a new page per record in a Word layout report?

Q.
I have a Word Layout Report, and I want a new page [document] to print per record, but it only prints one page [document] for the first record. How can I get a new page [document] per record?

A.
When creating reports, set the WordMergeDataItem property if you want more than one root-level data item to print.
A report author can use the WordMergeDataItem property of the report to specify the root-level DataItem of the report DataSet. Business Central will do a “Mail merge” between that DataItem (and the ones below it), set in the WordMergeDataItem property, and the Word layout when rendering the report. Each record generates a new page [report] in the Word Document, and the document page references are reset for each document.

Note: The WordMergeDataItem property must reference a top-level DataItem (AL0329)

Read more about the WordMergeDataItem property here.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.

January 2024 Cumulative Updates for Dynamics 365 Business Central

The January updates for 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 Online customers will automatically be upgraded to version 23.3 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 2023 Release Wave 2 – 23.3 (January 2024)

Dynamics 365 Business Central On-Premises 2023 Release Wave 1 Updates – 22.9 (January 2024)

Dynamics 365 Business Central On-Premises 2022 Release Wave 2 Updates – Update 21.15 (January 2024)

Dynamics 365 Business Central On-Premises 2022 Release Wave 1 Updates – Update 20.18 (October 2023)

Dynamics 365 Business Central On-Premises 2021 Release Wave 2 Updates – Update 19.18 (April 2023)

Dynamics 365 Business Central On-Premises 2021 Release Wave 1 Updates – Update 18.18 (October 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 16.19 (January 2022)

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 52 (October 2023)

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

Microsoft Dynamics NAV 2018 – Update 60 (January 2023)

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

Microsoft Dynamics NAV 2016 – Update 67 (July 2021)

Best of 2023

As we enter a new year, it’s a beautiful tradition to pause and reflect on the year that has just passed. It is essential to view it as a positive point of reflection, a time to acknowledge our growth, celebrate our achievements, and learn from the challenges we may have faced. Like any other, the past year brought its unique mix of ups and downs, but how we interpret these experiences defines our journey. Each obstacle overcome was a lesson in resilience, every moment of joy a reminder of the beauty in our lives, and all the small victories a testament to our persistence and strength.

Reflecting positively on the past year also sets a hopeful tone for the new year. It reminds us to be grateful for our support systems in our friends, family, and communities and to appreciate the simple pleasures that bring light into our everyday lives. Looking back, we realize that each experience has shaped and prepared us for the exciting possibilities. Embracing the past year with gratitude and positivity is not just about reminiscing; it’s about building a foundation of optimism and resilience as we step forward into the new year, ready to embrace new challenges and opportunities with open arms.

As part of this time of reflection, let’s look back on some of the top blog posts from this site.

Top 5 Blog Posts of 2023

  1. Using an ‘OR’ Filter in Dynamics 365 Business Central with FilterGroup(-1)
  2. Tag a Commit with Git in VS Code
  3. Dynamics 365 Business Central – Sales Invoice Discounts
  4. Real things I’m asked – Microsoft Dynamics 365 Business Central Copy Company Data to a New Company
  5. Dynamics 365 Business Central – Sales Line Discounts

Most viewed in 2023

  1. Set A Windows Service Log On Account and Password with PowerShell
  2. Dynamics 365 Business Central – Read a JSON File with AL
  3. Dynamics 365 Business Central – Create a JSON File with AL
  4. Dynamics 365 Business Central – Create an XML File in AL
  5. How to Delete a Sprint in Azure DevOps

Microsoft Dynamics 365 Business Central: Use Extended Text when one Description is too short

Microsoft Dynamics 365 Business Central allows you to add extended descriptions for items, stock-keeping units, standard text, general ledger accounts, VAT clauses, and resources. You can add extra lines as extended text and set up conditions for using them. This feature enables you to provide additional detailed information where a single description line may not be practical. Extended text is also a perfect addition to the Item Translation feature of Business Central.

To set Extended text for an article that supports Extended text:

  1. Navigate to the pages for the article you want to add extended text, then select the Extended Text action.
  2. Select the New Action from the Extended Text list page.
  3. Enter the Language Code field or select the All Language Codes check box if you use language codes.
  4.  Enter the Starting and Ending dates to limit the date range for Extended text use, if desired.
  5. Enter a meaningful description for the Extended text.
  6. Select relevant check boxes for the sales and purchase document types where you want the extended text inserted.

To add Extended text to a document:

  1. Create or navigate to an existing sales or purchase document.
  2. Enter or navigate to a line for an article with extended text defined for the document’s language.
  3.  Select the Insert Ext. Text action from the line action ribbon.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.

Microsoft Dynamics 365 Business Central: Use Item Translations on Sales Documents

Microsoft Dynamics 365 Business Central supports multiple languages for the user interface and how you communicate with your customers.
Item Translations in Microsoft Dynamics 365 Business Central allows you to add and modify language translations for your product data, making it easier for people in different regions to understand. Item Translations are handy for translating descriptions of items you sell or use in different regions.

To set up an Item Translation:

  1. Navigate and select the translation action on the Item Page.
  2. On the Item Translations Page, select the Language Code and enter the description for that language.
  3. Enter the desired Language Code in the Address & Contact section of the Customer Page.
  4. Enter a new Sales Document for the Customer; the Item Translation of the Description will match their Language Code.

Note: The Bill-to Customer determines the default language code on a Sales Document.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.

December 2023 Cumulative Updates for Dynamics 365 Business Central

The December updates for 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 Online customers will automatically be upgraded to version 23.2 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 2023 Release Wave 2 – 23.2 (December 2023)

Dynamics 365 Business Central On-Premises 2023 Release Wave 1 Updates – 22.8 (December 2023)

Dynamics 365 Business Central On-Premises 2022 Release Wave 2 Updates – Update 21.14 (December 2023)

Dynamics 365 Business Central On-Premises 2022 Release Wave 1 Updates – Update 20.18 (October 2023)

Dynamics 365 Business Central On-Premises 2021 Release Wave 2 Updates – Update 19.18 (April 2023)

Dynamics 365 Business Central On-Premises 2021 Release Wave 1 Updates – Update 18.18 (October 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 16.19 (January 2022)

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 52 (October 2023)

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

Microsoft Dynamics NAV 2018 – Update 60 (January 2023)

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

Microsoft Dynamics NAV 2016 – Update 67 (July 2021)

Microsoft Dynamics 365 Business Central: Keep your currency exchange rates up-to-date automatically

Microsoft Dynamics 365 Business Central offers a multicurrency feature that allows users to work with different currencies. This feature lets users process payments and invoices in various currencies and adjust exchange rates. Multicurrency functionality enables businesses to operate globally, deal with international customers and suppliers, and accurately track financial transactions in different currencies. Users can set up new currencies, define exchange rates, process sales and purchases in foreign currencies, and even set up additional reporting currencies to view business results in different currencies.

If you work with multiple currencies in your environment, you may have experienced the challenge of manually keeping your currency exchange rates up-to-date. Updating the rates becomes even more difficult if you have multiple companies in your environment. Did you know that built into Microsoft Dynamics 365 Business Central, there is a way to update these rates automatically?

The Currency Exchange Rate Services functionality, part of Microsoft Dynamics 365 Business Central, allows you to fetch and update currency exchange rates from external services automatically. These services provide up-to-date exchange rates for different currencies, essential for businesses that trade in multiple currencies. By using Currency Exchange Rate Services, you can ensure that your currency exchange rates are accurate and reflect the current market conditions.

Business Central requires an exchange rate service that provides XML and JSON currency feeds. There are many services available; one of these services is FloatRates. FloatRates is a service that offers FREE XML and JSON Currency Feeds. (at the time of this writing)

To set up the FloatRates Currency Exchange Rate Service in Business Central, follow these steps:

  1. Search for Currency Exchange Rate Services using the Tell Me feature of Business Central.
  2. Open the Currency Exchange Rate Services Administration page. 
  3. Select the New action to create a new service.
  4. Fill in the necessary fields on the Currency Exchange Rate Service page.
  5. Enter the URL for your base currency in the Service URL field. In this example, we’re using USD with a feed of http://www.floatrates.com/daily/usd.xml. You can find your currency feed here.
  6. Map the data elements from the data feed to the desired currency fields in the field Mapping area of the page. You can enter data transformation rules and default values if necessary.
    Note: For the data source field, you can type or select the values by clicking the ellipsis button.
    Also note, at the time of this writing, I have experienced and heard of instances where the captions may not display correctly in Business Central 2023 Wave 2. The value mapping fields are still the same if you encounter this issue. 
  7. After completing the field mapping, You can Preview the mapping by selecting the Preview page action.
  8. Enable the service by toggling the “Enabled” option.

Once you have set up the Currency Exchange Rate Service, you can use the “Update Exchange Rates” action on the Currencies page in Business Central to fetch the latest currency exchange rates from the service provider. You may also use a Job Queue to schedule the currency update to automate the process.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.

Dynamics 365 Business Central 2023 Wave 2 – Get inlay hints in source editor for AL method parameters and return types

With each update of Dynamics 365 Business Central, Microsoft enhances what is often referred to as the base application and enhances the development environment. Dynamics 365 Business Central 2023 Wave 2 has several exciting Application features for runtime 12.0. One of the exciting features is to Get inlay hints in source editor for AL method parameters and return types.

Visual Studio Code supports inlay hints. Inlay hints allow languages to provide additional information about source code rendered inline. Inlay hints are usually used to show types of variables and function return types.

Hold on to your hats because I’ve got some exciting news for all you AL coding enthusiasts! Microsoft Dynamics 365 Business Central now supports Inlay hints for the AL Language. These hints provide a new level of information about source code rendered inline. You can now see variable types and function return types in the code – it’s like having a superpower! The new al.inlayhints settings determine the inlay hints you can see within your AL code. Enable the al.inlayhints.functionReturnTypes.enabled and al.inlayhints.parameterNames.enabled settings and see it yourself!

Without Inlay hints

With inlay hints

The inlayhints are further customized with the editor.inlayHints setting. You have control over when they’re enabled, the fontFamily, fontSze and if there is padding.

Read more about the feature Get inlay hints in source editor for AL method parameters and return types here.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.

Dynamics 365 Business Central 2023 Wave 2 – Set new output folder setting for storing app files at AL project build

With each update of Dynamics 365 Business Central, Microsoft enhances what is often referred to as the base application and enhances the development environment. Dynamics 365 Business Central 2023 Wave 2 has several exciting Application features for runtime 12.0. One of the exciting features is to Set new output folder setting for storing app files at AL project build.

Before Microsoft Dynamics 365 Business Central, 2023 Wave 2, when you built an AL project, the app file was stored in the project folder by default. A developer could set several folders for storing shared files, such as the “al.packagecache” folder for the downloaded symbols. If a developer wanted to save the app file to a folder outside of the project folder, they needed to move it external to the compiler.

The Business Central 2023 Wave 2 has a new feature in the “al.compilerOptions” settings. This feature allows developers to specify the “outFolder” property, which determines the output folder when generating an app file to build an AL project. This simplifies managing and reusing generated apps by storing them in a single location.

Read more about the feature Set new output folder setting for storing app files at AL project build here.

Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2023 Wave 2 online.