Feb 19 2024
Q: I have customers that I invoice repeatedly, how can I set that up in Business Central? A: Setting up standard lines for recurring sales documents, such as repeated replenishment orders or recurring sales invoices, streamlines the invoice creation process. This approach ensures consistency in information, saves time, and reduces the likelihood of errors, making …
Jan 28 2024
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 …
Jan 17 2024
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 …
Jul 17 2023
Q. What is the process for importing G/L Budgets into Business Central? A. A General Ledger (G/L) budget in Business Central is a financial plan that outlines projected income and expenses for a given period, typically the fiscal year. The Budget generally includes all company revenue, expense, capital, and indirect costs.Microsoft Dynamics 365 Business Central …
Jun 03 2023
Businesses often order the same products and/or services from a supplier. In the many years I have been implementing Microsoft Dynamics 365 Business Central, I have frequently been asked how to add default purchase lines (often as a default G/L Account modification) to purchase documents for a vendor. Fortunately, this feature is accessible through Business …
May 01 2023
I am asked many questions about Business Central on any given day. The questions vary and cover various topics, from development to administration to integration to general application use, to name a few. I want to post them all, but that is not feasible; From time to time, I pick one to write about. Q. …
Apr 01 2023
I am asked many questions about Business Central on any given day. The questions vary and cover various topics, from development to administration to integration to general application use, to name a few. I want to post them all, but that is not feasible; From time to time, I pick one to write about. Q. …
Mar 14 2023
Q. How do I copy data from one Business Central company to another? A. Microsoft Dynamics 365 Business Central offers a couple of options to copy data from one company to another. Copy Company One option creates a complete copy of a company into a new company in the same environment. Search for Companies using …
Mar 07 2023
Q: How do I hide the warning that I have not posted a sales document when closing it? A. You may have seen the warning and been annoyed with it. The nuisance dialog appears and asks to confirm that you want to close an order that has not been posted – The document has been saved but …
Feb 15 2023
Enterprise Resource Planning (ERP) software is a business management software that helps organizations automate and integrate various aspects of their business processes, such as finance, human resources, supply chain management, inventory management, customer relationship management, and more. An ERP system typically consists of integrated applications designed to collect and manage data from various departments in …