Tag: How To?

Dynamics 365 Business Central 2024 Wave 1 – In-client Page Scripting Tool

With each update of Dynamics 365 Business Central, Microsoft enhances what is often referred to as the base application and the development environment. Dynamics 365 Business Central 2024 Wave 1 has several exciting Application features, one of which is the Use of an in-client page scripting tool for acceptance testing. Business Central 2024 Wave 1 …

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Real Things I’m asked: Microsoft Dynamics 365 Business Central Recurring Sales Invoices

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 …

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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 …

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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 …

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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 …

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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 …

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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 …

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Real things I’m asked: Microsoft Dynamics 365 Business Central How to Import a Budget?

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 …

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Microsoft Dynamics 365 Business Central – Saved Views and a DateFormula

With Microsoft Dynamics 365 Business Central, users can create and save personalized views of data in different lists and pages through the Saved Views feature. Saved Views allows users to filter, sort, and organize the data in a way that is relevant to their needs. By using Saved Views, users can improve their efficiency, productivity …

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Microsoft Dynamics 365 Business Central – Recurring Purchase Lines

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 …

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