Recently, a Dynamics 365 Business Central customer asked us if there’s a way to create a sales return order that automatically applies the credit memo to the related invoice. Whenever they processed a credit memo, the system created a comment within the credit memo referencing the sales invoice but did not actually close either the invoice or the credit memo.After some trial and error and with some help from Microsoft support, we finally found a workable solution. The solution differs slightly depending on if you’re dealing with an unpaid sales invoice versus a paid invoice, and it cannot be used when dealing with multiple invoices — That must remain a manual process. In case you’re having a similar issue, below is our solution.Option 1 … [Read more...] about Apply credit memo to return invoice in BC
Using ‘SARR’ to answer ERP implementation questions
As we all know, customer requests are made all the time during ERP implementations. As a software consultant, I believe it is important for me to help the customer as best I can by providing a methodical way to answer their request. I typically employ the “SARR” process when responding to client requests.Here’s a breakdown of the steps:“S” reminds me to Stop. I need to make sure that I stop and listen completely to the customer’s request to make sure that I understand it thoroughly.“A” refers to Analyze. I do my best to analyze both the short- and far-reaching effects this request might have on the overall business process or the program. I attempt to analyze all related factors. Sometimes a request, while seemingly simple, can have … [Read more...] about Using ‘SARR’ to answer ERP implementation questions
Dynamics ERP users band together on working apart
With thousands of companies across the U.S. attempting to maintain normal business operations despite quarantine restrictions, Microsoft Dynamics ERP user groups have stepped up their game to help their cohorts navigate new ways of working.Users of Dynamics 365 Business Central already have a fully operational cloud system, but for users of on-premise solutions like Dynamics GP, SL and NAV, the nearly nationwide shelter-in-place orders have placed a strain on business operations. Those who are members of their solution’s user group community have a definite edge.Dynamic Communities, the brainpower behind Microsoft’s ERP user groups, released an entire series of April webinars focused on how to navigate working remotely and the … [Read more...] about Dynamics ERP users band together on working apart
Set up Reporting by Dimensions in Business Central
Microsoft Dynamics 365 Business Central has some great built-in reporting capabilities. One of my favorites is Analysis Views by Dimension. The beauty of this feature is that you can create multiple analysis views and slice and dice the data any way you want. It is like a mini report writer.Setting up analysis views is simple. Type “analysis views” in the main search bar of Business Central. Go to the Analysis Views link and click on “+New.” You will now see the following popup box for an Analysis View card:Here is a breakdown of the fields you see under the General section:• Code: This is a one-word shortcut for your Analysis View. • Name: This is the full name you want for your view. • Account Source: You can choose either … [Read more...] about Set up Reporting by Dimensions in Business Central
How to set up Dynamics ERP for remote users
Due to the precautions in place as a result of the COVID-19 outbreak, many companies throughout the U.S. are instructing their employees to work from home. Some companies are scrambling to accommodate these changes by purchasing laptops and installing the appropriate business applications for their newly remote employees.In office environments that use Microsoft Dynamics GP, NAV or SL, it is crucial to be deployed in a supported configuration. Here are some helpful tips:If GP, SL or NAV is installed locally on the user’s computer, that computer must be directly connected to the company network via Ethernet (wireless connections are not recommended). If the user is working remotely or is otherwise not able to connect directly to the … [Read more...] about How to set up Dynamics ERP for remote users
How to set up Sales and Use Tax in Business Central
Sales and Use Tax setup in Microsoft Dynamics 365 Business Central consists of the following four components:Tax Groups Tax Jurisdictions Tax Details Tax AreasAfter setting up each of the components, you then tie them all together via the Item card, Customer card and Customer Ship to Address card. Let’s start with the four components. Tax Groups Tax Groups are groups of inventory items that are subject to the same tax, or in other words, eligible for tax to be calculated if the customer is tax liable. To set up this component, type “tax group” in the search bar. You will see two options for Tax Groups — NONTAXABLE and TAXABLE.Click +New and set up your list of Tax Group Codes.The Tax Group is then set on the individual … [Read more...] about How to set up Sales and Use Tax in Business Central
Moving Dynamics GP 2015 to the cloud in 1 step
Ever since Microsoft introduced its cloud computing service Azure, the company has ramped up its focus on cloud-based software offerings of all types. From One Drive to Office 365 to Dynamics 365, Microsoft is “all in” with the cloud.That cloud-centered focus extends to its Enterprise Resource Planning (ERP) business management software. Microsoft has invested heavily not only in its one cloud-based ERP offering but also in its migration tools that allow existing on-premise Dynamics ERP users to move to the cloud platform. In its latest wave of Dynamics GP enhancements, Microsoft streamlined the process yet again for Dynamics GP users looking to make the move to Dynamics 365 Business Central in the cloud.The biggest enhancement for … [Read more...] about Moving Dynamics GP 2015 to the cloud in 1 step
How to correct invoices in Business Central
Despite your best efforts to keep accurate accounting records, the occasional error is inevitable. When that occurs, how do you correct an invoice within Microsoft Dynamics 365 Business Central?The process to correct a posted document or transaction in Business Central depends upon the origination of the transaction. If you are trying to correct a posted invoice (which is a document), then you must use the Correct function. This is true for both sales and purchase invoices. Below are instructions walking you through the options available to correct a posted invoice on the sales or purchasing side of your business management software. Correcting a Posted Sales Invoice On the Posted Sales Invoice page you have the following choices under … [Read more...] about How to correct invoices in Business Central
If it’s not broken, why fix unsupported Dynamics SL?
We get it. Your existing installation of Microsoft Dynamics SL is working well enough, so why would you purposely disrupt your team to “fix” something that’s not even broken? It seems like such a huge waste of time and money.Until the unthinkable happens. Until your system crashes and you’re left scrambling to get back online — and paying exorbitant fees for the emergency fix. Then you might start to rethink your opinion of upgrades.Don’t wait until a catastrophe forces you to upgrade your ERP software. Here are five key areas you could be risking by running an unsupported version of Dynamics SL: Government IncomplianceEvery time a government agency makes changes to payroll tax tables, 1099 forms or related rules, your ERP system … [Read more...] about If it’s not broken, why fix unsupported Dynamics SL?
Top 7 Reasons to Upgrade Dynamics GP
And why Microsoft’s new Modern Policy matters Microsoft recently announced a key change regarding its Dynamics GP software that’s likely to motivate you to upgrade your Dynamics GP system sooner than later. It sounded subtle enough: They introduced a name change to simply “Dynamics GP” (no date attached) and announced the move toward a “Modern Policy” lifecycle — whatever that means, right?The switch to Modern Policy is actually quite a big change and a huge reason for Dynamics GP users to stay more current. Here are seven reasons why you should consider upgrading your Dynamics GP software: New ‘Modern Policy’ LifecycleWith the October 2019 release of Dynamics GP, the product has moved to a Modern Policy. What does that mean for … [Read more...] about Top 7 Reasons to Upgrade Dynamics GP
