Are you unsure how to process payments in Business Central? This two-part blog will demystify the different options available within Accounts Receivable.There has been a lot of confusion around the different methods to enter cash receipt information for Accounts Receivable in Microsoft Dynamics 365 Business Central. The method you choose is your preference, and each has its own advantage and disadvantage. The intent of this two-part blog is to demystify the different options so you can choose the best one for you. Here's a summary of what you'll learn:How to register Customer Payments (part 1)How to post Cash Receipts (part 1)How to enter Deposits (part 2)How to process a Refund (part 2)How to register Customer Payments in Dynamics 365 … [Read more...] about How to process payments in Business Central
How to clear Bank Reconciliation in Business Central with no offsetting entries
“You can only reverse entries that were posted from a journal.” This dreaded error message when attempting to complete a bank reconciliation in Microsoft Dynamics 365 Business Central happens to the best of us. There are several ways to work around this error. Sometimes when it’s a cash entry, the easiest way to reverse the entry is to make a “Refund” entry. Recently, we had a client use this method to back out an errant entry in Business Central. However, after doing so, they encountered a snag while reconciling the bank account. I’ve recreated the scenario in a Cronus test environment using the mock Trey Research customer account. Below is a screenshot of what happened:On the Bank Account Ledger side of the Bank Reconciliation in Business … [Read more...] about How to clear Bank Reconciliation in Business Central with no offsetting entries
What to do when your Business Central job queue is not running
Job queue not running in Business Central? Here's how to restart scheduled jobsOne of Microsoft Dynamics 365 Business Central’s many features is the ability to schedule jobs. These jobs can manage the sending and receiving of data from external sources, such as your CRM or Kofax or emailed remittances. Typically, these processes run in the background with no issue. Then, all of sudden one day you might notice that remittances are not being sent, your Kofax invoices are not sending or CRM data is not flowing in and out of Business Central. When this happens, the number one reason is that the Business Central Job Queue is not running for that process. To fix this problem, you will first need to locate these Jobs. Using the spy glass search … [Read more...] about What to do when your Business Central job queue is not running
How do I import Master File notes into Business Central?
Microsoft partner creates extension to fill gap in importing data into Dynamics 365 Business CentralConfiguration Packages are the primary tools to import data into a company within a Microsoft Dynamics 365 Business Central environment. Not only can you import data, but Configuration Packages can also be used to extract data. This allows the data to be manipulated and reimported into the same company or imported into a completely different company. Configuration Packages are a very robust tool to perform initial data imports and maintain data as your Business Central environment matures. However, they do have some limitations. One limitation is the inability to create a Configuration Package to import Master File notes into Business … [Read more...] about How do I import Master File notes into Business Central?
How to Apply and Unapply Entries in Business Central
Have you ever needed to apply or unapply an entry in Microsoft Dynamics 365 Business Central? The Apply Entries and Unapply Entries functions are found on the Customer Ledger Entries and Vendor Ledger Entries pages in the cloud ERP. These functions are used to manually manage the application of entries against each other in the customer and vendor subledgers. Understanding how to use these features is critical for most companies using Business Central, but Microsoft's documentation on these important features is a bit tricky to find on the web. Here are links to the Microsoft documentation:Customer Ledger Entries in Dynamics 365 Business CentralApply Entries: To apply posted customer ledger … [Read more...] about How to Apply and Unapply Entries in Business Central
Dimensions 101 for Dynamics 365 Business Central
Are you currently using Dimensions in Microsoft Dynamics 365 Business Central? Did you know they are not just for financial reporting?Even though Dimensions are primarily used in reporting financial information, they can also be used to report on critical data for Customers, Vendors, Items, Resources and Jobs. Dimensions in Business Central can be attached with master records to report such information as Customer or Vendor type, sales region, commodity code, Item type or category, resource groups and Job type categorization. All this requires is some simple analysis on where to apply Dimension controls. Dimensions can also be reported on an individual or rolled-up basis. The best part is that reporting on Dimensions can be created … [Read more...] about Dimensions 101 for Dynamics 365 Business Central
Using filters in Dynamics 365 Business Central
Filters in Dynamics 365 Business CentralWhen working with data in Microsoft Dynamics 365 Business Central or Dynamics NAV, you might want to view only select records of a table. This is where filters in Dynamics 365 Business Central come in handy. By using filters, you can specify criteria such that only records which match the required criteria are displayed. If you specify criteria for multiple fields, then records must match all criteria to be displayed. Here are some examples of filter criteria (beware that it makes a difference whether the filtered field is number or text):Date Filters:Dates are also a common data type that you might need to filter in Dynamics 365 Business Central. See the examples below for how you can … [Read more...] about Using filters in Dynamics 365 Business Central
How to create an intercompany relationship in Dynamics 365 Business Central
If you’re using the Intercompany feature within Dynamics 365 Business Central, you might be unsure of what to do when a new company is added to your environment. This is especially true if your Microsoft Partner set up the system for you. Below, we’ll walk you through linking a new company to your other Intercompany Partners. This way you can start executing Intercompany Transactions in Dynamics 365 Business Central as quickly as possible. These steps will take place in the new company:Go into Company Information and assign the Company an IC Partner Code. IC Inbox Type should already say Database. You can keep this setting. It’s now time to create an Intercompany Partner for the Company with which you wish to transact.Search for … [Read more...] about How to create an intercompany relationship in Dynamics 365 Business Central
How to use Permission Set Filtering in Dynamics 365 Business Central
The ability to restrict users from seeing specific general ledger entries can be done using permission set filtering in Dynamics 365 Business Central. As an example, you do not want certain users to see the entries related to payroll since payroll is highly sensitive data.This blog will walk you through the steps to set up permission set filtering to restrict users from seeing payroll-specific general ledger entries.In this example, the client wants to restrict certain users from viewing transactions on G/L accounts 61000 through 61999, which are the payroll accounts. Outlined below are the steps on how to do this with permission set filtering in Business Central.STEP 1Make a copy of the primary permission set that is currently assigned to … [Read more...] about How to use Permission Set Filtering in Dynamics 365 Business Central
Why ERP Cloud Migrations are Catapulting Business Efficiency
ERP cloud migrations are quickly becoming a priority for companies worldwide. Organizations that scrambled to conduct business remotely in 2020 have accelerated their timelines to move their business operations to the cloud."IT executives believe that 95% of all enterprise workloads will be run in the cloud by 2025."This according to a 2020 study by Logic Monitor.At the time the study was conducted, 65% of companies were already managing their businesses with cloud solutions.Cloud migration services are on the rise because they offer an economical alternative to maintaining business systems on site. There are a lot of costs associated with installing hardware on-premises at a company, including software licensing fees, data backup, IT … [Read more...] about Why ERP Cloud Migrations are Catapulting Business Efficiency
