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
How to purge Item Tracking in Business Central
Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleOne of the top questions we get is "How do I delete multiple items in Business Central?" Well, you're in luck because this blog article will help you bulk delete records in Microsoft Dynamics 365 Business Central.What is purge or bulk delete in BC?Purge and bulk delete functions allow members with the proper permissions to delete multiple files and folders all at once rather than deleting them one at a time. This purging of multiple items helps to save both time and storage capacity, especially for entries that are out-of-date and no longer needed.Real-World Dynamics 365 Business Central Item Purge How-ToWe recently took a large … [Read more...] about How to purge Item Tracking in Business Central
Boyer hires new Dynamics NAV/365 Business Central consultant
As Boyer & Associates continues to grow, we are pleased to introduce our newest Microsoft Dynamics NAV/365 Business Central consultant. Benito Ramirez received his bachelor’s degree in computer science from Carleton College and has six years of experience working with the Microsoft ERP.His first job out of college was at a business his friend’s dad owned. The job consisted of writing accounting software geared specifically for the agriculture industry. When the owners retired, Ramirez landed a job as an associate consultant working with Dynamics NAV.He went through training in 2016 to become familiar with the Microsoft ERP. When its cloud counterpart released, Ramirez started learning that as well. He is officially a Microsoft-certified … [Read more...] about Boyer hires new Dynamics NAV/365 Business Central consultant
Which email address does Business Central use when emailing Posted Sales Invoices?
Although the answer to this question boils down tidily enough, it's certainly not obvious from the front end of the application. When emailing Posted Sales invoices, Microsoft Dynamics 365 Business Central uses a standard hierarchy to determine which email address should be used as the target address. The hierarchy is straightforward enough, but there are some not-obvious nuances that I'll enumerate below. The hierarchy, from highest priority to lowest, is as follows: Sell-to Customer's Document Layout Sell-to Customer's Email Bill-to Customer's Document Layout Bill-to Customer's Email If none of the above emails are defined, the email will be created with a blank "To" value. Notes In the screenshots below I've … [Read more...] about Which email address does Business Central use when emailing Posted Sales Invoices?
Microsoft emails customers about Business Central extension updates needed
As Microsoft prepares for the next update to its cloud ERP solution, customers might be getting emails regarding Dynamics 365 Business Central extensions that need updates. Microsoft is preparing for the release of version 20 of Business Central this spring. During this process, they go through a series of testing to identify any extensions/apps that are not compatible with the upcoming release. For any extensions that fail the test, Microsoft sends out notifications warning customers that the extensions are not yet compatible with the update.The email will look like the one below. (Note that we have blacked out the company name and environment in our example.)The part highlighted in yellow indicates the publisher of … [Read more...] about Microsoft emails customers about Business Central extension updates needed
How to fix an ACH payment applied to the wrong invoice in Dynamics 365 Business Central
Imagine this: You have generated your ACH payments in Microsoft Dynamics 365 Business Central and created a file to export to the bank. The next step is to post the payment. That’s when you find that one payment is not applied to the correct invoice, or perhaps that you have duplicate invoice numbers. Has this ever happened to you? You might even try to modify the line but receive an error message that the line cannot be modified. How do you fix this ACH payment mistake in Dynamics 365 Business Central? You can reapply the payment to another invoice, and that will fix your issue. To do this, highlight the line you want to change. Then click Process, Apply Entries.On the Apply Vendor Entries screen, highlight the correct invoice line. … [Read more...] about How to fix an ACH payment applied to the wrong invoice in Dynamics 365 Business Central
Comparing Dynamics GP and Dynamics 365 Business Central
Which ERP is right for you?No two ERPs are the same. While they might have similar capabilities and features, one will likely work better for your needs than another. Today we will take a look at two of Microsoft’s most popular financial software solutions, Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central. We will see how they compare, and help you determine whether or not it makes sense to choose one over the other.GP on-premise compared to Business Central in the cloudFirst, Dynamics GP has long been touted as the “power horse” of Microsoft’s Dynamics ERP solutions. The versatile on-premise ERP debuted in the 1990s and is a popular choice especially in the United States. As the demand for cloud solutions grows, more … [Read more...] about Comparing Dynamics GP and Dynamics 365 Business Central
Dynamics NAV/BC consulting team continues to grow
Boyer & Associates’ Dynamics NAV/BC consulting team is growing yet again. Our newest consultant, Sona Sivanadiyan, has 15 years of end user experience with Microsoft Dynamics NAV/365 Business Central.“It’s been great so far. I really like the culture,” Sivanadiyan said of her new position at the Minneapolis-based ERP reseller. “We have a great team here and everybody helps each other out.”The daughter of small-business owners, her first job consisted of helping out at her parents’ company in India, where they manufactured IV fluids. She immigrated to the U.S. in 1999 with a bachelor’s degree in business administration. She landed a job in 2003 for a Chicago-based fashion design company that used AMIS software.In 2007, Sivanadiyan got … [Read more...] about Dynamics NAV/BC consulting team continues to grow
