Boyer & Associates is thrilled to announce that a Microsoft Dynamics 365 Business Central expert has joined our consulting team. John Ponzio has more than 25 years of developer experience with the ERP solution, starting back in its early Avista days.Ponzio started programming when he answered an ad posted on a bulletin board in his college computer lab. That was the 1980s, and he’s been solving software problems ever since.“I like the challenge. I like inventing things, figuring out how to solve problems and that hasn’t changed all these years,” Ponzio said.He was one of the first to see what is now called Microsoft Dynamics NAV, the on-premise precursor to Dynamics 365 Business Central in the cloud. He worked on the solution back when … [Read more...] about Boyer hires Business Central expert developer
Dynamics 365 multi-table lookups now available in preview
If you have been staying up-to-date on the latest and greatest with Dynamics 365 and Dataverse, one of the new features you might have noticed that is in preview is multi-table lookups. This feature was previously limited to the account and contact tables.There have been workarounds in the past such as enabling connections (yuck), creating a middle table or going as far as creating a lookup field for each table that you need to relate to your main record. You can just imagine what your form and views look like when you have one out of X number of lookups populated with the data. As of writing this, you either need to write custom code via the SDK to use this type of field or chat with the creators of the XRMToolBox, who have … [Read more...] about Dynamics 365 multi-table lookups now available in preview
Boyer hires new ERP project manager
Boyer & Associates is pleased to announce that we have a new ERP project manager. Please join us in welcoming Lea (pronounced Lee) Lumley to the Boyer team.Lumley has 12 years of experience with software implementations and 7 years of experience focused on project management.“It was a slow, meandering move,” she said of her journey to a career in project management.Lumley earned a bachelor’s degree in hotel and restaurant management from the University of Wisconsin-Stout. She quickly worked her way up to operations supervisor at the Courtyard by Marriott in Eden Prairie.“I loved hotel management. I was very good at the customer-facing side of that and I really enjoyed it, but my schedule had to allow for the hotel being open 24 hours a … [Read more...] about Boyer hires new ERP project manager
Boyer hires new cloud ERP consultant
The newest member of the Boyer & Associates team grew up sailing in Rhode Island and goes by the nickname “Moose.” We are pleased to introduce Dynamics 365 Business Central consultant, Hans “Moose” Hardisty.Hardisty, who goes by the childhood nickname his father gave him when he doubled in size so quickly as an infant, has 22 years of accounting experience and a decade of experience with Dynamics ERP.A young man growing up in Rhode Island, Hardisty never really planned to be an accountant. Like most of his peers, his dream job involved a job on a sailboat.“I grew up on an island so lots of sailing. Where I come from it’s sailing, swimming, surfing — Our lives revolve around the ocean,” he said. Immediately out of high school he … [Read more...] about Boyer hires new cloud ERP consultant
How to Enter and Pay a Vendor Invoice in Business Central with One Entry
Before getting into the how, let’s review the why. Below are two examples of why you would want to do this:Your vendor has an automatic withdrawal from your bank account, and you would like to maintain a record in the vendor ledger of Microsoft Dynamics 365 Business Central.Charges on a credit card need to be recorded against the vendor for 1099 reporting.The first step is to set up your payment method with a Bal. Account Type and No. You can see in the example below that the Card and Check payment methods have a Bal. Account Type of Bank Account and a Bal. Account No. populated. When using these two payment methods, the system will automatically create the payment entry and set the purchase invoice to closed.The next step is to select the … [Read more...] about How to Enter and Pay a Vendor Invoice in Business Central with One Entry
How to automate monthly reports in Business Central
Every month you are required to run numerous month-end reports in your ERP system. How would you like to come to work on the day those reports are due and have all the reports done and waiting for you? If you like that idea, this blog will show you how to automate those monthly reports in Microsoft Dynamics 365 Business Central. As you normally do when you’re running a report manually, navigate to the Report Request screen for your report and fill out the criteria you typically use to run that report. Once that is completed, click the “Send To” button at the bottom of the report request.When the Choose File Type box opens, click the “Schedule button” and then click “OK.” On the Edit – Schedule a … [Read more...] about How to automate monthly reports in Business Central
How to un-apply a vendor entry in Business Central
Have you ever had issues voiding a check in Microsoft Dynamics 365 Business Central? This is an issue we run across often with our clients, and the fix is actually quite simple once you know where to look.Say you need to void a check, but first, you need to unapply the payment from the invoice. You open the Unapply Vendor Entries window in Business Central, review the information and select the payment line. Then, because there is nothing else to choose, you click “OK.”However, when you go to void the check, you cannot because it is still applied. This might leave you scratching your head and wondering what you did wrong.Here’s the fix: At the top of the page, there are three little dots similar to an ellipses. Click on those dots, and you … [Read more...] about How to un-apply a vendor entry in Business Central
What’s new in Dynamics 365 Business Central?
See the latest features coming in Wave 1 2021 updateMicrosoft Dynamics 365 Business Central receives automatic upgrades twice a year. Plans for the next release are chock full of user accessibility features to improve the overall use of the product. Below is a compilation of some of the top new features coming directly to your computer later this year.Getting started in Dynamics 365 Business CentralOnboarding a new company within Dynamics 365 Business Central gets easier with each new release. This time Microsoft has added “getting started checklists” to optimize initial setup. They’ve also improved in-app help functionality with visual aids that allow users to learn the system on their own.Interested in the built-in Power BI capabilities? … [Read more...] about What’s new in Dynamics 365 Business Central?
Fix error when pasting data in Dynamics 365 Business Central
When trying to paste data into Microsoft Dynamics 365 Business Central, you will sometimes receive the following error message: “You cannot paste n rows in the selected n rows.”Issue: This message is typically displayed when you try pasting more than one line into a single line that already has data in it. Note that, as can be seen in the screenshot above, it's not always readily apparent that the line has data in it, so it is easy to get tripped up on this.Solution: Click on an empty line (try the next line down) and paste again.Regarding this subject, Microsoft documentation tells us the following: "Select an empty row, with focus in any cell, and then press Crtl+V.""If you want to … [Read more...] about Fix error when pasting data in Dynamics 365 Business Central
How to Process AP Payments in Business Central
Today we will go through step-by-step guides and offer tips on how to process AP payments in Microsoft Dynamics 365 Business Central. We will look at a traditional check run, printing and voiding checks, unapplying a vendor ledger entry and reversing a journal posting.How to do a Traditional Check Run using Suggest Vendor PaymentsType “payment journal” in the main search bar.Select the Batch name. (example: PMT REG). We recommend that you have a separate batch set up for your check run. Creating a batch allows you to create a work space while you are working.On the ribbon, click “Suggest Vendor Payments.”IMPORTANT: It is important to understand the following:Summarize Per Vendor on the Suggest Vendor Payments dialogue … [Read more...] about How to Process AP Payments in Business Central
