Ever wish you could pick and choose who can post to certain dimensions within Microsoft Dynamics 365 Business Central? Well, now you can thanks to an easy-to-install extension from Boyer & Associates! Our Multi-Company Dimension Filters extension is a simple add-on solution that allows you to restrict which users can post to specific dimensions. Out of the box, Business Central lets companies set basic restrictions on what can be posted to a specific dimension. However, these restrictions must be set on a global level and cannot change depending on who is posting.Many of our clients use Binary Stream’s Multi-Entity Management (MEM) add-on functionality with Business Central. This greatly increases their ability to give rights to some … [Read more...] about Business Central extension adds MEM functionality
MICR checks for Dynamics 365 Business Central
Are you frustrated with out-of-the-box capabilities within Microsoft Dynamics 365 Business Central for check printing and signatures? If so, Boyer & Associates has created the perfect extension for you!Boyer & Associates’ Dynamics 365 Business Central MICR Checks is a check printing enhancement that offers MICR and signature printing within Business Central. Here's a preview:There are two key elements to this extension:First, this Boyer exclusive allows you to set up a signature within Dynamics 365 Business Central that you’d like printed on a check. It’s important to remember that the signature selected on the Bank Account Card will print 100 percent of the time.Second, MICR checks allows you to use blank check stock … [Read more...] about MICR checks for Dynamics 365 Business Central
Apply credit memo to return invoice in BC
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
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 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
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
How to create a GL Budget in Business Central
In Microsoft Dynamics 365 Business Central, you have the opportunity to create multiple budgets and copy, import or export budgets. Here are the tasks you will be able to accomplish after reading this blog:Create multiple Dynamics 365 Business Central budgets for identical time periods by using separate names. Create simple or complex budgets by selecting a combination of G/L account, period, the two global dimensions and four budget dimensions. Copy budgets from previous periods and revise budget figures by using an adjustment factor. Export budgets to and import budgets from Microsoft Excel.Create a BudgetType “GL Budgets” in the Dynamics 365 Business Central search bar. Click “New.” Enter Name, Description and any … [Read more...] about How to create a GL Budget in Business Central
Consultant joins growing Business Central team
Boyer is pleased to welcome our newest Dynamics 365 Business Central consultant, Joe Cristoforo. Cristoforo has a combined 33 years of consulting and industry experience. He has in-depth experience performing ERP assessments and implementations within manufacturing and wholesale distribution environments. Cristoforo is excited to be a part of the Boyer team.“I like working directly with people, defining processes and coming up with solutions to make their business better,” Cristoforo said.His main goal as a consultant is to save his clients time and stress. Often, it takes time for the client’s staff to see the disruption of an implementation project as a good thing. Cristoforo said people aren’t initially thrilled to be giving up … [Read more...] about Consultant joins growing Business Central team
Business Central gets fall 2019 update
At Microsoft’s annual Inspire conference this summer, the company outlined its goals for the next update to Dynamics 365, a popular suite of cloud-based business software solutions.Microsoft plans to release updates to the software twice a year, in April and October. This year’s “wave 2” release targets five areas for improvements: service basics, modern clients, developer tools, ISV acceleration and customer migration.Here are a few of the most notable improvements:Migrating data from Dynamics GP 2018, SL 2018 or Business Central on-premise is now easier. Clients on older versions of a Dynamics product can also replicate portions of their existing data to see what it looks like in Business Central online. Dynamics NAV 2018 clients … [Read more...] about Business Central gets fall 2019 update
