Kristen Hosman’s Dynamics 365 Business Central Blog

If you've ever received the following message when trying to Correct, Cancel, or Create Corrective Credit on a posted sales invoice, then this post is for you. You cannot use the cancel or correct functionality because the invoice line is associated with purchase order XXXX via a Drop Shipment. This error occurs because the system locks invoices tied to purchase order drop shipments, preventing you from using the standard correction tools. But don't worry, there are alternative approaches. Below are my recommendations based on different scenarios. Scenario 1: Customer was charged the wrong price If you accidentally billed the customer incorrectly (wrong item price or freight amount) you have two main options: Create a Sales Credit Memo for the difference.  Reverse the full invoice and issue a new invoice with the correct pricing. After posting the credit memo, make sure to apply it against the original invoice so everything balances out. 👉 Don’t forget about sales tax:  If yo...

Every now and then I stumble across a feature in Dynamics 365 Business Central that makes me think, "this is too good not to share." One of those hidden gems is the G/L Account Balance Budget by Period report. If you've ever wanted a quick, clear look at how your actuals are stacking up against your budget, this report is a simple but powerful tool.  Why It's Useful Instead of exporting to Excel and creating pivot tables, this report gives you an instant view of how your financial picture aligns with your plan. It's an excellent way to:  Spot variances quickly - see where your actual spend or revenue is drifting away from your plan. Analyze by time period - break down performance by day, week, month, quarter, year, or accounting period. Where to Find It To access the report:  Navigate to the G/L Budgets page. Open the budget you'd like to review. From the Budget Card, select Report > G/L Account Balance Budget by Period.  That's it. You're ready to ...

Allocation Accounts are great for those scenarios where you want to enter one entry and have it split between accounts. In the example below I have set up an Allocation Account called 30300 and have it splitting 50/50 between two accounts. Note that you can also add dimensions to the destination accounts, I just didn’t do that in my example below. Here is an example of a General Journal. For the Account Type you want to select Allocation Account and then for the Account No you select the Allocation Code you want to use. When you preview post you will see the allocation happening. Here’s an example of a Purchase Invoice using the same Allocation Account.  ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree  

Fixed Asset Disposal in Dynamics 365 Business Central My example below shows how to dispose of an asset that was sold for $3,000. Search for Fixed Asset G/L Journals   Complete the following fields within the Fixed Asset G/L Journals. a.       Posting Date b.      Document No. c.       Account Type d.      Account No. e.       Depreciation Book Code f.         FA Posting Type g.       Description h.       Amount i.         Bal. Account Type – in my example below we sold the asset for $3,000 so the money is going into our bank account Review of the Posting Preview Important to review the G/L Entry. The accounts are selected based on the FA Posting Groups setup. Once posted you can see the book value of the fixed as...

If you’ve paid a vendor via Electronic Payment in Business Central and need to void it, follow these steps: 1. Search for Check Ledger Entries Use the Search (🔍) in the top-right corner. Type Check Ledger Entries and open the list. 2. Locate the Payment Find the specific transaction you need to void. 3. Void the Payment On the Actions bar, select Void Check. Choose Unapply and Void Check. 💡 This will reopen the original vendor invoice so it can be paid again with the correct method. ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree

If you're billing customers monthly or annually for subscriptions or services, and posting those invoices to a deferred revenue account, you know how quickly the manual steps can add up. I'm always looking for ways to streamline repetitive tasks inside Business Central and this is a great example of where a little setup can go a long way. The Scenario Business Central user asked: "We’re using Recurring Sales Lines to streamline invoicing. Is there a way to add a deferral code so that amortization of deferred revenue happens automatically?" Great question and the answer is yes. How It Works I tested this in Business Central and it worked as expected. Here's how to set it up: ✅ Step 1: Set the Default Deferral Template on the G/L Account Head over to your Chart of Accounts and find the revenue account you’re using for deferred income. On the G/L account card, there’s a field called Default Deferral Template, populate that with the appropriate template for your reven...