Posts

Master Data Management Setup in Microsoft Dynamics 365 Business Central

-
Image
Scenario A client maintains all G/L Accounts, Dimensions, and Dimension Values in one company. That company serves as the source of truth , or Master Records company , while the other companies receive updates through synchronization. This approach ensures: Consistent chart of accounts across companies Standardized dimensions for reporting Reduced manual data entry and maintenance Step 1: Enable Data Synchronization Search for Master Data Management Setup . Select the Source Company . Turn on Enable Data Synchronization . This activates the ability to synchronize master data between companies. Step 2: Add the Tables to Synchronize Open Synchronization Tables . Add the following tables: G/L Account Dimension Dimension Value For each table: Add the table to the list. Set the Status field to Enabled . This activates synchronization for those records. Step 3: Select the Fields to Synchronize For each table you added: Open the Fields configuration....
Post a Comment
Read more

Automating the sending of the customer statement

-
Image
 Here is the Microsoft documentation on setting up the customer statements to be automatically sent. Customer Statement (report) - Business Central | Microsoft Learn   Also, here are my instructions.   Open the Customers list in BC. Click Report > Scheduled Statements   Update your report options. For the start date I picked a few years back because I knew I had invoices still open for that year. I then picked an end date into the future. I did pick the end of 2026 which means that I would have to update the job queue at some point, so my recommendation is to go into the future several years or put 12/31/2999 for example.   Set your Output Options to be Email. Select print if email is missing or invalid.   Click OK. Do you want to set the job queue entry up to run immediately? I said no on this. Open the Job Queue Entries page and search for Customer Statement.   Open the job queue entry card and setup the Earliest Start Date/Time. In my example...
Post a Comment
Read more

Financial Reports - Column Definition - Include Date in Column Header

-
Image
With the release of version 27.0, there’s a fantastic enhancement to Column Definitions : you can now include the date directly in the column header . In my example below, you’ll see that within the column definition for “12 MONTH” , I added every available date option just to show what’s possible. The second screenshot displays the report output using this setup. Tip: If you decide to use the Include Date in Column Header functionality, you may want to skip adding your own custom column header—otherwise, the results can get a little cluttered. Below is a clean example of how I would set this up for a 12-month spread. ------ 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  
Post a Comment
Read more

Validating Inventory Balances Using the Health Check Dashboard in Business Central

-
Image
When evaluating the integrity of inventory balances in Dynamics 365 Business Central, it’s critical to confirm that the General Ledger and Sub-ledger remain in sync. One helpful tool for this validation is the Health Check Dashboard created by ERP Connect Consulting , which provides a snapshot of potential discrepancies especially around inventory postings and other modules as well. This blog highlights a recent review process and how the system confirmed accuracy through several reconciliation points. Inventory Posting Setup The Health Check Dashboard pulls balances directly from the G/L accounts listed in the Inventory Posting Setup specifically the Inventory Accounts that are tied to inventory transactions. In this case, the total balance for those Inventory Accounts comes to $1,086,229.20, which aligns exactly with the amount shown in the Health Check under the G/L summary. Interim Inventory Account Insight However, it's equally important to factor in the Inventory Account (Int...
Post a Comment
Read more

When Copy-Paste Goes Wrong: Fixing General Journal Field Order Issues in Business Central

-
Image
We Don’t Want to Talk About How Much Time Was Wasted… You know that moment when a client sighs and says, “How much time was wasted?” Yeah… we’ve all been there. But I like to look forward — not backward. So instead, I asked: 👉 How much time will be saved moving forward? The Problem: Copy, Paste, and Chaos A client was doing something we’ve all done, copying data from Excel straight into the General Journal in Microsoft Dynamics 365 Business Central. It’s fast, it’s easy… until it isn’t. When they pasted their data, everything looked fine — but when they reviewed prior to posting, the Description field wasn’t what they expected. Instead of their carefully entered descriptions, every line showed the G/L Account Description. What happened? The Culprit: Field Order When pasting data into a Business Central journal, the system assumes your columns match the exact order of the fields in the page. In this case they matched but things were a bit out of order.  In this case, the Account T...
Post a Comment
Read more

Set update date - Dynamics 365 Business Central admin center

-
Image
Business Central version 27.0 is now available. I recommend updating the update date to be the furthest date possible. Not because I don't trust the update, but because you want to test your processes in a Sandbox environment first, especially if you have customizations (PTEs). Here are the steps to set your update date. Log into the Dynamics 365 Business Central admin center Select the Production environment Select Update Settings > Set update date Update Date is the field you want to update with the desired date the Schedule update Verify the new scheduled update date on the environment page ------ 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  
Post a Comment
Read more

Crediting Invoices for a Customer That Are Associated with a Purchase Order Drop Shipment

-
Image
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...
Post a Comment
Read more