Deleting companies within Business Central is no longer a scary task. With the 2020 release wave 1 version 16.0 of Business Central, Microsoft made deleting a company even harder than it was before. Prior to version 16.0 when you deleted a company you were only asked once if you wanted to delete the company and once you said yes there was no going back. Now you have three prompts that you need to click yes on to delete the company. I'm sure Microsoft had many requests on how to restore an accidently deleted company which prompted for this change. If you do by chance delete a company on accident then Microsoft can restore using a point in time restore. So typically you find out when the company was deleted and they can restore up to 5 minutes before it was deleted, for example.
If you've ever coded something to the wrong dimension and noticed after posting don't just assume a journal entry is the only way to fix it. Microsoft has included a Dimension Corrections tool within Business Central and it's pretty easy to use. Let's walk through the process of updating a posted entries dimension where the user forgot to add the dimensions in this case. Same process would apply if you needed to change a posted dimension as well. Within the General Ledger Entries page, select the line for the entry that needs to be corrected, then click on Entry > Correct Dimensions. Within the Draft Dimension Correction window go ahead and update the description if needed and mark Update Analyses Views if you're using those. Next section Dimension Correction Changes go ahead and add the updates. In my case my entry is missing two dimensions so I'm going to add each of those in there. Since my dimensions were missing the Dimension Value Code field is blank,
I had a client ask me if the Aged Accounts Receivable report could be modified a bit since he was having to modify it manually and it was taking him around 6 minutes each time. As I started discovery on what he wanted I asked him what his requirements were. Aged by = Document Date Length of Aging Periods = 45D Print Detail = Yes Print to Excel = Yes Include a Pivot Table with the following information: Customer name Total balance due Total over 45D due Top 3 customers Percentage of 45D due vs total balance due To get started I asked him to send me a screen shot of the Aged Accounts Receivable options window to verify how he is running the report. I also asked him to send me a copy of the Excel file with his changes in it for me to review. Next Steps Next step was for me to figure out if I was going to have a developer create a custom report or if I was brave enough to try something I've never done before. I went the brave route and started searching through Microsoft Docs for Rep
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers. Version: US Business Central 20.0 Open up the vendors list. Search for vendor that you'd like to apply the credit memo to an invoice for. Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger. Select the line for the Credit Memo that you want to apply to a posted invoice. Click Process > Apply Entries Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to. Click Process > Set Applies-to ID This will put the users name into the Applies-to ID field on the line selected. To post the application select Process > Post Application. Written by: Kristen Hosman, Microsoft MVP
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