Microsoft Dynamics 365 Business Central has Workflows built into the product that just need to be setup and enabled. Many of my clients like the ability to have sales or purchase documents auto post once approved. The steps below outline how to configure the system so a purchase invoice would be posted automatically once approved. The steps are similar for a sales document as well.
I would recommend doing this in a test company first and testing to make sure it works as desired before implementing in the production company.
Note: auto posting general ledger transactions/batches currently isn't available in BC version 15, no idea if this will be available in a later version either.
Workflow Event/Response Combinations
Step 1: open up the Workflow Event/Response Combinations window and find the row for the 'An approval request is approved' and check the box to enable the 'Post the sales or purchase document in the background.'
Workflow
Step 2: next open up the workflow for the Purchase Invoice Approval Workflow. Disable the workflow so you can edit it. Click on the '(+) Remove record restriction' text on the 'An approval request is approved' line.
Workflow Responses - An Approval Request Is Approved
Step 3: add the 'Post the sales or purchase document in the background'
Voiding a check in Dynamics 365 Business Central is easy. Follow the steps below. Search for Check Ledger Entries window Search for check number you wish to void Select Process > Void Check Type of void: Unapply and void check - if the check is applied to an invoice select this so the invoice can be repaid after the check is voided. Void check only - if the check was printed but not applied to an invoice then you can select this.
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
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