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'
Being able to purchase completely blank check stock for Microsoft Dynamics 365 Business Central (BC) is a plus, however you'll have to know how to configure the system so the MICR line prints on the check stock. Microsoft added the MICR checks functionality in early 2020 and using it can be a challenge to use if you're not familiar with modifying layouts in BC. I'll walk you through the process of being able to use this functionality. I will be showing you how to do this within my Production environment test company. I will then show you how to update your production company once you've completed your configuration and modified the check layout. You should also test within a test company and test with your bank prior to updating in production company. If you're only modifying check layout and not using MICR line then you should be ok not testing with your bank first. Bank Account Card First step is adding the bank account and transit numbers to the bank account ca
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.
One of the most desirable features of Microsoft Dynamics 365 Business Central is the ability to pay vendors via electronic payments. I've decided to make a blog series on configuration and processing electronic payments. Links will be updated below as the series gets posted online. Blog Series Links #1 - Configuring Microsoft Dynamics 365 Business Central: Electronic Payments #2 - Microsoft Dynamics 365 Business Central: Processing Electronic Payments #3 - Microsoft Dynamics 365 Business Central: Electronic Payment Issues I've Encountered Configuring Dynamics 365 Business Central: Electronic Payments Bank Account Within the bank account card a few things need to be setup in order for the system to allow you to process electronic payments. Populate the following fields: General > Bank Account No. Posting > Last Remittance Advice No. - I like to use the format R000001 (R for remittance in this case. Transfer > Country Export Format Transfer > E-Pay Export File Name -
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