There are times where users will create a duplicate customer that then needs to be merged together with another customer. If the duplicated record doesn't have any open or historical transactions then the easy thing would just be delete the duplicate, however if there is already transactions created then you'll have to merge the two records.
To merge two customers in Dynamics 365 Business Central you'll first have to locate the two customer cards. In my case I have Trey Research duplicated as shown below.
Since customer '10000' is the one I want to keep I'll open that customer card and navigate to Actions > Functions > Merge With. Note that only users with the Merge Duplicates permission set can use this functionality.
Within the Merge Duplicate window you will populate the Merge With field with the vender you'd like to merge with. Next step is to review the data and decide if you'd like to override the data with the Merge With customer. Once you've completed your review you can click Merge to complete the customer merge.
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.
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
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,
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