Recurring purchase lines in Dynamics 365 Business Central allows users to setup standard purchase codes that can then be assigned to specific vendors. Once assigned to a vendor the user can quickly process a purchasing transaction (purchase quote, order, invoice, or credit memo) by inserting the recurring purchase lines onto the document. The process is similar to recurring sales lines.
Outlined below are the steps to setup a standard purchase code and assign it to a vendor along with processing a purchase invoice.
1. Lookup recurring purchase lines then select new. In the example below, a code ' Expenses' has been setup for those monthly personal expenses that get reimbursed to employees. You can also setup different types for a comment, G/L account, item, resource, fixed asset, or charge (item).
Unfortunately the amount field isn't included in this window out of the box so you'll need to add that if it's something you'd like. To do this simply click on the settings then personalize. Once the personalizing window is open select '+ Field' and then select 'Amount Excl. Tax' and drag to the area you'd like this to show within the window.
Below is the completed standard purchase code card for expenses. The amounts of two of the three lines have been added which will pull through on the purchase invoice shown later on.
2. To assign the purchase code to the vendor open up the vendor card then click on the following Navigate > Purchases > Recurring Purchase Lines.
Within the recurring purchase lines window for the vendor you can assign the purchase code to the vendor and configure how you'd like the system to manage the purchase lines. There are three options for how you'd like the lines inserted onto a document: manual, automatic, or always ask. In the example below I've told the system to always ask the user if they'd like the recurring purchase lines added to the purchase invoice.
3. The result of the creating a standard purchase code card and assigning recurring purchase lines to the vendor is below. When a user creates a purchase invoice for the vendor that the purchase code was assigned to, there will be a notification at the top of the page asking the user if they like to insert the recurring purchase lines onto the document. Select "get recurring lines" and the recurring purchase lines window opens up where you can select the code you'd like to use.
Once the recurring purchase lines code is selected, the lines section of the purchase invoice section will be populated. Verify or update the information and post the document.
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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