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.
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 -
Comments