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.
Disclaimer provided by Microsoft The checklist is designed to assist customers in onboarding companies to Business Central and assist Partners in the selling process by highlighting features to explore from the checklist. Microsoft relies on partners to bring the relevant checklist items for a given customer if they think the default ones will not suffice, which in most cases they will certainly not. The very first default checklist item for Business Manager in non-evaluation companies is the "Company details" task, whose purpose is to open a wizard and guide users through/check if their company name is correct. This wizard has a long history in the product and has previously served multiple purposes. One of these, importing of configuration packages when having created a new company, under certain circumstances. A bug caused this code path to be reached for one of my clients. It's important to know that the Microsoft has fixed this bug in the wizard, and the fix is in
I previously blogged on how to create a bank deposit and today I'd like to compare the cash receipt journal with the bank deposit process. Deciding which one to use to enter customer payments can be hard. I'm going to experiment with both to show you why either one can be used. Cash Receipts Journal In the scenario I use below I've received two checks from two different customers. I have entered each check payment into the cash receipt journal and added one line for the total amount of the deposit to the bank account. Even though I have two checks they will hit the bank as one amount based on how I deposit them with the bank. If the checks were deposited separately then I would use the Balance Account Type = Bank Account and Bal. Account No = B010; then leave off the third line in the example below. Bank Deposit The bank deposit method is easier to explain than the Cash Receipt Journal method. The General FastTab is going to allow the user to select the correct bank ac
This blog is inspired by something I just learned from James Bowles . Scenario: I have a General Journal with multiple lines and only want to post certain transactions/lines. In my example I am going to filter on the Posting Date field so only the 04/30 transaction is posted. Once the posting is completed you will see the remaining lines in the journal. Review the General Ledger Entries and you see only entry posted was the 04/30. Written by: Kristen Hosman, Microsoft MVP
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