Kristen Hosman’s Dynamics 365 Business Central Blog

Client: We are unable to process invoices that go over the PO amount. Is there a way to have the system accept up to 5% over the amount of the purchase order? We are currently reopening and changing the purchase orders at each instance. 1. Create Over Receipt Code: Use the Tell Me search feature by pressing ALT+Q, then type "Over receipt" and select "Over-Receipt Codes" from the list. This will bring up the page where you can manage over receipt settings. 2. Create Over Receipt Code: On the Over-Receipt Codes page, you can create new codes that define the percentage tolerance for over-receiving. For example, create one code for a 5%. The code will specify how much more than the ordered quantity can be received. Optional Approval Workflow: If you want to require approval for over-receiving, you can check the "Approval required" checkbox on the Over Receipt Codes page. This will enforce a workflow where excessive receipts must be approved before they can be...

If you're using Purchase Orders (PO) in Business Central and have a receiving process that requires a warehouse team to receive items off a PO then this tip is for you. Within the Purchase Orders list you can personalize to add the column Amount Received Not Invoiced. This will all Accounts Payable and the Purchasing team to know what PO's have been received but not invoiced yet. To learn how to personalize Business Central check out this blog:  Personalizing Screens In Dynamics 365 Business Central (kristenhosman.com) Reconcile AP to GL There is also a report in Business Central called Reconcile AP to GL that can be useful. The name doesn't make sense but the data it provides does.  Search for  Reconcile AP to GL and make sure to bookmark it since it's hard to remember. Filter if needed or just select Print or Preview. Review the two pages. “The AP to GL Reconcile report is a 'point in time' report. It cannot be run for prior days as it gets its data from the ...

One of my favorite features within Dynamics 365 Business Central is the ability to import multiple item pictures at once. This is very helpful when you need to setup multiple items at once and you don't want to import the pictures in one at a time. Prep Steps Create items within Business Central. Verify picture file name is the same as the item number in Business Central. Also important to note here that JPG's work best. Create a zip folder with all the item pictures you'd like to import into Business Central. Import Item Pictures Search for the import item pictures task and select it. Import Steps Open the import item pictures window. Select the zip folder that includes the item pictures you'd like to import into Business Central. Verify the information within the details section. Click import pictures on the menu bar. Couple things to note is that if the picture already exists within Business Central you are able to select the replac...