New Dynamics 365 Business Central Functionality 2023 (Wave 1)
Business Central (BC) version 22, also known as Wave 1 2023, is due for release in April 2023, and it comes with a good load of welcome changes and new features.
Quick Links:
- Posting Preview now available for the Item Journals
- Use Different G/L Accounts for AP and AR Transactions
- Mark EOM/EOY Closing Entries as Reviewed
- Ship and receive non-inventory items on warehouse documents
- Undo Transfer Shipments
- Modern Tooltips
- Add any Table Field to Pages
- Drag and Drop Files into BC Documents
- Use Your Keyboard More with Visible Shortcuts
- Reduce Clicks, Add Common Actions to the Actions Bar
- Get Asked to Reopen and Order if Changes are Required
Posting Preview now available for the Item Journals
We all have an “oops” moment, but with Posting Preview, you can review a posting before it happens.
Use Different G/L Accounts for AP and AR Transactions
For those rare transactions where the predefined Posting Group does not fit the bill, BC can let you select a different Customer/Vendor Posting Group with a new concept called Substitutions. Substitute posting groups can replace the default customer or vendor posting group specified for a customer or vendor.
Mark EOM/EOY Closing Entries as Reviewed
The General Ledger Entry page will have the option to mark G/L entries as reviewed. This process is useful to speed up period-end closing and reconciliation of G/L accounts.
Ship and receive non-inventory items on warehouse documents
Warehouse employees can ship and receive non-inventory items, such as insurance or cost, on sales or purchase orders along with the physical goods on the orders. Posting the Non-inventory and Service lines in the previous version was a separate process.
For Non-Inventory Items posting, there would be two scenarios:
- Post all Non-inventory lines on the source document as soon as at least one non-inventory Item is posted by the warehouse document.
- Post non-inventory lines of the source document linked to the Item via the “Attached to Line No.” field when a warehouse document posts the Item.
This feature can be enabled on the Inventory Setup page by turning on the “Non-Inventory Items Posting Policy” toggle.
Undo Transfer Shipments
After reviewing the Transfer Order, you realize you made a mistake and need to undo the shipment, fear no more, “Undo Transfer Shipments” will be added to the Posted Transfer Shipments page to allow corrections without forcing you to receive, post a corrective Transfer Order and creating a new, and correct, Transfer Order.
Key Note: You cannot undo a Transfer Shipment once a Transfer Receipt has been posted.
Modern Tooltips
Tooltips were redesigned to make it easier to read and have improved contents to help self-learning users adapt to Business Central.
Developers can add rich-text variants such as italics and bold to enhance readability.
Add any Table Field to Pages
A long-awaited feature that will be welcomed by many. Although it is not coming immediately, users can add any field using Personalize in a minor release expected in June 2023. All fields will be available and could be added by any person as needed based on their security settings. Developers can concentrate on adding value to BC rather than making fields available.
Drag and Drop Files into BC Documents
Business Central will natively support drag and drop files into the File Upload dialog page. No more fumbling around looking for a file you already have in another window, simply drag it into Business Central, and you are done!
Use Your Keyboard More with Visible Shortcuts
Although it is not a new feature, shortcuts have existed for a while, but the user needed to know or had to pay attention to the Tooltip advertising a shortcut; in BC 23, shortcuts will be visible when you press the Alt key and give you a way to become more efficient without using your mouse.
Reduce Clicks, Add Common Actions to the Actions Bar
The Action Bar has been redesigned to make more useful functionality readily available, reducing the number of clicks. If a common function is buried in a menu, drag it to the Action Bar or another more available menu.
Single-option menus can replace the menu by dragging the only option onto the Action Bar.
This change will also apply to subforms and Lines.
Get Asked to Reopen and Order if Changes are Required
After finding that field you need to change and making the changes, the system tells you a vague message that, in essence, means the Order has the status Released and cannot be modified until you reopen it, argh! Soon, BC will ask you if you want to reopen the Order to continue, allowing you to change the status and make the changes without getting an error message.
For questions about these functions or how to maximize your Microsoft Dynamics investment please reach out to us at Support@BondConsultingServices.com or Click Here to Schedule a Free Consultation with one of our experts.