Performing Financial Health Checks in Business Central
When it comes to accessing your financial data, Business Central is one of the most powerful engines you can install to drive your business forward. Making sure everything is well maintained and operating at peak performance is key to continue delivering the best results for your business. That’s where a monthly financial health check can add […]
Query cannot be previewed due to the following problem – there are no columns defined
We recently came across a case where Integration Manager was not able to read any records despite the fact that the source file referenced in the integration was correct and contained valid data when the file was opened in Notepad. When we tried to preview the file contents, we received the following message: For whatever […]
How-to Use the Same Number on a Sales Quote and Sales Order
In Dynamics 365 Business Central (BC), we have number series that assigns the next sequential number to any new transaction. Due to this, a quote can have a different number assigned when it gets converted to an order. (Example: QTE0005 can become ORD0010). Customers have begun to ask if there is a way to keep […]
How Often Does Business Central Update
Managing change in a cloud environment can be challenging because upgrades are generally pushed automatically. Advance notification is provided for major updates which provides an opportunity to prepare, review, and test, if desired. TimeLine for Major & Minor Updates Managing Updates in the Admin Center Notifications Warnings and notifications may be delivered in the […]
How-To Change the Format of the Invoice Email
Recently one of our clients had an issue sending out reports in a custom template that was different than the default report. An administrative user need only to follow these steps for the solution as well as viewing all of your custom report templates at a glance. Essentially, the admin user will be setting the […]
How-To Add the Date Posted Field into a SmartList
We have recently received several inquiries on obtaining information as to when specific accounting entries have actually been posted, as opposed to the GL transaction posting date. Getting this information from Dynamics GP is not that difficult, so follow these steps to solve the problem. In the example below, we will be using SmartLists to […]
Why Do PDF Jobs Freeze When Printing Documents
Just after completing an upgrade to Dynamics GP 18.4 recently, we ran across an issue where Adobe Acrobat seemed to be freezing up on the RDS server whenever users attempted to print Sales Order Processing documents. When we researched the recommended version of Adobe Acrobat, the system requirements document pointed us to an old version […]
How-To Fix Inventory Values Using an Item Revaluation Journal
A recent inquiry was brought to our attention around duplicate cost of goods sold and inventory account postings for the same amount in Dynamics 365 Business Central. Please follow the instructions below to guide you through resolving this issue. BACKGROUND: In a test company a sales invoice was posted. The image below shows the resulting […]
How-To Do a Point-In-Time Restore to a Business Central Environment
If you have discovered that unwanted transactions have been posted in Business Central’s production environment, it is very easy to restore Business Central to a point in time prior to this emergency. In fact, a Business Central administrator can restore to a certain point in time as far as thirty days in the past using […]
Undo Assembly Process in Microsoft Dynamics 365 Business Central
A recent scenario we have came across is the need to “undo” an assembly order when the assembled product is found defective and will not be sold to the customer. Please follow the steps below to guide you through this process. Step 1: Go to the “Assembly Order” created for the Parent Item, a linked […]
