Dynamics 365 Business Central | Copying Fields with Simple Object Designer
Our previous article on Simple Object Designer (SOD) as developed by Erik Hougaard, describes an overview of SOD’s intuitive user interface for completely customizing Microsoft Dynamics 365 Business Central. SOD allows the end user to add fields to screens, reports, and other objects without using Microsoft Application Language (AL) programming. As expressed in those articles, […]
Updating Checkbooks within Dynamics GP
Even though it does not happen often, reviewing and updating your default checkbook is a crucial step in maintaining the integrity of your financial data and ensuring efficient operations within Dynamics GP. Here are a few reasons: Account Changes: If your primary checking account changes due to bank closures, account closures, or account number modifications, […]
Expected Inventory Cost Posting in Business Central
Understanding Automatic Cost Posting and Expected Cost Posting in Dynamics 365 Business Central is crucial for clients to Maintain Accurate Inventory Valuation: Both methods impact how inventory costs are reflected in your system. Automatic Cost Posting immediately updates the cost of your inventory when a purchase transaction (receipt) is posted. This ensures your inventory valuation […]
Extract Business Central Data using Configuration Packages
Extracting data from configuration tables, which store setup information for various functionalities, allows you to uncover hidden trends, create custom reports, automate tasks, integrate with external tools, and troubleshoot setup issues. From analyzing customer segmentation to optimizing inventory and monitoring workflows, configuration table data empowers you to make informed decisions and elevate your Business Central […]
How-to Void Receivables Transactions Credit Memos in Dynamics GP
Even the most meticulous accountants encounter situations where an invoice needs to be corrected. Perhaps a pricing error slipped through, a customer returned merchandise, or a simple data entry mistake skewed the amount due. In these scenarios, credit memos can be voided by navigating to the Receivables Posted Transaction Maintenance window (accessible via Transactions >> […]
Finding Data in Business Central
Capturing and extracting data is one of the primary functionalities of Business Central. Being able to easily find your most important business data boosts employee’s everyday efficiency and allows for informed decision-making. Business Central also offers export options that allow you to extract data for analysis in specialized tools. Here are a few of the […]
Dynamics GP Bank Deposits SmartList
Having a SmartList in Dynamics GP for bank deposits within a specific date range offers a powerful advantage. This list includes crucial details such as deposit date, checkbook identifier, and deposit amount, eliminating the need for manual searches through individual transactions. This enhanced functionality facilitates efficient bank statement reconciliations, enables insightful analysis of deposit trends […]
Post Close Income Statement Adjustments
Bond Consulting Services understands that accurate financial data forms the bedrock of any successful enterprise, and the “Close Income Statement” process within Dynamics 365 Business Central plays a pivotal role in guaranteeing its veracity specifically at the year-end close period. This feature transfers the year’s result to an account in the balance sheet and closes […]
Email Setup in Dynamics 365 Business Central
Eliminate email chaos with Dynamics 365 Business Central. Setting up an email within Business Central allows you to run specific email scenarios to automatically send important reports like purchase orders and invoices without having to open an email app. In the global search, enter “Email Accounts” and select the option in red. Select New > […]
Using Business Central OData in Power BI
Although Microsoft Power BI can pull Business Central data from Excel files or Power BI’s “Dynamics 365 Business Central” data source, Microsoft recommends using OData queries. OData is Open Data Protocol and, according to Microsoft, is an ISO/IEC approved and OASIS standard that defines best practices for building and consuming REST APIs. A REST API […]
