Create a fixed asset in Business Central to manage periodic depreciation of equipment, keep track of maintenance costs, etc. Select the Fixed Asset option available under the header of Finance on the Role Center page. You can also search Fixed Asset directly through the search option.
Click New to create a new fixed asset.
In the fixed asset card, fill in all the relevant details like its class, sub-class, department for which it is purchased, the responsible employee, etc. in the General tab.
Similarly, fill the details in the depreciation tab
In the fixed asset card maintenance tab you can also assign a vendor responsible for the maintenance of the particular equipment. The vendor from whom you have purchased this asset and the vendor responsible for its maintenance can be the same or different.
Fixed Asset Acquisition
After filling in the details, go to Actions >> Acquire
Specify the ledger type for posting acquisition
Fill in the acquisition cost and date in the Fixed Asset Acquisition card.
Complete the acquisition by clicking on the finish
When you complete the acquisition process, book values are also filled out in the depreciation tab.
The newly created fixed asset will appear in the list.
This blog covers the process through which we can create and acquire a fixed asset in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at email@example.com
Business Central provides functionality to import multiple item pictures simultaneously. It requires creating a zip folder of images. Store Item images in a folder and name each file according to the number of the related item. Next, create a zip folder to import it into the Business Central.
After saving images with the same name as Item no. convert this folder to zip by Send to >> Compressed (zipped) folder.
Import Item Images
From the role center page search “Inventory Setup” and open the related link.
In the Inventory, setup window go to Related >> Import Item Pictures
In the Import Item, picture window select a zip file to import by clicking on the three dots
Enable the replace picture option if you want to replace any existing picture with the new one during the import process.
Importing a folder creates a separate line for each item and picture in the Import Item Picture window. Check-marked the item whose image is going to be replaced during the import process.
Now click on the import picture option to complete the process.
After the import picture process executes, the status also changes to completed in the Import status column.
The images of the respective items imported into the Item card
This blog covers the simple process through which we can import images in bulk into the Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at firstname.lastname@example.org
Configuration packages in Business Central are used to import data in bulk quantities. Almost every business needs to transfer a large amount of data to their systems either vendors, products or customers, etc. Through these packages import and export large amounts of data with ease. Search “Configuration Packages” from the role center page and open the related link.
With the “New” option, create a new package.
Specify an appropriate package name and code, then click on three dots in the Table ID field to select a suitable package for import or export.
When you click on three dots, a window appears containing a list of tables. Please select an appropriate table, in this blog, we are importing a package of vendors.
Select ok, to complete a selection. The table ID will appear in the main window with the no. of available fields.
Click on the no. of fields as highlighted in the above screenshot to see the available fields. The window appears with the list of fields, you can select the desired fields only if you need to import or export specific data. With the Clear included option all selections will remove and then you can manually check-marked the fields which you want to include.
Now come back to the main window and go to Excel >> Export to excel
The excel template is exported to the system. The file contains all the existing system data, add your data in the template and then import the sheet back by going into Excel >> Import to excel
Validate the package to check if there are errors in the data. If there are errors system will show them, see the error detail by clicking on the no. (1 in this case). Correct the error in the excel sheet and import it again, validate and then apply the package.
When you apply the package following message will appear. Similarly, import the data for different entities using configuration packages.
This blog covers the bulk import & export of data in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at email@example.com
In Business Central we can create and copy a company very easily according to our requirements. We can also delete a company but it should be a prudent decision as all data will be lost when we delete a company. Search “Companies” from the role center page and then open the related link.
To create a new company go to New >> Create New Company
The window appears, click on “Next”
Next, specify the company name, select the data, and set it up according to your requirement to get started.
Proceed further and in the end, there is a window with the option “Finish” to complete the process. You can go back as well if needed.
After creating a company fill in the Company Information, set up the no. series, customers, vendors, posting groups, COA, etc to work in it. the newly created company will appear on the list.
To access the newly created company go to Settings >> My settings
In a Company click on three dots, and the list will appear to select the company you want to open, and then click ok.
To copy company go to Companies >> Process >> Copy. This action copies the selected company to a new company.
When you click on a copy a window appears, fill in the name, and click ok to proceed further.
To delete a company select the company in a list and click delete.
When you click delete, the dialog box will appear to confirm the deletion of the company.
This blog covers company creation, copy, and deletion. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at firstname.lastname@example.org
Business Central uses a transfer order to move inventory from one warehouse to another by keeping a record of it. After posting, the system generates a receipt and moves it to Posted Transfer Receipts. There are two ways of inventory transfer in Business Central:
Note: The product name is fictitious and used for demonstration purposes only.
- Consider Item No. 20600, it is available in the East location, and we want to move some inventory to Main Location.
- Search “Transfer Orders” from the role center/main page. Create a New Transfer order and fill in the appropriate details. Don’t enable direct transfer as we are using In-Transit Code.
The details below are filled in automatically as provided in the location card.
- Now post this transfer order.Posting >> Post >> Ship
- This transfer order is still available in the system with the released status
- We can check In Transit items through the item card
Related>> Availability >> Items by Location
Also, item quantity was reduced from East Location but did not appear on the Main
6. Once an Item receives at another location, go to the released transfer order again
Posting >> Post >> Receive
7. Inventory transfer is also reflected in locations as well
Using Direct Transfer
- Created a New Transfer Order for the same item, this time with “Direct Transfer” enabled.
- In this case, when we post a transfer order, the ship and receive option doesn’t appear. As soon as you click on Post, the system instantly posted and deleted this transfer order, and inventory is adjusted accordingly.
- Check the item availability by Location and the inventory moves to a new location.
This blog covers the transfer order in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs. For further assistance and to make us your implementation partner reach us at email@example.com
Every business needs to know the demanded quantity of their products at any given time. This helps fulfill customer orders timely and ensures a smooth demand and supply process. The order planning in Business Central allows us to see the demand for all products based on sales orders at a glance. Although, for advance demand planning business central offers other functionalities but order planning is a basic tool that gives an instant picture of demanded quantities. From the role center page search for order planning and open the related link.
In the order planning window select demand-type from the dropdown menu in the “Show Demand as” field. So, the system will calculate the plan according to the selection.
Now go to Process and select calculate a plan to get the current data.
Order planning window shows the status of sales order, sales order no., needed quantity, replenishment system for an item, etc. Demand Quantity Available field may not appear by default but can be added through personalization. Demand quantity available shows the quantity available in inventory plus the quantity on the purchase order. Consider an item 1908-S its available quantity is coming as 23.
Check in the item card. Quantity in inventory is 3 and on the Purchase order, it is 20, equivalent to 23.
Consider Sales orders against this same item. To fulfill one sales order quantity needed is 55 and for the other 22.
Go to the Item card again and check the quantity on the Sales Order. The quantity on the sales order, S-ORD101037 is 55 and the system is also showing the needed quantity as 55. For the second sales order, S-ORD101038 quantity on the sales order is 45 and the system is showing the needed quantity as 22 because 23 is already available. Hence with order planning, we can easily get the current demand status of products.
Also, from this window, you can create a purchase order according to the suggested quantity.
This blog covers the basic order planning in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs. For further assistance and to make us your implementation partner reach us at firstname.lastname@example.org
Business Central allows designing a Chart of Account (COA) according to the accounting need and requirements of the company. You can delete and create a new General ledger or G/L account in COA. Chart of Accounts can be accessed from Finance >> Chart of Accounts.
We are going to create a new G/L for Customer EU. If we want to make an account under a particular group, then we have to select an account number accordingly. In our case, all accounts receivables come in between 13000 to 13400 so we will assign the account no. that will appear in a sequence with other accounts of this group. Organize COA by using heading, and totaling options available in account type of G/L card. Go to the “New” option to create an account.
In the G/L account card fill in all the relevant details. Specify whether this account belongs to Income Statement or Balance Sheet, and select its category and sub-category. Either it is a posting account or just a Heading or any other type. To use this account in transactions, allow/enable direct posting.
Similarly, fill in the relevant details in posting, consolidation, and other tabs.
After filling in the relevant details go back to the Chart of Accounts, the New account appears in the list and whenever a transaction is made involving this account Net change and Balance fields will be populated.
Delete G/L Account
View, edit, and delete the G/L account by clicking on three dots. To delete an account, the balance must be zero as you cannot delete an account having a balance in it.
This blog covers the creation of the G/L account. accsoft has years of experience in implementing Microsoft Dynamics ERPs. For further assistance and to make us your implementation partner reach us at email@example.com