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January 29, 2023

Month: June 2022

How Bank Deposit works in Business Central

Monday, 20 June 2022 by Sadaf Afzal

This blog covers how Bank Deposit works in Business Central. If you are working in an Accountant Role, then Deposit is under the Cash Management module and if working as a Business Manager then just search “Bank Deposits” and open the related link. Consider a scenario where you receive a payment from different customers either cash or cheque, partial or full. You can deposit them collectively and apply them to the invoices, against which the payment is received.

Procedure of Deposit

Deposit >> New

The deposit window opens

  1. Click on the three dots (…) to open the No. …

This series will only appear if you have selected it in the General Ledger setup

2.  Back on the Deposit Entry window, Select the Bank account in Bank Account No. to which you want to make the deposit.

3.  Now, enter the total Deposit amount – that is the total of all the line items that will be entered. …

4. Now in the Line header, select the customer in Account type, customer account no. The document date is usually the cheque date, and the document no is usually the cheque no.

We have chosen Customer 10000; Now applies the amount to the invoice. Go to Functions -> Apply for Entries. The following window appears, we are going to apply the amount against the first invoice.

The cursor is blinking in the Applies to ID, now go to process, and select Set Applies to ID

Now see the cheque number is populated, click ok and the amount is applied against this invoice.

Now, in the case of the second customer, payment receives in cash so just mention cash and the date received in the document number. You can apply the amount to multiple invoices through the same procedure mentioned above.

Now if you click on the difference, it becomes zero and to post the deposit it should be zero. Now just post this deposit. To look at the preview of the deposit slip, go to Actions -> Posting -> Test Report.

5. Finally for posting, navigate to Posting and choose Post and Print.

6. Deposit is not only for customer payments; you can also record G/L entries here. Like, you have to pay $100. Total deposit lines have $1900 now, so must change the total deposit amount to $1900 to make a difference of 0 and to post it.

Ledger entries of Bank after posting deposits.

Bank Deposit in Business Central is an easy way to record deposits and it also allows for applying amounts against invoices. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. So for further assistance and to make us your implementation partner reach us at info@accsoft.com

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  • Published in Business Central, Dynamics 365 BC
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Microsoft Shopify Connector for Dynamics 365 Business Central

Monday, 06 June 2022 by Sadaf Afzal

Microsoft Shopify connector easily integrates Business Central and Shopify to ensure smooth operations between backend ERP and front-end e-commerce stores. This blog covers some prominent features of the connector.

Connect Multiple Stores

Connect multiple Shopify stores with Business Central. Connector denotes stores as shops. Go to Shopify  >> Shops >> New to create a new store. After filling in the general information go to Process >> Request Acces to make the connection.

After establishing a connection between two platforms, specify and select your preferences in the Item synchronization, customer synchronization, Inventory synchronization, and order processing tab. The list of connected stores appears under the Shops menu.

Bi-Directional Product Integration

Sync products from Shopify to Business Central and also add products to Shopify from Business Central. Go to Shopify >> Products and the list of all products appears. Store code and also the preview URL let you know which store product it is for multiple stores. Moreover, the selected product variants appear under the Shopify variants list.

Customer Integration

Sync and create Shopify customers to Business Central. Furthermore, the connector gives an option to create Shopify customers with order import or import orders in a guest customer. Define tax area code and also the tax business posting group in Shopify Customer Templates.

Mappings

Easily map Shopify and Business Central shipping and payment methods with each other.

From Shopify Shop Card go to Related  >> Shipment Method Mapping. Shopify shipping methods appear in the first column, map them with corresponding Busines central shipping methods.

Similarly, From Shopify Shop Card go to Related >> Payment Method Mapping. Likewise, map Shopify payment gateways to corresponding Business Central payment methods.

Order Processing

Import orders from Shopify to Business Central. Go to Process >> Sync Orders from Shopify. The list of all orders with other details like financial status, fulfillment status, created at, etc will appear under orders. Shop code against each order will let us know to which store this order belongs in the case of multiple stores.

Still, a lot more is there to explore in this connector. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. So for further assistance and to make us your implementation partner reach us at info@accsoft.com

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  • Published in Business Central, Dynamics 365 BC, eCommerce Solutions for Microsoft Dynamics
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