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January 29, 2023

Month: August 2022

How to make a relationship between No. Series in Business Central

Monday, 29 August 2022 by Sadaf Afzal

No. Series relationship in Business Central allows users to use and define different series for the same entity. For instance, if a user wants to have a different No. Series for a different group of items then it is possible by making separate series for each group and developing a relationship between them.

This helps to group objects having similar features/properties within the same entity. Consider the following scenario in which we have created different No. Series for different groups of items.

In order to make the relationship between them, select a default or already in use No. Series.

Go to Related -> Series -> Relationships

No. Series relationship in Business Central

Select relevant No. Series from drop down menu in the Series Code. Series Description will be populated automatically.

No. Series relationship in Business Central

Now when we create a new item, number appears from the default No. Series but by clicking on the three dots, we can select a desired No. Series from the list.

Select a No. Series and click ok.

No. Series relationship in Business Central

The No. form the selected series will appear in the field.

This blog covers the No. Series relationship in Business Central, how we can define and use different series for the different groups of same entity. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com

business centralgroupsInventory itemsItemsNo. Seriesrelationship
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  • Published in Business Central, Dynamics 365 BC
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How to add a Role in Business Central

Monday, 01 August 2022 by Sadaf Afzal

Business Central offers us to work in a different roles as per our job. The relevant menu will appear on the role center page. The benefit of working in the respective role is easy navigation of stuff that is a requirement of that particular job. You don’t have to search for the relevant things each time rather access them from the landing page of Business Central. We can not only change the role in Business Central but also we can define new roles by following easy steps. Search “Profiles” from the role center page and open the related link.

Go to the “New” to define a new role. Click on the three dots to view and select the role you want to define.

The window appears with the list of Available Role centers. Select the appropriate one as per your need.

Fill in the display name, ID and description accordingly. Enable the role so it will appear in the selection list.

This role is added in the list of available roles

Now you can select this role from Settings.

This blog discusses how to add new role in Business Central if they are not already in the selection list. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at info@accsoft.com

business centralBusiness ManagerProfileRoleRole Center PageRole in Business Central
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  • Published in Business Central, Dynamics 365 BC
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