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 firstname.lastname@example.org
Business Central allows facilitates customers and provides ways to develop a long-term relationships with them. Defining and giving early payment discounts is one such thing that increases customer engagement. If you wanted to provide a discount to your customer for paying you before the Due Date and within a specified No of days then this blog will show you how to do this.
In the Invoice Detail Tab of Sales Order, there is a field “Payment Term Code”. Use this field to define early payment discount and due date. The payment term code can be defined in a customer card as well and it will be automatically populated when Sales Order is created for that customer.
Select from the existing ones or create a new code as per your requirement. Created a new code which allows 2 % discount if payment is made with in 5 Days rather than with in 15 days. 15 days period is actual due date and 5 days period is due date to avail discount.
In invoice tab, select the newly defined code in Payment Term code field
The payment discount percentage is coming as 2 percent as defined in our code. Similarly, Payment discount date is 7/23/2022 which is exactly 5 days from the posting date i.e. 7/18/2022
This blog covers how we define our payment code, early payment discounts in Business Central. accsoft has years of experience in implementing Microsoft ERPs. Furthermore, for assistance and to make us your implementation partner reach us at email@example.com
Vendor card in Business Central saves vendor data and the system uses it while generating purchase-related documents. There are different sections in the vendor card for a different purposes. A list of all available vendors appears on opening the related link.
Create a Vendor using option “New”
A vendor template selection window appears when you click on a “New” option. Choose the template according to the requirement, the available data in the chosen template will populate automatically in the card.
Define the vendor’s name, no, etc. in this section. There are certain fields in this section that will populate with transactional data like Balance (LCY) etc.
Address & Contact Section:
Fill in the required details in the address and contact section. If the vendor belongs to a different region and has a different native language, then select the language code for the vendor. The information on documents will translate in the selected language.
Fill in the required details in this section which includes posting groups, tax area code, etc. . If the vendor to whom payment has been made is different then the vendor on vendor card then select that vendor in Pay-to-Vendor field. This field is useful in cases where companies have subdivisions but the head division deals with all the payments.
Specify all the payment-related details in this section, they will apply to the transactions automatically. If any prepayment is required for the vendor for order processing then define its percentage in the prepayment field. Define payment term code and method in this section as well.
Specify the receiving-related information in this section. In the location code define the default location where items will receive from this vendor. Similarly, define shipment method, code and lead time associated with the particular vendor in this section.
Finally the newly created vendor will appear in the list
This blog cover vendor in business central, its creation, and different sections in vendor card. accsoft has years of experience in implementing Microsoft ERPs. Furthermore, for assistance and to make us your implementation partner reach us at firstname.lastname@example.org
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
- 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 email@example.com
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.
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.
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.
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 firstname.lastname@example.org
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