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Showing posts from June, 2019

How to Undo and then Redo Quantity Posting on a Posted Return Shipments in Microsoft Dynamics 365 Business Central

Introduction:
In this blog, I will demonstrate how to Undo and then Redo Quantity Posting on a Posted Return Shipments in Microsoft Dynamics NAV / Business Central. This functionality is useful if user ship the wrong quantity or selected the wrong item for Purchase return order.
Pre-requisites:
Microsoft Dynamics NAV
Microsoft Dynamics Business Central

Demonstration:
NOTE: You cannot undo a posting if purchase credit memo is posted.
1. In the search option, enter Posted Purchase Return Shipment and then choose the related link.

2. Open the Posted Purchase Return Shipment that you want to undo.

3. Select the Posted Purchase Return Shipment Lines that you want to undo.


4. In Lines, click on Function button and choose Undo return shipment action.
5. Choose Yes in pop up box.
6. A corrective line inserted under the selected return shipment line.
7. The Return Quantity Shipped field on the related purchase order will be set blank once undo receipts.
8. Open the return order in question, and then cho…

How to Undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics 365 Business Central

Introduction:
In this blog, I will demonstrate how to undo a Quantity Posting on a Posted Purchase Receipt in Microsoft Dynamics NAV / Business Central.
This functionality is useful if user receive the wrong quantity or selected the wrong item for Purchase order.
Pre-requisites:
Microsoft Dynamics NAV
Microsoft Dynamics Business Central

Demonstration:
NOTE: You cannot undo a posting if the purchase invoice is posted. 1.In the search option, enter Posted Purchase Receipts and then choose the related link.
2.Open the Posted Purchase Receipts that you want to undo.
3.Select the Posted Purchase Receipt Lines that you want to undo.
4.In Lines, click on Function button and choose Undo receipt action.
5.Choose Yes in pop up box.
6.A corrective line inserted under the selected receipt line.
7.The Quantity Received field on the related Purchase Order will be set blank once you undo the receipts.


Conclusion: The functionality helps the user to reverse the Purchase receipts so the user can post purchas

How to use Forms - Flows - Business Central integration to build your masters in Business Central

Problem Statement: Few months ago on a client requirement gathering session for Business Central, I realized that the client is asking for portal where the Vendors / Customers can fill in their basic data so that the data is correct and it saves our time to prepare the master.  The easiest way of doing this was by using Microsoft Forms. In this case, I need it for Vendors, so let's see how we can use Forms, Flow and Business Central and integrate them together.

Pre- Requisites:
Microsoft Flow
Microsoft Office Forms
Microsoft Dynamics Business Central

Solution:
The solution I found was creating Form and using Flow integrate the data from the Form into Business Central
1. Create Form with fields which you want to set on the Vendors



2. Create Flow to take each record inserted in Form and integrate this record to Business Central



Output:
After inserting the data into Forms, automatically MS Flow runs to integrate this record into Business Central.





Conclusion:
Thus using MS forms, you can on…

Automatically adding dimensions from Shortcut Dimension from Excel Import in Microsoft Dynamics NAV / Business Central

Problem Statement:
I have a requirement where the contents of the General Journals are to export to Excel and also can create new entries by importing the same Excel file as well.
A major troublemaker is the dimensions as only Dimensions 1&2 ate stored in tables and can be validated easily but 3-8 are set at run-time through variables on the page.
In this blog, I'll be attempting to resolve how to automatically apply dimensions from 3-8 using the code.

Pre-requisites:
VS CodeAL Language ExtensionFunctional knowledge of  DimensionsMicrosoft Dynamics NAV /  Business Central
Solution:
1. Understanding how dimensions work technically:
Any dimensions that are inserted in an entry in the system are validated to be stored in the Dimension Set Entries table.
This Dimension Set Entry ID is stored on the entries to be used as a reference. For instance, if we want to Apply Dimensions to General Journal Entries, the Dimension Set Entries ID is stored on General Journal Lines Table.


Out of 8 t…

Adding Default / Mandatory Dimensions in Dynamics NAV / Business Central

Introduction:
In this blog I aim to provide how to set Mandatory Dimensions on Items,Customers, Vendors and G/L Accounts and how to optimize this process using Configuration package.


Pre-requisites:
Microsoft Dynamics NAV.
Microsoft Dynamics Business Central.
Understanding of Dimensions in NAV / BC

Theory:
Automatic Dimensions can be added for the G/L Accounts, Customers, Vendor and Items.
The Value Posting can be selected as per the below Table.

Value PostingExplanationBlankNo posting restriction.Transactions can be posted with any dimension value or without a dimension value.Code MandatoryAny dimension value for the given dimension can be added. If dimension value is blank then NAV / BC will throw an errorSame CodeOnly a single dimension value defined in Default Dimension can be used while posting.No Code
Dimensions must not be specified on the transactions. This also implies that you can add the Default Dimension, No Dimension, Mandatory Dimension and Manual Dimension only when needed…