Be sure to read the Microsoft Documentation and watch the video entitled ‘connect to an online service to update currency exchange rate.’ You will want to follow the steps in the video as you setup your exchange rate service. This Assisted Setup option opens the Currency Exchange Rate Services Screen Read more…
There is no documentation listed for this step, it’s title is self explanatory. This topic provides the requisite verification but also prompts you to ‘configure permissions per license.’ If you choose to configure permissions, a License Configuration screen is opened. This screen lists the various license types that can be Read more…
Be sure to read the Microsoft Documentation. In the case of the company details topic, the Microsoft document is not as specific as it was for our last blog but rather it covers a wide range of topics. As with most of the Assisted Setup topics, the wizard begins with Read more…
Before you can use Assisted Setup, you must create a company. There is an assisted setup to help you create your new company. There are two steps in the create company wizard. Step One first asks for a company name, and you choose the data that you want Business Central Read more…
MVP Kristen Hosman wrote a great blog in the last month or so about sales tax setup. Please review https://buff.ly/3R3BE6h. I will not cover in this blog what Kristen so eloquently already explained. Before you start any of the Assisted Setup Topics, take the time to Read the Microsoft Documents Read more…
Have you used Assisted Setup to get started using Business Central? Maybe you used Assisted Setup for a function or two like email setup or bank statement import. It has documents that you can read to understand the purpose of each function on the list. Once you’ve done the reading Read more…
So you use subcontractor work centers in routings for items that you produce and you find that the Planning Worksheet effectively creates your productions orders. Followed by the Subcontract Worksheet creating the associated purchase orders. Receipts from the purchase orders, create output entries against the production orders and life is Read more…
Inventory reconciliation for companies using production orders is not complete without discussing production order work-in-process (WIP). Flushing methods can impact when entries are made to WIP as can subcontract purchase orders. The following flow is based on manual flushing. Consumptions against a production order add dollars to WIP (debit for Read more…
If you have been using Business Central, you are probably acquainted with Recurring Journals. I’ve been using them for years, and users always get upset when I tell them that reversing journals are posted one day after the posting date in the journal. So a reversing journal posted 12/31/21 will Read more…
If you have been using Business Central, you are probably acquainted with Recurring Journals. But wow, the new options for BD Balance by Dimension and RBD Reverse Balance by Dimension have so many uses! Need to allocate an amount posted to one dimension to many dimensions? Maybe you record professional Read more…