30 Problems/30 Fixes – Tip #7 Invoice Posting Control
Kim Dallefeld, MCP, MCT, MCP Situation: Permissions are all setup. Sales, purchase and service invoice postings are restricted but still need some users to be able to post just invoices. Permissions seem lacking to control this. Recommendation: User Setup has three fields to help, one for sales invoices, one for purchase invoices and one for […]
30 Problems/30 Fixes – Tip #6 Templates
Kim Dallefeld, MCP, MCT, MCP Situation: Customers, Vendors and Items are not being created accurately by staff. Recommendation: Use Templates! Templates allow the pre-definition of settings for types of customers, vendors and items so that the desired fields are setup consistently and accurately. This may not solve all your problems with master record creation but […]
30 Problems/30 Fixes – Tip #4 External Document No.
Kim Dallefeld, MVP, MCT, MCP Problem: BC let you post a vendor invoice number more than once! How can this happen and how can it be stopped? Recommendation: Purchases & Payables Setup’s field Ext. Doc. No Mandatory should be ‘toggled’ on. Tip: See Tip #3 for when you need to post the same invoice […]
30 Problems/30 Fixes – Tip #3 External Document No.
Kim Dallefeld, MVP, MCT, MCP Problem: Your organization requires that ALL customer orders have a Customer PO number! What setting will help you accomplish this task? Recommendation: Sales & Receivable Setup’s field Ext. Doc. No Mandatory should be ‘toggled’ on. Tip: you can run into a problem if you posted an invoice with the […]
30 Problems/30 Fixes – Tip #2 Default Posting Date
Kim Dallefeld, MVP, MCT, MCP Problem: Sales Order booked in February finally shipped in April, but recorded as February. Why did this happen? Posting Date on the order defaults to either today or work date when the sales order is created AND the user did not update when posting the shipment. Recommendations: Control User […]
30 Problems/30 Fixes – Tip #1 Posting Dates
Kim Dallefeld, MVP, MCT, MCP Problem: trying to post and getting a posting date error? Your first instinct, and a good one, is to check the General Ledger Setup’s allow posting from and allow posting to dates…. It looks fine but you’re still getting the error! Why are you still getting this error? The answer […]
Aged Accounts Receivable (Preview) – A Tip That I Learned the Hard Way
Have you tried this Excel version of Aged Accounts Receivable? I was super excited to use this but every time that I tried, I got the year 1900. Didn’t seem to matter what I tried, just couldn’t get data. Where is this Report? Go to Excel Reports on your Role Center or search for Aged […]
Business Central Intercompany
Author: Kim Dallefeld Contributor: Steve Chinsky Do you have or manage multiple companies? Do you buy and sell between each company? Do you have one company that pays most or all, of your vendors for each company? If you answered yes to any one of the above questions, you need to use Business Central Intercompany […]
Vendor 1099s – New processes
Business Central V25 (Release 2024 Wave 2) Author: Kim Dallefeld, MVP, MCT, MCP January 2025 Contributor: Steve Chinsky, MVP, MCP Overview Please review the entire document before proceeding, especially the suggestions at the end of the document. Setup and Maintenance should be done each year. This section gets you 1099 forms setup, gets your vendor […]
Posting Date Not Allowed.
In my first working hour of 2025, I’ve had three (3) Calls related to posting dates stopping transactions. It surprises me that clients do not know what to do when they receive ‘posting date is not allowed’ error message. Then I remember that these are rescue clients! How have these companies been working for multiple […]