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. […]
Tips
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, […]
Tips
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 […]
Tips
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 & […]
Tips
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 […]
Tips
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 […]
General Topics
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 […]
General Topics
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 […]
General Topics
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 […]
General Topics
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 […]