Introduction In this blog, I will demonstrate using Standard Journal functionality in Dynamics 365 Business Central. Standard Journal Standard Journals provide users with the benefit of saving transaction details and utilizing them at a later stage. Consider monthly expense payments, users will manually enter the details for the current month’s initial payment and save the journal line entries for future usage. Steps to save Standard Journal Enter the ‘Code’ and ‘Description’ to uniquely identify the journal. Users can even enable the ‘Save Amount’ toggle button to save the amounts on the journal.  Steps to Reuse Standard Journal Please note: The changes made on journal lines will not reflect on the saved template. Conclusion This feature of Dynamics 365 Business Central is very useful for users who are working with Journals that are recurring in nature. Hope this helps!

Introduction In this blog, I will demonstrate how to copy data between different companies using configuration worksheet. Previously we could only use Configuration packages or copy the company to copy data between companies. By using the Configuration worksheet users can copy data from specific tables in companies to their respective table in the current company. Pre-requisite Microsoft Dynamics 365 Business Central (On-premise/SaaS) Steps Globally search for “Configuration Worksheet” and click on the related link. Configuration Worksheet page opens up. Fill in the table you want to copy. Then click the ‘Copy Data from Company’ button on the action bar as shown in the below screenshot. Also, to use this function the ‘copy data from’ company table must have records and the ‘copy data to’ company table must have no records. A Pop- up page appears allowing the user to select the company from which data will be copied. The no. of records will be shown of the selected table. If the table selected has no records then the line won’t appear. If there are no issues, click on ‘Copy data’ action and a confirmation message will pop up before proceeding. A confirmation message pops up mentioning the data has been copied successfully. Other Actions Get Tables: Click on ‘Prepare’ on the action bar, there you will find the ‘Get Tables’ button. This lets the user add tables by using filters as shown in the below screenshot. Get related tables: User can find another button by clicking ‘Prepare’ and in that ‘Get related Tables’. This function adds all Vendor-related tables and fields anchored on other tables. Please note: Table relation with filtered view and conditional table relations are not considered here. Delete Duplicate lines: Users will find this button under the ‘Prepare’ action. This function deletes duplicated lines as shown in the below screenshot. The vendor line was repeated, by using this function it deleted duplicate lines. Conclusion: In this blog, we learned about copying data from multiple companies into the current company by using a configuration worksheet. Hope this helps!

Introduction: Business Central 2023 wave 1 (BC22) new features: AL Explorer and AL Home in Visual Studio Code AL extension Steps : 1. Download and install the next major version of the AL Language extension. (v11). 2. Below is the download link of the AL Language below to experience the new features of the development. Click on this link Link:  ALLanguage v11.0.759316. Extract that folder and we can see there is a VSIX extension file. 3. Uninstall your previous AL language extension from the visual code marketplace. 4: Go to visual studio code extension marketplace, then click on 3 dots -> click on-> Install from VSIX. 5 : Select vsix extension file, and click on Install. Here, we have successfully installed the AL language extension. 6. First of all, when we open the VS Code, we will see the AL Home below. 7. Another shortcut key for this AL Explorer:     AL: Explorer: Ctrl + Shift + F12 Below is the AL: Explorer page. 8. We can View, search, and filter objects: a. Group By: b. Module c. Go to Source Code For a selected object, we can quickly jump to source code, whether to develop or read. d. Bookmark: We can bookmark objects. Below is the Bookmark object. e. API: AL Explorer also allows an overview of all APIs. f. Events: AL Explorer also allows an overview of all Events. g. Extensible Enums: AL Explorer also allows an overview of all Extensible enums. Thank you, I hope this helps!

Introduction Hi, Readers. Today I would like to talk about How to create a Business Central free trial tenant. References https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Steps: Step 1: Search Office 365 E3 on Google or click on the below link. https://www.microsoft.com/en-in/microsoft-365/enterprise/office-365-e3?activetab=pivot:overviewtab Click on the Free trial Fill in personal details which are required Step 2: In the next screen, enter the domain you want example bclearning.onmicrosoft.com Set a password and click on Next Step 3: Enter Any Registration no. (Ex. Any Unique no.) You have successfully created an Office 365 account. Ensure that you are logged in with this account. Step 4: Now you need to open this link in your browser https://businesscentral.dynamics.com/ Click on Continue. Step 5: You can create multiple users here. If you don’t want it, just select the skip option. Here is your Business Central free trial tenant. Now you can explore Business Central. Hope this help. Thanks for reading.

Introduction Have you ever faced the error: “Report ___ does not have a layout of type None.” Here’s how you can resolve it. Pre-requisites Business Central OnCloud/OnPrem References https://community.dynamics.com/business/b/think-about-it/posts/how-do-i-fix-error-report-x-does-not-have-a-layout-of-type-none Configuration With the earlier versions of Business Central, you were allowed to run a report without specifying a layout, even if it was not a processing only report. However with the recent version of Business Central it is mandatory to specify both the “DefaultLayout” and the path to the layout via the “RDLCLayout” or “WordLayout” or “ExcelLayout” properties. Once these properties are the defined the error is resolved. Furthermore you can also resolve this error by using the report rendering section which has been made available since runtime 9.0. However be sure to define the “DefaultRenderingLayout” property for the report to specify which of the layouts defined should be considered as default. Conclusion: Thus we saw how we can resolve the error: “Report ___ does not have a layout of type None.” Happy Coding!

Introduction We’ve all faced situations where we’ve had an operation take a long while which made the User wonder whether the system is stuck with something or is still processing. We can use simple dialogs which can enhance the User experience by showing User the progress of the operation. Some Business Central operations have out of the box dialogs which indicate progress like Posting documents or entries, Running reports with large data sets. Pre-requisites Business Central OnCloud/OnPrem References Dialog Data Type – Business Central | Microsoft Docs Dialog.Open(Text [, var Any,…]) Method – Business Central | Microsoft Docs Configuration While using the Dialog for creating windows, there are 3 procedures that we are going to be using. Open – It creates the window which we will be displaying the messages in. Update – It updates the content of the window based on the values that we pass in it. Close – It closes the window. We can create a simple Progress Window using the below piece of code. And this is the result for it. Please note that because there were two # in the Label, system has broken them into two separate lines. To avoid creating multiple lines within a single dialog box, we can use the StrSubstNo procedure which compresses the number of updates that we call to 1. We can now see that the content is visible in a single line. In Business Central 14 or previous versions of Business Central (which used windows client) it was possible to show the progress indicator in percentages using native APIs, however this functionality is not supported in Web Client. However we can still simulate it using text and creating our own basic procedure which converts the values to a String which will be used to indicate the progress. Conclusion: Thus we saw how we can use Dialogs to enhance User Experience and allow Users to visualize the processing of some long running task.

Inventory periods are used to keep track of when inventory adjusting entries are posted. Unless inventory periods are closed on a monthly basis, adjusting entries will post in the same period as the original transaction. Inventory adjustments will not be posted in that period if you create and close inventory periods. If the initial transaction was posted during a closed inventory period, the adjustments’ value is posted on the first day of the first open inventory period. This ensures that once the financial statements have been printed for a month, the G/L value of inventories, costs, and cost of goods sold do not change. CREATING INVENTORY PERIOD Many companies manage inventory the same time they manage accounting Period. Steps to access inventory period: Go to ‘Accounting Period’ Click on ‘Process’, there you find ‘inventory period’  OR You can simply Go to ‘Inventory Period’ from Global Search. STEPS TO CREATE AN INVENTORY PERIOD. Click On the search icon and enter Inventory Period, select relevant link.  Create a new line In the Ending Date Field, enter the last date in the inventory period that you want to define. When the period is closed, you will not be able to post inventory changes before this date. Enter a descriptive name in the Name field. CLOSING INVENTORY PERIOD. The Closed parameter specifies whether the inventory period is closed to changes in inventory value. This field is not editable. You can close any inventory period if the following conditions are met In that time period, there are no open outbound item ledger entries, showing negative inventory. The Adjust Cost – Item Entries batch job was used to adjust the cost of all goods. This means that any outbound transaction quantities must be applied to existing inventory numbers, such as those from sales orders, outbound transfers, sales invoices, buy returns, or purchase credit notes. TO CLOSE AN INVENTORY PERIOD Before closing an inventory period, choose the Adjust Cost – Item Entries action to ensure that all cost adjustments are posted.Run the Close Inventory Period – Test report to determine if there are any open outbound item entries within the inventory period or any items whose cost has not yet been adjusted. Choose the Close Inventory Period – Test action.Run the Post Inventory Cost to G/L batch job to ensure that all costs are posted to the general ledger. Choose the Post Inventory to G/L action. On the Inventory Periods page, select the inventory period you want to close. Choose the Close Period action. After the inventory period has been closed, you cannot post inventory changes before the ending date. The cost of all items must be adjusted with the Adjust Cost – Item Entries batch job before you close the inventory period. Choose the Yes button to confirm that you want to close the period, or choose No to cancel the closing. The inventory period is closed and a confirmation message is displayed when it is finished. REOPEN INVENTORY PERIOD It is not possible to delete an inventory period once it has been closed. You can, however, reopen it if you want to allow posting before the inventory period’s expiration date. When you reopen a period, it also reopens other inventory periods with ending dates later than the reopened period. TO REOPEN AN INVENTORY PERIOD Choose the icon, enter Inventory Periods, and then choose the related link. Select the inventory period you want to reopen. Choose the Reopen Period action. Confirm that you want to reopen the period. All inventory periods with ending dates later than the period you selected are reopened. Thank you for reading. Hope this helped. 🙂

If you find a mistake in a posted bank reconciliation, you can correct it using the Undo action on the Bank Acc. Statement page. Steps to undo a Bank reconciliation: 1. Go to ‘Bank Account’ from the global search icon. 2. Select the bank account for which you want to undo the statement. 3. Open the Bank account Card Page, select ‘Bank Account’ and then ‘Statement’ 4.Select the statement for the bank account reconciliation that you want to reverse, and select Undo. 5. Select Yes When you undo a previously posted bank reconciliation, the entries are relocated to the Bank Reconciliation page and are marked as Open, indicating that they have not been reconciled. The bank reconciliation can then be corrected and re-posted. The bank account card provides the bank statement number and the balance from the last bank reconciliation. This indicates that the new bank reconciliation has a different number than the cancelled one. You can use the Change Statement No. action on the Bank Acct. Reconciliation page to use the same number as the cancelled bank reconciliation. Follow these steps to modify the number of a bank account reconciliation: 1. Go to Global Search icon and type in Bank Account Reconciliation, and then select the relevant link. 2.Change Statement No. after selecting Actions. 3. Enter the number you want to use in the New Statement No. area, then click OK. The Last Statement No. and Balance Last Statement fields on the bank account card are updated after the bank reconciliation is posted. This means that if the bank reconciliation you just completed isn’t the most recent, you may need to manually edit the Last Statement No. and Balance Last Statement fields on the bank account card. Thank you. Hope this helps! 🙂

CREATION OF ACCOUNTING PERIOD. Step1. Globally search “Accounting Period” and click on the related link. Step2. To create a new accounting period, select process and then click Create year. Step3. By default, system will have a starting date as per the last created accounting period. The no. of periods is 12 by default Period length usually is 1M but can be modified to weeks or quarters. Click ok and a new accounting period is created. CLOSE ACCOUNTING PERIOD Step1. Select Process action and then click on Close Year Step2. System pops up a message stating the start and end date and once the period is closed it cannot be undone. Once you click OK, the closed and data locked column is check true. After Closing the accounting period, we need to close the Income Statement. Step1. Globally search “Close Income Statement” and select the related link Step2. The Fiscal year ending date is automatically filled by the system Step3. Select the journal template you need to post. For Journal batch, create a new batch that can be uniquely identify year end. Step4. Fill in all the necessary details. Click OK and Journal lines are created Step4. Navigate to General Journal and select the batch name Check if the balance is correct before posting.  (First preview post the entries to verify the G/L entries) Step5. Post the journal lines. After posting check the retaining earning account. Hope this helps! Thank you.

Introduction LS Central Scheduler Jobs are used for automatic background processing. These jobs use the NAS Service under the hood. We are going to see how to configure the NAS Service for LS Central. References https://help.lscentral.lsretail.com/Content/LS-Insight/Setup/LS-Central-In-Cloud-LS-Insight-In-Azure/3-Machine-Or-VM.htm Pre-requisites LS Central v16.4 – OnPrem Data Director Configuration Create a new Server Instance and name it appropriately.  Ensure that the account for this new Server Instance is set to User and the User has Administrator privileges.  In the General tab, update the “Service Default Company” and “Service Default Time Zone.” In the NAS Services tab, set the following fields: Run NAS Services with Admin Rights: True Startup Argument: NASID,TYPEFILTER=,LOG=1,REPEAT=1 Startup Codeunit: 99001468 Startup Method: LSRSCHEDULER Restart the Server Instance. Open the Scheduler Setup in LS Central and set the “Enable NAS Scheduler” to true.  Refresh the page. Conclusion: Thus we saw how to configure NAS Services in LS Central. Happy Coding!