How to Print a Remittance Advice in Microsoft Dynamics 365 Business Central Brief: Install the free, Microsoft-provided Send Remittance Advice by Email From the Vendor Ledger Entry page, highlight a Payment line and run the Send Remittance Advice function either to email or print the remittance advice report. Introduction: Bradley Roberts In Microsoft Dynamics 365 Business Central it's [...]
Creating Dynamics NAV Approval Workflows How to allow for a single approval from a group of approvers In most of the Microsoft-provided documentation on workflow approval scenarios, Microsoft provides instructions on a single approver, multiple required approvers, or a hierarchical-approval structure. So far, none of the customers I've worked with on Microsoft Dynamics NAV workflow [...]
Standard Configurations of New Company Setup in Dynamics 365 for Financials: Part 2 Standard Assisted Setup Review — Additional Configurations Yesterday I showed you several standard configurations that are set up automatically when using the standard assisted setup tools to create a New Company in Dynamics 365 for Financials. Today's blog covers even more configurations that are set up automatically. [...]
Standard Configurations of New Company Setup in Dynamics 365 for Financials Standard Assisted Setup Review of Configurations In my last blog, Assisted Company Setup in Dynamics 365, I reviewed the prompts involved in creating a new Dynamics 365 for Financials Company using the standard assisted setup tools. This blog will outline some of the many configurations that are set [...]
Walkthrough: Standard Assisted Setup of New Company in Dynamics 365 for Financials As discussed in my previous blog, when you create a new company and use the assisted company setup tool’s Standard Setup option, you get a lot of preconfigured data. This blog walks through using the assisted setup tools and reviews the configurations that [...]
How to Set Up a New Company in Dynamics 365 for Financials Follow these five steps to set up a new company in Dynamics 365 for Financials: After logging into your Dynamics 365 for Financials instance, search for and open the Companies page. Click the New button on the Ribbon. Assign a Name to the new Company. Note: After you [...]
How to Record Vendor Expenses in Dynamics 365 for Financials There are a couple of options for recording vendor expenses in Dynamics 365 for Financials: (1) use Journals or (2) use Purchase Invoices along with Service Items. That said, I think only the Purchase Journal method makes sense. I'll clarify why below. Option 1 — [...]
How to Set Up Bank Account Beginning Balances in Dynamics NAV Primary Goal: Establish the Bank Account's sub ledger detail in a manner which prepares for processing future bank reconciliations. To do this, you'll need to account for the following items: Ending Bank Balance Outstanding checks Outstanding deposits/other transactions Success Criteria: At the end of [...]
How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal: Part 3 — Testing We have already walked through the steps on how to manually configure a NAV demo virtual machine in Azure, including how to connect to and initialize the new virtual machine. Today we will test the setup and connections. Test the [...]
How to Manually Configure a NAV Demo Virtual Machine in the New Azure Portal: Part 2 Yesterday I detailed the initial steps on how to create a new Azure virtual machine in Microsoft Dynamics NAV. Today we will: Set up the DNS Name Label Add Inbound Security Rules Connect to the new virtual machine Initialize [...]
