Boyer & Associates

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How to purge Item Tracking in Business Central

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Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleWe recently took a large wholesale distribution company live on Microsoft Dynamics 365 Business Central (SaaS). During the go-live weekend, our client’s IT team took on the responsibility of migrating their on-hand inventory balances. Not only were we migrating on-hand quantities by item, but also the cost per Base Unit of Measure as well as Lot Numbers … many, many different Lot Numbers. When it was all said and done, we migrated into Business Central all of their on-hand quantities and 10,800+ Lot Numbers!To migrate the required data for item tracking in Business Central, we used a massive configuration package to populate the … [Read more...] about How to purge Item Tracking in Business Central

How to create a new quick query in Dynamics SL

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If you want to learn how to create a new quick query in Microsoft Dynamics SL, you should know that the actual starting point for this process is the view. You will need to create a new view if there is no existing view that contains the data you want for your new quick query. Creating this view is the heavy lifting for this process and requires that you know and have access to SQL Server. This blog explains the process after the view is created. (Learning SQL is asking a bit much from a short document — For that, read one of the many books on the topic).Let’s start the process of creating a quick query in Dynamics SL from an existing view. First, run Quick Query View in the System Manager module under Administration. If you need … [Read more...] about How to create a new quick query in Dynamics SL

Boyer hires new Dynamics NAV/365 Business Central consultant

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As Boyer & Associates continues to grow, we are pleased to introduce our newest Microsoft Dynamics NAV/365 Business Central consultant. Benito Ramirez received his bachelor’s degree in computer science from Carleton College and has six years of experience working with the Microsoft ERP.His first job out of college was at a business his friend’s dad owned. The job consisted of writing accounting software geared specifically for the agriculture industry. When the owners retired, Ramirez landed a job as an associate consultant working with Dynamics NAV.He went through training in 2016 to become familiar with the Microsoft ERP. When its cloud counterpart released, Ramirez started learning that as well. He is officially a Microsoft-certified … [Read more...] about Boyer hires new Dynamics NAV/365 Business Central consultant

Boyer is rebranding!

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Since 1994, Microsoft partner Boyer & Associates has been at the forefront of Microsoft technology, supporting our clients with the best-fit ERP solutions. Today we offer multiple Microsoft solutions across ERP, CRM and Power Platform.Now we’re rebranding to better reflect who Boyer currently is. Our new logo and tagline launched today, and we’re excited to share our new look with you!Our mission is still Making Businesses Better, but how do we do that? We Empower Your Data by connecting your ERP, CRM and Power Platform solutions. Connected data is empowered data.A Microsoft gold-certified partner with more than 420 active clients, Boyer is in the top 5% of Microsoft partners taking clients to the cloud. We offer the following services … [Read more...] about Boyer is rebranding!

Power BI expert joins Boyer team

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Boyer & Associates is pleased to welcome our newest consultant, a Microsoft Power BI expert from Virginia. John Hill is our new solution architect for the Power Platform.“It’s an exciting world. It’s a fun world … and I think it’s one of the more helpful things I’ve done in IT,” Hill said. Hill graduated with a teaching degree in health and started his career as a personal trainer. He ran a government-based fitness center in Washington, D.C. before taking an I.T. position at the company. That’s when he found his niche. Throughout his career he has gained experience with Microsoft Dynamics NAV and Power BI.He spent the last 25 years in multiple positions at the University of Virginia. Hill worked in human resources, as a director of … [Read more...] about Power BI expert joins Boyer team

Which email address does Business Central use when emailing Posted Sales Invoices?

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Although the answer to this question boils down tidily enough, it's certainly not obvious from the front end of the application. When emailing Posted Sales invoices, Microsoft Dynamics 365 Business Central uses a standard hierarchy to determine which email address should be used as the target address. The hierarchy is straightforward enough, but there are some not-obvious nuances that I'll enumerate below. The hierarchy, from highest priority to lowest, is as follows: Sell-to Customer's Document Layout Sell-to Customer's Email Bill-to Customer's Document Layout Bill-to Customer's Email If none of the above emails are defined, the email will be created with a blank "To" value. Notes In the screenshots below I've … [Read more...] about Which email address does Business Central use when emailing Posted Sales Invoices?

Microsoft emails customers about Business Central extension updates needed

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As Microsoft prepares for the next update to its cloud ERP solution, customers might be getting emails regarding Dynamics 365 Business Central extensions that need updates. Microsoft is preparing for the release of version 20 of Business Central this spring. During this process, they go through a series of testing to identify any extensions/apps that are not compatible with the upcoming release. For any extensions that fail the test, Microsoft sends out notifications warning customers that the extensions are not yet compatible with the update.The email will look like the one below. (Note that we have blacked out the company name and environment in our example.)The part highlighted in yellow indicates the publisher of … [Read more...] about Microsoft emails customers about Business Central extension updates needed

ERP implementation best practices from a client’s perspective

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Are you thinking about, preparing for, or currently engaged in an ERP implementation or upgrade? If so, I would like to share some of the best practices you can use for a seamless implementation from my experience in doing so. You can use this opportunity to enhance your employees' ERP system knowledge. As the client you can bring an ownness to departments within your company through task-based implementation projects. Share the experienceI have 20 years of experience sitting in the seat of the client before becoming a consultant. I can provide you a relatable perspective on how the partnership with your ERP implementation provider will push through from start to finish.First, you might sense a “been there, done that” sort of attitude … [Read more...] about ERP implementation best practices from a client’s perspective

New feature in Dynamics GP lets you automatically post when workflow completes

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Check out this new feature in Dynamics GPIf you’ve worked with batches in Microsoft Dynamics GP, you are likely familiar with the following scenario: You have entered your transactions in a batch. You have submitted your batch for approval. The batch has been approved. But now you must go back and find your batch to post it. That last step always seems a little inefficient since the batch has already been approved. Thankfully, Dynamics GP has added a new feature in GP 18.4 to bypass this inefficiency. You now have an option to automatically post Approved Workflows for the Payables Batches, General Ledger Batches, and Receivables Management Batches. When this new option is marked and a transaction is Finally Approved, it will … [Read more...] about New feature in Dynamics GP lets you automatically post when workflow completes

How to fix an ACH payment applied to the wrong invoice in Dynamics 365 Business Central

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Imagine this: You have generated your ACH payments in Microsoft Dynamics 365 Business Central and created a file to export to the bank. The next step is to post the payment. That’s when you find that one payment is not applied to the correct invoice, or perhaps that you have duplicate invoice numbers. Has this ever happened to you? You might even try to modify the line but receive an error message that the line cannot be modified. How do you fix this ACH payment mistake in Dynamics 365 Business Central? You can reapply the payment to another invoice, and that will fix your issue. To do this, highlight the line you want to change. Then click Process, Apply Entries.On the Apply Vendor Entries screen, highlight the correct invoice line. … [Read more...] about How to fix an ACH payment applied to the wrong invoice in Dynamics 365 Business Central