Are you currently using Dimensions in Microsoft Dynamics 365 Business Central? Did you know they are not just for financial reporting?Even though Dimensions are primarily used in reporting financial information, they can also be used to report on critical data for Customers, Vendors, Items, Resources and Jobs. Dimensions in Business Central can be attached with master records to report such information as Customer or Vendor type, sales region, commodity code, Item type or category, resource groups and Job type categorization. All this requires is some simple analysis on where to apply Dimension controls. Dimensions can also be reported on an individual or rolled-up basis. The best part is that reporting on Dimensions can be created … [Read more...] about Dimensions 101 for Dynamics 365 Business Central

If you’re using the Intercompany feature within Dynamics 365 Business Central, you might be unsure of what to do when a new company is added to your environment. This is especially true if your Microsoft Partner set up the system for you. Below, we’ll walk you through linking a new company to your other Intercompany Partners. This way you can start executing Intercompany Transactions in Dynamics 365 Business Central as quickly as possible. These steps will take place in the new company:Go into Company Information and assign the Company an IC Partner Code. IC Inbox Type should already say Database. You can keep this setting. It’s now time to create an Intercompany Partner for the Company with which you wish to transact.Search for … [Read more...] about How to create an intercompany relationship in Dynamics 365 Business Central

The ability to restrict users from seeing specific general ledger entries can be done using permission set filtering in Dynamics 365 Business Central. As an example, you do not want certain users to see the entries related to payroll since payroll is highly sensitive data.This blog will walk you through the steps to set up permission set filtering to restrict users from seeing payroll-specific general ledger entries.In this example, the client wants to restrict certain users from viewing transactions on G/L accounts 61000 through 61999, which are the payroll accounts. Outlined below are the steps on how to do this with permission set filtering in Business Central.STEP 1Make a copy of the primary permission set that is currently assigned to … [Read more...] about How to use Permission Set Filtering in Dynamics 365 Business Central

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

When trying to paste data into Microsoft Dynamics 365 Business Central, you will sometimes receive the following error message: “You cannot paste n rows in the selected n rows.”Issue: This message is typically displayed when you try pasting more than one line into a single line that already has data in it. Note that, as can be seen in the screenshot above, it's not always readily apparent that the line has data in it, so it is easy to get tripped up on this.Solution: Click on an empty line (try the next line down) and paste again.Regarding this subject, Microsoft documentation tells us the following: "Select an empty row, with focus in any cell, and then press Crtl+V.""If you want to … [Read more...] about Fix error when pasting data in Dynamics 365 Business Central