Today, we're diving into the world of column definitions in Business Central financial reports. If you've ever felt overwhelmed by the columns in your financial statements, don't worry — You're not alone. In this blog, we'll break down the process of creating and modifying column definitions step by step. By the end, you'll be a pro at customizing your financial reports to show exactly what you need.What are Column Definitions?Column definitions determine what each column in your financial statement will display. This could include anything from net changes and balances to specific account entries. By mastering column definitions, you can tailor your reports to provide the most relevant and insightful data for your organization.How to … [Read more...] about All about Column Definitions in Business Central Financial Reports
All About Row Definitions in Business Central Financial Reports
Today, we're going to talk about something super important for your financial reports: row definitions. If you've ever wondered how to make your financial statements more meaningful and accurate, you're in the right place. In this blog we'll walk you through the process of creating and modifying row definitions in Business Central, step by step.What are Row Definitions? In simple terms, row definitions determine what each row on your financial statement will display. This could be anything from revenue and expenses to specific account balances. By defining rows, you can customize your reports to show exactly what you need.How to create Row Definitions in Business CentralRow Definition details, explainedNote: If some of the columns … [Read more...] about All About Row Definitions in Business Central Financial Reports
Understanding Financial Reports in Business Central
Financial reports are crucial for the continued growth and long-term success of any organization. They not only help in internal decision-making but also allow you to meet any external reporting requirements. In this blog, we will explore the four main types of financial reports that exist within Microsoft Dynamics 365 Business Central and provide a step-by-step guide on how to create, view, print, and export these reports.Types of financial reports in Business CentralHow to create Business Central reportsHere’s a step-by-step guide to creating a new financial report in Microsoft’s cloud ERP:How to view, print and export your reportsTo view a report:To print or export the report:Financial reports in Business Central are essential tools … [Read more...] about Understanding Financial Reports in Business Central
Subscription and Recurring Billing Module in Business Central: Monthly Recurring Billing Scenario
The following blog is an outline of how to configure and use Business Central's Subscription & Recurring Billing module to manage and bill customers for a recurring billing scenario. This scenario is for billing a customer for Business Central Essential licenses monthly. However, the idea and configurations here will translate to other recurring billing scenarios as well, like service contracts, recurring rentals, and any other scenario needing a regular recurring invoice. Fair warning…Prerequisite ConfigurationsCreate the New ItemRecurring Billing Use Case ScenarioCreate a Service ObjectCreate a Customer ContractUse the Recurring Billing tool to generate the first month's invoiceUse the Recurring Billing tool to generate the … [Read more...] about Subscription and Recurring Billing Module in Business Central: Monthly Recurring Billing Scenario
An Introduction to Subscription and Recurring Billing in Business Central
Subscription and Recurring Billing is a new module within Microsoft Dynamics 365 Business Central. It allows users to generate subscription bills for contractually agreed-upon services on a recurring basis. This flexible billing module is compatible with many different custom pricing models, pricing management, renewals, billing periods, and frequencies.According to Microsoft's documentation, with subscription and recurring billing businesses can:In this blog series we’ll take a closer look at what this module includes and how to use it.Basic Elements of Subscription and Recurring Billing in Business CentralThere are three main elements within this module:The module’s process flow from master data to transactions is detailed in the … [Read more...] about An Introduction to Subscription and Recurring Billing in Business Central
How to fix ‘Reservation entry does not exist’ error in Business Central
Error: “The Reservation Entry does not exist. Identification fields and values: Entry No.= ‘1234567’, Positive=’Yes’”Does this error message in Microsoft Dynamics 365 Business Central look familiar to you? If so, then this blog has just the fix you need.When a Sales Order line is created for an item, the next time MRP is generated by utilizing the Planning Worksheet’s (or Requisition Worksheet’s) Calculate Regenerative Plan, Business Central will create Reservation Entries in the Reservation Entry Table (Table = 337). Below is an example of the Reservation Entries created after regenerating the Business Central’s replenishment function:After using the Planning Worksheet’s “Carry Out Action Message” function to create a supply … [Read more...] about How to fix ‘Reservation entry does not exist’ error in Business Central
How Microsoft Copilot’s Leading Features Can Transform Your Business Operations
Artificial intelligence (AI) is reshaping how businesses thrive today, bringing remarkable opportunities for growth and innovation. One standout tool in this evolution is Microsoft Copilot, an AI-powered assistant designed to elevate business operations across diverse fields.In this blog, we’ll talk about how Microsoft Copilot can transform your business experience. It can simplify routine tasks, deliver actionable insights, and enhance customer interactions. In addition, Copilot seamlessly integrates with Microsoft's Office 365 and Dynamics 365. This integration enhances productivity and helps organizations make smarter, quicker decisions. Join us as we explore the exciting ways Copilot can support and elevate your business. … [Read more...] about How Microsoft Copilot’s Leading Features Can Transform Your Business Operations
Understanding Your Customers Better through Feedback Analysis with Microsoft Copilot for Service
Customer feedback is a goldmine of insights, offering valuable information on customer preferences, pain points, and overall satisfaction. However, extracting and analyzing this data can be daunting. This is where Microsoft Copilot for Service steps in, revolutionizing the way businesses handle customer feedback analysis.Microsoft Copilot for Service leverages cutting-edge generative AI to provide real-time insights and streamline the feedback analysis process. Integrating with existing CRM and contact center solutions empowers organizations to gain deep customer insights without the need for complex software installations or extensive training.The tool’s capabilities go beyond mere data collection. With features like multilingual support, … [Read more...] about Understanding Your Customers Better through Feedback Analysis with Microsoft Copilot for Service
How to Set up an Inventory Analysis Report in Business Central
Inventory analysis reports in Business Central are a newer functionality that gives Microsoft Dynamics 365 Business Central users greater insights into key inventory reporting metrics for their business. This functionality:In this blog, I’ll explain how to set up and use inventory analysis reports, as well as how to push the data to and from Excel.How to Create an Inventory Analysis Report in Business CentralDecide what you want to analyze. You can analyze multiple aspects of your inventory and sales costing, such as:For this example, I will walk through how to generate a year-to-year inventory sales comparison between 2023 and 2024. Here are the steps:FAQs on Inventory Analysis ReportsQ: What if I want another way to get an Excel … [Read more...] about How to Set up an Inventory Analysis Report in Business Central
Boyer’s ERP consulting team continues to grow
Boyer & Associates recently added a new member to the company’s ERP consulting team. Melanie Moncrief is our newest consultant for Managed Services & Support.Moncrief did a term in the U.S. Air Force and then spent 20 years in the purchasing and logistics industry. She always felt like she wanted to do something different, but by then she had a baby and little time for education so a career switch was put on the back burner.“Once you get into an industry … you’re kind of stuck,” she said. “It’s easier to get a job in a field that you already have experience in.”When her daughter graduated from high school, Moncrief decided it was time for a change. She went back to college and got a bachelor’s degree in computer software engineering … [Read more...] about Boyer’s ERP consulting team continues to grow
