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
How to use Permission Set Filtering 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
How to purge Item Tracking in Business Central
Here's a little trick to purge multiple Item Tracking entries in Dynamics 365 Business Central’s Inventory moduleOne of the top questions we get is "How do I delete multiple items in Business Central?" Well, you're in luck because this blog article will help you bulk delete records in Microsoft Dynamics 365 Business Central.What is purge or bulk delete in BC?Purge and bulk delete functions allow members with the proper permissions to delete multiple files and folders all at once rather than deleting them one at a time. This purging of multiple items helps to save both time and storage capacity, especially for entries that are out-of-date and no longer needed.Real-World Dynamics 365 Business Central Item Purge How-ToWe recently took a large … [Read more...] about How to purge Item Tracking in Business Central
How to fix an ACH payment applied to the wrong invoice 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
Comparing Dynamics GP and Dynamics 365 Business Central
Which ERP is right for you?No two ERPs are the same. While they might have similar capabilities and features, one will likely work better for your needs than another. Today we will take a look at two of Microsoft’s most popular financial software solutions, Microsoft Dynamics GP and Microsoft Dynamics 365 Business Central. We will see how they compare, and help you determine whether or not it makes sense to choose one over the other.GP on-premise compared to Business Central in the cloudFirst, Dynamics GP has long been touted as the “power horse” of Microsoft’s Dynamics ERP solutions. The versatile on-premise ERP debuted in the 1990s and is a popular choice especially in the United States. As the demand for cloud solutions grows, more … [Read more...] about Comparing Dynamics GP and Dynamics 365 Business Central
Boyer adds longtime NAV end user to growing Dynamics NAV/BC consultant team
Boyer’s Dynamics NAV/BC consultant team is growing yet again. Our newest consultant, Todd Gipson, has more than 20 years of experience in operations and supply chain management and 15 years of experience with Microsoft Dynamics ERP.“I’m excited to be here,” Gipson said. “This is my 20-25- year sprint to retirement.”He started his career in the early 2000s as a purchasing and warehouse manager for an electrical contractor before moving to Airtron Heating & Air Conditioning, which was at the time a small, family-owned HVAC company in Indianapolis. “You had to do a little bit of everything. It was a great introductory role,” Gipson said. He watched the company grow from a family-owned small business into a national HVAC supplier.In … [Read more...] about Boyer adds longtime NAV end user to growing Dynamics NAV/BC consultant team
Boyer maintains status as a VAR Star
Update: Boyer won this award again in 2022, making it the 14th straight year we've been named a VAR Star.Boyer & Associates was recently named a member of the Bob Scott’s VAR Stars for 2021.The annual VAR Stars list is announced each December in the ERP Global Insights newsletter. It recognizes 100 value-added resellers of midmarket financial software, also known as Enterprise Resource Planning software. Selection is based on growth, industry leadership and recognition, and innovation.Boyer & Associates has made the VAR Stars list every year since its inception in 2009. The list is one of two annual recognitions put out by Bob Scott, an editor covering the midmarket financial software industry for more than 30 … [Read more...] about Boyer maintains status as a VAR Star
How to Enter and Pay a Vendor Invoice in Business Central with One Entry
Before getting into the how, let’s review the why. Below are two examples of why you would want to do this:Your vendor has an automatic withdrawal from your bank account, and you would like to maintain a record in the vendor ledger of Microsoft Dynamics 365 Business Central.Charges on a credit card need to be recorded against the vendor for 1099 reporting.The first step is to set up your payment method with a Bal. Account Type and No. You can see in the example below that the Card and Check payment methods have a Bal. Account Type of Bank Account and a Bal. Account No. populated. When using these two payment methods, the system will automatically create the payment entry and set the purchase invoice to closed.The next step is to select the … [Read more...] about How to Enter and Pay a Vendor Invoice in Business Central with One Entry
How to automate monthly reports in Business Central
Every month you are required to run numerous month-end reports in your ERP system. How would you like to come to work on the day those reports are due and have all the reports done and waiting for you? If you like that idea, this blog will show you how to automate those monthly reports in Microsoft Dynamics 365 Business Central. As you normally do when you’re running a report manually, navigate to the Report Request screen for your report and fill out the criteria you typically use to run that report. Once that is completed, click the “Send To” button at the bottom of the report request.When the Choose File Type box opens, click the “Schedule button” and then click “OK.” On the Edit – Schedule a … [Read more...] about How to automate monthly reports in Business Central
What’s new in Dynamics 365 Business Central?
See the latest features coming in Wave 1 2021 updateMicrosoft Dynamics 365 Business Central receives automatic upgrades twice a year. Plans for the next release are chock full of user accessibility features to improve the overall use of the product. Below is a compilation of some of the top new features coming directly to your computer later this year.Getting started in Dynamics 365 Business CentralOnboarding a new company within Dynamics 365 Business Central gets easier with each new release. This time Microsoft has added “getting started checklists” to optimize initial setup. They’ve also improved in-app help functionality with visual aids that allow users to learn the system on their own.Interested in the built-in Power BI capabilities? … [Read more...] about What’s new in Dynamics 365 Business Central?
