Microsoft Dynamics 365 Business Central Self-Help Place

You set the email address on the Customer Card. You send the Statement of Account. It arrives somewhere else, or it does not arrive at all. The Customer Card is not the first place Business Central looks. What is actually happening Business Central checks Document Layouts first. Every customer has a Document Layouts page. Each row on it maps a document type — Statement, Invoice, Reminder — to a report, and optionally to a specific address in the Send To Email field. If there is a row for the statement report with an email address on it, that address wins. The one on the Customer Card is ignored completely. Only when there is no matching row, or the row has no email in it, does Business Central fall back to the Customer Card. How to check Open the Customer Card. Go to Related > Customer > Document Layouts . Find the row where Usage is the statement report. Look at Send To Email on that row. Nine times out of ten the mystery address is sitting...

If you run Calculate Depreciation for a month, then run it again before posting, Business Central will create the same lines a second time. It does not warn you. Post that batch and you have depreciated twice. This one catches people at month end, and I have explained it enough times now that it deserves a post. What is actually happening Calculate Depreciation does not look at your journal. It looks at the Last Depreciation Date on the Fixed Asset Depreciation Book. That date only updates when you post . Not when you calculate. So the sequence goes like this: You run Calculate Depreciation until 30 April. Lines appear in the Fixed Asset G/L Journal. Something else comes up and you leave the lines sitting there, unposted. A few days later you run Calculate Depreciation until 30 April again. Business Central checks Last Depreciation Date, sees that nothing has been posted, and calculates April all over again. Now you have two sets of April lines in the same journal. ...

 Microsoft Dynamics 365 Business Central has a smart feature called 'Exchange Rate Adjustment. It is a powerful tool that automatically calculates unrealized foreign exchange gain and loss on open documents at month-end, perfectly handling currency fluctuations for you. Before you can run the 'Exchange Rate Adjustment,' you'll first need to set up the month-end exchange rates on the Currencies page in Business Central. Setup Month-end exchange rates Page: Currencies 1.     Select the "Exchange Rate". 2.     Enter the Month-end exchange rates into "Relational Adjmt Exch Rate Amt" based on the month that you will need to adjust. Once the Month-end exchange rate is setup, you can close the screen. To Run Exchange Rate Adjustment for the month Page: Exchange Rate Adjustment 1.      For the Starting Date , leave this field blank. This ensures that all open transactions are included in the foreign exchange gain/loss calculation, giving you a complete p...

Extending Your Financial Year in Dynamics 365 Business Central Need to extend your current financial year in Microsoft Dynamics 365 Business Central (BC)? You can easily do this within the "Accounting Period" page. This post will guide you through extending your financial period, for example, from the standard 12 periods (1/1/2024 - 31/12/2024) to 15 periods (1/1/2024 - 31/03/2025).     Step 1: Ensure Your Financial Year is Open in Business Central Before extending your accounting period in Dynamics 365 Business Central, the first crucial step is to verify that the financial year you want to extend is still open. Navigate to the "Accounting Period" page and check the “Closed” and “Date Locked” columns for the financial year ending 31/12/2024. These columns should be clear, indicating an 'Open' status.     Step 2: Extend Your Accounting Period     Once you've confirmed the financial year is open, you can proceed with the extension. Manually add in the add...

Do you know that you can customize the Business Central page to fit your needs using the Personalise feature? The Personalise feature only changes what you see; it does not impact other users.   To customize a page in Business Central, simply click Personalise in Settings > Personalise.  To Hide Columns Suppose you need to prepare data using the Excel Copy and Paste feature in General Journal page, and you would like to hide some of the columns on the General Journal page, you can use the Personalise feature to hide the unused columns.           1.        On the page that needs to be customized, point out the Personalize feature.           2 .        The Personalize feature is active if you see the Personalization banner appear at the top of the page together with the page name you are customizing. 3.      To remove a column, click ...

  Upon data migration to Business Central, customers often wonder why the monthly depreciation amount is different from their calculations. The only explanation we've identified so far is that the data provided for the migration inadvertently caused either over- or under-depreciation of depreciation amounts. The following example illustrates how BC's depreciation amount will differ from your calculated amount.           1.        The following asset was migrated to BC with the cut-off date till 31 st August 2022.           2.        You can print the Projected Value report to check on the future depreciation and book value of the asset. Page: Projected Value           3.        According to your book, the trend of monthly depreciation from now until December 31, 2022 is $1,000, but BC is recording ...