Blog

Business Central: Default a Bank Account to a Currency Code

In today’s world, it’s not uncommon for companies to have multiple bank accounts and dependent on the location of the customer, you may opt for a different currency. With that, there’s a support issue that comes up reasonably frequently: customers want to be able to associate a Currency Code value with a particular bank account.…

Over-Receipts in Business Central

In Business Central, over-receipting allows users to receive more stock from a purchase order than was initially agreed. We touched on this area in previous posts, such as our Item Card exploration, but figured it deserved its own dedicated post. Today we are going to run through over-receipts, including applying it to Vendor and Item…

Business Central: MRP and Reservation Entries

Today we are going to focus on how different Reordering Policy values can affect MRP and consequently, reservations in Business Central. There’s a strong focus on Lot-for-Lot and how to specifically allocate entries to particular reservations. To begin with, I will demonstrate how the Reservation Status field on the Reservation Entry table determines its values.…

Business Central: An Introduction to Reservation Entries

In Business Central, there’s several ways of matching supply to demand. Whilst in the past, we covered areas like order promising to achieve this, today we are going to shift our focus to reservation entries. The supply could be made up of purchase, assembly or production orders, whilst the demand is likely made up of…

Business Central: Copying Permission Sets

In Business Central, permissions define the actions that users can perform. A permission set is a group of permissions, grouped together. These can be assigned to an individual user or group of users. For more information, please read our guide on permissions in Business Central. In today’s post, we cover Microsoft’s changes to the ways…

Business Central: Manage Partial Drop Shipments

In Business Central, to create a drop shipment, a user must link together a purchase order and a sales order. Whilst this is beneficial for visibility, it can create issues when the goods are only partially shipped. The issue that comes from partial receipts and shipments is that once linked, those order can’t be deleted.…

Inspecting Customer Card Fields in Business Central: Part Two

This is the second and final instalment covering the Customer Card fields in Business Central. This post will focus on the ‘Payments’, ‘Shipping’ and ‘Statistics’ tabs. Make sure you check out our first post covering Customer Card fields. Payments The Payments tab contains fields relating to prepayment, payment terms, reminders and cash flow. Prepayment %…

Business Central: Default Cc & Bcc Email Addresses

In Business Central, you can establish a default Cc and Bcc email addresses when it comes to sending emails from sales records. This will be a very short post showing you how. Make sure to read our recent blog on email setup in Business Central if you’re unfamiliar with how it works. Accessing the setup…

Cash Write-offs in Business Central: Payment Tolerance

When it comes to paying invoices, it’s fairly normal for there to be small discrepancies in the amount owed and the amount paid. This might be due to rounding differences. In Business Central, users can establish a payment tolerance threshold which allows users to close invoices that haven’t been fully paid. In today’s post, we…

Export and Import Physical Inventory Order Recordings

In today’s post, we cover the ability to export and import Physical Inventory Order recording lines in Business Central. We’ll start by offering a brief explanation of physical inventory orders, for those who aren’t familiar with their function. We’ll then show you how to perform the export and import and address the hurdles you might…

What’s New in Business Central 2023 Release Wave 1

Even though Microsoft are continuing to roll out changes in Business Central for 2022’s release wave 2 until March, we have information on what changes to expect in release wave 1 of 2023. The releases for wave 1 of 2023 are set to begin in April, following through to September. Before I begin, make sure…

Email Setup in Business Central

In Business Central, users can add email addresses. There’s a plethora of reasons to do this, with the biggest use case being the ability to send customer and vendor facing documents from the system itself. This includes statements, reminders, remittance advices, invoices and more. In this post we will cover the different types of email…

Templates in Business Central

In Business Central, there are a host of areas where users can create templates. Templates are useful for having an efficient means of generating an entity, in an efficient and consistent manner. Classic examples include ‘Item’ or ‘Customer templates’. Today we will cover those as well as configuration templates. Let’s start with the most commonly…

Environments in Business Central

Today’s post covers environments in Business Central, with a large focus on the functionality held within the Admin Center. Environments are managed by a company’s designated system administrator. We will cover what this entails throughout the post. Explaining environments An environment is the platform which hosts the companies in which your data sits. You can…

Business Central Intercompany: Drop Shipments and Special Orders

In Business Central, intercompany functionality allows users to transact goods between different companies in the same environment. This extends to both drop shipments and special orders. Before we continue, we previously covered drop shipments, special orders and intercompany transactions in two separate previous posts. We recommend reading these first. Today’s post covers how to go…

Reminders and Reminder Terms in Business Central

Following on from the previous post on payment terms, it seemed logical to next cover reminders in Business Central. Reminders give users the ability to issue messages to customers with overdue payments and add additional fees and interest. We will cover the different ways you can create reminders in Business Central, explain their utility and…

A Guide to Payment Terms in Business Central

In Business Central, users can set payment terms against customers. This allows you to specify when payments are due dates on sales records. In this post, we will try to cover all things payment terms; this includes the relevant setup for a Payment Terms record, discounts and reminder messages. We will finish off by explaining…

Business Central: Internal and Inventory Movements

A little while ago, we covered Advanced warehousing in Business Central, including transfer orders. Transfer orders are a way to perform external movements. By that, I mean movements that are inter-location. In this post, we are going to cover movements that take place between bins in the same location. There are a few ways you…

Inspecting The Customer Card in Business Central: Part One

Awhile ago, we covered the Item Card’s fields and what functionality they provide. Relatedly, we thought covering Business Central’s Customer Card fields would be helpful for readers. The good news is we can cover this within two blogs instead of four! So in this post, we will cover the ‘General’, ‘Address & Contact’ and ‘Invoicing’…

Business Central: ‘Create Purchase Orders’ from a Sales Order

In Business Central, users can use the Create Purchase Orders action on a sales order to create a means of reaching the demand. This is an alternative to using order promising functionality or MRP. In this post, we will cover how to use this functionality as well as its advantages and disadvantages. We’ll provide source…

Drop Shipments and Special Orders in Business Central

In Business Central, users can employ drop shipments and special orders. I will run through both, starting with drop shipments. I’ll explain what they are before proceeding to demonstrate using them in Business Central. For both, you can create the purchase order manually or by using special actions on the Requisition Worksheet. What are drop…

Managing Companies in Business Central

In Business Central, companies define the entity that contains data for an organisation. These sit within an environment. You can have multiple companies in an environment. In fact, it’s recommended. We typically recommend having a ‘live’, ‘gold’ and at least one ‘test’ company. A live company is where your business’ real life data is held.…

Business Central: Defining Default Values in Manufacturing

Today’s post covers setting up default values in manufacturing and how they influence the process of creating and finishing production orders. We will start by demonstrating the setup and then run through a production order process, posting the Production Journal. We will finish by looking at the resulting entries. I will be demonstrating this using…

Power BI Reports for Business Central’s Jobs

Incorporating Power BI reports into your Business Central Role Centre makes it more dynamic and useful within the business for employees. Having live-time data related to reports tailor made to your needs will always provide a benefit a default Business Central report can’t. Today’s post focuses on the benefits it can bring to those using…

The Physical Inventory Order in Business Central

A little while ago, we covered the topic of stocktake and cycle counting in Business Central. Physical Inventory Orders allow for a different way to count stock. If you wish to divide up the number of counts you perform, you have the option to. With Physical Inventory Journals, you could print off separate sheets and…

What’s New in Business Central 2022 Release Wave 2

Between October 2022 and March 2023, Microsoft will be releasing the next wave of changes to Business Central and other Dynamics products. Wave 2 isn’t quite as big as wave 1 but still has a lot to cover. Let’s start with the changes to the application. Before I begin, if you’d like to read the…

Why Use Business Central’s Service Management Module?

At Probitas, we feel that the Service Management module in Business Central is underutilised and that many businesses could benefit from its implementation. In today’s marketplace, many customers will only purchase goods from companies who have a fully coordinated service department to service and repair the kit. What can Business Central’s Service Management module offer? In…

Power BI Reports for Manufacturing in Business Central

Incorporating Power BI reports into your Business Central Role Centre can make it more dynamic and substantially more useful. There are many Power BI examples out there displaying sales-related data, often focusing on metrics like ‘revenue’ or ‘profit’. These are obviously essential measures but we thought we’d go down a different route. At Probitas, we have…

Five More Business Central Tips

Just over a year ago, we wrote a post issuing six business central tips. Today I am going to cover five more I’ve been meaning to write about: keyboard shortcuts, the ‘Edit in Excel’ function, the Teams integration with Business Central, field monitoring, and notifications. For many of these we have posted longer, more in-depth…

Intercompany Transactions in Business Central: Part Two

This is the second of two parts covering intercompany transactions. We are moving on from intercompany setup to engaging in transactions between the two companies. If you missed part one, make sure to read that before you move onto this one. To recap, we completed the setup of our customer and vendor records, intercompany partner…

Intercompany Transactions in Business Central: Part One

One of the reasons people use multiple companies in Business Central is to separate out legal entities. For example, a company with subsidiaries in other countries. Using intercompany functionality, users can transact between those companies. This will be the first of two parts covering intercompany transactions in Business Central. This first instalment will cover the…

Excel Reports in Business Central

In Business Central’s first major release of 2022, Excel reporting was announced. It’s now available to use so I thought it’d be a useful thing to cover. This feature essentially allows you to make predefined templates specific to any report type. The way in which you will want to display data will differ from report…

Business Central: Bin Contents

The Bin Content page is a great tool for users to monitor stock levels, navigate through to warehouse entries and see what stock is being held where. In this post, we are going to cover navigating your way there, its utility and nuances. What are bin content records and warehouse entries? A bin content record…

Business Central: Undo Posted Production and Assembly Orders

In this post, we are going to talk about the available options users have when trying to undo posted production and assembly orders. Last week we covered undoing posted purchase and sales orders. We recommend giving that a read! Assembly orders If you accidentally post an assembly order, you can undo it easily. The steps…

Business Central: How to Undo Posted Purchase Receipts and Sales Shipments

The general rule of thumb is that upon posting a record in Business Central, it becomes unamendable. However, in particular cases, users can amend or undo posted orders. Let’s take a look at when that’s possible with purchase and sale related-documents, and how you can go about doing it. Towards the end we’ll also touch…

How Long Does a Business Central Implementation Take?

Now, where did I put my piece of string? Business Central is an ERP system aimed at small to medium sized companies. This covers a huge diversity of requirements, from wanting a straight replacement for an accounts package to utilising the full capability of what is a very powerful ERP platform. With that in mind,…

Handling Error Messages in Business Central’s Warehousing

As a brief follow up to our posts on Basic and Advanced warehousing in Business Central, I thought it could be helpful to provide a short guide on some of the error messages you might see. These errors relate to ‘Advanced’ but not ‘full WMS’ warehousing. Unfortunately, not all the notification and error messages in…

Business Central: Batch Warehouse Shipments and Receipts

One thing which I didn’t mention in the previous Advanced warehousing post was that you can batch source documents into a Warehouse Shipment or Receipt. This is done using one of two functions: Get Source Documents or Use Filters to Get Src. Docs. In this post, I am going to demonstrate how to apply these.…

The Microsoft Teams Integration With Business Central

Microsoft have recently released the Business Central application for Teams. The Teams integration is really just one step Microsoft are making in integrating their products. The integrability of Business Central is one of the biggest draws of the system. Let’s take a look at how to get the Business Central app, start integrating Teams and…

A Guide to Using Filters and Views in Business Central

Business Central’s filters are extremely powerful. Where you are using them will affect what tools are available. We will start by illustrating how to find the filter pane and save views. We’ll then demonstrate filters in typical list views before eventually running through date filters. Due to the nature of filters, this blog will be…

Personalisation and Customisation in Business Central

In Business Central, users have the ability to both personalise pages on behalf of themselves, and customise pages on behalf of a role. A role, like ‘Warehouse Employee’ or ‘Sales Order Processor’, would typically reflect a standardised configuration for multiple people. After assigning someone a customised role, users can still personalise pages. However, using permissions,…

What’s New in Wave 1 of Business Central’s 2022 Updates

In today’s post, we’ll be focusing on new features, changes to existing ones and other amendments coming to Business Central in 2022 in release wave 1. With any of these waves of releases, it’s important to note that the publishing of functionality is staggered across a six month period. Microsoft won’t release all of the…

Integrating Business Central With Shopify

Microsoft recently posted their plans for release wave 1 of 2022 for Business Central. This included a whole host of changes, but one which stuck out more than others was the Shopify connector. In this post, we’ll cover briefly what Shopify is, the integration between Shopify and Business Central and net result of it. Finally,…

Default Login Companies in Business Central

In Business Central, using ‘My Settings’, if permissions allow, users can select default login companies in Business Central. In this short post, we are going to briefly discuss what defines the company you automatically log into each time you enter the environment. A normal login scenario Typically, the way Business Central works is that you…

Business Central: Transfer Orders, Transfer Routes and In-Transit

Moving stock between locations is commonplace so it’s crucial to understand how transfer orders work in Business Central. In this post we will start with an explanation of transfers, before explaining in-transit locations and direct transfers, including why you might choose to use one over the other. Finally, we will cover how you configure pre-defined…

A Guide to Advanced Warehousing in Business Central

After covering Warehouse Setup, Locations, Warehouse Employees and Basic warehousing in the first post, we’ll now explore Advanced warehousing. This will include Warehouse Shipments, Warehouse Receipts, picks and put-aways. Each time we demonstrate something, we will show the configuration options. With Advanced warehousing comes the put-away worksheet so we’ll pay close attention to demonstrating how…

A Guide to Basic Warehousing in Business Central

Today’s blog covers Basic inventory and Basic warehousing, demonstrating the initial setup and examples of it in action. The relevant setup includes Location Card fields, inventory put-aways and inventory picks. We won’t cover all details specific to customers and vendors as we will work on the basis these have been setup correctly beforehand. We are…

Dynamics 365 Sales: Opportunities

Introduction Opportunities are one of the most fundamental components of a CRM system. Mapping their outcomes over time helps to paint a picture of which are more likely to be won and how individual salespeople perform. There is a fair amount of overlap between the lead and opportunity records. In light of this, we won’t…

MRP in Business Central: Common Issues And Solutions

Scheduling the replenishment of stock using MRP in Business Central is not always straightforward. As Dynamics consultants, it’s not unusual for customers to come to us expressing their confusion. The purpose of this blog is to look at two of the most common issues which cause problems and discuss how Business Central can handle them.…

Business Central Manufacturing: Production Orders, Assembly Orders and MRP

Manufacturing is an integral part of Business Central. Understanding its functions is paramount to utilising the system to its full potential. With over 20 years experience of manufacturing implementations from Navision, NAV and Business Central, varying in both industry and scale, we are basing today’s blog on what works, rather than compiling cut and pasted…

Dynamics 365 Sales: Leads

Introduction This is our first post on Dynamics 365 Sales so we thought we’d start at the ground and work our way up. Dynamics 365 Sales is Mircrosoft’s principal CRM platform. In today’s post, I want to run through leads and demonstrate their functionality. When we are referring to leads, we are focusing in on…

Available and Capable to Promise in Business Central: Part Two

This is the second in a two-part exploration of order promising functionality in Business Central. In the first post, we covered the setup required in Order Promising Setup, Company Information and Locations. If you missed part one on order promising setup, it’s definitely worth reading before you dive into this one. In this post, we…

Available and Capable to Promise in Business Central: Part One

Order promising enables us to determine what date we can get saleable stock to the customer. At the point the Sales Order comes in, we may have the necessary stock, or perhaps we need to purchase or manufacture the item! Where the stock is readily available, the number of dates we have to factor in…

Migrating Data into Business Central

Data migration is a key aspect of moving to a new system. While we always recommend minimising the amount of data you migrate, it is important to make the migration process as easy as possible. Using configuration packages is Business Central’s suggested method for moving large amounts of data. Let’s firstly run through a few…

Time Sheets in Business Central: Setup and Updates

Time sheets in Business Central are an excellent way of logging hours of work against clients. They’ve existed in NAV and Business Central for years and are undergoing some changes. In this post we will look at setting them up from an administrator’s perspective, using them and cover all the new changes. 2021 wave two…

Permissions in Business Central

Giving a user a permission allows them to perform an action in the system. At its simplest, the topic can be broken into three bitesize chunks: Permissions, Permission sets and User Groups. Permissions in Business Central determine what actions can be performed and by whom. Permission Sets are combinations of permissions bundled together. User Groups…

Using Microsoft Word’s Mail Merge With Business Central

In one of Business Central’s most recent updates, Microsoft have improved mail merge functionality. You can use mail merge to create templates for things like directories, mailing lists and labels. It works by taking the data from another source, in our case Business Central, and matching it to the field used in the template. I’ve…

Making the Role Centre Your Own

The Role Centre was a feature added in the first added in NAV 2009. It’s your gateway to the pages important to you. It’s an extremely flexible homepage for users to use how they wish, designed to save you time and give you the analytics relevant to you. By Role or by User The Role…

Investigating Item Card Fields in Business Central: Part Four

This is the final instalment on Item Card fields. This one will focus on the ‘Item Tracking’ and ‘Warehouse’ tabs. If you missed the last post which focused on the Item Card’s Planning tab, we’d recommend reading that before this one. To briefly explain, item tracking is what lets users know where either specific items…

Investigating Item Card Fields in Business Central: Part Three

This is the third instalment on posts regarding Item Card fields. This post will cover the ‘Planning’ tab. This tab has the most content to cover so it’s quite a lengthy post! If you missed the blog covering the ‘Replenishment’ tab, make sure to give that a read. Let’s run in the order they are…

Investigating Item Card Fields in Business Central: Part Two

This is the second instalment on Item Card fields. This post will cover the ‘Replenishment’ tab. Make sure to read the first post covering the ‘Item’, ‘Inventory’ and ‘Costs & Posting’ tabs before this one. The Replenishment tab and the Planning tab are two of the most jam-packed tabs and so are worthy of their…

Routings in Business Central

After realising we had written a post on Work Centres back in July, it felt logical to follow it up with a piece on routings. Routings will only be relevant for users with a Premium Business Central license. This is because a routing is a key element to a manufacturing process; it’s a means of…

Workflows in Business Central

Workflows are ways in which you can manage processes. Workflows can be used to automate actions based on other actions and are frequently used for approvals. For example, a workflow can be created to prevent a Purchase Order from posting until someone with the required authority sanctions the action. You can set Workflows up to…

Stop Going Over Budget and Time on ERP Implementations

With any ERP implementation, including Business Central, there is the risk of not seeing the results that were initially sought after, even after spending lots of time and money. Probitas over the years have taken over many implementations that haven’t reached their potential. In doing so, we’ve developed a strong understanding of the common themes…

Investigating Item Card Fields in Business Central: Part One

Items are integral to to the great majority of ERP solutions, meaning understanding the fields tied to each is critical. This blog unfortunately may not go down as enthralling content or be nominated for any Booker Prizes but hopefully it will clear up some lingering doubts regarding fields in the Item Card. We are all…

Be Notified for Field Changes in Business Central

Business Central has a couple of tricks up it’s sleeve when it comes to recording field changes. The two things this blog will delve into will be Field Monitoring and the Change Log. These two features aren’t mutually exclusive but, you can’t run both for the same field. Field Monitoring Field monitoring allows for users…

Exploring Item Tracking Functionality in Business Central

Keeping tabs on where your items go after sale can be of great importance dependant on what type of business you have. If you have a fault with a product, you want to know where that product has been shipped to, whether other products have been affected and from that work out the appropriate solution.…

Business Central: Key Fields for Work Centres

At its most simple, any manufacturing requires the resources to make it possible. Work Centres represent the locations that make that possible. Work Centres can consist of a room filled with mechanical, ear-busting drills, or alternatively a room with a sole person equipped with a hammer. The beauty of Business Central’s flexibility to define what…

Subcontracting in Business Central

In a previous post, we covered some of the key fields in a Work Centre Card. I considered putting this field within that blog but I quickly became aware that this warranted its own blog. Subcontracting can be a staple to a business’ manufacturing process. If you take out the part of your business process…

Stocktake and Cycle Counting in Business Central

At it’s broadest level, stocktaking is the counting of a business’s items. Whether you wish to count only a select few items, the whole lot, or only count those in particular locations are factors for consideration. The aim of doing a stocktake is to check whether your business system, Business Central or otherwise, has an…

Order Promising: Sales Delivery and Shipping Dates

Meeting your customers’ expectations of delivery times is paramount to delivering a quality service to them. We have all experienced the chaos and confusion caused when un-realistic dates are promised to the Customer. The realistic Sales Shipment & Delivery Date can only really be accurately determined from the ERP inventory data in Business Central. Let’s review…

Customer Consignment Stock in Business Central

Holding stock for a Customer is nowadays quite common and is often referred to as consignment stock. When considering the topic of consignment stock in Business Central, the key parameters to establish are: In our experience there are two typical scenarios. The aim of this blog is to highlight the key parameters and ideas of…

An Introduction to the Service Management Module

In today’s marketplace, delivering ongoing service management to your customers can be an important and often integral part of many business. More often than not this can potentially be a significant source of long-term customer satisfaction, along with the additional revenue to your business. Business Central, in its standard form, provides a flexible framework that…

Storage Space Resolutions in Business Central

Managing your Business Central storage is crucial. Business Central took the step to utilise the cloud infrastructure around three years ago. Each organisation was permitted up to 80gb storage space which typically, is more than enough. In those rare instances where more is required, you can contact a representative at Microsoft who will provide a…

Restoring Old Environments in Business Central

This article will outline the ways in which a restoration for an environment will be possible and the limitations associated with it. It will then explore things you should consider after a restore, such as name changes. Microsoft have launched a new update that allows for the restoration of users’ systems to a point in…

Document Sending Profiles in Business Central

Document sending profiles are assigned to customers, specifying how documents are sent to them. Where they aren’t specified, Business Central will apply a default profile setup. To set them up, use the magnifying glass and search for ‘document sending profile’ and click the available option in the ‘pages/tasks’ category. From here, click ‘new’ and then…

Overview of Manufacturing Costing in Production Orders for Non-Accountants

The aim of this blog is to give an overview of costing in manufacturing. This blog is written to be read by non-accounts personnel. From a costing point of view, Business Central offers ‘Standard’, ‘FIFO’, ‘LIFO’, ‘Specific’ & ‘Average’. However, we are going to consider only standard and FIFO costing. What is manufacturing costing? Manufacturing costing captures…

Business Central’s Email Rework

Microsoft released some prospective changes for general usage in November 2020. One of these is a revamp to the way in which Business Central works with email. The changes in this article are set to applied to everyone’s Business Central account by the fourth quarter of 2021, so getting a head start may be of…

Business Central Updates are Back Up and Running

As is typical, following the release this morning of the blog communicating the delay of Version 18.0 of Business Central within areas of Europe, Microsoft have since communicated that they are now back up and running with their update releases. Fortunately, the time gap between the intended release, the delay and now the restart has…

BOM Versions on the Production Order

A bill of materials (BOM) is a collection of raw materials, sub-assemblies or parts, that all come together to create a final product. Where a manufactured item is changing its bill of materials, the business can use BOM ‘versions’ to capture the changes. The production order then uses the correct BOM, dependant on the BOM…

Business Central Update to Version 18 Has Been Put on Hold

Microsoft have recently emailed to say that the release of the Business Central update to version 18.0 has been put on hold. I’ve attached a link specifying which updates and additions this includes. We have no word on when updates will resume but it’s been clarified that communication will be made when there is a…

Managing your MRP Planning Parameters Using RapidStart

Material requirements planning (MRP) is one of the key areas of Business Central and has been one of the foundations throughout the system’s long lifespan. Both the planning and requisition worksheets within Business Central provide a powerful tool to manage the availability of stock in a business. Using RapidStart, any values that need to be…

Item Ledger Entry Part Two: A Deeper Dive into How ILE’s Work

This is the second blog covering an overview of the ILE’s. In the previous blog we spoke about ILE’s, key fields and what it means if an Item Ledger Entry is ‘open’. This one will focus on inventory and the key fields associated with it. Building on from this, let’s consider further how Business Central…

Item Ledger Entry Part One: An Overview of the ILE

In this article, we will discuss aspects of the Item Ledger Entry (ILE), which has been a cornerstone in every version of Dynamics NAV & 365 Business Central (BC). This includes what they are, key fields to consider and how they are represented in Business Central. There are three types of item: inventory, non-inventory and…

Six Useful Business Central Tips to Help You on a Daily Basis

Business Central offers so many different avenues to discover and exploring several areas of the system at a time could be a great help! Let’s take a look at some very specific aspects of Business Central that you might not be aware of and see how they can help you. The ‘bookmark’ feature The role…

User Permissions Explained

Permissions are integral to Business Central. They are customisable in order to allow particular users to perform specific duties. It’s the role of the administrator to set these, whether that be recently after an implementation or perhaps just amending or adding a specific individual at a later date. The factors the to consider here include…

What’s New in Wave 1 of 2021’s Business Central Updates

Microsoft have recently announced the proposed updates for the first wave of 2021. The updates and implementations highlighted are set to be released into Business Central between April and September of 2021. However Microsoft have clarified that these dates are subject to change. Not every change will be covered in this post, instead we will…

The Development of Business Central

Business Central’s evolution from spotty teenager to red carpet supermodel has been a journey filled with an eclectic mixture of different influences. So, what is the story of the development of Business Central? Back in 1984, Personal Computing & Consulting formed. A year later they created PCPlus, their first accounting system. Shortly after, in 1987,…

Implementing Business Central

Can you implement Business Central on your own? Business Central is renowned for the amount of value you can get from each area within the system. And, with ample amounts of support and information icons, it can seem like Business Central is as simple to implement as it is to use. But the issue lies…

Changing VAT Rates on Business Central

When you have to change VAT rates, Microsoft want its users to make the transition as efficiently as possible so that your business can continue to run as smoothly as it did before. Due to the ongoing pandemic, we have already seen the UK opt for a lowering of the rate of VAT in particular…

Dynamics Fraud Protection: Keeping Users Safe

Fraudulent transactions account to $250b per year and it’s rising year on year. It’s imperative that people using Business Central have their information and finances protected. Microsoft Dynamics fraud protection is the system that is used to help protect Dynamics users from any malicious activity online. It runs on the same system that protects one…

Switching from Internet Explorer to Microsoft Edge

Microsoft Edge has undergone a lot of change recently. And those advancements have led to Edge being the frontrunner of Microsoft browsers. Additionally, Microsoft have confirmed that as of April 2021, Internet Explorer will no longer support the modern Business Central client. This comes as no surprise as Microsoft look to push their updated Edge…

Dynamics Consultancy and Working From Home

It’s been a really tough year for many of us and we hope everyone is coping well! With the continuing advice still to work from home where possible, Probitas have adjusted to this new, enclosed lifestyle. One where the lines between work and home lives feel blurred… For some, the change has been welcomed. Like…

Dynamics Business Central and Brexit

Microsoft have written and published guidance on Dynamics Business Central and Brexit. If your business imports goods from the EU, exports goods to the EU or moves goods to and from Northern Ireland, you may have to make some setup changes in Business Central. You can find the latest advice from the UK Government here.…

Using Background Error Check Whilst Creating Journals

There is a new feature of Business Central that helps to prevent errors when posting journals. On the General Journal Batch page, ‘Background Error Check’ is an additional resource to your business’ reporting arsenal. Clicking the tick box on Background Error Check allows Business Central to validate financial journals, such as general or payment journals,…

VAT Group Reporting Receives an Upgrade

VAT group reporting from Business Central used to require manual calculations and consolidation. Fortunately, Microsoft have now introduced functionality into Business Central to automate group submissions.

Access Package Tracking with Business Central

Track packages from more places in the system. Checking the status of a package is an essential element of many businesses processes, not least for maintaining a high standard of customer service. Previously, this information was only available from posted shipments. To help provide faster access to package tracking information from your shipping agents, the…