Latest Microsoft Dynamics 365 Blogs | CloudFronts

Essential Power BI Tools for Power BI Projects

For growing businesses, while Power BI solutions are critical, development efficiency becomes equally important-without breaking the budget. As organizations scale their BI implementations, the need for advanced, free development tools increases, making smart tool selection essential to maintaining a competitive advantage Tool #1: DAX Studio – Your Free DAX Development Powerhouse What Makes DAX Studio Essential DAX Studio is one of the most critical free tools in any Power BI developer’s arsenal. It provides advanced DAX development and performance analysis capabilities that Power BI Desktop simply cannot match. Scenarios & Use Cases For a global oil & gas solutions provider with a presence in six countries, we used DAX Studio to analyze model size, reduce memory consumption, and optimize large datasets—preventing refresh failures in the Power BI Service. Tool #2: Tabular Editor 2 (Community Edition) – Free Model Management Tabular Editor 2 Community Edition provides model development capabilities that would cost thousands of dollars in other platforms-completely free. Key Use Cases We used Tabular Editor daily to efficiently manage measures, hide unused columns, standardize naming conventions, and apply best-practice model improvements across large datasets. This avoided repetitive manual work in Power BI Desktop for one of Europe’s largest laboratory equipment manufacturers. Tool #3: Power BI Helper (Community Edition) – Free Quality Analysis Power BI Helper Community Edition provides professional model analysis and documentation features that rival expensive enterprise tools. Key Use Cases For a Europe-based laboratory equipment manufacturer, we used Power BI Helper to scan reports and datasets for common issues-such as unused visuals, inactive relationships, missing descriptions, and inconsistent naming conventions-before promoting solutions to UAT and Production. Tool #4: Measure killer Measure Killer is a specialized tool designed to analyze Power BI models and identify unused or redundant DAX measures, helping improve model performance and maintainability. Key Use Cases For a technology consulting and cybersecurity services firm based in Houston, Texas (USA), specializing in modern digital transformation and enterprise security solutions, we used Measure Killer across Power BI engagements to quickly identify and remove unused measures and columns-ensuring optimized, maintainable models and improved report performance for enterprise clients. To conclude, I encourage you to start building your professional Power BI toolkit today-without any budget constraints. Identify your biggest daily frustration, whether it’s DAX debugging, measure management, or model optimization. Once you see how free tools can transform your workflow, you’ll naturally want to explore the complete toolkit. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Browser-Level State Retention in Dynamics 365 CRM: Improving Performance & UX with Session Storage

Dynamics 365 model-driven apps are excellent at storing business data, but not every piece of information belongs in Dataverse. A common design folly is using Dataverse fields to store temporary UI state-things like selected views, filters, or user navigation preferences. While this works technically, it introduces unnecessary performance overhead and can create incorrect behavior in multi-user environments. In this blog, I’ll focus on browser-level retention of CRM UI data using “sessionStorage“, using subgrid view retention as a practical example for a technology consulting and cybersecurity services firm based in Houston, Texas, USA, specializing in modern digital transformation and enterprise security solutions. The Real Problem: UI State vs Business Data Let’s separate concerns clearly: Type Example Where it should live Business data Status, owner, amounts Dataverse UI state Selected view, filter, scroll position Browser Subgrid views fall squarely into the UI state category. Scenario: Subgrid View Resetting on Navigation Users reported the following behavior: This breaks user workflow, especially for records that users revisit frequently. Possible Solution: Persisting UI State in Dataverse (Original Approach) This would attempt to fix it by storing the selected subgrid view GUID in a Dataverse field on the parent record. How It Works Why this might look reasonable The Hidden Problems 1] Slower Form Execution 2] Data Model Pollution 3] Incorrect Multi-User Behavior 4] Scalability Issues In short, Dataverse was doing work it should never have been asked to do. Workaround to this Approach: Keep UI State in the Browser for that session, But practically: The selected subgrid view belongs to the user’s session, not the record. Once that boundary is respected, the solution becomes much cleaner. Practical Solution: Browser Session Storage (Improved Approach) Instead of persisting view selection in Dataverse, we store it locally in the browser using sessionStorage. sessionStorage is part of the Web Storage API, which provides a way to store key-value pairs in a web browser. Unlike localStorage, which persists data even after the browser is closed, sessionStorage is designed to store data only for the duration of a single session. This means that the data is available as long as the tab or window is open, and it is cleared when the tab or window is closed. Why Session Storage? How the Improved Solution Works 1. Store the View Locally on Subgrid Change 2. Restore the View on Form/Grid Load This ensures that when the user revisits the form, the subgrid opens exactly where they left off. Why This Approach Is Superior 1] Faster Execution 2] Correct User Experience 3] Clean Architecture 4] Zero Backend Impact When to Use Browser-Level Retention Use this pattern when: Examples: To conclude, not all data deserves to live in Dataverse. When you store UI state in the browser instead of the database, you gain: Subgrid view retention is just one example-but the principle applies broadly across Dynamics 365 customizations. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Functional Cycle of Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations (D365 PO) is an end-to-end solution designed for project-based organizations that need to manage the entire project lifecycle-from sales and estimation to delivery, time tracking, costing, and billing. It unifies capabilities from Project Management, Sales, Resource Planning, Time Tracking, and Financials into a single platform. This article outlines the complete functional cycle of D365 Project Operations, demonstrating how it supports project-based service delivery efficiently.  Full Cycle of Project Operations in D365 1. Lead to Opportunity The journey begins when a potential customer expresses interest in a service. 2. Quoting & Estimation Once requirements are understood, a Project Quote is created: 3. Project Contract & Setup After customer acceptance, a Project Contract is created: 4. Project Planning Project Managers build out the work breakdown structure (WBS): 5. Resource Management Once project tasks are defined, resources are assigned: 6. Time & Expense Management Assigned resources start delivering work and logging effort: 7. Costing & Financial Tracking Behind the scenes, every time or expense entry is tracked for: 8. Invoicing & Revenue Recognition Based on approved time, expenses, or milestones: Integration Capabilities D365 PO integrates with: Reporting & Analytics Out-of-the-box dashboards include: Dynamics 365 Project Operations enables organizations to manage the full project lifecycle—from opportunity creation to revenue recognition—without fragmentation between systems or teams. Key takeaways: For project-based organizations, D365 Project Operations is not just a project management tool-it is an operational backbone for scalable, profitable service delivery. To conclude, Dynamics 365 Project Operations is most effective when viewed not as a standalone application, but as a connected operating model for project-based organizations. When implemented correctly, it bridges the traditional gaps between sales promises, delivery execution, and financial outcomes-turning projects into predictable, scalable business assets. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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What Are Databricks Clusters? A Simple Guide for Beginners

A Databricks Cluster is a group of virtual machines (VMs) in the cloud that work together to process data using Apache Spark.It provides the memory, CPU, and compute power required to run your code efficiently. Clusters are used for: Each cluster has two main parts: Types of Clusters Databricks supports multiple cluster types, depending on how you want to work. Cluster Type Use Case Interactive (All-Purpose) Clusters Used for notebooks, ad-hoc queries, and development. Multiple users can attach their notebooks. Job Clusters Created automatically for scheduled jobs or production pipelines. Deleted after job completion. Single Node Clusters Used for small data exploration or lightweight development. No executors, only one driver node. How Databricks Clusters WorkWhen you execute a notebook cell, Databricks sends your code to the cluster.The cluster’s driver node divides your task into smaller jobs and distributes them to the executors.The executors process the data in parallel and send the results back to the driver.This distributed processing is what makes Databricks fast and scalable for handling massive datasets. Step-by-Step: Creating Your First Cluster Let’s create a cluster in your Databricks workspace. Step 1: Navigate to Compute In the Databricks sidebar, click Compute. You’ll see a list of existing clusters or an option to create a new one. Step 2: Create a New Cluster Click Create Compute in the top-right corner. Step 3: Configure Basic Settings Step 4: Select Node Type Choose the VM type based on your workload. For development, Standard_DS3_v2 or Standard_D4ds_v5 are cost-effective. Step 5: Auto-Termination Set the cluster to terminate after 10 or 20 minutes of inactivity. This prevents unnecessary cost when the cluster is idle. Step 6: Review and Create Click Create Compute. After a few minutes, your cluster will turn green, indicating it is ready to run code. Clusters in Unity Catalog-Enabled Workspaces If Unity Catalog is enabled in your workspace, there are a few additional configurations to note. Feature Standard Workspace Unity Catalog Workspace Access Mode Default is Single User. Must choose Shared, Single User, or No Isolation Shared. Data Access Managed by workspace permissions. Controlled through Catalog, Schema, and Table permissions. Data Hierarchy Database → Table Catalog → Schema → Table Example Query SELECT * FROM sales.customers; SELECT * FROM main.sales.customers; When you create a cluster with Unity Catalog, you will see a new Access Mode field in the configuration page. Choose “Shared” if multiple users need to access governed data under Unity Catalog. Managing Cluster Performance and CostClusters can become expensive if not managed properly. Follow these tips to optimize performance and cost: a. Use Auto-Termination to shut down idle clusters automatically.b. Choose the right VM size for your workload. Avoid oversizing.c. Use Job Clusters for production pipelines since they start and stop automatically.d. Leverage Autoscaling so Databricks can adjust the number of workers dynamically.e. Monitor with Ganglia metrics to identify performance bottlenecks. Common Cluster Issues and Fixes Issue Cause Fix Cluster stuck starting VM quota exceeded or region issue Change VM size or region. Slow performance Too few workers or data skew Increase worker count or repartition data. Access denied to data Missing storage credentials Use Databricks Secrets or Unity Catalog permissions. High cost Idle clusters running Enable auto-termination. Best Practices for Using Databricks Clusters1. Always attach your notebook to the correct cluster before running it.2. Use development, staging, and production clusters separately.3. Keep the cluster runtime version consistent across environments.4. Terminate unused clusters to reduce cost.5. If you use Unity Catalog, prefer Shared clusters for collaboration. To conclude, clusters are the heart of Databricks.They provide the compute power needed to process large-scale data efficiently. Without them, Databricks Notebooks and Jobs cannot run. Once you understand how clusters work, you will find it easier to manage costs, optimize performance, and build reliable data pipelines. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Time Travel in Databricks: A Complete, Simple & Practical Guide

Databricks Time Travel is a powerful feature of Delta Lake that allows you to access older versions of your data. Whether you want to debug issues, recover deleted records, compare historical performance, or audit how data changed over time—Time Travel makes it effortless. It’s like having a complete rewind button for your tables, eliminating the fear of accidental updates or deletes. What is Time Travel? Time Travel enables you to query previous snapshots of a Delta table using either VERSION AS OF or TIMESTAMP AS OF. Delta automatically versions every transaction-UPDATE, MERGE, DELETE, INSERT. So, you can always go back to an earlier state without restoring backups manually. This versioning is stored in the Delta Log, making rewind operations efficient and reliable. Why Time Travel Matters (Use Cases) Debugging Pipelines: Quickly check what the data looked like before a bad job ran. Accidental Deletes: Recover records or entire tables. Audit & Compliance: Easily demonstrate how data has evolved. Root Cause Analysis: Compare two versions side by side. Model Re-training: Use historical datasets to retrain ML models. Data Quality Tracking: Validate when incorrect data first appeared. How Delta Stores Versions (Architecture Overview) Delta Lake stores metadata and version history inside the _delta_log folder. Each commit creates a new JSON or checkpoint Parquet file representing table state. When you run a query using Time Travel, Databricks does not rebuild the entire table. Instead, it directly reads the snapshot based on the transaction log. This architecture makes Time Travel extremely fast and scalable—even on very large datasets. Time Travel Commands Query older data: SELECT * FROM table VERSION AS OF 5; SELECT * FROM table TIMESTAMP AS OF ‘2024-11-20T10:00:00’; A. Example: DESCRIBE HISTORY Below is an example of using DESCRIBE HISTORY on a Delta table. B. Querying a Specific Version Here is how you can fetch an older snapshot using VERSION AS OF. C. Restoring a Table You can restore a Delta table to any older version using RESTORE TABLE. Retention Rules Delta keeps older versions based on two configs: `delta.logRetentionDuration` → How long commit logs are stored. `delta.deletedFileRetentionDuration`→ How long old data files are retained. By default, Databricks keeps 30 days of history. You can increase this if your compliance policy requires longer retention. Best Practices – Use Time Travel for debugging pipeline issues. – Increase retention for sensitive or audited datasets. – Use `DESCRIBE HISTORY` frequently during development. – Avoid unnecessarily large retention windows—they increase storage costs. – Use `RESTORE` carefully in production environments. To conclude, time Travel in Databricks brings reliability, auditability, and simplicity to modern data engineering. It protects teams from accidental data loss and gives full visibility into how datasets evolve. With just a few commands, you can analyze, compare, or restore historical data instantly making it one of the most useful features of Delta Lake. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Bank & Payment Reconciliation in Microsoft Dynamics 365 Business Central

In any organization, reconciling bank and payment data is critical to maintaining accurate financial records and cash visibility. Microsoft Dynamics 365 Business Central offers robust tools for Bank Reconciliation and Payment Reconciliation Journals, helping businesses match bank statements with ledger entries, identify discrepancies, and streamline financial audits. In this article, I outline how I learned to perform these reconciliations efficiently using Business Central. Bank Reconciliation ensures that transactions recorded in the bank ledger match those on the actual bank statement. Steps: Benefits: Reconciled statements are stored and can be printed or exported for documentation. Set Up Payment Reconciliation Journals The Payment Reconciliation Journal is used to match customer/vendor payments against open invoices or entries. It supports automatic suggestions and match rules for fast processing. Configuration Steps: Setup ensures the journal is ready to load incoming payments and suggest matches automatically. Use the Payment Reconciliation Journal Once the setup is done, you can use the journal to reconcile incoming payments against customer/vendor invoices.  Daily Workflow: Features:  Business Value Feature Value Speed Auto-matching reduces reconciliation time Accuracy Eliminates manual errors and duplicate entries Audit Ready Clear audit trail for external and internal auditors Cash Flow Clarity Real-time visibility into paid/unpaid invoices We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Real-Time Integration with Dynamics 365 Finance & Operations Using Azure Event Hub & Logic Apps (F&O as Source System)

Most organizations think of Dynamics 365 Finance & Operations (D365 F&O) only as a system that receives data from other applications. In reality, the most powerful and scalable architecture is when F&O itself becomes the source of truth and an event producer. Every financial transaction, inventory update, order confirmation, or invoice posting is a critical business event – and when these events are not shared with other systems in real time, businesses face: So, the real question is: What if every critical event in D365 F&O could instantly trigger actions in other systems? The answer lies in an event-driven architecture using Azure Event Hub and Azure Logic Apps, where F&O becomes the producer of events and the rest of the enterprise becomes real-time listeners. Core Content Event-Driven Model with F&O as Source In this model, whenever a business event occurs inside Dynamics 365 F&O, an event is immediately published to Azure Event Hub. That event is then picked up by Azure Logic Apps and forwarded to downstream systems such as: In simple terms: Event occurs in F&O → Event is pushed to Event Hub → Logic App processes → External system is updated This enables true real-time integration across your entire IT ecosystem. Why Use Azure Event Hub Between F&O and Other Systems? Azure Event Hub is designed for high-throughput, real-time event ingestion. This makes it the perfect choice for capturing business transactions from F&O. Azure Event Hub provides: This ensures that every change in F&O is captured and made available in real time to any subscribed system. Technical Architecture Here is the architecture with F&O as the source: Role of each layer: Component Responsibility D365 F&O Generates business events Event Hub Ingests & streams events Logic App Consumes + transforms events External Systems Act on the event This architecture is:✔ Decoupled✔ Scalable✔ Secure✔ Real-time✔ Fault tolerant How Does D365 F&O Send Events to Event Hub? Using Business Events F&O has built-in Business Events Framework which can be configured to trigger events such as: These business events can be configured to push data to an Azure Event Hub endpoint. This is the cleanest, lowest-code, and recommended approach. Logic App as Event Consumer (Real-Time Processing) Azure Logic App is connected to Event Hub via Event Hub Trigger: Once triggered, the Logic App performs: Example downstream actions: F&O Event Logic App Action Invoice Posted Push to Power BI + Send email Sales Order Create record in CRM Inventory Change Update eCommerce stock Vendor Created Sync with procurement system This allows one F&O event to trigger multiple automated actions across platforms in real time. Real-Time Example: Invoice Posted in F&O Step-by-step flow: All of this happens automatically, within seconds. This is true enterprise-wide automation. Key Technical Benefits Why this Architecture is important for Technical Leaders If you are a CTO, architect, or technical lead, this approach helps you: Instead of systems “asking” for data, they react to real-time business events. To conclude, by making Dynamics 365 Finance & Operations the event source and combining it with Azure Event Hub and Azure Logic Apps, organizations can create a fully automated, real-time, intelligence-driven ecosystem. Your first step: ➡ Identify a critical business event in F&O➡ Publish it to Azure Event Hub➡ Use Logic App to trigger automatic actions This single change can transform your integration strategy from reactive to proactive. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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From Legacy Middleware Debt to AI Innovation: Rebuilding the Digital Backbone of a 150-Year-Old Manufacturer

Why This Story Matters to Today’s CIOs and CTOs For many large manufacturing organizations, integration platforms quietly become one of the most expensive and least visible parts of the IT landscape. Licensing renewals happen in the background, operational risks remain hidden, and innovation conversations get delayed because the digital backbone is simply not ready. This is the story of a 150-year-old global manufacturer that reached that exact inflection point and how rethinking integration architecture helped them reduce costs dramatically while laying the foundation for AI-driven decision-making. The Breaking Point: When Middleware Became a Business Risk The manufacturer had relied on traditional middleware platforms for years to connect Dynamics 365 Field Service, Finance & Operations, Sales, Shopify, and SQL-based systems. Over time, the middleware layer grew complex, opaque, and expensive. The wake-up call came during a contract renewal discussion. a. Middleware licensing had increased from $20,000 to $50,000 per year. b. A mandatory three-year commitment pushed the proposal to $160,000. c. Despite the cost, the platform still behaved like a black box failures were hard to trace, and teams often learned about issues only after business users raised concerns. For leadership, this was no longer just an IT problem. It was a structural constraint on scalability, transparency, and future AI initiatives. CloudFronts’ Perspective: Cost Is a Symptom, Not the Root Cause When CloudFronts assessed the environment, the issue was clear: the organization was paying enterprise-level licensing fees for integration workloads that ran only a handful of times per day. From an architectural standpoint, this created two forms of debt: 1. Financial debt – High fixed costs with limited flexibility 2. Technical debt – Opaque integrations with no real-time visibility or standardized transformation logic Our recommendation was not a like-for-like migration, but a fundamental shift to a cloud-native, consumption-based model using Azure Integration Services (AIS). Rebuilding the Backbone with Azure Integration Services The new architecture replaced legacy middleware and Scribe with: 1. Azure Logic Apps for orchestration 2. Azure Functions for transformation and reusable logic 3. Azure Blob Storage for configuration, templates, and checkpoints Designed for Global Complexity The manufacturer operates across multiple legal entities and regions: a. United States (TOUS) b United Kingdom (TOUK) c. India (TOIN) d. China (TOCN) Each entity has unique account number formats, compliance rules, and data behaviors. The solution introduced branching logic and region-specific mappings while maintaining a single, governed integration framework. Eliminating the Black Box: Visibility by Design One of the most impactful changes was not technical it was operational. Legacy middleware offered limited insight into what was running, failing, or slowing down. CloudFronts replaced this with first-class monitoring and observability. What Changed a Power BI dashboard built on Azure Log Analytics provide real-time visibility into integration health b. Automated alerts notify teams within one hour of failures c. Integration teams can now proactively resolve issues before they impact order-to-cash or service operations This shift alone reduced firefighting and restored confidence in the integration layer. From Cost Optimization to AI Readiness While the immediate outcome was cost reduction, the strategic impact went far beyond savings. By standardizing transformations and ensuring clean, reliable data flows, the organization created the foundation required for: a. Databricks-based analytics b. Unity Catalog for governance and lineage c. Future Generative AI use cases across operations For example, leadership can now envision scenarios where users ask: “Is raw material available for this production order?” “Which service orders are likely to breach SLA next week?” These are not AI experiments they depend entirely on trusted, unified data. As an early validation step, 32 fragmented reports were consolidated into a governed catalog, proving the readiness of the new backbone. The Integration Framework Behind the Scenes The solution follows a modular, scalable framework: a. Liquid templates (JSON-to-JSON) decouple transformations from orchestration b. Templates are stored in Azure Blob Storage, allowing updates without redeploying Logic Apps c. Incremental synchronization ensures only changed data is processed every five minutes d. This approach balances performance, maintainability, and governance critical for long-term sustainability. Results That Matter to Leadership Business and Technology Outcomes a. Annual integration cost reduced by ~95% b. Spend dropped from $50,000 to approximately $2,500–$4,000 per year c. Estimated annual savings: ~$140,000 d. Systems connected: D365 Field Service, Sales, Finance & Operations, Shopify, SQL Server e. Scalability: Designed to modernize over 600 legacy reports More importantly, integration is no longer a blocker it is an enabler. A Practical Playbook for CIOs Facing Similar Challenges 1. Start with transparency if you can’t see failures, you can’t fix them 2. Challenge fixed-cost licensing models for low-frequency workloads 3. Standardize transformations before investing in AI platforms 4. Treat integration as a product, not plumbing To conclude, for this 150-year-old manufacturer, modernization was not about replacing tools it was about reclaiming control of their digital backbone. By moving away from legacy middleware and embracing Azure Integration Services, they reduced cost, eliminated blind spots, and unlocked a clear path toward AI-driven operations. At CloudFronts, we see this pattern repeatedly. The organizations that succeed with AI are not the ones experimenting first but the ones fixing their foundations first. Read full story here: A practical case study on modernizing legacy integration. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Bridging Project Execution and Finance: How PO F&O Connector Unlocks Full Value in Dynamics 365

In a world where timing, accuracy, and coordination make or break profitability, modern project-based enterprises demand more than isolated systems. You may be leveraging Dynamics 365 Project Operations (ProjOps) to manage projects, timesheets, and resource planning and Dynamics 365 Finance & Operations (F&O) for financials, billing, and accounting. But without seamless integration, you’re stuck with manual transfers, data silos, and delayed insights.  That’s where PO F&O Connector app comes in built to synchronize Project Operations and F&O end-to-end, bringing together delivery and finance in perfect alignment. In this article, we’ll explore how it works, why it matters to CEOs, CFOs, and CTOs, and how adopting it gives you a competitive edge.  The Pain Point: Disconnected Project & Finance Workflows  When your project execution and financial systems aren’t talking:  The result? Missed revenue, resource inefficiencies, and poor visibility into project financial health.  The Solution: Cloudfronts Project-to-Finance Integration App  Cloudfronts new app is purpose-built to connect Project Operations → Finance & Operations seamlessly, automating the flow of project data into financial systems and enabling real-time, consistent delivery-to-finance synchronization. Key capabilities include:  Role  Core Benefits  Outcomes  CEO  Visibility into project margins and outcomes; faster time to value  Better strategic decisions, competitive agility  CFO  Automates billing, enforces accounting rules, ensures audit compliance  Revenue gets recognized faster, finance becomes a strategic enabler  CTO  Reduces custom integration burdens, ensures system integrity  Lower maintenance costs, scalable architecture  Beyond roles, your entire organization benefits through:  We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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Automating Prepayment Handling in Business Central – Part 2

In Part 1, we explored the core logic of handling prepayment invoices in Business Central using AL. In this part, we will dive deeper into the practical implementation, focusing on how prepayments are applied, invoices are generated, and item charges are assigned. This blog will break down the logic in a simplified, yet complete way. Why Automate Prepayments? In real-world business scenarios, companies often pay vendors before the invoice is fully posted. Handling these prepayments manually is tedious and error-prone: Our AL code automates this process: it creates purchase invoices, handles prepayment lines, applies payments, and ensures that item charges are correctly assigned. 1. Event Subscriber: Trigger After Posting Purchase Document The automation starts with an event subscriber that triggers after a purchase document is posted: [EventSubscriber(ObjectType::Codeunit, Codeunit::”Purch.-Post”, ‘OnAfterPostPurchaseDoc’, ”, false, false)]procedure OnAfterPostPurchaseDocHandler(var PurchaseHeader: Record “Purchase Header”)var    Rec_PreppaymentLines: Record PrepaymentLinesandPayment;    PurchInvoiceHeader: Record “Purchase Header”;    VendorInvoiceMap: Dictionary of [Code[20], Code[20]];    VendorNo: Code[20];begin    // Collect unique vendors    Rec_PreppaymentLines.SetRange(“Purchase Order No.”, PurchaseHeader.”No.”);    Clear(VendorList);    if Rec_PreppaymentLines.FindSet() then        repeat            if not VendorList.Contains(Rec_PreppaymentLines.”Vendor No.”) then                VendorList.Add(Rec_PreppaymentLines.”Vendor No.”);        until Rec_PreppaymentLines.Next() = 0; // Process each vendor    foreach VendorNo in VendorList do begin        // Create or reuse invoice        if VendorInvoiceMap.ContainsKey(VendorNo) then            PurchInvoiceHeader.Get(PurchInvoiceHeader.”Document Type”::Invoice, VendorInvoiceMap.Get(VendorNo))        else begin            PurchInvoiceHeader := CreatePurchaseInvoiceHeader(VendorNo);            VendorInvoiceMap.Add(VendorNo, PurchInvoiceHeader.”No.”);        end; // Handle prepayment lines        Rec_PreppaymentLines.SetRange(“Purchase Order No.”, PurchaseHeader.”No.”);        Rec_PreppaymentLines.SetRange(“Vendor No.”, VendorNo);        if Rec_PreppaymentLines.FindSet() then            repeat                HandlePrepaymentLine(Rec_PreppaymentLines, PurchInvoiceHeader);            until Rec_PreppaymentLines.Next() = 0;    end;end; Key Takeaways: 2. Handling Prepayment Lines The HandlePrepaymentLine procedure ensures each prepayment is processed correctly: procedure HandlePrepaymentLine(var PrepaymentLine: Record PrepaymentLinesandPayment; var PurchHeader: Record “Purchase Header”)var    PaymentEntryNo: Integer;begin    // Unapply previous payments if any    PaymentEntryNo := UnapplyPaymentFromPrepayInvoice(PrepaymentLine.”Prepayment Invoice”);    if PaymentEntryNo = 0 then        Error(‘Failed to unapply Vendor Ledger Entry for Document No. %1’, PrepaymentLine.”Prepayment Invoice”); // Create credit memo and invoice line    CreateCreditMemoLine(PrepaymentLine, PrepaymentLine.”Prepayment Invoice”);    CreatePurchaseInvoiceLine(PurchHeader, PrepaymentLine); // Assign item charges and post    AssignItemChargeToReceiptAndPost(PrepaymentLine, PurchHeader.”No.”, PrepaymentLine.”Purchase Order No.”);end; Highlights: 3. Applying Payments to Invoice The ApplyPaymentToInvoice procedure ensures the invoice is linked with the correct prepayment: procedure ApplyPaymentToInvoice(InvoiceNo: Code[20]; PaymentEntryNo: Integer)var    InvoiceEntry, VendLedEntry: Record “Vendor Ledger Entry”;    ApplyPostedEntries: Codeunit “VendEntry-Apply Posted Entries”;    ApplyUnapplyParameters: Record “Apply Unapply Parameters”;begin    InvoiceEntry.SetRange(“Document No.”, InvoiceNo);    InvoiceEntry.SetRange(Open, true);    if InvoiceEntry.FindFirst() then begin        VendLedEntry.SetRange(“Entry No.”, PaymentEntryNo);        if VendLedEntry.FindFirst() then begin            InvoiceEntry.Validate(“Amount to Apply”, InvoiceEntry.”Remaining Amount”);            VendLedEntry.Validate(“Amount to Apply”, -InvoiceEntry.”Remaining Amount”); ApplyUnapplyParameters.”Document No.” := VendLedEntry.”Document No.”;            ApplyPostedEntries.Apply(InvoiceEntry, ApplyUnapplyParameters);        end;    end;end; Benefits: 4. Assigning Item Charges Item charges from receipts are automatically assigned to invoices: procedure AssignItemChargeToReceiptAndPost(var PrepaymentLine: Record PrepaymentLinesandPayment; PurchInvoiceNo: Code[20]; PurchaseOrderNo: Code[20])var    PurchRcptLine: Record “Purch. Rcpt. Line”;    ItemChargeAssign: Record “Item Charge Assignment (Purch)”;begin    PurchRcptLine.SetRange(“Order No.”, PrepaymentLine.”Purchase Order No.”);    PurchRcptLine.SetFilter(Quantity, ‘>0’);    PurchRcptLine.SetRange(“No.”, PrepaymentLine.”Item No.”); if PurchRcptLine.FindSet() then        repeat            ItemChargeAssign.Init();            ItemChargeAssign.”Document No.” := PurchInvoiceNo;            ItemChargeAssign.”Applies-to Doc. No.” := PurchRcptLine.”Document No.”;            ItemChargeAssign.”Item Charge No.” := PrepaymentLine.”Item Charge”;            ItemChargeAssign.”Qty. to Assign” := 1;            ItemChargeAssign.”Amount to Assign” := PrepaymentLine.Amount;            ItemChargeAssign.Insert(true);        until PurchRcptLine.Next() = 0;end; Outcome: To conclude, by implementing this automation: This code can save significant time for finance teams while keeping processes accurate and transparent. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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