Welcome back to our series on navigating the GMP-compliant quality control module in Business Central! In our previous blog, we took you through the process up to the Goods Receipt Note (GRN), laying the foundation for efficient and compliant quality management. In this blog, we’ll dive deeper into an equally important aspect of the process: the quality control of raw materials and packing materials. Ensuring that your raw materials meet the necessary standards is crucial for maintaining product integrity and compliance with regulatory requirements. Let’s explore how Business Central helps streamline this critical step in the manufacturing process. Previously, we discussed the process of posting a purchase order in Business Central, which triggers several behind-the-scenes actions. When the purchase order is posted, the system generates a posted purchase receipt along with an inspection datasheet document. This seamless integration ensures that both the material tracking and quality control processes are aligned. In the background, the system also handles the transfer of items between locations. For instance, the raw material (RM) item gets posted to the location specified in the purchase order. If the item is Quality Control (QC) enabled, an inspection datasheet is automatically created upon posting. The system then transfers the item from the purchase order location to an “undertest” location, where the quality control checks are carried out before the materials are accepted into stock. Inspection Datasheet When a Goods Receipt Note (GRN) is created, an inspection datasheet is automatically generated. This datasheet pulls details from the posted purchase order, such as product information, quantities, and other relevant data.  The document type for this datasheet is classified as “Purchase” to indicate that it pertains to a purchased item from a vendor.    Users have the ability to edit the sample quantity on the inspection datasheet. This allows for flexibility in determining how much of the received goods will be inspected or tested When an inspection datasheet is generated from the Goods Receipt Note (GRN), the Specification ID specified on the Purchase Order (PO) for each item is automatically transferred to the datasheet. The Specification ID links to a detailed set of standards or criteria that are predefined for the item (e.g., testing methods, acceptable ranges for quality attributes). The user performs the required testing on the received goods, and after testing, the user records the test results (e.g., pass/fail, measured values) in the specification table on the inspection datasheet. After all the data is filled and verified, the user posts the inspection datasheet. Posting the datasheet signifies that the inspection process is complete, and the items are ready for further processing or acceptance.  Once posted, the system creates a final, official version of the inspection datasheet, capturing all test results and any other relevant data entered during the QC process. Along with the posted datasheet, the system generates an Inspection Receipt. This receipt serves as confirmation that the goods have passed or failed inspection, and it also indicate the status (e.g., approved or rejected) Inspection Receipt On the Inspection Receipt page, the user will review the test results and specifications from the inspection datasheet. a) Based on these results, the user decides whether to accept or reject the lot. Accept: If the results meet the required specifications. Reject: If the results fail to meet the specifications. b) After making the acceptance or rejection decision, the user will enter the location and bin information for the lot to be transferred. Undertest Location: Initially, the lot is in a holding or undertest location. Accepted Lot: If the lot is accepted, the user will move it to an appropriate approved location (e.g., RM-approve for raw materials). Rejected Lot: If the lot is rejected, the user will move it to a rejected location (e.g., RM-reject for raw materials). The bins will vary based on whether the lot is accepted or rejected and its type .Once posted, the system creates a final, posted inspection receipt. This document becomes part of the system’s records, confirming the final status of the lot. The lot is moved to its designated location (approved or rejected), and inventory records are updated accordingly. A transfer entry will be created in the Item Ledger to reflect that the material has been moved to an approved/Rejected location (e.g., RM-approve/reject). c) Posted inspection receipt On the posted inspection receipt page, the user can initiate the generation of the COA report. The Certificate of analysis(COA) report contains detailed test results, pass/fail statuses, specifications, and approval information, providing a formal certificate of compliance. Conclusion: In this blog, I’ve highlighted how a streamlined Quality Control (QC) process ensures that only materials meeting your standards are accepted into inventory. From automated inspection datasheets to real-time inventory updates and generating Certificates of Analysis (COA), you can be confident in the quality and compliance of every batch. Why It Matters for Your Business: a) Ensure Consistent Quality: Only accept materials that meet your standards. b) Save Time: Automation reduces manual work and errors. c) Stay Compliant: Easy access to COAs for audits and regulatory checks. d) Build Trust: Your customers will appreciate your commitment to quality. Ready to optimize your QC process and improve efficiency? We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In this continuation of our journey through the GMP-compliant quality control module in Business Central, we’ll be diving into key components that come into play post-MRP (Material Requirements Planning/Planning worksheet) run. The MRP identifies what’s required to meet demand, but ensuring that all materials align with quality standards demands a closer look at each phase—from defining specifications to the actual receipt of goods. This blog will cover four essential steps: setting up a Specification Master for Quality, creating a Purchase Indent to formalize demand, generating a Purchase Order to confirm procurement, and finally, processing the Goods Receipt Note (GRN), where quality checks ensure that only materials meeting specified standards are accepted. Each of these steps is integral in maintaining a seamless, controlled flow of materials that meet stringent quality requirements. Through these processes, we not only streamline procurement but also build quality control measures right into the purchasing workflow. Let’s explore how Business Central’s quality control module facilitates this alignment with Good Manufacturing Practices (GMP), helping to achieve a compliant, efficient supply chain. Specification Master In the Specifications Master is a centralized repository of quality parameters. It defines acceptance criteria for raw materials, intermediates, and finished products, ensuring compliance with regulatory standards and maintaining consistent product quality throughout procurement, production, and delivery processes. Purchase Indent Purchase indent can be created from the planning worksheet where system calculates the shortages. The EOPA no. which is tagged in the sales order will also be tagged against the shortage raw material in the planning worksheet. The quantity to purchase can be adjusted on purchase indent. Once necessary information is filled in, the purchase indent can be converted to purchase order. Multiple purchase order can be created from 1 purchase indent till the indent quantity is exhausted. Purchase Order In the purchase order page, location should be where the materials will be received. Let’s call it as quarantine. The locations will be according to the type of the material. Eg. If it is a raw material the location will be RM quarantine. While generating GRN, system creates the posted purchase receipt document and the inspection datasheet. (if the item is QC enabled) Inspection datasheet- It is a page where sampling is performed. The quality control process starts from the inspection datasheet page. Conclusion:  Incorporating quality control in procurement ensures GMP compliance from the start. Business Central’s module streamlines this with defined specifications, structured purchasing, and enforced quality checks, creating a seamless and compliant supply chain. We will be continuing the quality control of purchased goods in the next blog. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Quality isn’t just a standard—it’s a promise. For pharmaceutical industries where quality can make or break success, we are offering a quality control module in business central which is in compliance with GMP. Imagine what you could achieve with a streamlined, GMP-compliant solution that integrates seamlessly into your existing workflows. With our new quality control module in Business Central, not only can your business meet Good Manufacturing Practice (GMP) standards, but you can also elevate product consistency, enhance traceability, and make real-time quality insights accessible. Let’s explore how this tool is built to not only meet requirements but drive your business forward This blog series dives into the step-by-step process of implementing and optimizing our GMP-compliant quality control module in Business Central. Let’s begin, Customer order is received – In a manufacturing company, company will receive an order from customer. Based on the order and availability of product the user will prepare a Proforma invoice. Proforma Invoice – User will create a proforma invoice with all the details of the order and send that invoice for approval internally. – Once that invoice is approved, the user will convert that proforma invoice into sales order. Sales order – Once a sales order is created after approval, user will then plan the production. – To plan the schedule, we have customised a page, “Planning Schedule” – The planning schedule has to be prepared from the sales order page. Later the page is accessible with global search as well. – User will select the item no. on the page and click on “Planning” button on the action bar. – System will automatically create lines/batches for the sales order quantity. These batches are created based on the production Bom details in the master. – When the user is ready to create production orders for the first batch, user will click on the “carry out action” checkbox and the from the action bar click on “Create production order button” – System will automatically create firm planed production order for the entire batch. – Now that the firm plan production orders are ready, user can run the Planning (shortage) worksheet Planning Worksheet – User will run the planning worksheet to figure out the shortages for the production of Finished goods. – To get the shortages, user will click on “Calculate regenerative plans” button on the action bar. A filter page will pop up, enter the date range for the shortages and click on “ok” – When the lines are generated, user can directly select the lines on the worksheet and create a Purchase indent (It is an internal document used by companies to authorize the requisition of Materials.) – User can club multiple lines in one purchase indent. Thank you for reading this blog. We’ve started the series with sales order and covered in the MRP process, and we hope you found the information valuable. In our next blog, we will start the Procurement Quality Check process, exploring its significance and the steps involved in ensuring that all procured materials meet our stringent quality standards. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In today’s busy work environment, having a smooth approval process is important for keeping things running efficiently. Dynamics 365 Business Central makes it easy to set up workflows that help manage approvals effectively. One great feature is the option to allow approval from “one of” several chosen approvers. This was one of our clients’ requirements to avoid delays and allows different team members to take part in the approval process. By letting any of the designated approvers approve requests, your organization can work faster and better together. In this guide, we’ll show you how to create a simple approval workflow in Dynamics 365 Business Central that requires just one approver from a group, making your approval process quicker and more efficient. Scenario: The purchase order has two approvers but if any one of them approves the approval workflow will be fulfilled. Hence, if one approver approves, all open approval entries will be closed. 1. Workflow user group As shown below the workflow user group, sequence no. 1 has been assigned to both the users. 2. Open the workflow for which this user group needs to be assigned. 3. Add the Workflow User Group to the Workflow – Open the response “add record restriction” – Add the workflow user group as the approver type and select the workflow user group created earlier. 4. Modify the events and conditions – Remove the “on condition to always” – Remove the third step 5. Additional response To close open approval entries after receiving a single approval, you must edit the second step and add the response, “Approve the approval request for the record.” – Click on the response of 2nd line ” remove record restriction” – Add response, ” “Approve the approval request for the record.” Conclusion In conclusion, setting up an approval workflow with flexible approvers in Dynamics 365 Business Central can significantly enhance the organization’s efficiency and responsiveness. By allowing any designated approver to handle requests, one can streamline the approval process and reduce potential delays. This approach not only fosters collaboration among team members but also ensures that important decisions are made quickly. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction How effectively are you tracking your company’s environmental impact? As sustainability becomes a growing priority, businesses need the right tools to monitor and manage their emissions. Dynamics 365 Business Central offers powerful features like the Chart of Sustainability Accounts (CoSA) and the Sustainability Ledger to help organizations streamline their sustainability efforts. In this guide, we’ll take a deep dive into how you can leverage these tools to enhance your environmental performance. What is the Chart of Sustainability Accounts (CoSA)? The Chart of Sustainability Accounts (CoSA) in Dynamics 365 Business Central is a specialized framework designed to manage emissions data, similar to a traditional chart of accounts but tailored for sustainability metrics. Key Features: Question: Have you already identified the key areas of your business that contribute to emissions? Think about where CoSA can help you focus on reducing your environmental impact. Managing Sustainability Accounts – Adding and Modifying Accounts Tip: Be cautious when deleting accounts. If they have existing ledger entries, you’ll need to resolve those before deletion to maintain data integrity. Interactive Element: Understanding Account Categories – Purpose and Setup Pro Tip: If your organization needs specific calculations, you can create custom formulas. This ensures that emissions are tracked accurately, even for complex or unique activities. Calculation Foundations The system uses different methods to calculate emissions based on the emission type and category. Here are some examples: Interactive Question: Have you considered which scope of emissions contributes the most to your environmental footprint? Scope 1, 2, or 3? Account Subcategories – Purpose and Setup Did You Know?: You can also set up renewable energy-related subcategories. By marking the Renewable Energy field, you can easily track the impact of renewable energy use in your operations. Interactive Element: Have you considered using renewable energy in your business? Start tracking it separately in CoSA to measure its impact on your emissions. Sustainability Ledger Entries – Purpose and Management Correcting Errors Once data is posted, it cannot be deleted. To correct errors, simply post a reverse transaction with the same details but a negative amount. Interactive Tip: Worried about data entry mistakes? Start with a test entry in the ledger to familiarize yourself with the system before posting live data. Conclusion The Chart of Sustainability Accounts and Sustainability Ledger in Dynamics 365 Business Central are invaluable tools for businesses aiming to reduce their environmental impact. By properly configuring CoSA, setting up categories and subcategories, and using the sustainability ledger, you can gain deeper insights into your emissions and improve your sustainability practices. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Are you looking to enhance your business’s sustainability efforts? Dynamics 365 Business Central’s Sustainability Management feature helps businesses monitor, manage, and report their environmental impact, with a focus on greenhouse gas (GHG) emissions. With this tool, you can track your emissions across various scopes to align with your company’s sustainability goals. But how can you ensure this tool is properly configured to maximize its benefits for your organization? Key Features and Capabilities 1. Emission Tracking Imagine being able to track emissions across multiple dimensions. Here’s how the tool categorizes them: Tip: Start by listing all the potential sources of emissions in your business. Can you think of ways to reduce emissions in Scope 1 or 2 right now? 2. Setup and Configuration Setting up this feature correctly is key to getting meaningful data. Pro Tip: If you’re unsure where to begin with emission factors, consider consulting with a sustainability expert to ensure you’re using accurate numbers. 3. Data Management Question: Which areas of your business could benefit most from detailed emission tracking—your supply chain, your operations, or perhaps both? 4. Reporting and Insights Call to Action: Ready to see how these reports can help streamline your sustainability goals? Schedule a demo today to explore the full reporting capabilities! Benefits Still wondering if this feature is right for your business? Here’s what you stand to gain: Example: One of our clients reduced their Scope 2 emissions by 15% after better understanding their energy consumption patterns using Business Central’s data management features. Step-by-Step Setup Guide To configure the Sustainability module in Dynamics 365 Business Central, follow these steps carefully. Don’t worry if you’re not familiar with all the terms—we’ll guide you through each section: 1. General Fast-Tab Configuration Tip: Choosing the right level of precision can make a big difference in how your data is interpreted. 2. Calculations Fast-Tab Configuration Pro Tip: If your emissions are mostly related to transportation, focus on fine-tuning the distance and fuel data. 3. Reporting Fast-Tab Configuration (Note: This section is for future reporting capabilities) Did you know? Although this feature isn’t available in version 24.0, it will be in future updates. Stay ahead by configuring the settings now! Conclusion The Sustainability Management feature in Dynamics 365 Business Central provides critical tools for managing your environmental footprint. By configuring units of measure, decimal places, and reporting parameters, you can tailor the system to meet your business’s sustainability goals. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction Are You Quick Enough with Your Decision-Making? 73% of Businesses Say No. In today’s data-driven landscape, a whopping 73% of businesses confess they find it tough to make quick, informed decisions because their reporting tools are outdated or just not cutting it. Are you in the same boat? If yes, it might be time to rethink your strategy for gaining business insights. Meet Microsoft Dynamics 365 Business Central—a real game-changer for companies looking to turn their data into actionable insights. While many ERP systems come with basic reporting options, Business Central shines with its customizable reports that offer real-time data, greater flexibility, and predictive insights. In this blog, we’ll take a look at five standout reports in Business Central that not only provide essential insights but also empower your business to make quicker, smarter decisions. These reports are crafted to keep you ahead of the competition and help you hit your business targets—without the hassle of complicated customizations. Let’s jump in and see how these powerful reports can revolutionize your operations! 1. Dimension-Based Reporting: Custom Insights Without the Complexity Business Central makes that easy with dimension-based reporting. It allows you to slice and dice data across custom dimensions such as department, product line, project, or location. You don’t have to adjust your chart of accounts for every new need—you just define dimensions and filter reports accordingly. Imagine the insights: Want to know how profitable a particular product line is in a specific region? Or how a department is performing across multiple locations? With dimension-based reporting, you can quickly analyse performance across all these areas. 2. Account Schedules: Build Custom Financial Reports Without External Tools If financial reporting feels rigid or limited with your current system, then you’ll love Business Central’s Account Schedules. Picture this: You’re able to customize income statements, balance sheets, or cash flow reports to match your exact business needs. Whether you want to compare actuals vs. budgets by department or break down profitability by project, Account Schedules gives you the flexibility to design these reports yourself. 3. Seamless Integration with Power BI: Turn Data Into Visual Dashboards Are you tired of static reports that don’t tell the full story? Business Central’s seamless integration with Power BI allows you to transform raw data into rich, visual dashboards that offer deeper insights. You can create interactive, real-time dashboards that not only display your data but also allow you to drill down for detailed analysis. 4. Embedded Excel Integration: Collaborate and Update in Real-Time Do you find yourself constantly exporting data to Excel, only to struggle with re-importing it back into your system? Business Central solves that with its embedded Excel integration. Imagine this scenario: You export your financial data to Excel, update it with your team, and then push the updated data back into Business Central—with no data loss or formatting issues. The integration keeps all your financial and operational reports intact, so collaboration is seamless. 5. Cash Flow Forecasting with AI: Predict the Future of Your Finances How accurate are your cash flow forecasts? With Business Central, you get AI-driven cash flow forecasting that goes beyond simple historical analysis. The system uses machine learning to predict future cash flows based on past data, outstanding receivables, and planned expenses, giving you a clearer picture of your financial future. Ready to See These Reports in Action? These reports are just the beginning. With Microsoft Dynamics 365 Business Central, you have a powerful tool that helps you make smarter, quicker decisions and stay ahead of the competition. Interested in learning how Business Central can transform your reporting? Reach out to us today for a personalized demo or consultation at transform@cloudfronts.com, and let’s explore how we can tailor these reports to fit your business’s unique needs.

Introduction Effective project management is essential for business success, and Microsoft Dynamics 365 Business Central provides robust tools to improve project management practices. As a functional consultant, I’ve witnessed the transformative impact of Business Central on project oversight, workflow efficiency, and overall productivity. In this blog post, I will offer insights on how to effectively utilize Business Central for successful project management. An Overview of Project Management in Business Central D365 Business Central features a wide array of project management tools that assist businesses in overseeing projects from start to finish. These resources facilitate efficient planning, execution, and monitoring, ensuring that projects are delivered on schedule and within budget. Key Features and Functionalities Practical Applications Implementation and Configuration Benefits and ROI Adopting Business Central’s project management capabilities can lead to notable improvements in efficiency and project results. Clients frequently benefit from: Conclusion Leveraging D365 Business Central for project management offers numerous advantages, from improved visibility to enhanced financial control. By taking advantage of the platform’s powerful features, businesses can streamline project workflows, optimize resource allocation, and achieve superior project outcomes. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction In Dynamics 365 Business Central, processing a customer refund is a simple yet important task that ensures accurate financial management and customer satisfaction. Whether a customer has overpaid or requires a refund for another reason, Business Central provides a straightforward process to handle these transactions efficiently. In this guide, we will walk you through the steps to issue a refund, including verifying customer details, applying the refund, and processing the payment. Steps to Process the Refund Issuing a refund in Dynamics 365 Business Central is straightforward, but it’s important to ensure you select the correct document type. 1. Verify the Customer: Start by confirming the customer who will receive the refund. Access the customer list and click on the balance amount to view the customer ledger, which displays only the open or outstanding items. Note the customer number and the amount to be refunded. 2. Navigate to the Payment Journal: Open the Payment Journal and select the appropriate batch to use. Add a line for the refund to the customer, ensuring that the Document Type is set to “Refund.” 3. Apply the Refund: To apply the refund to the outstanding payment, click on “Apply Entries” in the Action Bar. Select the line you want to apply the refund to, then click on “Set Applies-to ID” in the Action Bar. This will fill in the Applies-to ID field for the chosen line. Click OK to close the page. 4. Process the Payment: Finally, process the payment. Whether you’re using a computer check or an electronic payment, follow the same steps as you would for paying a vendor. Once everything is completed, post the payment. 5. Customer ledger entry for the refund showcased above Conclusion Processing customer refunds in Dynamics 365 Business Central is a straightforward process that enhances financial accuracy and customer satisfaction. By following the outlined steps—verifying customer details, applying the refund, and processing the payment—you can ensure that refunds are handled efficiently and correctly. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

Introduction: The 2024 Wave 1 release of Microsoft Dynamics 365 Business Central introduces a new feature called Page Scripting. This tool is designed to enhance User Acceptance Testing (UAT) by allowing users to record and replay their actions within the Business Central. This capability streamlines the UAT process by automating repetitive tasks and ensuring consistency across tests. Capabilities and Usage: The Page Scripting tool, records user interactions such as opening pages, entering data, and navigating through the system. These interactions can be saved and replayed, making it easier to validate the system’s behavior under various conditions. The tool records actions in a YAML file format, which can be shared and reused, promoting collaboration and efficiency. Let’s get started with how page scripting works: – Setup: To use the Page Scripting tool, users must have specific permission sets assigned. – Once these permissions are in place, users can access the tool by navigating to Settings and selecting the Page Scripting (Preview) action. The tool pane appears on the right side of the screen, allowing users to start a new recording or open an existing one. – When the user clicks on Page Scripting action, following screen opens up: – In that, user have an option to start a new recording or open existing recording. – User can start a recording by clicking on “New recording” or “Start new” button. – When user clicks on ” Start New/New recording” following page displays: – When new recording is started it captures every user action and input, including interactions with custom or third-party extensions. Users can track their steps, such as opening the Customer List page, selecting a customer record, and entering new sales prices. During the recording, users can delete the last recorded step if needed and can stop and resume recording as necessary. For Example: – Once all the steps are completed, user can stop the recording and save the file in YML format. – If the user wants to replay the recording, then simply user can click on open recordings, select the saved file and all the recorded script will appear on the right screen. – A recording can then be played, and all the recorded actions are executed in the web client. User will see an indicator if an action is succeeded or not as shown below: – User can Click on “Play” action, the system will automatically run the whole script and indicate (a green tick) if successful as shown in above image. Conclusion: In brief, the Page Scripting tool in D365 Business Central enables advanced customization, allowing users to optimize workflows, enhance user experience, and drive efficiency within the system. This tool offers valuable flexibility for businesses to tailor their operations to their unique needs and goals. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com