Introduction: Contact email functionality is used in order to send emails to customers, vendors, and their contacts. Steps to achieve the goal: Go to Customers / Vendor and its Contact page there is action called as Contact By Email Then click on Contact  by Email action. You will be able to get the email based on email address specified in Customer/ Vendor page in Email field. You can see the history of mails send to Customer, Vendor and its contacts. There is action called as Sent Emails action present on list page and also in Card page You will be able to see all the mails which is been send to Customer/Vendor/Contacts You can resend the same mail which is been sent to Customer using Resend action present in Send Emails page. You can also edit the existing mail which you have send earlier and send it with updated one Conclusion: Thus we saw how we can use the Contact email and Sent email functionality in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

 There are certain scenarios where you have mistakenly applied the payment to the wrong vendor or you need to refund the vendor. There are two methods in order to resolve these issues. Steps to achieve the goal: Method 1: Globally search vendors. Select the vendor in which payment is applied incorrect. Go to Vendor Tab-> Ledger Entries tab. Open the Ledger entries of that vendor and then select the payment which you want to unapply. Go to Process tab and Unapply Entries. A Unapply Vendor Entries page gets open select the payment line and then click on Unapply action and click on OK. Once you click Ok the payment line in vendor ledger entries its remaining amount will not be 0. In order to balance the G/L entries we need to post the refund entry. Go to payment journal-> select the document type Refund Posting date must be same as Payment Posting Date or actual refund date. Assign the Account type as Vendor and assign the Vendor number. Select the Applies to Doc Type as Payment and in Applies to Doc No assign the Payment Document Number. Select the payment method code of return. Select the balance account number appropriately. Post the entry. If you go and check the vendor ledger entries it will be nullified against the refund.                                                                      OR Method 2: Repeat above step number 1,2,3,4,5 and 6 from Method 1 Go to Process tab-> Reverse transaction. Reverse Transaction entries page is open and in which there is action called as Reverse Transaction click on it and entries will be reversed. Conclusion: Thus we saw how we can reverse/unapply the payment mistakenly applied to the wrong vendor in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: Drop shipment is used when the shipping on the items is done from the vendor directly to the customer without the item coming back home to your warehouse and you delivering them. Steps to achieve the goal: To do so first create sales order and then add field drop shipment which is of boolean type using personalize features in business central Add item in sales order line and mark drop shipment if you want that item to be transported directly from vendor to customer Then create purchase order assign vendor to it and then don’t add any purchase lines instead of that go to shipment and payment tab in Ship-to field select customer and then add that customer which you want And go to action tab in purchase order page -> Drop shipment -> Sales Order ->Sales order list window Select the item that you want to get shipped directly and that item will be added in purchase orders line  In order to check the link is established between sales and purchase order. Go to Sales order then in sales order line -> Order -> Drop Shipment -> Purchase orders It will open the corresponding purchase orders which you created And post the Sales order. Conclusion: Thus we saw how we can use Drop shipments in Business Central. Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: To adjust your inventory there is another ability provided by Business central using Inventory Documents. We can do positive and negative adjustments using Inventory Receipts and Inventory shipments respectively. Steps to achieve the goal: First, we need to set up the number series for Inventory Receipts and Inventory Shipments and Posted Inventory Receipts and Posted Inventory Shipments on Inventory setup. 2. Go to Purchase Receipts and assign the Item in line, fill all the required details. You can reopen and release documents, but it is not required. Once you have filled in the necessary information you can post the Inventory Receipts. The item will be adjusted and you can see it in Item ledger entries. Same we can do it by Inventory Shipments when the item is damaged or needs to be return Fill in the necessary details in Inventory Shipments and post them. You can also print the Inventory Receipts, Inventory Shipments, and Posted Inventory Receipts and Posted Inventory Shipments. But the base application doesn’t include any layouts. So you can create your own report and assign it in Report Selections-Inventory according to usage. Posted Inventory Receipts and Posted Inventory Shipments are nonsearchable in order to print the posted documents you need to visit Item Ledger entries -> Document type=Inventory Receipts -> Find entries-> Item Receipt Header and then you can print the Posted Inventory Receipts. 10. Same for the Posted Inventory Shipments go to Item Ledger entries-> Document Type= Inventory Shipments-> Find entries-> Inventory Shipment Header and then you can print the Posted Inventory Shipments. Conclusion:    Thus we saw how we adjust the Inventory using Inventory documents.    Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: Business Central provides you the feature to export the data in Excel in General Ledger entries, Customer Ledger entries, etc. But we can export data in a text file. In this blog, we will see how we can export data in the form of a text file. Steps to achieve the goal: Create a codeunit that will export the data in text. We will be needing Temp Blob Codeunit, Instream, and OutStream to read and write the data in the file. Below is the code which will read and write the data in the text file. You can use dynamic filename also by assigning a field value in the FileName variable; FileName: Rec_ComapanyInformation.FileNameText // FileNameText is the field present in the Company Information Page which will be used as Filename of the exported text file. We will be also using an action that will call the Codeunit function (GenerateTextFile) The output of the above code is To avoid using multiple times Write Text function if there is a lot of data that needs to be pulled from multiple fields. You can use a variable and store all the values in that variable and then assign that variable in the WriteText function. 9. The output of the above code is Conclusion:    Thus we saw how we can export data from Business Central in a text file.    Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: One of the scenarios where you want the Person A approval request should be approved by Person B and Person B approval request should be approved by Person A. How to achieve this goal: Go to Workflows page I want to create a Purchase Order Approval Workflow from Templates. Go to New-> New Workflow from Template Then select the Purchase Order Approval Workflow from Workflow Templates Click on Add record restriction in the Response field Select the Create approval request option from the Response tab and then set the values Approve Type to be Approver and Approver Limit Type Direct Approver which means whoever is approver the request will go that user only. And then enable the workflow. Then now go to Approval User Setup where we are going to assign which user’s approval request will be sent to which user. Now I will assign my approval request should be sent to the manager and the manager approval request should be sent to me. Now let’s test it  go to Purchase order I am currently in my account and send the approval request from Purchase Order Now my manager will get the request which I have sent. The manager will sign in on his account and then go to the Request to Approve page and approve the request which I have sent. And then once the request is approved by my Manager I will get the status as approved in Purchase order-> Orders-> Approval Let’s try vice versa as well repeat the same steps for the manager as well Now I will be able to see the request from the Manager in the Request to Approve Page Conclusion: Thus we saw how we can set the request approval to be send one on one in Business central Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: There must be a requirement from client where they want to send different documents using different email accounts.It is possible using Email setup. Steps to achieve the goal: Go to Set up Email  -> Click on Next Business Central gives you an option to choose the account type. I am going to use Microsoft 365 account Give Account name and assign the email address from which you need to send the documents. Don’t turn the default button as it will set this account as default and all documents will be shared from this new account which you added and then click on finish. Go to the email accounts page you will be able to see two accounts one account which will be the default one and another account which I created then go to Email Scenarios Assign the Email scenarios to stated which accounts to be used for sending specific documents. I just want the Sales Invoice to be sent from the new account which I added. Click on Ok. You can assign any scenario you want as well you can remove scenarios Go to Feature management to allow all the users to use this feature And then go to Sales invoice -> click on Print/Send action -> A screen appears with from details and to details and then click on send email. Conclusion: Thus we saw how we can use multiple email accounts to send the specific documents. Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: To modify the layouts you can remove the fields, tables, or change the position fields. There is an option to extend the Table and Page but to make changes in the existing report there is no extension yet but there is a way you can change the layout of the report. Steps to achieve the goal: Search for Report Layout selection. Select the Report ID which you want to modify. Go to Process ->Custom Layout.  Make a copy of the layout file to do that select new action it will ask you to insert RDLC or WORD according to it will create a file. Then go to layout action in Custom Layout Page->Export layout. Make changes in that file again. Import new modified layout using Import layout action. Make sure to update the layout. Import layout will only import your file you need to update as well. And then go to the Report layout selection page choose the selected layout of the report to be Custom Layout and select your modified report file in the Custom layout description. You can test your new report by Reports-> Run Report. Conclusion: Thus we saw how we can change the layout of existing reports using Report Layout Selection. Thank you very much for reading my work. Hope you enjoyed the blog!

Introduction: There are some needs where the client wants to add fields in the standard business central report. You cannot make changes in the Standard Business central report. We can change the layout of standard reports by using a custom layout that is present in Report Layout Selection. Steps to achieve the goal: 1. Go to Visual Studio Code -> Download the AL Object Designer Extension I want to modify Sales Credit Memo and I will make a copy of the standard report from the AL Object designer. Create a new report and paste the standard report code. Change the Report ID and Name and add a field that you want to be present in the Standard report. Build and Publish the code in business central. Go to Report layouts selection->Custom layouts download the original layout of the standard report and import it to the new report which you created -> Update Layout. Download the report layout from the new report. Change the layout according to your needs add the new fields which you want to be in the standard business central report. After adding the fields in the new report layout. Import the layout file and Update it. And use your customized report. Conclusion: Thus we saw how we can add fields in a standard business central report by using the AL Object Designer extension. Thank you very much for reading my work. Hope you enjoyed the article!

Introduction: There is a need where you want to replace your customized report with the standard business central report. In which the customized report is a copy of the standard report along with new fields added. So how can you avoid to show two reports with same caption one is your customized report other is standard Business central report. Steps to achieve the goal: In my example, I want to add a field in the Vendor Payment Receipt field. I copied the standard report code. Once you have updated the Layout and add the field publish the code you will be able to see two reports of Vendor Payment Receipt. So in order, that client doesn’t use the old report we can use the Report Management Codeunit. Publish the code and open the report you will be redirected to your Customized Report. Conclusion: Thus we saw how we can replace the Standard report with our own Customized Report using the Report Management Codeunit. Thank you very much for reading my work. Hope you enjoyed the article!