Scenario: A Business Central User receives a Sales order, the user then created a new customer and linked the new contact to it. The user Created a Sales Order and Posted it. Later found out that the user has created a duplicate customer. The new contact should be linked to Original customer. Steps: How to … Continue reading How to Merge Duplicate Customer Data in D365 Business Central →

CUSTOMER POSTING GROUPS Customer Posting Groups determines the account receivables account.  1. In the search option, enter Customer Posting Groups and then choose related link. 2. In the Code Field, type unique identifier. 3. In the description field, type description of Customer posting group. 4. In each relevant account field, enter the G/L account  that … Continue reading Fields in Customer and Vendor Posting Groups in D365 Business Central →

Introduction: Business Central provides us with Web Services which we can use for CRUD operations on specific tables. However it also provides us with different methods of accessing specific records for CRUD operations. Pre-requisites: Business Central On-Premise or OnCloud. References: https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/properties/devenv-odatakeyfields-property Usage: In Business Central, if we do not specify the ODataKeyFields as a property … Continue reading Using OdataKeyFields for fetching records in Business Central Web Services →

Introduction: Business Central provides us an easy method of modifying our data from within Excel using Web Services commonly found in the Edit in Excel action. This can be seen in the commonly used List Pages for example Payment Terms. However this functionality can be missing for certain pages or you might want to have … Continue reading Adding Edit in Excel for List Parts or Custom Pages →

Introduction: Business Central provides us with Change Log which helps us in keeping track of the changes made to a particular field in a particular table. References: Auditing changes – Business Central | Microsoft Docs Configuration: Search for Change Log in Business Central.  Select the tables you want to enable the change log for.  You … Continue reading Enabling Change Log in Business Central →

Introduction: In this blog, we’ll be looking at how to reduce manual work in creating Sales Line in Business Central. For this, we’ll be using the Out of the Box feature of “Recurring Sales Lines” References: Standard Recurring Sales and Purchase Lines – Business Central | Microsoft Docs Configuration: Search for Recurring Sales Lines in … Continue reading Recurring Sales in Business Central →

Introduction: Based on certain values dynamically show and hide the fields in the request page of the report. Ideally, we cannot directly use visible property to fields. we can do this by enabling the visibility of fields using groups. Steps to achieve the goal: Create a groups and add the fields which you want to … Continue reading How to dynamically show and hide the fields in the Request page of Business Central? →

 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-> … Continue reading How to unapply/reverse payments from vendors in Business Central? →

References: Data Access – Business Central | Microsoft Docs Database.SelectLatestVersion Method – Business Central | Microsoft Docs Explanation: Caching is one of the methods which systems use to improve performance and respond to requests rapidly. In a Business Central system, caching is done at two levels: Business Central Server Instance Data Cache SQL Server Data … Continue reading How Caching Works in Business Central →

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 … Continue reading How to work with Drop Shipments in Business Central? →