Introduction In my previous blog, I explained the required Quality Management setups. In this blog, I will execute the Quality Management process with two scenarios; in the first scenario the Products passes all the Quality Control process, and in the second scenario will be where the Products fail a Quality Control Process. To address the Second scenario, two products will be selected, specifically Brake Pads from two distinct manufacturers. All the setups that I showed in my previous blog will remain the same. To execute the second scenario, I will take two products from two different manufacturers. And an additional Item Sampling has been created for the second product. Execution: (Scenario 1) As all the necessary setups are completed let’s test this by creating a Purchase Order for quantity 10. As per the Quality Association setup the Quality Order has been created after product receipt generation. So now until the Product passes the Quality Test, the Purchase order cannot be Invoiced since the Event Block is set to Invoice. Here the Quality Order is generated for 5 qty since the Item Sampling is 50% so the entire 5 qty needs to pass the Quality Test as the acceptable level is 100. Select the Test and then click on Results to fill in the Test Results for the Product: Brake Pads. In the Results Page, in the Results Quantity enter the Quantity which passed the quality test. Then select the Outcome and you can see a right tick in the Test Result column which means that the product has passed that particular Quality Test. Repeat this process for all the Tests. The Next step is to validate the Quality Order. For that click on Validate from the top of the screen. Here I have disabled the Quarantine upon Validation failure because my product has passed all the Quality Tests so there is no need to enable that parameter unless it fails the Quality Tests. Now since my Product has passed the quality order, I will now be able to generate the Purchase Order Invoice.   Notice how the Quality Order status changes from “Open Quality Order” to “Closed Quality Order”. Scenario 2 As I explained at the beginning of my blog, in this scenario, I will take two products from two different manufacturers (P-000017 and P-000018) and one of them fails the Quality Tests. The products that failed to pass the Quality Order will be transferred to the Quarantine Warehouse for further processing. The Quality Association has been set up for both the Products. For Product P-000017 the Item Sampling is set to 50% and the AQL is set to 100 and for Product P-000018 the Item Sampling is set to 100% with Full Blocking Parameter enabled. Quality Order Processing As per the Tests defined for both Items, the product P-000017 has failed the test as the acceptable quantity defined is 100 for all the tests. And for the other Product that is P-000018 has passed all the Quality Order tests. Refer below screenshot to view the failed Tests of product P-000017. In the above screenshot, you can see that only 1 quantity of product P-000017 has passed the test and the other 2 quantity has failed to pass that particular quality test which ultimately leads to Quality Order failure. Same is the case with the other two tests as well, which clearly state that Product P-000017 has failed the Quality Order process. Now you can see that Product P-000017 has failed the Quality Order process so it is necessary to move this stock to a different location where it will be further inspected. This process of segregating stock is referred to as Quarantine. Quarantine Management Quarantine management in Dynamics 365 Finance and Operations refers to the process of isolating and controlling items that are suspected of having quality issues or non-conformities. The quarantine management system helps track and manage these items, allowing for proper inspection, testing, and disposition decisions. It ensures that only items meeting quality standards are released for further use or shipment, while those in quarantine undergo necessary actions, such as testing, repair, or disposal, to address any identified issues. A new separate Warehouse should be created in the system to transfer the products that fail the Quality Order process. This warehouse is called a Quarantine Warehouse. Attach this warehouse with a warehouse that you are going to use for transactions under the Quarantine Warehouse drop-down option. Quarantine Process As the Product P-000017 has failed the test it needs to be transferred to the Quarantine Warehouse. To do that click on Validate from the top of the screen and then enable the Quarantine upon Validation Failure parameter and then click on OK. In the below screenshot, you can see that as I clicked on OK, the System automatically generated a Quarantine Order. Now if you go to that released product and click on Transactions under the Manage Inventory Fast Tab you can see that the Product P-000017 has been deducted from W1 and has been received in the Quarantine Warehouse. Depending on the product type and inspection results, an item can be repaired to make it acceptable or returned to the vendor if it is deemed unfit for use. If there is an agreement with the vendor, and permission is granted, the item can be directly scrapped from the quarantine warehouse using the Scrap functionality. If the items are to be returned back to the Vendor in such a case the inventory must be first returned to the default warehouse. A specific location can be defined in the Default Warehouse for this purpose. In this scenario, I am assuming that the product was repaired and deemed fit for use after Quarantine Inspection. Now in order to receive this inventory in the Main Warehouse(W1) we need to use the Item Arrival Journal. 1. The first step is to open that Quarantine Order. 2. Click on Report as Finished from the top of the screen. 3. Click on End from … Continue reading Quality Management Process in Dynamics 365 Supply Chain Management – Part 2 →

Introduction Hello Everyone! In this blog, I will explain the Quality Management Process in Dynamics 365 Supply Chain Management and cover all the necessary setups required for Quality Management. Imagine a supply chain where every component, every process, and every product meets or exceeds customer expectations. Where defects and delays are minimized, and customer satisfaction soars. This is the power of quality management in Dynamics 365 Finance and Operations. For this blog, I have taken the example of an Automobile company that purchases the Product Brake Pads from the Vendor. When car brake pads are received in a warehouse against a purchase order, they undergo specific quality checks, similar to other products. Setup required for Quality Management Process in Dynamics 365 SCM The first step is to enable the Quality Management parameter. The pathway for that is: Inventory Management>Set Up>Inventory and Warehouse Management Parameters. Step 1: Creation of Test Instruments: Depending on the Product Type we must create different Test Instruments to conduct quality tests on the Product. So here I need to create these instruments for my Product Brake Pads. To create Test Instruments, Go to Inventory Management>Set Up>Quality Control>Test Instruments. Now click on New from the top of the screen then enter the Name, Description, and Unit of the Instrument. Here I have created three different Test Instruments for the product Brake Pads. The Precision here is linked to the Unit which can be edited in the unit setup. Step 2: Creation of Tests: Now, the next step is to create the Tests in the system which I will use to check the Quality of the product Brake Pads. So as per my requirement Brake pads will be Tested for the following tests. Note: There are two types of tests: To create Tests in the system, go to Inventory Management>Set up>Quality Control>Tests. To create a Test click NEW from the top of the screen. Then enter the name and description of the Test. Then select the Type and Test Instrument. Follow these steps to create all the required Tests in the system. Step 3: Creation of Test Variables: The Test Variables page allows you to configure, modify, and observe the potential results for a test variable linked to a qualitative test. When selecting an outcome as a test result, you assign a Pass or Fail status to each outcome to indicate whether the test has been passed or failed. It is always better to define a minimum of two outcomes that is one with a Pass status and one with a Fail status for each variable. There are no restrictions on the maximum number of variables or outcomes that can be specified. Moreover, multiple tests can utilize the same test variables to record results. To create Test Variables, go to Inventory Management>Set Up >Quality Control>Test Variables. Step 1: Click on NEW from the Action Pane at the top of the screen, then enter the name and description of the Variable. To make it easy to understand here the Variables are created similar to the Test name. Step 2: The next step is to enter the Outcomes. For that select the Variable and then click on Outcomes from the Action Pane which is at the Top of the screen. Step 3: In the Test Variable Outcomes page click on NEW from the top of the screen. Then enter the Name and Description of the Outcome. When the outcome is selected as a test result, choose either Pass or Fail to indicate whether the test has been passed or failed. Repeat Steps 1, 2, and 3 to create multiple Test Variables and their Outcomes. Item Sampling According to the Business Requirement you must specify the sample size for testing which can be indicated as a percentage or a fixed quantity. In this scenario, the entire quantity received in the stock from the Purchase Order will be selected for testing. So in this case I will establish item sampling for the entire quantity, representing 100% of the items. Full Blocking Parameter under Item Sampling The Full Blocking parameter is enabled on the basis of business requirements. For example, if I create the item sampling as 10% and if I receive 100 qty so among them only 10% qty will be taken for testing. In such a case if I enable the full blocking parameter, even though I will be testing only 10% of 100 qty the system will automatically block the rest of the 90% of the quantity as this option is enabled. But if this parameter is disabled then only 10% of the qty will be blocked for quality inspection and the rest of the 90% qty can be used for consumption. Per Updated Quantity Parameter under Item Sampling Enabling this feature ensures that a Quality order will be generated specifically for the quantity received in a Purchase Order, whether it is a complete or partial quantity. For example, Item sampling is set to 100%, If the Purchase Order quantity is 100 and the Per Updated Quantity parameter is enabled and if I received a partial quantity that is 50, in such a case the Quality Order will be generated for 50 quantity and not for 100 quantity as the Per Updated Quantity parameter is enabled. But if this parameter is disabled and if I receive a partial quantity of 50 the Quality Order will be generated for the entire 100 quantity. Now to Create Item sampling the pathway is Inventory Management>Set up>Quality Control>Item sampling. In the Item Sampling page click NEW from the Top of the screen. Then enter the name and description of the sampling that you want to create. In the above screenshot, you can see that I have created an Item sampling of 100%. Under the name and description field, you can see the Sampling Quantity field in which I have selected the Quantity Specification as Percent. You can either select Percent or Fixed Quantity depending on the business requirement. Here I have defined the value … Continue reading Quality Management Process in Dynamics 365 Supply Chain Management (SCM) – Part 1 →

References Configure Session Timeout – Dynamics NAV | Microsoft Learn Pre-requisites Microsoft Dynamics NAV 2016. Introduction In this blog, I am going to showcase how to set session timeout on the NAV window. Scenario: The session timeout is 15 minutes; if the client connection is inactive for more than 15 minutes, the connection is lost. Let’s have a look at the setting for session time out. Hope this helps!

References FlowFields – Business Central | Microsoft Learn Creating an RDL Layout Report – Business Central | Microsoft Learn Pre-requisites Microsoft Dynamics 365 Business Central Cloud/On-Premises Introduction In this blog, I am going to showcase how to flow Media (Picture) from one table to another and how to display it on the RDLC report. Flow Media data from one table to another table For this example, I’ve made a simple Mediadatatype table with a few fields and kept the ‘Image’ field as a Media data type. Additionally, I created the ‘Image’ field as a Media datatype to the Purchase header table extension and used the Fieldclass property as a flowfield and the Calcformula for the flow Image on the ‘Image’ field. The Image flows on the Purchase order ‘Image’ field, where my assigned user Id is PD, thus the image will appear on the Image field. How to display Media data type (Image) on RDLC report. In the following example, I’ve added an Image column to the MediaDatatype report Open the report on RDLC layout. On an Image property, select the image source as a database, use an ‘Image/bmp MIME type, and set the Image expression.      Output Conclusion Thus, we saw how to flow Media datatype from one table to another and how to display it on the RDLC report. I hope this helps!

Introduction When creating a trade agreement in Dynamics 365 for Finance and Operations (D365 F&O), you may come across the “Find Next” option. This article will explain what the Find Next flag does and how it impacts the system when calculating discounts. The “Find Next” Option in Dynamics 365 F&O The Find Next option in D365FO accumulates trade agreement lines if there are multiple eligible lines. When this feature is turned on, the system will implement all discounts, without considering the current trade agreement journal lines’ status. If the Find Next feature is not available, the system will look for the trade agreement journal line with the highest level of detail. To better understand the Find Next option, let’s consider an example: Step 1: Create a trade agreement for a discount. Step 2: Add three lines to the trade agreement: Line 1: Add item “A” with a basic discount of 5%.Line 2: Include a product in the inventory that offers a quantity-based discount of 10% for orders ranging from 10 to 101 items.Line 3: Include a product in the inventory that offers a quantity-based discount of 20% for orders ranging from 101 to 501 items. Step 3: Disable the Find Next toggle. Step 4: Create a new purchase order and add an item. A basic discount of 5% will be applied to this item. Step 5: Change the item quantity to 11 to apply the next line discount in the trade agreement. The Find Next flag being disabled means that the discount percentage will remain unchanged. When the Find Next parameter is turned off, the system will only look for the first best-fit price, which in this case is 5%. Step 6: Enable the Find Next flag.Step 7: Once more, access the purchase order, delete the current item, and then include it once more. Step 8: Enter the quantity of the product as 12. Now, the discount of the item will change from 5% to 15% because it falls under the range discount of 1-100 for 10%, and for all categories, there is a 5% discount, which adds up to a total of 15%. Conclusion In summary, the Find Next option in a trade agreement cumulates all eligible trade agreement lines to apply all discounts.  It is crucial to understand this option to set up trade agreements correctly and avoid confusion in discount calculations.

Introduction Gate Entry Inward is a process used to Monitor and Record the arrival of the goods within in the Organization. You can use the gate entry function to register the movement of goods both entering and leaving the organization. This gate entry can be linked to various order types such as purchase orders, sales orders, transfer orders, or return orders.   Before getting into the process there are a few setups that we must do, in that the first set-up is to create a New Gate Inward Number Sequence for the Site which you are going to create the Entry for.  Create a New Gate Inward Number Sequence Go to Inventory Management> Set Up>Inventory breakdown>Sites.  On the Sites page scroll down to Number Sequence, under that, you can see the Gate Entry for both Inward and Outward entries. Here I will create the Number sequence only for Inward Entry.   For that, in the Gate Inward option, Right Click on the dropdown arrow and then click on View Details.  On the Number Sequence page click NEW.  Create the New number sequence and add it to the Gate Inward.  Creating Inventory Gates The Inventory Gates are created to define whether it is an Entry gate or an Exit gate on a particular Site. Likewise, many gates can be created for a Site and can be defined as Entry gate or Exit gate. The Pathway to create Inventory Gates is as follows:  Go to Inventory Management>Set up>Inventory Breakdown>Inventory Site Gate.  Click NEW on the Inventory Site Gate page. Enter the In or Out type under the Gate Type option which represents the Entry and Exit gate. Then enter the site and then enter the Gate number of that Site and finally add a description if there is any.   Creating the Gate Entry Record The next step is to create the Gate Entry Record. The pathway for that is:  Go to Inventory Management>Periodic Tasks>Gate Management>All Inward Gate Entries.  Step 1: Click New Inward Gate Entry.  Step 2: Under the Inward gate Entry Header FastTab enter the Factory Gate and Warehouse.   Step 3: Select the Reference Document Type and based on that select the Reference Party. In this scenario I have selected the Reference Document type as Purchase Order and in the Reference Party field I have selected a particular vendor.  Note: The Reference Party field is not applicable when the Reference Document Type field is selected as Others.     Step 4: Enter the Transport Information which includes Vehicle Number, Transporter name, Driver Name and Driver’s phone number.  Step 5: Enter the Challan number and Date.  Step 6: After entering all the details, on the Top of the screen we can see Copy tab in that click on From Purchase Order lines which will show all the Purchase Order lines related to that Vendor. Step 7: Select the Lines and then click on OK. As we click on Ok the Purchase Order line will automatically get populated under the Inward gate entry lines FastTab.  Step 8: Click on Confirm Vehicle Entry under the Process Tab from the top of the screen. After confirming the Entry status changes from Open to Vehicle Entered.  Step 9: In the Lines details Tab under measurement enter the Measurement Details provided by the manufacturer. (This step can be skipped if the Reference Document type is Others or the Skip Measurement parameter is enabled). After entering the measurement details click on Confirm Measurement from the top of the screen.  Step 10: Then enter the Tare Check details. For that scroll down to Lines Details tab in that select Tare Check and then enter the Weight and Unit of the Product and then click on Confirm Tare Check from the top of the screen.  Step 11: Click on Confirm Vehicle Exit and notice how the Status changes to Vehicle Exit.  Step 12: Go to that particular Purchase Order and click on Product Receipt.  Then scroll down to line details and under the Gate Entry line select the Inward Gate Entry and then click on OK.  Then if you Scroll further down and go to details and under that click on Gate Entry Details you can see all the fields from the Internal Gate Entry have been populated on the Product Receipt.  Then click on OK to post the Product Receipt.  Thank You!!!   That is it for this blog, hope this helps you. 

Introduction In any business organization, financial dimensions play a crucial role in identifying the posting routine of payments, sales, purchases, and other transactions in the ledger account.  Microsoft Dynamics 365 Finance and Operations (D365 F&O) provides the functionality of financial dimensions to help users identify the posting routine with details of the transaction.  However, in the retail industry, financial dimensions need to be configured differently as compared to other industries.  In this blog, we will discuss the importance of financial dimensions in the retail industry and the steps to configure financial dimensions for retail stores and payment methods. Importance of Financial Dimensions in the Retail Industry In the retail industry, financial dimensions are used to categorize transactions such as sales, refunds, discounts, and payment methods.  These financial dimensions help the finance department to analyze the financial data and create reports to monitor the financial health of the retail store.  For example, a retail store can create financial dimensions for different payment methods like credit card, cash, and check.  This will help them to identify which payment method is used the most and which payment method is generating more revenue for the store. Another use of financial dimensions in the retail industry is to track sales by product category.  A retail store can create financial dimensions for product categories like electronics, clothing, and accessories.  This will help them to analyze which product category is selling the most and which product category needs more attention from the store. Steps to Configure Financial Dimensions for Retail Stores and Payment Methods Payment Methods To configure financial dimensions for payment methods in retail stores, follow the below steps: Step 1: Go to Retail and Commerce > Channels > Stores. Step 2: Click on the Action tab and select Set Up > Payment Methods. Step 3: Select the desired payment method, and in the details tab, you can find financial dimensions. Step 4: Map the financial dimensions to the payment method and save the changes. Stores To configure financial dimensions for retail stores, follow the below steps: Step 1: Go to Retail and Commerce > Channels > Stores > All stores.Step 2: Select the desired store that you want to set the default dimensions on the bottom as shown in the image. Step 3: Enabling this will overwrite the financial dimensions that were enabled on payment methods as this will be set as default dimensions for all types of transactions. Conclusion In conclusion, financial dimensions play a crucial role in the retail industry, and configuring them properly is essential for the finance department to analyze financial data accurately.  Microsoft Dynamics 365 for Finance and Operations provides the functionality of financial dimensions for retail stores and payment methods, and configuring them is a straightforward process. By following the above steps, a retail store can easily configure financial dimensions for their stores and payment methods and analyze their financial data accurately.

Introduction Any product that is manufactured has a Manufacturing date as one of the important aspects, as based on manufacturing date many other parameters are defined. i.e. Warranty date, Expiry date, etc. In our day-to-day life, there are many items for which expiry date is very important. i.e. dairy products, packed food items, medicines, etc. While for other items expiry date is not important but warranty date is important. i.e. Electronic items, any other products having warranty, etc. Hence, manufacturing date plays an important role for both consumer as well as manufacturer. Problem Statement In scenario where batch no. need to create in advance before actual receipt. & while creating batch no., Manufacturing date (25 May) is assigned but once saved it can’t be changed from same screen. Solution Steps It can be changed from registration screen. To do that need to do below 1 step setup. 1. Setup -> Released item -> Manage inventory (Tab) -> Batch number group -> Remove (To avoid automatic batch creation) Setup -> Released item -> Item model group -> Edit -> Inventory policies (Tab) -> Purchase registration -> Tick mark -> Save 2. Create PO -> Add line 3. Select line -> Update line -> Registration 4. Add registration line 5. Batch number -> Select above created batch number -> Confirm registration 6. New form of Vendor batch details will open – Batch details (Tab) -> Vendor batch date -> Can select Today’s or past date (Selected 28 May) -> Use as manufacturing date -> Tick mark (Then manufacturing date will be overwritten) -> Save. 7. Now all dates will change accordingly. We can go in respective batch & check, new manufacturing date (28 May) is reflecting. And we can receive the material as per updated manufacturing date.

Introduction In many Business scenarios we have two or more companies which work with the same Customers or Vendors or has same data that is to be shared with multiple legal entities. For such cases, manually making sure everything is in sync becomes difficult as the number of entities increases. For this, Business Central now comes with the functionality to sync master data across multiple companies. This can also be used by consultants for one time syncs if they simply need the setups from one company in another instead of going through the Configuration Package route. Pre-requisites Microsoft Dynamics 365 Business Central (Cloud/OnPrem) References Set up and sync master data across companies | Microsoft Learn Set Up Companies to Synchronize Master Data – Business Central | Microsoft Learn Configuration First, I’ve created two companies in a Sandbox Box which are going to have a uni-directional sync between them. It is possible to have a bi-directional sync however it may cause issues and may cause over-write of data if it isn’t configured properly. Here we can specify which company the data is going to be pulled from and whether we want to enable the synchronization or not. So, I’ll select “CRONUS USA Inc.” as the Source Company and then I’ll click on the “Synchronization Tables” action to show the list of the tables that I want to synchronize. Here by default, all the tables are enabled, I’ve disabled most of them and only selected a few.You can add your custom tables as well. Further, there’s also the option to add filters so if we only want data that fulfils a certain criterion to be pulled into this company that can be managed from here. An example of this would be, a Parent company which has Customers globally which has a local company in a particular country and only wants customers from the said. Further, we can also specify which exact fields we want to sync and whether we want to over-write the data if, there is any present in the current company, during the sync. After that, we go to the “Master Data Initial Sync.” action on the “Master Data Management Setup” and we see the list of the tables that are to be synced along with the “Sync. Mode”. We can change the Sync modes using the action at the top (“Use Full Sync” or “Use Match Based Coupling”) In either case, if we want the data in the Parent Company to over-ride the data in the child company, we have to set the “Overwrite Local Change” field either at the field level or the table level. If it is set to false, then the change fails, and we can see the same in the Synchronization Log. Once this is done, we can click on “Start All” which will start the synchronization process. It is only meant to be run once, as after this the synchronization jobs will take over. Once, everything is done syncing, we get the results as well. After this, as long as the “Enable Synchronization” is set to true on the “Master Data Management Setup” the jobs will keep the data in sync between the two companies. As an example, I’ve created a customer in the parent company and the same gets created into the child company directly within a few seconds. Conclusion Thus, we saw how we can use the native functionality of Business Central to sync data across companies. Happy Coding!

Introduction Business Central has recently introduced the functionality to attach a debugger to an active User session. This was previously available in NAV however it has only recently become available for Business Central. Pre-requisites Business Central Cloud/OnPrem References https://learn.microsoft.com/en-us/dynamics365/release-plan/2023wave1/smb/dynamics365-business-central/attach-al-debugger-active-session-or-next-session-specific-user Configuration To use this functionality, we simply need to create an entry in the launch.json file. Also, I tried using it for a Production Environment and as expected it didn’t work. Snapshot debugging it is then! Conclusion Thus, we saw how we can attach a debugger to an active user session in Business Central. Happy Coding!