Introduction: Business Central 2023 wave 1 (BC22) new features: AL Explorer and AL Home in Visual Studio Code AL extension Steps : 1. Download and install the next major version of the AL Language extension. (v11). 2. Below is the download link of the AL Language below to experience the new features of the development. Click on this link Link:  ALLanguage v11.0.759316. Extract that folder and we can see there is a VSIX extension file. 3. Uninstall your previous AL language extension from the visual code marketplace. 4: Go to visual studio code extension marketplace, then click on 3 dots -> click on-> Install from VSIX. 5 : Select vsix extension file, and click on Install. Here, we have successfully installed the AL language extension. 6. First of all, when we open the VS Code, we will see the AL Home below. 7. Another shortcut key for this AL Explorer:     AL: Explorer: Ctrl + Shift + F12 Below is the AL: Explorer page. 8. We can View, search, and filter objects: a. Group By: b. Module c. Go to Source Code For a selected object, we can quickly jump to source code, whether to develop or read. d. Bookmark: We can bookmark objects. Below is the Bookmark object. e. API: AL Explorer also allows an overview of all APIs. f. Events: AL Explorer also allows an overview of all Events. g. Extensible Enums: AL Explorer also allows an overview of all Extensible enums. Thank you, I hope this helps!

In this blog, I will show you how to resolve the below error Popping up on the POS screen while paying through the payment method  Customer Account. The following Screenshot shows the Actual error. Here’s the Solution for the Above error. Step 1: Copy the Customer No (In this case SS-276508) Step 2: Open HQ and Search All Customers. Step 3: On the All customers page, Please press the 3 dots as shown in Below Screen Shots . Step 4:  Search “nonChargeableAccount” in filter  , Select the Check Box  and Click Update Step 5 : Click Edit ,   and Select the Desired customer and untick the Non chargeable Account option. Step 6 Run 1010 1070  1090 job  and Recheck on POS . Hope this  Helps  

Inventory periods are used to keep track of when inventory adjusting entries are posted. Unless inventory periods are closed on a monthly basis, adjusting entries will post in the same period as the original transaction. Inventory adjustments will not be posted in that period if you create and close inventory periods. If the initial transaction was posted during a closed inventory period, the adjustments’ value is posted on the first day of the first open inventory period. This ensures that once the financial statements have been printed for a month, the G/L value of inventories, costs, and cost of goods sold do not change. CREATING INVENTORY PERIOD Many companies manage inventory the same time they manage accounting Period. Steps to access inventory period: Go to ‘Accounting Period’ Click on ‘Process’, there you find ‘inventory period’  OR You can simply Go to ‘Inventory Period’ from Global Search. STEPS TO CREATE AN INVENTORY PERIOD. Click On the search icon and enter Inventory Period, select relevant link.  Create a new line In the Ending Date Field, enter the last date in the inventory period that you want to define. When the period is closed, you will not be able to post inventory changes before this date. Enter a descriptive name in the Name field. CLOSING INVENTORY PERIOD. The Closed parameter specifies whether the inventory period is closed to changes in inventory value. This field is not editable. You can close any inventory period if the following conditions are met In that time period, there are no open outbound item ledger entries, showing negative inventory. The Adjust Cost – Item Entries batch job was used to adjust the cost of all goods. This means that any outbound transaction quantities must be applied to existing inventory numbers, such as those from sales orders, outbound transfers, sales invoices, buy returns, or purchase credit notes. TO CLOSE AN INVENTORY PERIOD Before closing an inventory period, choose the Adjust Cost – Item Entries action to ensure that all cost adjustments are posted.Run the Close Inventory Period – Test report to determine if there are any open outbound item entries within the inventory period or any items whose cost has not yet been adjusted. Choose the Close Inventory Period – Test action.Run the Post Inventory Cost to G/L batch job to ensure that all costs are posted to the general ledger. Choose the Post Inventory to G/L action. On the Inventory Periods page, select the inventory period you want to close. Choose the Close Period action. After the inventory period has been closed, you cannot post inventory changes before the ending date. The cost of all items must be adjusted with the Adjust Cost – Item Entries batch job before you close the inventory period. Choose the Yes button to confirm that you want to close the period, or choose No to cancel the closing. The inventory period is closed and a confirmation message is displayed when it is finished. REOPEN INVENTORY PERIOD It is not possible to delete an inventory period once it has been closed. You can, however, reopen it if you want to allow posting before the inventory period’s expiration date. When you reopen a period, it also reopens other inventory periods with ending dates later than the reopened period. TO REOPEN AN INVENTORY PERIOD Choose the icon, enter Inventory Periods, and then choose the related link. Select the inventory period you want to reopen. Choose the Reopen Period action. Confirm that you want to reopen the period. All inventory periods with ending dates later than the period you selected are reopened. Thank you for reading. Hope this helped. 🙂

If you find a mistake in a posted bank reconciliation, you can correct it using the Undo action on the Bank Acc. Statement page. Steps to undo a Bank reconciliation: 1. Go to ‘Bank Account’ from the global search icon. 2. Select the bank account for which you want to undo the statement. 3. Open the Bank account Card Page, select ‘Bank Account’ and then ‘Statement’ 4.Select the statement for the bank account reconciliation that you want to reverse, and select Undo. 5. Select Yes When you undo a previously posted bank reconciliation, the entries are relocated to the Bank Reconciliation page and are marked as Open, indicating that they have not been reconciled. The bank reconciliation can then be corrected and re-posted. The bank account card provides the bank statement number and the balance from the last bank reconciliation. This indicates that the new bank reconciliation has a different number than the cancelled one. You can use the Change Statement No. action on the Bank Acct. Reconciliation page to use the same number as the cancelled bank reconciliation. Follow these steps to modify the number of a bank account reconciliation: 1. Go to Global Search icon and type in Bank Account Reconciliation, and then select the relevant link. 2.Change Statement No. after selecting Actions. 3. Enter the number you want to use in the New Statement No. area, then click OK. The Last Statement No. and Balance Last Statement fields on the bank account card are updated after the bank reconciliation is posted. This means that if the bank reconciliation you just completed isn’t the most recent, you may need to manually edit the Last Statement No. and Balance Last Statement fields on the bank account card. Thank you. Hope this helps! 🙂

Hi All, Have you tried setting Field level notification on the Form Header of the Record? Let’s consider an example, We have an Estimated Revenue field which should never be set a $0.00. Therefore, we must throw a notification error based on this validation. The formula for setting field level notification is generalized as follows, Now let’s see how this general formula changes based on the field’s location set on the Form. If Field is located on the Form Formula will be: If Field is located on the Form Header Formula will be: If Field is located on the Form Business Process Flow (BPF) Formula will be: Hope this helps!!

CREATION OF ACCOUNTING PERIOD. Step1. Globally search “Accounting Period” and click on the related link. Step2. To create a new accounting period, select process and then click Create year. Step3. By default, system will have a starting date as per the last created accounting period. The no. of periods is 12 by default Period length usually is 1M but can be modified to weeks or quarters. Click ok and a new accounting period is created. CLOSE ACCOUNTING PERIOD Step1. Select Process action and then click on Close Year Step2. System pops up a message stating the start and end date and once the period is closed it cannot be undone. Once you click OK, the closed and data locked column is check true. After Closing the accounting period, we need to close the Income Statement. Step1. Globally search “Close Income Statement” and select the related link Step2. The Fiscal year ending date is automatically filled by the system Step3. Select the journal template you need to post. For Journal batch, create a new batch that can be uniquely identify year end. Step4. Fill in all the necessary details. Click OK and Journal lines are created Step4. Navigate to General Journal and select the batch name Check if the balance is correct before posting.  (First preview post the entries to verify the G/L entries) Step5. Post the journal lines. After posting check the retaining earning account. Hope this helps! Thank you.

Every Option set Option has two Values associated with it :   Label Value –  which is a free text field.  Value – Which is an integer value as   In any Power Automate flow by default, we only get the integer value of an Option Set Option.  In this blog let’s see we can get a Label of an Option Set Option.  On my Accounts in CRM, I have an Option set Account Type.   I have used a Get row by ID Action to get the Account Record whose Account Type Label I need to get.  The next step is to check the Raw outputs of this Trigger Action and search for your Option Set field name.  You will see 2 values in the body of the Raw outputs as shown below.  Expression : outputs(‘Get_Account’)?[‘body/cfs_accounttype@OData.Community.Display.V1.FormattedValue‘]  Gives the Label: Business Combination.  Expression : outputs(‘Get_Account’)?[‘body/cfs_accounttype’]  Gives the Value: 224520002.  Inputs:   Output :   Hope this helps !   Thank you. 

I have a contact record with a role option set field with options Billing, Decision Maker, Client, Influencer.  The Requirement is to only show billing contacts i.e. contacts with role billing related to the account selected on the Opportunity in the lookup of the contacts on the Opportunities.  Let’s see how I to filtered the contacts lookup to just show billing contacts :   Step 1:  Create a contacts view such that the role is billing(or any field on which you want to filter is set to the value by which you want to filter that record ).  Step 2:  Set the filter criteria of the contacts lookup field on the opportunity as shown below.  In the Additional properties  turn of the view selector and set the default view to the view you created in #1Step 1  In the Field Behavior Tick the “disable most recently used items for this field”.  Now you will only see contacts with role billing in the lookup of the contacts on the opportunity form.  Hope this helps!   Thank you. 

In this blog we will see the steps in order to send a automated message via Teams as soon as an Opportunity is created in Microsoft Dynamics 365. Step 1: Go to portal.azure.com and select the Azure Logic App Resource. Step 2: Enter all the details such as the Name, Resource Group, Subscription, Region, etc. required while creating a Logic App. Step 3: Select the Dynamics 365 trigger When a record is updated. Step 4: Select Opportunities entity after setting by the Dynamics 365 CRM connection Step 5: Set the data refresh time as required. Step 6: Select the IF action in the next step and the condition would be status_label=won for true. Step 7: Inside True Block select Post a message in a chat or channel option. You can also handle the condition for False block, but in this case we can leave it blank. Step 8: You can post this message in a Group, Channel or send it as a Personal chat. Step 10: Wait for the trigger successful notification. Step 11: Go to Dynamics 365 CRM and navigate to opportunities entity. Step 12: Open a test opportunity or create one if doesn’t exist and close the opportunity as won. Step 13: As soon as you closed this opportunity you may have received the following message. Hence in this blog we saw how we can send messages on MS Teams using Azure Logic Apps on triggering certain conditions. Hope this helped!

Hello,Consider a scenario where we need to have a table (entity) which is a replica of other table or you need some fields replicated into another table. This tool will save a lot of precious time. Let’s say I have a table called ‘Scoping’ and I want fields from that data replicated into another table called ‘ScopingClone’. Steps you’ll take to do this in a time-efficient manner. Step 1: Create a new Table/Entity. (In my case, I created ScopingClone) Step 2: Navigate to XrmToolBox and install ‘Clone Field Definitions‘, connect to your environment and open the tool. As you can see, the fields that I selected are successfully cloned. I hope you found this blog useful.