Category: How To
Preparing Development Environment
Business Central 21 enables Arabic Language
Walkthrough Extension Development in Online Sandbox – Business Central
I have my Sandbox environment as below:
Details of the Sandbox as below:
Connecting VS code to above environment.
When you try to Publish the extension, it will ask you to authenticate.
Copy the Link and open in the browser and paste the code in the box as shown below.
Next it will ask for your Online Instance User Id & Password provide it and on confirmation close the page. It will start deploying the extension.
In this walkthrough I am using below scenario:
Requirement is we need to be able to define some code for dimension combinations. Let me say it will be Sales Code, you can choose name of your choice, this is not Salesperson code.
I am assuming these dimensions will follow the sequence as defined on my General Ledger Setup as below:
On Sales Order & Invoice user should be able to select this Sales Code and dimensions should be populated on order accordingly.
For tracking purpose this Sales Code should flow to Posted Sales Invoice and Customer Ledger.
So, Let’s Start with the development process:
Step-1 We will Create the Table
Here is the code for LookupDimValue Function, it will set filter for Dimension Code on Dimension Value table, as per the Dimension No passed. (1 is for Shortcut Dimension defined on General Ledger Setup, similarly for other 8 dimensions)
Step-2 Next, we will create the Page for this Setup
Step-3 Next, we will add the Sales Code field to all required Tables & Pages
Here is the code for AddDim Function. It is assumed that only combination provided in Sales Code Setup will be used. If you have defined Default dimensions or Combinations, those need to be preserved else this code will overwrite them. You will have to find the Data Set Entry, store them in temporary table used in below code and then add all the dimensions from the setup.
When you Select Sales Code on the Order or Invoice it will populate all the dimensions defined in the Setup.
Code for other Tables & Pages
Step-4 Next, we need to take care to flow the Sales Code to the Ledger and Posted documents.
For posted documents we need not to worry it will flow automatically provided we have defined the fields on same Id.
However, for ledger we will require to use Events to pass the data to their destinations. In this case we are only passing to Customer Ledger Entry. For this we will create a Codeunit.
To Add Event Subscriptions, Use the new Shift+Alt+E shortcut in the AL code editor to invoke a list of all events.
Search for the even you are looking for.
When pressing Enter to select an event entry, an event subscriber for the event will be inserted at the cursor position in the active AL code editor window.
Here is the Codeunit Code:
This is not the final code; much more can be done or need to be done before it can be delivered to customer for their use. Purpose of this walkthrough was to demo the way we can customize the solution using extensions and publishing to Online tenant in Sandbox.
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.
How can we Correct Dimension in Microsoft Dynamics 365 Business Central?
You can do correction by reversing the journal or creating a credit memo for the document, which will be time consuming and can attract to even more errors.
Now you can correct dimensions for general ledger (G/L) entries to ensure your financial reports is providing you with accurate insights. For G/L entries, you can now
- change the dimension values
- add new dimensions
- remove wrong ones
You can also trace a history of the corrections that you have done and can undo corrections in case you had made a mistake in the corrections itself.
Before you continue let me remind you:
Although the Dimension Correction feature only updates general ledger entries, still it can be helpful in many cases with creating accurate financial reports.
You must decide when to use the corrections because when you perform correction, it will result in differences between the dimensions in finance and sub-ledgers. The earlier you decide on what corrections to use, the less manual corrections you’ll need to do in the future.
I am using BC18 Demo database.
How to run the Dimension Correction
General Ledger Entries. You can change the dimensions for single or multiple entries just by selecting the entries.
G/L Register. You can change the dimension per batch posting. By using “From Entry No.”, “To Entry No.” as a filter for General Ledger Entries.
Posted General Journal. You can use “Document No.” and “Posting Date” as filters for General Ledger Entries.
Search for Dimension Corrections Page.
Draft Dimension Correction Screen:
Depending upon from where you Launched the Dimension Correction, it may come with pre-filled or as blank screen.
You have several options to work with dimensions:
- You can Add New Dimensions
- You can Remove existing Dimensions
- You can Change the existing Dimensions
For Selecting Entries to which above changes applies you have different options to work with.
- Add related entries. This requires at least 1 G/L Entry already to be selected, and then it adds all other G/L Entries with the same “Transaction No”.
- Select Manually. You can manually select in the G/L Entries by just choosing them.
- Add by Filter. Here you have all freedom of choice, how to filter your G/L Entries for the dimension corrections.
- Add by Dimension. This can be useful if you want to change the dimension value Sales to Admin for all G/L entries. So, you find all G/L Entries with the Dimension Sales.
You can omit/remove selected entries, or change selection criteria for your entries to be applied with changes.
Updating Dimension Values
Above we create a Dimension Correction, the Status is initially DRAFT, it means the G/L Entries Dimension is NOT yet updated.
Once you are done in the Dimension change to move forward you have two option to go thru:
- Click the Validate dimension change then click RUN.
- Click RUN.
Validate change
This will check if it’s possible to make the dimension changes you specified.
- Check Dimension Correction Setup.
- Check Dimension Combinations.
Once the validation run successfully you can see it in the Validation status.
You can choose to run the job immediately or schedule in case you are operating on larger data set.
Next you can now use the Run action button. This will Apply changes to the General Ledger Entry Dimensions.
How to trace the correction
General Ledger Entries. You can see all the dimension corrections that you’ve done for the selected entries.
Search the Dimension Corrections. You can see all the Dimension corrections that you’ve done even the ongoing dimension corrections will be listed here.
Undo a Correction
In the dimension correction page just click the UNDO. This will be executed as a Job. The user will have to choose, how he wants to apply changes: running the job immediately or schedule it.
It is recommended to run the schedule if you are working with larger data set, to avoid the table locking during posting of other transactions.
Once the Job execution completes, you will see the status change to UNDO COMPLETED.
How to Update the Analysis Views
From the Dimension Correction page, you can also update you’re Analysis Views by clicking the Update Analysis Views button. This will be executed as a Job. You will have to choose, how you want to apply changes: running the job immediately or schedule it.
It is recommended to run the schedule if you are working with larger dataset, to avoid the table locking during posting of other transactions.
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.
Monitor Field Change in Business Central
Field Monitoring is one of great help for superusers in Business Central. You can now configure a list of fields that contain high-risk and business-critical data that you want to be notified about when they are changed.
Changes to high-risk settings in Business Central can be tracked using the Change Log functionality. But sometime only tracking changes is not sufficient and you expect more like you should be notified of changes in fields that contain high-risk and business-critical data, such as bank account numbers, company name, and addresses.
Now setting a list of fields that contain high-risk and business-critical data is possible and you can be notified about when they are changed.
To start with this feature, Look for Assist Setup, I am using BC18 demo database for below steps.
Although it is not necessary to follow Assist Setup, you can do setup from individual pages. But this will ensure you don’t miss any steps.
Click on Next to start with setup. And follow the steps in leading wizard pages.
If you wish to use Data Classification and already have performed data classification you can enable or continue with individual fields using Monitored Fields Worksheet, in upcoming Wizard pages.
It is necessary to have the Sending and user e-mail setup is completed. Here you can select the email ids as required.
You need to add Fields for monitoring enable and click finish, or you can open the Page later and configure. This will Start the Monitoring and Notification service.
In Next step or you can open this page Monitored Fields Worksheet from Tell Me.
Add your table & fields that you wish to Monitor.
If notify is enabled you will receive the mail, else you can view in Monitored Field Log page. You can use Field Monitoring Setup Page from Action bar, or you can separately open this page from Tell Me.
You need to Start the Field Monitoring Setup, if not already done. If you have used Assist setup it will be Started, in case you are doing Manually from each Page, you will need to visit this Page, Setup your Emails and Start the Service.
Before we Start with Testing, it is strongly recommended you Log Off and Login again to Business Central. As logging starts and ends on Login & Logout of user.
Open the Customer Page and make changes to Name, as above we have setup to log Name field of Customer.
If your all setup is OK you should Receive a mail as below.
Some Pages helpful for Field Monitored Service are:
You can Monitor the Mails Status from your Role Centre Cues:
What else you can do for monitoring your data and notifications:
- If there is a problem sending the email, you can check the detailed information on Email Outbox page.
- You can view the mail sending record on Sent Emails page.
- You can view the log of Field Monitoring Setup and Monitoring Fields on Monitored Field Log Entries page.
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.
Customer and Vendor Document Layout in Business Central
In this post we will discuss how to setup sending documents to different contacts, specific contacts to use with certain documents.
I am using BC18 Demo Database.
On Customer Card select Related-> Customer-> Document Layouts.
Here we are setting up different type of document should go to different contacts/e-mail ids.
In above example: Quote will go to my personal id, and Order Confirmation to my organization id.
It is important that email setup is done to use this feature, either is Office 365 or SMTP which ever you use.
Let’s quickly Check the output:
1. Sales Quote
On Quote select Print/Sent-> Send by Email.
2. Order Confirmation
On Sales Order select Print/Send-> Email Confirmation.
You can see different type of documents are picking different e-mail ids of contacts as per our setup done above.
Similarly, you can do for Vendors too:
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.
Auto-insert Recurring Sales and Purchase Lines in Business Central
Today in this post we will see how you can automatically insert frequently used sales and purchases more quickly and conveniently in Dynamics365 Business Central.
I am using BC18 Demo Database.
If your company uses repeat orders for customer and vendors, this feature can be helpful to you.
Open your Vendor Card, Select Related-> Purchases-> Recurring Purchase Lines.
In Recurring Purchase Line Setup, Create Code and way you want them to be available on your Purchase Documents.
Next you need to setup the Card for lines that will be part of this code for Purchase Lines.
Navigate to the Recurring Code Setup Page.
Choose the Card.
Enter the lines associated with this Code, that should be entered on Purchase Lines.
Options on Recurring Code Setup.
** Manual, Will be normal Std. Behavior
** Automatic, Lines will be inserted automatically.
Key in the Vendor Code and press Enter.
This will be helpful if you have single Recurring code setup, as automatic, rest all as manual.
Else Notification will be raised and you have to choose from the list.
** Always Ask, will give you Notification to add.
Key in the Vendor Code and press Enter.
This is helpful when you have multiple setups, and want to choose from the list.
From Notification click on Get Recurring Lines, and select desired code.
Once Lines are inserted on Purchase Lines you can edit the lines as usual in any open orders. Add or Remove Lines, Change the other field values etc.
Similarly, you can setup for Sales Documents too.
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.
Track Packages from Sales Documents in Business Central
Today in this post we will see how you to track items on shipping documents in Business Central.
I am using BC18 demo database.
Before we begin, we need to ensure our Shipping Agent is configured:
Open your Shipping agent and fill the Package Tracking URL you received from your agent.
It is obvious if agent do not provide this feature to track package from website, this will be of no use for that particular agent.
Save the changes and go to Sales Order.
Scroll to Shipping and Billing Fast Tab and fill agent details, as in above screenshot.
Next you post your shipment.
Navigate to your shipment and update tracking information you obtained from your agent.
On Posted Sales Shipment Select Process-> Update Document.
Update the Package Tracking No. you received after shipment from your agent, and save the information.
Now you can track the status of the shipment and keep informed to your customer regarding delivery status.
From Posted Shipment page select Process-> Track Package.
This will land you to the agent web page and update you about the current status of delivery.
Since we are using invalid Tracking Information, you will get your actual status if you provide valid Information.
This feature is available on other Sales Documents type too.
Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.
Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.
Check Financial Journals in Background in Business Central
Today we learn how to check financial journals in the background in #Dynamics365 #BusinessCentral in this post.
First thing first, you need to ensure the check mark for the batch in question for Background Error Check should be checked.
If this is enabled, when you open the batch on right side above Journal Line Details you will see Journal Check Section, which will let you know if Journal have any errors.
Let’s enter few Lines and see how it looks like
To see all errors, you can click on Cue Issues Total to bring summary page of all Issues.
If you have several Lines and you want to focus on lines with issues, you can do it by:
This will filter the lines on journal with issues.
Hope you enjoyed learning this feature, will come up with new post on new topic. Till then keep exploring, learning and sharing with others.
ARKSD Consultancy Private Limited 
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