Background, BC18, Business Central, Check Financial Journals, Cues, Dynamics 365, Functional Tips, How To, Information, Tip & Tricks, Wave 2, What's New

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.

Report

The New Report Scheduling feature for end users running reports in Microsoft Dynamics Navision 2015


The new Report Scheduling feature for end users running reports:

  • End user can schedule reports for later execution.
  • User can get to his next task quicker.
  • User has an inbox part for viewing the scheduled reports.

 A. Setting up the job queue to run a report

My Customer needs to run a number of long running reports and does not want to wait for them to complete.

The scenario is simplified because a typical customer setup would involve setting up a NAS instance to process the reports.

* Open the Job Queues page.

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* On the Home tab, in the New group, choose New to set up a new job queue

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* In the Code field, type Reports.

* Fill in the Description field My Report Schedule.

* Leave the Job Queue Category Filter field blank.

* On the Home tab, in the Process group, choose Start Job Queue.

* Close the Job Queue Card

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A job queue with no filter runs the reports.

In many customer installations, the reports will be picked up by the DEFAULT job queue


B. Adding the Report Inbox to the Role Center

My Customer wants easy access to the reports that he has scheduled, so he adds the Report Inbox part to the Role Center page.

* To open the Role Center page that you want to customize, in the navigation pane, choose the Home button, then choose the Role Center menu item.

* On the Application menu , choose Customize, and then Customize This Page.

* In the Available Parts pane, select Report Inbox, and then choose the Add button.

* To move the Report Inbox part to top of the second column in the Role Center layout pane, select it and then use the Move buttons.

* (Optional) To add the My Job Queue to the Role Center, in the Available Parts pane, select My Job Queue, and then choose the Add button.

* (Optional) To move the My Job Queue part below the Report Inbox in the Role Center layout pane, select it and then use the Move buttons.

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* Verify that the Report Inbox appears in the Role Center.

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C.Scheduling a report and viewing the result

* On the Role Center, on the Report tab, choose Customer Order – Summary.

* On the report request window, choose the Print button, and then choose Schedule

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* In the Schedule a Report window that appears, in the Description field type a different text.

* In the Report Output Type field, select the down arrow, and choose PDF.

* Choose the OK button.

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* Go to the Report Inbox on the Role Center and show that the report appears when it is finished running.

* To view the report, select it in the Report Inbox, and then choose Show.

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D. When a scheduled report fails

* Open the Role Center.

* On the Application menu , choose Customize, and then Customize This Page.

* In the Available Parts pane, select My Job Queue, and then choose the Add button.

* To move the My Job Queue part below the Report Inbox in the Role Center layout pane, select it and then use the Move buttons

* In the Role Center, go to the My Job Queue part.

We have already done above step in above steps. Let’s continue with next step. If not already done follow the steps as defined above.

* On the Role Center, on the Reports tab, choose Price List.

* In the Sales Type field select Customer.

* To schedule the report to run later, choose the Print button, then select Schedule.

* In the Schedule a Report window, leave the default values in fields and choose the OK button.

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* When the error shows up in the My Job Queue part, select the error, and then choose Show Error.

* Read the error message, and then choose the OK button to close it.

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* Open the Job Queue Log Entries page.

* Filter the list to display entries whose Status is Error.

* To view the error message, point to the Error message field for the entry, or, select the entry, and then on the Home tab, choose Show Error Message.

* Return to the Role Center, and then run the Price List report again.

* On the report request window, set the Sales Type field to All Customers, choose Print, and then choose Schedule.

* In the Schedule a Report window, leave the default values in fields and choose the OK button.

* In the Report Inbox on the Role Center, view the completed report.

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Office Integration

SMTP Setup errors while setting Office 365

Normally we see below Errors while configuring our SMTP in Navision.

Error-1

Check that your User Setup is having valid e-mail id.

Error-2

If you are using Domain make sure you are accessible to your domain. If you are outside you office make sure you are connected using your VPN.

Error-3