Assist Setup, Assisted Setup, BC18, Business Central, Change Log, Cues, Data, Data Classifications, Dynamics 365, Email, Field Monitoring, Fields, Functional Tips, High-Risk, How To, Information, Monitor Field Change Setup, Notification, Office 365, Office Integration, Outlook, Role Center, Settings, Smtp, Start, Stop, Tip & Tricks

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.

Always Ask, Autoinsert, Automatic, BC18, Business Central, Customer, Dynamics 365, Functional Tips, Get Recurring Lines, How To, Information, Lines, Manual, Notification, Purchase Documents, Recurring, Sales Documents, Tip & Tricks, Vendor, What's New

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.

AL, Business Central, Development Tips, Events, Extension Package, How To, Information, Modern Development Tool, Notification, Raise, Subscriber, Tip & Tricks, V2, Visual Studio Code

Notifications – Business Central

Today in this post we will discuss about Notification and how to implement.

First let us see, what are Notifications?

  • Non-intrusive message
  • Differs from the message initiated by the MESSAGE method.
  • Contextual
  • You can specify up to 4 actions
  • User can ignore and continue to work, doesn’t lock the user for immediate response.
  • Works with any client

Messages are modal, which means users are typically required to address the message and take some form of corrective action before they continue working. On the other hand, notifications are non-modal. Their purpose is to give users information about a current situation, but do not require any immediate action or block users from continuing with their current task.

Not-1

Tips for Create Notifications

  • Always use a unique ID, can be any GUID
  • ADDACTION points to a function
  • Arguments are case-sensitive literal
  • Functions must be global
  • Function must accept a Notification as parameter
  • Use SETDATA and GETDATA to exchange information between the sending and handling function.

Using Notification and NotificationScope data types and methods you can add code to send notifications to the users.

var

MyNotification : Notification;

Available methods are as below:

Method Description
MESSAGE Specifies the content of the notification that appears in the UI.

MyNotification.Message := ‘This will be shown as Notification’

SCOPE Specifies the scope in which the notification appears.

MyNotification.SCOPE := NOTIFICATIONSCOPE::LocalScope;

SEND Sends the notification to be displayed by the client.

MyNotification.SEND

ADDACTION Adds an action on the notification.

MyNotification.ADDACTION(‘Action 1’, CODEUNIT::”My Action Handler Codeunit”, “RunMyAction1’);

SETDATA Sets a data property value for the notification

MyNotification.SETDATA(‘CustomerNo’,Customer.”No.”);

GETDATA Gets a data property value from the notification.

MYNotification.GETDATA(‘CustomerNo’);

RECALL Recalls a sent notification.

Without going further any more in theory, let’s check how we can enable Notification.

Step – 1

Create a Codeunit to handle the Actions for Notification.

As usual we create a new Codeunit in our Extension Project.

codeunit 50101 NotificationRaiseAndHandel

Step – 2

Raise the Notification

You can Raise the Notification on Specific Page or can subscribe to the Events of that Page and write your code.

I am using the Subscription way to Raise my Notification.

For Demo purpose I am subscribing to OnOpen Event of the Page, in actual you need to decide from which action/event you wish to raise this Notification.

Code are self-explanatory, so no need special commentary.

  • I am checking for Company Info Setup we created in our earlier post if it is complete or not and then inform user about you Company Information is not completed and give him the option if he wish to complete that activity.

[EventSubscriber(ObjectType::Page, Page::”Sales Order”, ‘OnOpenPageEvent’,

”, true, true)]

local procedure CheckCompanyInfo(var Rec: Record “Sales Header”)

var

CompInfo: Record “Company Information”;

MyNotification: Notification;

begin

if compinfo.get then

if (compinfo.name <> ”) and (compinfo.”E-Mail” <> ”) then

EXIT;

MyNotification.Id := FORMAT(CreateGuid, 0, 9);

MyNotification.Scope := NotificationScope::LocalScope;

MyNotification.Message := ‘Company Information Incomplete.’;

MyNotification.AddAction(‘Open Company Information’, 50101,

‘DisplayCompanyInfoWizard’);

MyNotification.Send;

end;

  •  I am checking the Credit Limit of the customer if it is low, attracting attention towards it and giving him chance to update the Credit Limit.

   [EventSubscriber(ObjectType::Page, Page::”Sales Order”, ‘OnOpenPageEvent’,

”, true, true)]

local procedure CheckCreditBalance(var Rec: Record “Sales Header”)

var

Customer: Record Customer;

MyNotification: Notification;

Text001: TextConst ENU = ‘Balance Exceeds Credit Limit.’;

Text002: TextConst ENU = ‘Wish to change Credit Limit?’;

begin

Customer.Get(Rec.”Sell-to Customer No.”);

Customer.CalcFields(“Balance (LCY)”);

if Customer.”Balance (LCY)” > Customer.”Credit Limit (LCY)” then begin

MyNotification.Message(Text001);

MyNotification.Scope := NotificationScope::LocalScope;

MyNotification.SetData(‘CustomerNumber’, Customer.”No.”);

MyNotification.AddAction(Text002, 50101, ‘OpenCustomer’);

MyNotification.Send;

end;

end;

Step – 3

Handle the Action

Write the procedure which will respond to Actions.

   procedure DisplayCompanyInfoWizard(MyNotification: Notification)

var

CompInfo: Record “Company Information”;

begin

Page.Run(Page::CompanyInfoWizard);

end;

   procedure OpenCustomer(MyNotification: Notification)

var

CustomerNo: Text;

Customer: Record Customer;

CustomerCard: Page “Customer Card”;

begin

CustomerNo := MyNotification.GetData(‘CustomerNumber’);

if Customer.Get(CustomerNo) then begin

CustomerCard.SetRecord(Customer);

CustomerCard.RunModal;

end else begin

ERROR(‘Customer %1 not found.’, CustomerNo);

end;

end;

Here is the complete Code:

Not-2

Step – 4

Publish the Extension

To Publish choose AL:Publish from command Pallet.

Step – 5

Test the Solution.

Open the Sales Order Page and you will see the Message as shared above. Keep in mind this is just for demo, this is not the right place from where such Notifications will be raised, in real scenario you need to raise these Notifications from appropriate action/event. Now you know the basics can build your own logic around.

Will come up with some more Development Tips in my future posts.

Enjoy coding and learning. Take Care of yourself.

 

Alert, Development Tips, Dynamics 365, Functional Tips, How To, Information, Maderia, Tip & Tricks

Smart notifications new feature added in August updates – Madeira

Smart Notification feature added to Project “Madeira” which will help user to work smarter.

Notifications could be like for a customer who has an overdue balance, or the available inventory is lower than the quantity you are about to sell, etc.

These notifications are shown as a tips in the context of the task you are doing, and you can choose to ignore the notification or to see details about the issue.

If you choose to see details for a notification, you can take action to resolve the issue, such as contacting the customer, buying more inventory, and so on.

It depends what you wish to do, Project “Madeira” just gives you advice and recommendations.

You will see such notifications in different areas of Project “Madeira”, and it’s up to your choice you want to react on them or ignore them.

Let’s see how it works:

For example on Sales Invoice i enter Quantity greater than available quantity.

SmartNotification-1

Notification kicks in like the warning message. I can continue working or see details using link Details in the notification.

SmartNotification-2

It is kept in mind that the subtle notifications help untrained users complete unfamiliar tasks and do not reduce productivity for the more trained user.

Hope you will find this feature helpful.

I will come up with more information in my up coming posts.

Till then keep exploring and learning.

 

 

 

Extension Package, Functional Tips, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks, Updates

First update of Project “Madeira” is released – June 2016

What does this update includes?

 

Filter on unprocessed incoming documents

 

The list of incoming documents is now filtered to show only entries that have not been used to create posted documents with.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

You can choose to view all incoming documents in the list if desired, using the show Show All action.

You can also manually switch the processing flag.

 

Office Suite notifications are now enabled in Project “Madeira”

 

In the top right corner, next to the Settings menu, you will notice the bell symbol that you probably already know well from other Office products: That’s the Notifications menu.

Here you will receive notifications such as new mail and calendar reminders directly while working in Project “Madeira”.

 

New extensions, such as Sana Commerce for Project “Madeira” and ChargeLogic Payments that provides payment and credit card processing capabilities.

 

In Project “Madeira”, the Extension Management window lists all available extensions. Some extensions are provided by Microsoft, and other extensions are provided by other companies.

With the first update of Project “Madeira”, extensions have been added by other providers, and Madeira refer to the websites that these companies provide for more information.

Sana Commerce is the integrated B2B e-commerce platform for Project “Madeira” that helps wholesale, distribution and manufacturing companies efficiently run their business, improve their customer service and ultimately generate more revenue through easy online order processing and a 24/7 online access of product information. See the Sana Commerce website.

With ChargeLogic Notify, you can automatically deliver customized, targeted emails directly from Project “Madeira” for invoices, orders, shipments, returns, and sales quotes. Clearly provide the exact information you want with the exact look you want to increase customer satisfaction, promote your brand, and drive business. Using a powerful template system and business rules, you’ll be able to create personalized content and custom designs in an email format and send them to all parties associated with a communication. See the ChargeLogic website. .

 

For further details checkout Link and this Link.