Business Central Insights

    In Microsoft Dynamics 365 Business Central, Dimension Priority is a subtle but powerful governance tool. It acts as the "tie-breaker" when the system receives conflicting information about how a transaction should be categorized. Essentially, it tells Business Central: "If two different sources (like a Customer and an Item) both have a default value for the same dimension, use the value from the source with the higher priority." How Dimension Priority Works By default, Business Central pulls dimensions from all entities involved in a transaction. However, if a Dimension Code (e.g., DEPARTMENT) is assigned to multiple accounts involved in a single entry, the system needs to know which one "wins." The Logic Flow The Conflict: You create a Sales Order. The Customer is set to Department: SALES, but the Item is set to Department: PROD. The Priority: You define a ranking (1, 2, 3...) for different tables.   The ...

  In Business Central, when you have a small remaining balance (like that $5 gap) and you know the customer won't be paying it, you essentially need to "write it off." You don't want to leave the invoice open forever, but you also don't want to fake a payment. Here are the two most common ways to handle this: 1. The "Payment Tolerance" Method (Best for small gaps) If this happens often, Business Central has a built-in feature called  Payment Tolerance . If the $5 falls within a specific percentage or flat amount you've pre-defined, the system will automatically close the invoice and post the difference to a "Payment Tolerance" account. How to use it:  When posting the $95 payment in the  Cash Receipt Journal , the system will see the $5 difference. If it's within your allowed limit, the invoice closes fully. 2. The "Payment Discount" Workaround If you haven't set up Payment Tolerance, you can manually treat the $5 as a ...

In Dynamics 365 Business Central, a Control Account (often referred to as a G/L Account with Subledger Integration) is a General Ledger account that acts as a summary for a specific subledger, such as Accounts Payable (Vendors), Accounts Receivable (Customers), or Bank Accounts. The primary purpose of a control account is to ensure that the total balance in the G/L always matches the sum of the individual records in the subledgers. How it Works In Business Central, you don't typically post entries directly to a control account using a General Journal. Instead, you post to a "Subledger Card" (like a Customer or Vendor), and the system automatically updates the corresponding G/L account. Subledger Entry: You post a sales invoice for Customer A for $100. Automatic Routing: Business Central looks at the Customer Posting Group assigned to Customer A. G/L Update: The system automatically debits the R...

  Sales Margin Approval Workflows in Business Central: Customization vs. Dimensions In today’s competitive business landscape, managing profitability is paramount. For organizations utilizing Microsoft Dynamics 365 Business Central, establishing robust approval workflows for sales documents, particularly those tied to sales margins, is a critical step in safeguarding financial health. This blog post explores two primary approaches to implementing such a workflow: building a custom solution or leveraging Business Central’s powerful dimension functionality. Both methods offer distinct advantages, and the best choice depends on your organization’s specific needs and technical capabilities. The Need for Sales Margin Approval Sales margins are a direct indicator of a company’s profitability on individual sales. Allowing sales documents to proceed without proper oversight, especially when margins fall below a certain threshold, can significantly impact the bottom line. An appr...

“Nothing to Handle” Error in Business Central Pick Documents Microsoft Dynamics 365 Business Central is a powerful ERP solution, but like any complex system, users can occasionally encounter perplexing error messages. One such common message that can halt warehouse operations is the “Nothing to Handle” error, which often appears when attempting to create a pick document. This blog post will delve into the common causes of this error and provide practical solutions to help you get your pick processes back on track. Understanding the “Nothing to Handle” Error The “Nothing to Handle” error in Business Central typically indicates that the system cannot find any items that are available or eligible to be picked according to the criteria specified for the pick document. This doesn’t necessarily mean there’s no physical inventory; rather, it suggests a mismatch between the system’s expectations and the actual state of your inventory, location setup, or document flow. This error can be...

  Streamlining Sales Orders in Business Central: A Guide to Using Multiple Units of Measure In the fast-paced world of business, efficiency is key. For companies using Microsoft Dynamics 365 Business Central, optimizing the sales order process is a crucial step towards achieving that efficiency. A common challenge that can slow down this process is handling items that are sold in various units of measure (UOM). For instance, you might sell a product individually (as a piece), by the box, or by the pallet. This blog post will guide you through the process of creating a sales order in Business Central using different UOMs for the same item, ensuring clarity and accuracy in your sales process. The Challenge: Selling the Same Item in Different UOMs Imagine you sell bicycles. You might sell a single bicycle to a customer, but you might also sell a box of two bicycles to a retailer. In Business Central, it's important to reflect this accurately on your sales orders. The image below shows...