Business Central Insights

  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...

      Why Business Central Delays Cost Roll-Up Until Production Order Completion   Business Central's manufacturing module follows a "completed cost" accounting model rather than a progressive cost accumulation approach. Here's why the system behaves this way:     Technical Reasons for the Behavior     1. Cost Accuracy Requirements - The system waits until all potential costs are known before assigning final costs to items - This prevents:   - Multiple cost recalculations as consumption changes   - Temporary cost distortions from partial information   - Complex reversals if production quantities change     2. Inventory Valuation Integrity - BC maintains strict inventory valuation rules that require:   - All components to be definitively consumed   - Final output quantities to be confirmed   - All subcontractor charges to be recorded     3. Production Order Li...

 How to Set Up Quantity Rounding Precision for Items in Business Central    When managing inventory in Microsoft Dynamics 365 Business Central, ensuring accurate unit-of-measure (UOM) conversions is crucial. If your items are sold in whole units (e.g., pieces) but purchased in bulk (e.g., boxes), setting up Quantity Rounding Precision helps avoid decimal discrepancies.       Step 1: Access the Item’s Unit of Measure   1. Open the Item Card for the product you want to configure.   2. Go to the "Units of Measure" section (or search for it using the 🔍 icon).       Step 2: Define the Base Unit of Measure   - The Base Unit of Measure (e.g., PCS, BOX, KG) determines default calculations.   - Ensure this aligns with your primary sales or procurement method.       Step 3: Set Quantity Rounding Precision   1. In the Item Card, locate the "Quantity Rounding Precision" field.   2...

 How to Set Up Business Central to Round Invoices to the Nearest Whole Number   Do you want to simplify your invoicing by rounding amounts to the nearest whole dollar (e.g., $100 instead of $99.87)? Microsoft Dynamics 365 Business Central allows you to configure invoice rounding easily. Here’s how:    Enable Invoice Rounding in General Ledger Setup  1. Go to General Ledger Setup and find the Invoice Rounding Precision field and set the value to 1.   2. Select Rounding Type as Nearest to round to the closest whole number.  

New in Business Central 2025 Wave 1: Reopen Finished Production Orders Managing production in Dynamics 365 Business Central just got more flexible! With the 2025 Release Wave 1 , Microsoft introduces a long-awaited enhancement: the ability to reopen finished production orders . Previously, once a production order was marked as Finished , it was locked — no changes could be made. If you needed to post additional output or correct entries, you had to jump through workarounds or create new orders. Now, with this update, you can: Reopen a finished production order Post additional output or consumption Finish the order again when you're done This feature supports real-world manufacturing needs where: Last-minute production output is reported late You need to correct missed consumption Teams work across shifts and may post entries at different times ⚙️ How It Works Go to a Finished production order Choose Reopen from the action bar Make necessa...

Did you know you can archive sales and purchase orders in Dynamics 365 Business Central to keep a historical record of changes? Archiving is a great way to track document revisions without cluttering your active order list. Here's how it works  🧾 What Is Archiving? Archiving in Business Central creates a snapshot copy of a sales or purchase order at a given point in time — usually before posting . You can later compare versions, restore data, or simply review what was changed. 🔧 How to Enable Archiving Go to Sales & Receivables Setup or Purchases & Payables Setup (depending on order type). Enable the following toggles: 📥 How to Manually Archive an Order If you don’t want to archive automatically: Open a Sales Order or Purchase Order Click Home  → Archive Document A new archived version will be created 🔍 View Archived Versions To view past versions of an order: Open the order You’ll see a list of archived versions 🧠 Pro Tip...