How to Forecast Cash Flow with the Receivables-Payables Report in Business Central

A. Introduction Cash Flow Forecast with the help of the Receivables-Payables Report is an in-built standard report designed to assist in forecasting cash flow in business. This report utilizes due dates in customer ledger entries and vendor ledger entries to project cash flow. The forecasting period can be customized based on your specific requirements. B. Prerequisite Business Central On-Premise or Cloud. C. Test Scenario ... Continue Reading

Posted on
26-Dec-2023 by Sathish Mudaliyar

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MS Dynamics 365 Business Central On-Premises vs. Cloud: A Comprehensive Comparison for Your Business

Leaping Frog Solutions has over 15+ years of experience in Microsoft Dynamics NAV / Microsoft Dynamics 365 Business Central ERP implementation. In our journey we have often observed prospective customers always interested to know the difference between MS D365 Business Central ERP On-Premises and MS D365 Business Central ERP Cloud Version . The purpose of writing this article is educating the customers and this will help them to selecting the suitable... Continue Reading

Posted on
13-Dec-2023 by Navin Mahadule

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Restricting User Access with Security Filters in Dynamics 365 Business Central

A. Introduction Security Filter is one of the features of a permission set. Security filters help restrict user permissions to the record level. For example, users in the accounting department may have access to the chart of accounts, but in the list of records, they can only see the income statement G/L Accounts. B. Prerequisite Business Central On-Premise or Cloud. C. Test Scenario Let's... Continue Reading

Posted on
11-Dec-2023 by Sathish Mudaliyar

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Comparing Microsoft Dynamics 365 Business Central and SAP HANA for ERP Implementation

Leaping Frog Solutions has over 15+ years of experience in Microsoft Dynamics NAV / Microsoft Dynamics 365 Business Central ERP implementation. In our journey we have often observed prospective customers always interested to know the difference between MS D365 Business Central ERP and other ERP like SAP HANA. The purpose of writing this article is educating the customers and this will help them to selecting the suitable ERP for their... Continue Reading

Posted on
06-Dec-2023 by Navin Mahadule

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Microsoft Dynamics 365 Business Central vs SAP Business One (SAP B1): A Comprehensive ERP Comparison

Leaping Frog Solutions has over 15+ years of experience in Microsoft Dynamics NAV / Microsoft Dynamics 365 Business Central ERP implementation. In our journey we have often observed prospective customers always interested to know the difference between MS D365 Business Central ERP and other ERP like SAP B1. The purpose of writing this article is educating the customers and this will help them to selecting the suitable ERP for their... Continue Reading

Posted on
02-Dec-2023 by Navin Mahadule

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Step-by-Step Guide to Creating and Uploading Excel Reports in Business Central

A. Introduction Excel Reports, a built-in feature of Business Central, allow you to create analytical reports without requiring technical support or expertise. You can use this built-in functionality to create Excel reports based on existing reports in Business Central. For example, in Business Central, there is a standard report called 'Customer - Sales List.' You can export this report, analyze the data in Excel, and once your analysis is complete,... Continue Reading

Posted on
30-Nov-2023 by Sathish Mudaliyar

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Step-by-Step Guide to Shipping and Receiving Non-Inventory Items with Inventory in Business Central

A. Introduction Business Central introduced a new feature that allows you to ship and receive Non-Inventory items from warehouse documents along with Inventory items. These Non-Inventory items can include G/L Accounts, Charges (items), Fixed Assets, and Resources. B. Prerequisite Business Central On-Premise or Cloud. C. Setup 1. To activate this feature for Shipment. 1. Choose the search icon, enter 'Sales... Continue Reading

Posted on
22-Nov-2023 by Sathish Mudaliyar

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Step-by-Step Guide to Modifying and Correcting G/L Entry Dimensions in Business Central

You can make corrections by reversing the journal or creating a credit note for the document, which takes time and can lead to more errors. You can now correct the dimensions for G/L entries. Modification of dimension values. add a new dimension value. Remove incorrect dimensions. Before you make an adjustment, it's a good idea to check it first. Verification checks for restrictions on posting G/L... Continue Reading

Posted on
12-Oct-2023 by Pankaj Kumar

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A Complete Guide to Payment Practices in Business Central for Vendor and Customer Payments

Introduction Payment Practices is a built-in feature of Business Central designed to track payments made or received based on agreed payment terms. It allows for document-wise tracking of payments. For example, you can use it to track whether payments to MSME vendors are made within 45 days or not, and if customer payments are received under the specified payment terms. Prerequisite Business Central On-Premise or Cloud. Setup... Continue Reading

Posted on
10-Oct-2023 by Sathish Mudaliyar

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Track Multiple Posting Groups for Vendors and Customers in Business Central: A Step-by-Step Guide

In this blog we will discuss about a very demanding requirement of users in which they demand about various posting groups related to a single vendor/customer. For example, let assume that a vendor supplies us both materials and services before this update in business central we have choice of selecting only one posting group at the time of master creation. But now we can select multiple posting groups... Continue Reading

Posted on
07-Oct-2023 by Srushti Salekar

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Key Production Parameters in Business Central: A Deep Dive into Replenishment and Planning Tabs

As we know that there are various fields available in business central related to production which are available on the “Replenishment Tab”. We also have fields on “Planning Tab” that are used by the people in production, but these are only planning parameters. In this blog we will discuss briefly about these Step 1: - Search “items” in business central Step... Continue Reading

Posted on
07-Oct-2023 by Kabinder Singh Rautela

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"warehouse action buttons item card dynamics365

Go to the list page ofJob Queue Entry in Microsoft Dynamics 365 Business Central and select new button and start to create new queue Select object type to run as Report Select object ID to Run as “795” in drop down Once you will select ID than automatic object name will be display and the status will be on hold... Continue Reading

Posted on
06-Oct-2023 by Ajaykumar Gupta

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How to Enable Expiration Date in Item Tracking for Dynamics 365 Business Central

Introduction 1. For Enabling Expiry date in Item first need to enable the Item Tracking for the Item. Setups a. Create Item Tracking Code and Enable the Lot Specific Tracking with Below detail Important fields for the Enabling Expiry date. Field Details Use Expiration Dates Specifies that items that use this item tracking code can have... Continue Reading

Posted on
06-Oct-2023 by Surya Singh

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Understanding Key Warehouse Action Buttons in the Item Card – Dynamics 365 Business Central

In this blog post we will learn about various action buttons available on the item card relevant for the warehouse Microsoft Dynamics 365 Business Central . We will briefly discuss about them. Search Items in Business central. Open any item by clicking on it then on the navigate tab in the action button Here we have... Continue Reading

Posted on
04-Oct-2023 by Kabinder Singh Rautela

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Comprehensive Guide to Cash Flow Management in Dynamics 365 Business Central

Cash flow is the movement of money in and out of a company. Cash received signifies inflows, and Cash spend is outflows. The Cash flow statement is a financial statement that represents a Company’s sources and use of Cash over time. There are some steps which required to use Cash flow in Dynamic 365 Business Central as below …... Chart of Cash Flow Accounts. Cash Flow Setup.... Continue Reading

Posted on
04-Oct-2023 by Sanjay Yadav

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How to Create and Manage User Task Reminders in Dynamics 365 Business Central

Using user tasks in Microsoft Dynamics 365 Business Central , we can create a task reminder for a user or a group user. You can also create task reminders for yourself. To create a user task: In the search button look for User task and select the related link. You will see the following window: the list of tasks created by you or assigned to you.... Continue Reading

Posted on
04-Oct-2023 by Malik Junaid

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Setting Up and Managing Currency Exchange Rate Services in Dynamics 365 Business Central

A. Introduction The built-in feature of business central is called Currency Exch. Rate Service helps to update the exchange rates of different currencies. Based on the schedule defined, it automatically updates. You can use this functionality, if you want the currency rate to be updated automatically. B. Prerequisite Business Central On-Premise or Cloud. C. Setup Choose the search icon, enter... Continue Reading

Posted on
03-Oct-2023 by Sathish Mudaliyar

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How to Use and Manage Customer Templates in Dynamics 365 Business Central

Customer Templates: - Customer Templates are defined and it is used as a model for creating other similar customers you can use over and over to create many alike customers. In this blog we will have a brief discussion on the use of customer template. STEP 1: - Search Customers in business central. STEP 2: - We will see that customer list will open after... Continue Reading

Posted on
03-Oct-2023 by Srushti Salekar

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GST Input Service Distribution (ISD in GST) Setup in Dynamics 365 Business Central: Complete Guide

Input Service Distributor (ISD) is an office of the supplier which distributes credit Input Services (CGST, SGST and/IGST) to various locations of the supplier. The recipient locations can be inter-state or intra-state, but they should have the same PAN as that of the distributing location. GST Input Service Distribution functionality can be used to distribute CGST & SGST/IGST paid on Input services (Input Tax Credit) to other locations. This functionality... Continue Reading

Posted on
28-Sep-2023 by Sanjay Yadav

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How to Extract General Ledger Entries with All Dimensions in Dynamics 365 Business Central

Today We are going to know how we can extract the GL Entries with all the dimension irrespective of Global Dimension and Shortcut Dimension Agenda Business needs general ledger entries to prepare the accounting reporting e.g., Balance sheet, profit & loss, income statement, etc. Dimensions play a crucial role in reporting. Dimension helps us to enhance our reporting in detail. How to... Continue Reading

Posted on
28-Sep-2023 by Surya Singh

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Working with Advanced Item Fields in Business Central Related to Warehouse

We in this blog briefly discuss about the advanced inventory fields, which used for advanced warehouse in which bins and pics and put-aways are used, we can add a lot of information on the warehouse tab available on item card. Step 1: - Search “Items” in Business central. Step 2: - Item list will open. We can see that there... Continue Reading

Posted on
27-Sep-2023 by Kabinder Singh Rautela

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Creation of Approval User Setup in Business Central

First, we must decide that which user is approver, and which are the users which needs to send the request. This will be decided by the organization let us have a brief introduction of user in Dynamics 365 Business Central. Here we take an example of a company where users have already been created for that let us first view the setup. STEP1: - Search “Users” in Business... Continue Reading

Posted on
27-Sep-2023 by Srushti Salekar

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Track User Login History

Introduction User Time Registers, a built-in feature of Business Central. This feature is designed to track the user login history within the Business Central application. It allows businesses to maintain a record of user activity, providing valuable insights into user engagement and system usage. Prerequisite Business Central On-Premise or Cloud. Setup To activate Time Register, choose the search icon, enter... Continue Reading

Posted on
26-Sep-2023 by Sathish Mudaliyar

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Business Central - New feature to check G/L account entries

General ledger audit trail functionality. In releasing Dynamics 365 Business Central 2023 Wave 1, Microsoft has introduced several exciting new features. Review G/L Entries' is one of them. So, what would the finance department do with G/L review? It's often necessary to review all transactions for an account to verify their accuracy. This review process is faster and easier with the G/L Review action". I would... Continue Reading

Posted on
25-Sep-2023 by Pankaj Kumar

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Managing Prepayment Purchase Invoices in Business Central

Introduction Hello guys reason behind writing this blog is to create awareness about the process of Pre-payment invoice feature in business central, this feature is mostly used by foreign clients These are invoices issued by suppliers for goods or services before the actual delivery or completion of the order. They provide assurance to suppliers and encourage them to prioritize your orders. Prepayment Setups Map... Continue Reading

Posted on
18-Sep-2023 by Surya Singh

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Merging of Customers to Remove Identical Debtors in Business Central

Sometimes, due to some reasons new customers are created which already exists or having the same details as per the old one to overcome this issue Business Central has a solution that we can merge details of the required one with the desired one and the best benefit of this is that the entries which has been done for the new one is also merged with desired one. Here... Continue Reading

Posted on
13-Sep-2023 by Srushti Salekar

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Dynamics 365 Business Central / Navision: How to Show Notes on Page & Report?

Hi, Readers. Today I will demonstrate how to display notes on pages and reports in Dynamics 365 Business Central. Let's begin with an example: First, we start with the process of displaying the note on a page. This is the Customer List page, where we add notes. Add Note: This is my note! Create a procedure GetNote.... Continue Reading

Posted on
08-Sep-2023 by Anil Verma

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Routing Setup in Business Central-NAV

1. Overview Microsoft Dynamics 365 Business Central / NAV offers a wide range of useful production support. It includes the ability to plan manufacturing capacity. A product being manufactured is linked to two critical pieces of information: Bill of materials (BOM) that describes the components, which comprise the item under production and Routing that characterizes the process requirements It is the routing that facilitates... Continue Reading

Posted on
06-Sep-2023 by Ravindra Gurav

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Understanding Basic Warehouse Fields in Business Central for Inventory and Item Management

In this blog we will only discuss about basic fields related to warehouse these fields are available in Basic licence. Step 1:- Search “Items” in Business Central. Step 2:- List will open. Now we discuss about fields On the item tab, global trade item number or GTIN number is a field which related to warehouse dept. this basically... Continue Reading

Posted on
04-Sep-2023 by Kabinder Singh Rautela

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Creating Financial Reports with G/L Account Categories in Business Central

In the previous unit, it was explained that you can assign categories and sub-categories to G/L accounts. This unit explores these categories and subcategories in more detail. You can customize the structure of your financial statements by assigning general ledger accounts to G/L account categories. You can use the account categories and subcategories to create the following financial reports, in addition to structuring the chart of accounts: ... Continue Reading

Posted on
29-Aug-2023 by Pankaj Kumar

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How to Adjust Foreign Exchange Rates in Microsoft Dynamics 365 Business Central

Follow these steps to use the Configure Package feature in Business Central. Step 1: Get the table number. First, you need to know the table number and which table data you want to upload in BC. If you want to upload the customer data go to the customer window, then in the top right-hand corner of BC click on '? or Ctrl + F1 key "and then select... Continue Reading

Posted on
24-Aug-2023 by Pankaj Kumar

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Creation of Foreign Exchange Unrealized Gain & Loss from Adjust Exchange rate in Business central

Go To Currencies Master table For entering new exchange rate click on exchange rate. Enter latest date of exchange rate in relational Exchange rate amount Once new rate has been changed than run adjust exchange rate Enter all information of start date, ending date, posting description, Posting date, document no. Mark true boolean which are all... Continue Reading

Posted on
16-Aug-2023 by Ajaykumar Gupta

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How to Use Item Templates in Microsoft Dynamics 365 Business Central

Template: Templates in Microsoft Dynamics 365 Business Central are defined sets of attributes that you can use over and over to create many similar items. In this Blog we will know how to use Item Template in brief Step 1: Search Item in global Search Item List page will appear. Step 2: To make an item template based on an existing item,... Continue Reading

Posted on
14-Aug-2023 by Kabinder Singh Rautela

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Why Microsoft Dynamics 365 CRM is the Ultimate Solution for Business Growth

In today’s fast-paced business world, customer relationship management (CRM) has become an essential tool for companies looking to grow and scale. With the rise of advanced technologies and complex business operations, it’s now more critical than ever to have a powerful CRM system in place. That’s where Microsoft Dynamics 365 CRM comes in. This all-in-one CRM solution is designed to help businesses of all sizes streamline their sales,... Continue Reading

Posted on
13-Jul-2023 by Sanket Naik

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Streamline GST Compliance with Leaping Frog Solutions' GST V-A-T Solution for Dynamics 365 Business Central and NAV

Brief Introduction: As you are aware GST Input Credit Mechanism is a complex and tedious process that may lead to errors and non-compliance in your tax reporting. We are here to help you with our solution built on Microsoft Dynamics Business Central / NAV / Navision to ensure that you claim the correct input tax credit, avoid any penalties or audits, manage your Parties more effectively, and have better controls... Continue Reading

Posted on
12-Jul-2023 by Admin

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Word Templates in Business Central

Introduction Word Templates, a built-in feature of Business Central, enable you to create your email body content report without any technical knowledge. You can use this in-built functionality to send emails such as Balance Confirmation, Vendor or Customer Master Confirmation, and others. Prerequisite Business Central On-Premise or Cloud. Setup Choose the search icon, enter “Word Templates” and then choose the Word... Continue Reading

Posted on
11-Jul-2023 by Sathish Mudaliyar

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How to Create Customer in Business Central

Customer - A customer is accountable for the arrival of money, or we can say an individual or business that buys another company’s goods or services. Creation of Customer Card in Business Central: Below is the process for creating customers in Business Central Search “Customer” in Business Central Customer List will Open. Now click on “NEW” ... Continue Reading

Posted on
11-Jul-2023 by Srushti Salekar

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First, we have to know what we mean by Item in Business central?

Item - The basic term Item refers to the raw materials which were used in production, goods developed(produced) that are offered(available) for sale. Item represents assets because the earnings of inventory represents primary sources of profits generation and following earnings for the company. There are three types of Items raw materials, work-in-progress, and finished goods. We can create Item in business central, for that we can search... Continue Reading

Posted on
05-Jul-2023 by Kabinder Singh Rautela

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Working with Item Reference in MS D365 Business Central

Item Reference: a unique identifier that can be used to recognize a specific item in the system. Basically, it is a combination of numbers, alphabets(letters), or both, it is assigned to the item when it is created. It (item reference) is used in Business Central to track items, also used for analysis, reporting, and pricing purposes. It is used in procurement sales and inventory management. It is... Continue Reading

Posted on
03-Jul-2023 by Kabinder Singh Rautela

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Why Choose Microsoft Azure for Your Cloud Services Needs

In today’s digital landscape, businesses of all sizes are looking for ways to optimize their operations and streamline their processes. One of the most effective ways to achieve this is through cloud services, which provide access to resources and infrastructure over the Internet. Microsoft Azure is a leading cloud services provider that offers a wide range of benefits to businesses looking to improve their efficiency and scalability. With Azure, you... Continue Reading

Posted on
06-Jun-2023 by Sanket Naik

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What is Microsoft Dynamics 365 Business Central?

Introduction In today’s fast-paced business world, organizations are constantly looking for ways to streamline their operations, improve efficiency, and drive growth. One such solution that has gained significant popularity is Microsoft Dynamics 365 Business Central. This comprehensive business management tool offers a wide range of features and functionalities to help companies of all sizes manage their finances, operations, sales, and customer service effectively. In this article, we will... Continue Reading

Posted on
19-May-2023 by Sanket Naik

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Why Business Central is the Future of Enterprise Resource Planning

Enterprise Resource Planning (ERP) has been around for decades, but with the rise of cloud computing and digital transformation, the landscape is changing rapidly. Today, businesses need a more flexible and agile ERP system that can adapt to their evolving needs. Enter Business Central, Microsoft’s cloud-based ERP solution that is revolutionizing how businesses manage their resources. From financial management to supply chain operations, Business Central offers a comprehensive suite of... Continue Reading

Posted on
16-May-2023 by Sanket Naik

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TDS calculation on Customer Payment Receipt

Case1 - TDS calculation on Customer payment Receipt. Supposed a company has billed to a customer of Rs 2000 which Aggregate Turnover is More than 10 Croes and transaction value is greater than 50Lac in a financial year then a company does not liable to apply TCS, customer deduct TDS on bill amount and pay remaining amount to company. Customer setup for TDC deduction - Open customer... Continue Reading