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H2: Overview Microsoft's 2026 Wave 1 update introduces a dedicated Stockkeeping Unit (SKU) tab on the Location Card in Microsoft Dynamics 365 Business Central. This tab contains two critical fields that fundamentally change how the Planning Engine and master data governance work,  without requiring you to create thousands of individual SKU records. This guide is intended for Business Central consultants, ERP leads, supply chain planners, warehouse managers, and Microsoft... Continue Reading  

In Microsoft Dynamics 365 Business Central, error handling plays a critical role in developing robust and stable applications. One of the most powerful features available in AL for handling runtime exceptions gracefully is the [TryFunction] attribute. It allows developers to execute code that may fail without stopping the entire transaction or showing a disruptive error to the user immediately. This guide explains what [TryFunction] is, why it's used, when... Continue Reading  

🚀 Mastering RecordRef & FieldRef in Business Central: Dynamic Data Extraction and Updates In Business Central, most developers work directly with typed records like Customer or Vendor. But when you need dynamic, generic operations—copying data, mapping fields, applying transformations, or skipping primary keys—you need Record References (RecordRef) and Field References (FieldRef). This blog walks through a dynamic mapping and validation framework that leverages RecordRef and... Continue Reading  

🚀 Automating Job Queue Monitoring in Business Central (AL Code + Assisted Setup + Scheduling) Complete Guide with Auto-Restart, Email Alerts & Default Job Queue Creation Business Central’s Job Queue system is powerful but often under-used. Many organizations struggle with: ✔ Jobs failing without anyone noticing ✔ Manual restarts ✔ No automated reporting ✔ No configuration UI for non-technical users So in this project, we built... Continue Reading  

Dynamics 365 Business Central is designed to handle financial data as an ERP system. However, over time, businesses often find the need to track certain types of information that are not financial in nature and can be used for reporting, analysis, or simply for reference. Some examples include employee headcount, office square footage, or the number of customers with overdue payments. While this data is important, it doesn’t... Continue Reading  

How to Attach the Business Central Updated “Doc. Attachment List Factbox” to Custom Tables and Pages in Business Central The Doc. Attachment List Factbox in Dynamics 365 Business Central provides a quick overview of attached files on a record, without needing to open a separate page. It's essentially a more streamlined version of the standard Document Attachments FactBox, displaying file names and types directly within the FactBox pane. ... Continue Reading  

Dynamics 365 Business Central New Analysis Mode You can analyse data using your chosen fields and groups and even create pivots directly in Business Central without having to export to Excel. An analysis flag will be available on each list page once the feature is enabled. You can create different analysis views of the same data. The system allows you to save multiple Analysis View... Continue Reading  

Extending a Standard Report in Business Central In Business Central, extending a standard report allows us to add custom fields, incorporate additional logic, and enhance report functionality without modifying the base application. In this blog, I will walk you through how I extended the Production Order Statistics report to include additional fields and apply a date filter. Step 1: Creating the Report Extension We begin by extending... Continue Reading  

Merge duplicate records into one A customer, supplier, or contact may be represented in the system by more than one record, as different users create new customer, supplier, or contact cards over time, or as the new records are created automatically during migration. If this happens, you can use the Merge Duplicates page from the card of the record you are keeping. When you merge two records into one,... Continue Reading  

 Latest Feature (Release Wave 2 (October 2024 - March 2025) As we know that managing warehouse operations is very critical for any business. By  using Microsoft Dynamics 365 Business Central's feature Multi-User warehouse entries we can now allows for the posting of multiple entries from the same warehouse, creating more efficiency and removing bottlenecks. Here's everything about the feature. What are Multi-User Warehouse Entries? Multi-User Warehouse Entries enable many users to enter warehouse receipts, shipments, picks, and put-aways concurrently. This feature ensures streamlined warehouse activities and faster processing of inventory transactions. Advantages of Multi-User Warehouse Entries 1.Efficiency: Enable the processing of the transaction with several users at the same time.  2.Scalability: Facilitate more extensive warehouse activities without slowing down or compromising the speed of transaction accuracy. 3. Elimination of Bottlenecks: Reduce delays brought about by the limitations of... Continue Reading  

The agenda includes an overview of allocation accounts, which are designed to allocate revenue and costs to multiple general ledger (GL) accounts. Here we will discuss fixed and variable account types, the purpose of allocation accounts, and how amounts can be split based on quantity or value. The primary function of allocation accounts is to distribute amounts on sales and purchase documents, as well as general journals. This feature... Continue Reading  

Interaction management can be used to maintain all communication between our company, customer and vendor and using this functionality we can directly send mail which can include related documents such as Product document, sales quote, letter and many more. Also, Interaction management in Business Central encompasses various aspects, including: Customer Relationship Management (CRM): Tracking customer interactions, managing sales opportunities, and maintaining customer data to enhance service and support. ... Continue Reading  

Dynamics 365 Business Central includes a FactBox control element on many key list pages. The purpose of this FactBox is to display informations related to records in the lists, providing extra insight into the data. The idea is that as you move between rows in the list, the record updates for the selected entry. Factbox area is normally located on the Left side of the page and is used... Continue Reading  

Hi, Readers. Today I will demonstrate how to display name of the SystemCreatedBy and SystemModifiedBy on pages and reports in Business Central. SystemCreatedBy and SystemModifiedBy field appear in every record as system fields.   Fields are populated as follows: When a new record is created, before calling Insert, the audit fields are given blank GUIDs and blank dates as values. When a... Continue Reading  

Hi readers Today we are going to explore the Drop shipment feature in Business central. Drop shipping used for buying products and sending them straight to customers without them ever going through your place. If you're getting the exact amount of stuff needed for an order, it might be easier for the seller to send it directly to the buyer. This way, you skip an extra step that might... Continue Reading  

Introduction Hi readers today we are going to explore the Document sending profiles in Business Central, It’s play a pivotal role in managing and customizing how documents, such as invoices, purchase orders, or statements, are distributed to customers or vendors. These profiles streamline communication, ensuring accuracy and efficiency in sending essential business documents. Let's delve deeper into this integral aspect of Business Central.   About Configuration of... Continue Reading  

Hi Readers, today we are going to explore the G/L Account Reconciliation feature. In this feature we can manage to post the entries of Ledger and with the help of reconciliation window you can be able to see the actual present value and after posting value on that G/L Account. It’s a very short but Important topic for the Accounts team to manage entries for important G/L accounts.... Continue Reading  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

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  

In Microsoft Dynamics 365 Business Central TDS can be applied in purchase invoice and vendor payment documents, suppose TDS has applied on a purchase invoice documents which invoice value is 10000 and TDS has applied 10.00 %, 1000 TDS value. Now suppose purchase credit note has posted against posted purchase invoice document of 5000 value, then TDS also need to reverse. But TDS is not being applied in purchase... Continue Reading  

Looking for experienced ERP consultants? Our professional services can offer enterprises of all sizes the expertise and support they need to successfully navigate ERP implementations, saving time and money along the way. An ERP system is a software application that integrates with other business applications to manage the company’s business processes, such as accounting, manufacturing, and distribution. It provides a single view of all aspects of the... Continue Reading  

Dynamics 365 E-Invoicing feature highlights Out-of-the-box integration with Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Dynamics 365 Project Operations. Consistent user experience for the configuration and monitoring of the e-invoice process for all countries and regions. Faster, easier, and less expensive adoption of electronic invoicing solutions. Configuration of the service through the Regulatory Configuration Service (RCS) and globalization feature setup. Transformation of business data into multiple... Continue Reading