Customized Business Central to streamline entering Payables Transactions

  • Customized Business Central to streamline entering Payables Transactions

    Posted by Steve Simon on June 18, 2023 at 8:02 pm

    GP has a simpler way than Business Central to enter vendor Payables Transactions.

    In GP the Master Vendor Maintenance Window allows the setting of one or more default G/L expense accounts. When entering a Payables Transaction you get a simple one-line transaction entry window, with the default G/L expense account populated as soon as you enter the vendor’s ID. These are simple transactions, not meant for a Purchase Order or Purchase Invoice requiring inventory, but simple phone, utility, office expenses, etc.

    In NAV/BC these simple expenses are traditionally entered as Purchase Invoices – where the line items are G/L accounts instead of inventory items. There is some work-around to set default G/L accounts to populate these Purchase Invoices, but seems a lot more complicated than the way GP allows for entering Payables Transactions.

    So we developed a way for users to quickly enter Payables Transactions with default G/L Accounts in Business Central:

    <ul type=”disc”>

  • Created fields to hold the default vendor’s G/L
    account (dropdown)
  • Added a Read-Only field with the Account Description
    underneath.
  • Imported from GP all the vendor default G/L accounts
    to the specific BC Vendor Cards
  • Inserted a vendor G/L account field in the BC Purchase
    Journal
  • Wrote AL Code to automate the insertion of the default
    G/L account from the Vendor Card to the Purchase Journal, as soon as the
    Vendor ID is picked.
  • We install this for all our BC clients. They love it.

    Here is our blog on it:

    https://www.prettydarngood.com/single-post/default-vendor-expense-accounts-in-gp-and-business-central

Steve Simon replied 2 months ago 3 Members · 5 Replies
  • 5 Replies
    • Kim Dallefeld, MVP

      Member
      June 22, 2023 at 9:39 am
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      Steve, not sure what do developed but Recurring Purchase Lines does a great job in facilitating line item detail on purchase invoices.

    • Kim Dallefeld, MVP

      Member
      June 22, 2023 at 9:40 am
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      1
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      If what you are sharing are free apps, we appreciate the information. However, if you are promoting an app for sale, please refrain. Thank you.

      • Steve Simon

        Member
        March 15, 2024 at 12:38 am
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        My bad. Sorry. Learned a lesson.

    • Steven Chinsky MVP

      Member
      June 22, 2023 at 11:58 am
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      @Steve Simon – Is this an APP in AppSource and certified by Microsoft? or more an extension you designed for your customers? If the latter you can default GL Accounts using Recurring Purchase Lines, just an FYI.

      I wanted to echo Kim’s reply that we are not using the Forum to self-promote personal extensions.

      Thanks,

      Steve

      • Steve Simon

        Member
        March 15, 2024 at 12:39 am
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        Agreed. My bad. Won’t do it again.

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