Business Central / NAV UG
Business Central / NAV UG
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Customized Business Central to streamline entering Payables Transactions
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Customized Business Central to streamline entering Payables Transactions
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:
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- 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:
- Created fields to hold the default vendor’s G/L
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5 Replies
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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
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