@Jonathan Have you confirmed the credit memo is not already applied to something? If you copied from the invoice, then it should not be zero dollars. Can you add screenshots?

This was such a great and informative session! Can’t wait to give it all a try.

How do you manage your month end checklist? Do you use the User Tasks, as suggested by @cynthiapriebe ? Do you have an excel document? Paper? Is it the wild wild west?

And @cynthiapriebe do you use the User Tasks to create any sort of KPIs for the accounting team? If so, how?

Chris,

These are great! And I concur that both Insight Works and Continia are great ISV’s to work with. Thanks for the insight. Hoping more people give their favorites.

Ok, it’s August. Summer vacations are happening, sessions are being written for Summit, and this month we’re talking about apps for Business Central. So, what is your favorite app that your company utilizes?

If you submitted and didn’t receive an email confirmation, please make sure the submission went through. There are a few quirky behaviors that may have prevented the submission from going through.

Mark your calendars now! Next week we have two exciting events.

March 20th at 2pm EST @sneha will be demonstrating intercompany sales and purchases:

BC/NAV UG Webinar: Intercompany Sales and Purchases using Business Central (dynamicscommunities.com)

March 21st at 1pm EST is our next National UG meeting where Kerry Peters and @robertjolliffe will…

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Richard,

These are your current pain points?

I’m wondering, from our end users, what are your warehousing pain points?

Are you struggling to get your pick bins properly replenished?

Getting suggestions to put product in a bin that is already too full?

Do your employees know what equipment they should be using to get inventory from the shelf?

Where is your warehouse bottleneck?

Chris,

Would you consider evaluating your current warehouse settings and pulling back from directed pick to simplify where possible or continue working with the more strict requirements?

In the past, you needed to enable Directed-Pick-and-Put to unlock the power of Zones in your warehouse. With the 2023 Wave 1 update, you can now organize your warehouse in Zones without the added complexity of Directed-Pick-and-Put. Separate your overstock bins from your pick bins by creating different zones in BC. Can you see the benefit for your company?

Did you know that there were recent changes to how you can access certain warehouse management features in Business Central? This month we’ll have articles, webinars, and videos discussing these changes and how they can improve your business activities.

What warehousing problems are you trying to solve today?

That is correct. There are no recurring intercompany journals currently. There is a Microsoft Idea for this, though, so please vote for it. Microsoft Idea (dynamics.com)

@kimd ,

See Michael’s response.

Can you believe that Summit is only two months away? We’re bringing back the much-loved Customer Showcase during Expo hours and we’re looking for end users who are interested in participating. The showcase is simple yet fun:

• 1-2 hours during the expo
• Simple table setup (all customers together, no electricity, etc.)
• Samples (if you can / want…

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@skingmrsgerrys-com

There is a second report, called Vendor Remittance – Posted Entries, that you can modify and use. This is typically used for wire transfers since those remittance advices do not automatically send from the payment journal.

Modify that report as well, and then from the Payment line on the vendor ledger entry you can resend it / print it.

Can’t wait to teach and learn before Summit this year!

@denic

We also recently ran into this. We’re currently testing exposing the Ext field on the contact card so we can do data cleanup. This information doesn’t pass to the Customer/Vendor card, though.

Laura,

Chris is spot on with this information. I would add one additional piece of advice. The item card itself holds the default information: default vendor, lead time, price, etc. I would remove everything from that area of the item card except the default vendor, if you do have a vendor that you typically buy from.

One follow-up question: do…

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Who else wants to see currencies in Employee transactions? Please vote for this suggestion: Microsoft Idea (dynamics.com)

How often are the BOM’s changing? I would normally agree with rolling once a year, but if you are truly trying to see production variances that are not related to BOM changes, you would have to roll more frequently.

If you can accept the small variances that are occurring between standard and expected, then add on the potential of a PowerBI…

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I thought I was remembering that correctly and that the items you are looking at your finished goods (i.e. where configuration changes cost). Variance reporting is difficult, especially if your standard cost roll doesn’t match the timing of cost changes, which may certainly be valid. See if @SteveChinsky ‘s BI report works and let us know.

@tracyhanson What costing method are you using?

What sort of issues are you seeing? Deferrals can be a great tool, but they do have a few watch outs. The biggest one for me is that it posts all activities into the future. So, if you must amortize over 12 months, all 12 months must be open in the Deferral Posting date to post. Then if something is abandoned or written off, you need to reverse…

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Ah, but you did spend the money, correct? If you spent the money where was it recorded in your G/L? There is no way to create an unbalanced entry in BC. You could turn off the G/L integration to post acquisition cost, but then your asset balances won’t match the FA subledger.

If you have a CIP / Fixed Asset in Progress G/L account you could use that as the balancing account in the Fixed Asset G/L Journal. That account will look strange until you get the funding, pay it out, and record the capital asset / liability, but it does allow you to create the asset until then.

Lewis,

I’m guessing when you built the Routing you did not enter any run time for the operation that used the Subcontractor work center, correct? Although I agree most subcontractors charge a per unit price, with run time associated to that work center I’d expect it to create the PO based on that.

Amanda