Benjamin Baxter
Forum Replies Created
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Benjamin Baxter
MemberMay 9, 2024 at 8:22 am in reply to: How to get Edit in Excel pane back after closing::First, add the Developer tab to your Action Ribbon in Excel, and look for the Add-Ins icon. In the Office Add-Ins section, select Admin Managed > Microsoft Dynamics, then at the bottom select Add. This will bring back the Connection Pane and resync the connection.
Best Regards,
Ben Baxter
Accent Software Inc
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Benjamin Baxter
MemberMay 3, 2024 at 8:18 am in reply to: Sales Line Suggestions with Copilot in Business Central 2024 Release Wave 1. -
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I don’t know how your Picks are created, but during the Create Pick process is a toggle “Do not Fill Qty. to Handle”. If your Pick Creation is run on a Job Queue, is it possible someone accidentally flipped the toggle off? This would cause new Picks to be created with the Qty. to Handle filled in.
Especially in an on-premise environment, where it is less likely an update to the software occurred.
Just a thought.
Best Regards,
Ben Baxter
Accent Software Inc
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There is no standard field to display the remaining time on a Production Order. You would want to write an Extension to add a calculated field that is the difference between the total “Expected Capacity Need” (Prod. Order Routing Lines) for the Production Order less the Posted Time (Capacity Ledger Entries) for the Production Order.
If your Production Orders have multiple lines, you may want to add it on the Production Order Lines as well, filtered to the specific line. This way you could see the remaining time on the sub-assemblies from the Finished Good.
Best Regards,
Ben Baxter
Accent Software Inc
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Benjamin Baxter
MemberDecember 20, 2023 at 9:26 am in reply to: Service and Field Service Add ons for BC::Obviously, they should start with the base Business Central Service Module. If they are looking to expand on the base capabilities, they should look into ExpandIT’s Field Service Management Extension.
Field Service Management Software – ExpandIT Inc.
Best Regards,
Ben Baxter
Accent Software Inc
expandit.com
Field Service Management Software - ExpandIT Inc.
Field Service Management Software - ExpandIT Inc.
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On the “An Approval Request is Approved” line, in the “Then Response” section, add the additional response “Approve the approval request for the record.” This ensures that all the approval entries are closed, even if only one of the approvers approves the request.
Best Regards,
Ben Baxter
Accent Software Inc
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Shana,
This does not sound like a viable use for the Team Member license. You would be updating to many tables in the process to be allowed by the limitations of the Team Member License. You are likely going to need a Full User License.
That being said, if you had an ISV solution handling the receiving via a handheld, you could utilize a Device License. In this case, you’ll have additional cost in the ISV software as well as the physical handheld. You may find the efficiency gained may justify the cost of the additional components.
Your Business Central partner will have their preferred ISV products for this type of scenario, so it might be worth a consultation call to discuss the options with them.
Best Regards,
Ben Baxter
Accent Software Inc
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I don’t think there is a base report that will get you everything you need. For example, the “Item/Vendor Catalog” Report you mentioned is pulling from the “Vendor Item Catalog” table, without picking up the Default Vendor defined on the Item Card itself. This means Items only purchased from a single Vendor, defined on the Item Card only, would not appear on the report.
You could write an Extension to populate the Vendor Item Catalog table when you add the Default Vendor to the Item, this way the entry exists in both places and would allow the “Item/Vendor Catalog” report to properly display all Vendors.
Now that we have the data updating with what we need, the next change would be to redesign the “Item/Vendor Catalog” report to group by Item and not by Vendor, thus giving you a list of all the Vendors that can be used to requisition the Item.
Sorry, I don’t know a stock report for this, but with some quick extensions you’d be able to make it happen.
Best Regards,
Ben Baxter – Accent Software Inc
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Benjamin Baxter
MemberApril 30, 2024 at 8:02 am in reply to: Business Central Licensing – determine number and type needed::Both Purchase Quotes and Sales Quotes are available to Team Members. They cannot “Make Order” and they cannot enter Orders.
The Reclassification Journal Post would not be an option, but entering lines in the journal would be allowed.
A Team Member can run any number of reports in Business Central. They can also View any table in Business Central (with the appropriate security permissions). We like to think of Team Members as mostly view-only Users, and they work great for Project Managers who need to see data but not enter it.
Lastly, Team Members can enter and update their employee information and time sheets.
P.S. You may also want to look into the Business Central access via Microsoft 365 licenses. Here is the info link: Business Central Access with Microsoft 365 licenses – Business Central | Microsoft LearnBest Regards
Ben Baxter
Accent Software Inc