Ian Ray
Forum Replies Created
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On the first sales order, create a prepayment credit memo.
https://learn.microsoft.com/en-us/dynamics365/business-central/finance-how-to-correct-prepayments
This will generate a credit for the customer account which can be applied elsewhere.
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I’m not aware of comprehensive documentation. The available documentation is here:
https://learn.microsoft.com/en-us/dynamics365/business-central/srb/welcome
Below is a rundown of what I would advise based on how I’ve set it up. I’d note this is all very recent; I’m not an expert, only someone who has gotten this relatively-new functionality to work.
General Product Posting Groups should be created for the subscriptions. This is so you can set the Contract and Contract Deferral accounts in General Posting Setup and set the subscription products. You can make separate General Business Posting Groups for vendors, if applicable.
You’ll want No. Series for Customer, Vendor, Service Objects to assign in the Subscription & Recurring Billing Setup.
Subscription Package Line Templates are key. Set these up for Customer (and Vendor).
Make one or more “Invoicing Items.” These should be non-inventory type with Subscription Option set to Invoicing Item. These items are necessary for the Subscription Packages as far as I can tell.
Create the subscription items to sell. These are non-inventory like the invoicing items but use Subscription Option: Sales with Subscription. On these items, assign a subscription package (Alt-Q Subscription Packages. Give it a code and lines for the customer (and vendor) template(s).
Now you can create a sales order and sell the item with the subscription packages.
The subscription vendor (if there is one) uses Vendor Contracts to “Get Subscription Lines.” The Subscription Lines are associated with customers, so you pull them in on vendor contracts if the subscription is through a vendor.
Similarly, Customer Contracts use Get Subscription Lines the same way. Create Contract Deferrals here will make it so the deferrals are created and revenue is recognized over time.
To get recurring billing to work ,create a billing template for customer (and vendor).
Recurring Billing, Create Billing Proposal, Create Documents.
Then, once per month, use the Subscription Contract Deferrals Release report.
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Warehouse Insight is a decent app. The main thing I like about it is the ability to make a custom app for a particular workflow. Taken completely custom, you can use many things in Business Central (that have nothing to do with warehousing) with a custom app and a small orchestration codeunit.
The negative feedback I’ve gotten about the Warehouse Insight app is the same as most of these WMS apps: the buttons and controls are small without a way to enlarge them. This is primarily an issue in food because of often being in cold storage or a walk-in freezer when doing warehouse operations. This is not a problem in regular-temperature dry storage, of course. (I’ve vaguely considered making a “cold WMS” BC app that had giant, resizable controls you could use with insulated gloves on.)
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Use the “Dynamics 365 Business Central” action
“Create Record (v3)”
Choose your environment, Company. Use API category 2.0
Table name
salesQuoteLinesPermissions won’t be an issue as Power Automate will use Proof Key for Code Exchange (PKCE) behind the scenes. The initiator of the flow logs in with their Entra ID credentials if not already logged in. This is easier to work with and also the safer way of granting permissions since the auth code can only be redeemed by the client that requests it.
Are you using HTTP Get because of on-premises Business Central? That does make it trickier.
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A slightly-less-hassle way of doing this is
Select the entry
Find entries… (Keyboard: Ctrl-Alt-Q. Unless you entered General Ledger Entries from a totaling row in which case Ctrl-Alt-Q doesn’t work for some reason)
Click Posted Gen. Journal Line. (Keyboard: Shift-F3, “Rel” Enter, “Post*” Enter, Tab x 5, Enter)
“Copy Selected Lines to Journal…” (Keyboard: Alt, Release Alt, C)
This way, you don’t have to copy the Document No., go to Posted Journals, etc.
Faster, but not as fast as an extension that added a button would be. I could write this, but I make no promises as to when… at the very least, I added it below 27 other small extension ideas.
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The three main ways to access a label printer are PrintNode with an appropriate extension or write your own extension, Universal Print, or a custom server.
When I did it, I wrote a custom server. There were entirely too specific of workflows to have warehousing personnel print labels from ERP or WMS screens. They told me as much when they so kindly let me scan and stack boxes with them (even though I was terribly slow). Web services has everything that is needed and an API page would of course be even better.
One example I made in the web app was if there were entries in a particular bin, it would create a shortcut on the web app dashboard to print a GS1-128 label for each GTIN+lot+weight+pack date in the quantity of items.
I’d recommend ZPL as the starting point. ZPL looks strange but it is very easy to learn for most uses. The X, Y numbers are all “points.” You’ll only encounter a dozen or so fields that you need to know. The tricky part of ZPL is writing logic that will either swap in a different size for a template when a string is expected to exceed a certain length in order to avoid the label printing off the edge or abbreviate the string that will cause this to happen.
I’ve looked at extensions on appsource, but none of them are designed for the particular warehousing flows I would want. Perhaps it is time to write one, maybe using ControlAddIn.
