- Видео 96
- Просмотров 83 850
Gurdeep Bahra
Великобритания
Добавлен 28 окт 2012
Welcome to our Business Central focused RUclips channel, where we bring you all things BC, from the fundamentals when setting up BC to the latest insights and strategies to help you optimize your functional processes, boost productivity, and drive growth using Microsoft Dynamics 365 Business Central. Join us on this journey to achieve the utopia of the perfect back office solution!
Merge Customers, Vendors & Contacts in Business Central
This video talks through the merge with functionality in Business Central, which can be used to merge customer, vendor and contact records together. We begin by navigating to the customers page and talking through two customers which will act as duplicates, we then run through using the merge with function to merge these two customers. After this, we review the posted entries against the remaining customer, to demonstrate customer ledger entries being merged.
Просмотров: 10
Видео
Document & Journal Check FactBox in Business Central
Просмотров 262 часа назад
This video talks through the document and journal check factbox in Business Central, we begin by reviewing the boolean on the general ledger setup page which can be used to turn the functionality on/off, we then move into the general journal page & demonstrate the journal check factbox, after which we move into the sales invoices page to review the document check factbox
Consolidating Invoices in Business Central
Просмотров 242 часа назад
This video talks through consolidating invoices on the sales & purchase ledgers in Business Central, we begin by processing the receipts on some purchase orders, after which we move on to a purchase invoice before demonstrating the "get receipt lines" feature. Next we move on to doing the same task on the sales ledger via a sales order & sales invoice.
Using an API to Connect with Business Central
Просмотров 187Месяц назад
This video talks through how we can setup an API from within Business Central, we begin by talking through the setup of an Entra Application in Azure Portal, next we move on to setting up an Entra Application Card in BC, following this we move on to reviewing the web services page. Finally we move into Postman to demonstrate calling the API which was setup within Business Central.
Standard General Journals in Business Central
Просмотров 96Месяц назад
This video talks through how we can create a standard journal in Business Central, we begin by talking through how a standard journal can be used. Next we move into the general journals screen and input a journal, before saving it as a standard journal. Following this, we delete the journal lines before retrieving the saved standard journal into the general journal page.
Processing General Journals with VAT in Business Central
Просмотров 153Месяц назад
This video talks through processing a general journal with VAT in Business Central, we begin by navigating to the journal batches screen and talking through the "copy vat setup to journal lines" tick-box. After this we move into the journal page and demonstrate inputting a journal line, we then preview post and show the difference between a journal posting with, and without VAT. Finally, we spe...
Processing General Journals in Business Central
Просмотров 2022 месяца назад
We start this video by going through the general journal batches page and discussing some of the configuration involved. Next we move into processing a general journal with two general ledger codes on a single line. Following this we move on to processing a general journal with three general ledger codes over multiple lines.
Posting Date Ranges & Period Close in Business Central
Просмотров 1762 месяца назад
This video talks through posting date ranges and managing period close in Business Central, we begin by setting some posting date ranges on the general ledger setup page in BC, we then move on to a sales invoice to talk through the implications of setting these posting date ranges. Next we move on to the user setup page, to set some posting date ranges here, after which we go back to the sales ...
Time Registers in Business Central
Просмотров 1322 месяца назад
This video talks through the time registers functionality in Business Central which allows us to track how long users were logged in to a company on a specific day. We begin by navigating to the general ledger setup, and enabling the time registers functionality, next we move into the user setup page and talk through the required setup. Finally we navigate to the user time registers page to sho...
Invoice Posting Policies in Business Central
Просмотров 1782 месяца назад
This video talks through the invoice posting policies that can be setup in Business Central, we begin by reviewing the user setup screen and running through the different options that are available. Next, we move on to demonstrate the implications of changing the settings on a Sales Order. Please note that the invoice posting policy fields will have a huge impact on operational processes within...
Splitting Invoices and Payments in Business Central
Просмотров 1682 месяца назад
This video talks through splitting invoices and payments in Business Central, we first run through the required configuration which is carried out on the payment terms page, we then go and demonstrate the payments to be made on a sales invoice document. Next, we go ahead & post the sales invoice and review the resulting ledger entries to show how the invoice has been split.
Putting Purchase Ledger Invoices on Hold in Business Central
Просмотров 1792 месяца назад
This video talks through how to place a purchase ledger invoice on hold, we begin by talking through how the functionality can be used. Next, we move on to some different purchase ledger documents on which the resulting invoice can be placed on hold. Finally we run through a demonstration of how the suggest vendor payments function differs where an invoice is on hold vs where an invoice is not ...
Procure to Pay (P2P) Process in Business Central
Просмотров 2593 месяца назад
This video goes through the procure to pay process in Business Central, we begin with a purchase quote document which we input & turn into a purchase order. Following this, we invoice the purchase order and then proceed to review the creditor balance on the vendor card. After this we pay the invoice and again go back to review the vendor ledger entries for the invoice & payment we created earlier.
Quote to Cash (Q2C) Process in Business Central
Просмотров 1533 месяца назад
This video talks through the Quote to Cash (Q2C) process in Business Central, we begin by processing a sales quote, we then move this quote into a sales order, which is then processed into a sales invoice. Following this we review the outstanding debt on the customer record, next we process the payment for the invoice, and then review the customer record again.
Data Classifications for GDPR in Business Central
Просмотров 2203 месяца назад
This video talks through the Data Classification functionality in Business Central, we can use this function to classify the data in BC which organises our systems data making it easy to respond to and data subject request we may receive. We begin by talking through the data classification worksheet, we then move on to using the wizard to classify the fields in our demo BC environment. Finally,...
Monitoring Fields in Business Central
Просмотров 1393 месяца назад
Monitoring Fields in Business Central
Retention Policies in Business Central
Просмотров 2293 месяца назад
Retention Policies in Business Central
Using Change Logs to Track Changes in Business Central
Просмотров 2223 месяца назад
Using Change Logs to Track Changes in Business Central
Sharing Data from within Business Central
Просмотров 953 месяца назад
Sharing Data from within Business Central
Reminder Automation in Business Central (Wave 1 - 2024)
Просмотров 4824 месяца назад
Reminder Automation in Business Central (Wave 1 - 2024)
Copilot for Sales Line Suggestions in Business Central
Просмотров 1074 месяца назад
Copilot for Sales Line Suggestions in Business Central
Copilot for Analysis Tabs in Business Central
Просмотров 1184 месяца назад
Copilot for Analysis Tabs in Business Central
Copilot Chat Feature in Business Central (in Preview)
Просмотров 1494 месяца назад
Copilot Chat Feature in Business Central (in Preview)
Copilot & AI Capabilities Page in Business Central
Просмотров 634 месяца назад
Copilot & AI Capabilities Page in Business Central
Approvals with Journals in Business Central
Просмотров 6274 месяца назад
Approvals with Journals in Business Central
Approvals with Specific Approver and Workflow User Groups in Business Central
Просмотров 4724 месяца назад
Approvals with Specific Approver and Workflow User Groups in Business Central
Approvals with Approver Chain and First Qualified Approver Setup in Business Central
Просмотров 3845 месяцев назад
Approvals with Approver Chain and First Qualified Approver Setup in Business Central
Approvals with Direct Approver Setup in Business Central
Просмотров 3955 месяцев назад
Approvals with Direct Approver Setup in Business Central
Excellent and helpful
@hagitns thank you for this lovely feedback! If you can think of any videos you may find useful pls do let me know!
Jambo paji. Great video
@@rishi-khanna asante sana ndugu, mimi nakupenda wewe 🙏🏽❤️
So external users like an accountant do not need a Business Central license?
@TheLastEmperorXiXinPig hello! Thank you for reaching out, yes this is correct, they are granted access without a typical license. Last time I checked, I think it was up to 3x users like this. Hope this helps!
Very Informative. Gurdeep one doubt can a cue be created just for one profile Id(Role)?
hello there! thank you for reaching out! so yes, you can indeed create a cue for a single profile ID, you would need to find the page ID of the role you want to add to (also make sure the same page ID is not used across multiple profiles!) then you can just go ahead and create a cue as you would like to! hope this helps
@@gurdeepbahra6843 Is there a video in your channel regarding it?
@NS-tp3vr no! But i will add it to the list - full disclosure, i am not a developer so it will be a learning exercise for me too! But watch this space, i will try my best to help!
Hi Gurdeep, thank you for the video with the detailed explanation. Is there a way to include column captions/headers in the exported file? Also, how can I export the file directly as a .csv?
hello Sneha, thank you so much for reaching out! you can certainly export data from BC including captions and headers - i would use a configuration package to do this. in order to export a csv file you will need to do a small amount of development, but it is also possible quite easily - i hope this helps!
Thank you for the video. One question: Can you please explain the Document No T001? In the vendor ledger entries in the video it is 108211 and in the customer ledger entries it is 103228. How and where does T001 comes from? I am having difficulties netting because of the Document No.
hello there! thank you for reaching out - so this document no. T001 is for the entry which will be applied to the customer/vendor ledger entries. After i have posted the journal to net the vendor & customer balances, when we review the customer and vendor ledger entries you will notice in each of the screens we have a transaction with our document no T001, these are the transactions which are applied to each of the customer and vendor balances to net them off. i hope this makes sense!
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@@TheLastEmperorXiXinPig thank you for this feedback! If you can think of any other videos you'd like to see just let me know- all the best!!!!
Very helpful
Very helpful
Hi Gurdeep, Thank you for the video, very insightful. Question: In the Workflow User Group, can I add Amount Limits too? I have the below scenario: On General Journal Lines User Joy needs to belong to a Group (Group A) Whenever Joy creates a Gen Journal Line since she is part of Group A, the Approval request always goes to User Grace but then depending on the Value of the Journal Line it will also go - to User Tom if it is up to 5k but more than 5k up to 10k then it goes to User John. User Lorry needs to belong to a Group (Group B) Whenever Lorry creates a Gen Journal Line since she is part of Group B, the Approval request always goes to User Kat but then depending on the Value of the Journal Line it will go to User Tom if it is up to 5k but more than 5k up to 10k then it goes to User John.
@arcangla hello there! Thank you for reaching out and thank you for the feedback! You might be able to achieve this without a modification (but it will be very difficult to maintain)... I have done something similar for a customer before, it would be fairly easy to add some new fields (via development) which allow us to group users together, this field can then also be used to identify which user belongs to which group, and drive your approvals. It's a lot to type - i hope this makes sense, pls reach out if it doesn't & we can discuss further!
@@gurdeepbahra6843 Thank you so much for your prompt feedback, I will reach out to a developer and see what we can do. I wanted to make sure that I am not missing any setup which would support this out of the box. Thank you once again.
Hi how I can get the demo environment. Could you please create videos for this .
@sandaliHettikanda hello there! You can access the same type of demo environment that I use if you have a Microsoft Partner email address, or if you have an existing BC subscription. It is also possible to setup a demo environment on a local machine/docker as opposed to in the cloud. If these are of interest pls reach out to me on LinkedIn and I can give u some more info
Hey gurdeep I want a video on dimension topic
@hrtrack76 hello there! For sure, this video is on my list, its quite a big area to cover so please bear with me - i will record and upload as soon as possible!! Thank you for reaching out!
Hy how can i contact you i want to consultant something with you
@@gurdeepbahra6843 it's possible can you make in hindi language
@@hrtrack76 I will try to!
@hrtrack76 if you search in linkedin you should be able to find me!
Thanks for this helpful tutorial, I have a question please, what button did you click to open the BC inspection without opening the Help & Support tab?
@OmarSiroco hello there! Thank you for your amazing feedback! So you'd need to press "Ctrl, Alt & F1" on your keyboard at the same time, if you have a function key, then it's "Fn, Ctrl, Alt & F1" hope this helps!
Good
@hrtrack76 thank you for the feedback it means a lot! If you'd like to see any specific video just let me know!
Thanks for sharing the video, it was really very helpful!
@@rajnish_mahaseth thank you bro for this amazing feedback!
Hi Gurdeep, we offer our customers discount if they pay by the 15th of the following month which is fine if they pay by that date, however sometimes the 15th of the month might fall on a weekend and so we allow them to take discount still if paid on the Monday (which may be 16th or 17th of the month) how do we enter this on BC to still allow discount to be taken but keep the correct posting date when the money was received in the bank.
hi there! thank you so much for reaching out, to accommodate this i would use a combination of payment discounts on your payment terms setup, but also setup the payment discount tolerances module - however you would need some sort of modification which will tell BC when the 15th falls on a weekend so the tolerance can be applied to that invoice - hope this makes sense! happy to discuss further if you wanted to!!!
Good Morning great videos very helpful. How do I become a d365bc consultant. I have been using d365bc every day for 5+ years as Accountant, 20+ years FCCA
@PeterLawrence193 hello Peter! Thanks for the amazing feedback and for reaching out! So I think you'd be best of reaching out to a Microsoft Partner for this type of role! If you reach out to me on LinkedIn I can give you some further guidance
Where can i get privacy shortcut added and in which version is it included
hello there! thank you for reaching out! so out of the box you will need to assign yourself the IT Manager Role Centre, however if you are building a bespoke page for your Role Centre you should be able to add this in using the same page object ID as the IT Manager, hope this helps!
Very useful especially when you switch from admin to a normal user.. great job 👍🏿👍🏿👍🏿 kindly do API that come with BC how to activate and have access oData
thank you so much for your lovely feedback! i will add this request to my list, watch this space & i will upload a video on this very soon!
Bussin video. I'm fighting with Business Central now your videos are helping
thank you for this amazing feedback! if you can think of any videos you'd like to see just let me know! all the best!!
@@gurdeepbahra6843 I'm struggling getting a bank account imported from fresh. Never used any other tool like this just trying to extract expenses but I can't get the bank reconciliation to work. I'm confused how I can't import the document and click save. I get a balance is not equal warning. Tldr. How to import all bank transactions from scratch
Kindly make a video on " Editing or updating Posted purchase invoices" after payment through apply entries
hey there & thank you so much for reaching out! for sure!! i will put this request on to the backlog, watch this space!
Thank you so much sir from Pakistan
thank you for your lovely feedback!
Does copying the company get all the records or just the configurational data?
hello there! Thank you so much for reaching out!! i can confirm the copy company function will copy all of the configuration data as well as the transactions, hope this helps!
Hi Gurdeep this is a great explanation of the Sales receipts with discount. I am currently testing on BC before we go live and when I post the payment the vat entry appears to be showing in 2 lines all the time and I don't know why this is happening. It is showing a + figure and a - figure for the base value and the amount (which would be vat) and they come to the total of what they should do but I want it to show on BC as yours does as one vat entry. Please can you tell me where I might be wrong. Thanks
hey there! thank you so much for reaching out, this could depend on a few things, but are you able to check the VAT Calculation Type field on the combination of VAT Prod & Business posting group? what does this currently read please
Hello, I'm finding all your videos really useful and clear. I'm in the process of setting up field monitoring. I was having an issue with Notification Status "Email Enqueued" and found it was because there was no job queue entry for notifications. I've now created one and the emails for changes have sent, but I'm wondering if it will continue to run and notify me each time a field is changed. I wasn't sure what settings would be correct to ensure this continuous notification, please could you help?
@MarieBailey-v2d hmm it's strange, I would expect BC to auto send the email without any user intervention. This said, it could be something to do with permissions - can I check, on which page were you getting the notification status "Email Enqueued"? I will then investigate further for you
@@gurdeepbahra6843 My third time trying to reply. It hasn't been saving. The page is Monitored field log entries. The emails send after setting up the job queue, but still show in the Monitored field log entries page as "Email Enqueued".
@@MarieBailey-v2d hey there! thank you for your reply! this is not how i'd expect BC to behave, however it would be difficult to further investigate without seeing your system... if you'd like me to investigate further perhaps find me on LinkedIn & we can organise a call :)
Thanks for the clear explanation. It was good to see the first migration option, so if my understanding was correct would that have just assigned all the multiple permission sets from the user group directly on the user? I'm not quite following why we then have to add the permission sets again to the security group, does it override the migration? What if a permission set was assigned to a member in the migration, but then not added to the security group they were assigned to? I'm then wondering if the second migration option would be better, do you have a video of that one in action?
@MarieBailey-v2d this is a great shout Marie and I will put together a video showing this option - you are right it would be the more efficient option for moving to security groups
Keep em coming, Gurd! I'm learning!!!❤
@drakegossi1560 thanks for the lovely feedback Drake! Hope youre doing well 🙏🏽❤️
Can I use Tires as Components?
@collinsmusa6366 hello! You most certainly could! But don't forget this configuration will mean you'll need to maintain an entirely separate fixed asset card for the tyres. How much benefit will this bring is up to you, hope this helps!
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@Imran_A-Mumin thank you my bro, hope you doing good ❤️🙏🏽
Thanks 🎉🎉🎉
@marshallfox5116 you are most welcome!! Thank you for taking the time to feedback 🙏🏽❤️
Hi Gurdeep Can you help me with a query about VAT on fuel scale charges, I need to put this through on Business Central but can not see a way of doing it. On our old system I do a journal to Debit road fuel account and then Credit output VAT and our old system would include this in the output VAT figure due to HMRC. Many Thanks
hi there! thank you for reaching out - so you should be able to this from the general journal, you will need to assign the relevant g/l accounts on the journal line, but the important fields for the vat element will be the "gen posting type" which will either be sale or purchase, then the "vat prod. posting group" which will determine the rate of VAT. Pls give this a go & let me know if you struggle, i can record a video for you if you struggle!
Thanks for the video! I like your accent! 😀
@akzil2420 thank you for this amazing feedback, if you'd like to see any video in particular just let me know and I'll get it recorded!
Smashed it G🎉
@rishi-khanna thank u my bro, if you can think of any videos you may like to see just let me know
@@gurdeepbahra6843 will do bro
🎉🎉🎉🎉🎉 amazing 🎉🎉🎉
@@marshallfox5116 it is genuinely such a pleasure to get such feedback, thank you so much for reaching out!
Keep you are doing well 🎉
@marshallfox5116 thank you so much for the amazing feedback!!!
Thanks for this - it's the clearest explanation I've found!
thanks for this lovely feedback! i'm glad it helped!! if you can think of any other videos you'd like to see please do let me know & i'll get them uploaded!
I don't understand where MS goes with all this options. To prevent to post invoice you can just cut write rights on posted invoices table (for shipment on posted shipments table).
i agree! this can be handled using permissions you are absolutely correct!!
@@gurdeepbahra6843 More than that. This check box don't prevent user to delete or to cancel/revert a shipent line, for example,
@@clddnc very good point! i didnt consider this...
Hi i have a query that what if my bank statement bifurcated the amount fields as withdrawls & deposits.
@ayushmaheshwari2902 hello! Thank you for reaching out!! So in this scenario you should be able to map both columns in your bank statement to the relevant transaction amount field in BC itself, hope this helps - please do reach out if you struggle & I will try to assist!
Hi there, thanks for this, definately something to think about! Could, you please advise how the tax is affected, for. example, I'm in Australia and the Invoice posting date generally you want to have as the same as the GST posting date. However, in this case, well, how is the accountinge affected? Or is it just that we're giving customers extended payment terms/payment plan?
@cherylokane2289 hello there! Thanks for reaching out and this is a great question!! So in this particular scenario the VAT is unaffected, the VAT is posted and recognised on the posting date (we work the same way in the UK). Even the 3 customer ledger entries have the same posting date, but they have different due dates. This functionality is purely for splitting the debt on our customer ledger, even the customer will only see a single invoice - but on our system we will see 3x customer ledger entries. Hope this helps!!! Pls reach out if you have any other questions!
This was EXTREMELY helpful! I've only been using BC for a month and was able to create this as a .csv file with success subsequent upload! Great video!
@wendytheskydiver thank you so much for the amazing feedback, it's great to know it helped you so much! If you think of anything else which may be useful do let me know and I'll get it recorded!
%1 corresponds to currency code, %2 Corresponds to amount in FC
thank you for confirming this!! thanks for watching & hope you found the video useful!
You could've downloaded the report file and show us how it looks like but generally very good video ;)
hey there! thank you for reaching out & thank you for the feedback! i will add this video on to my to-do list & get around to it asap - watch this space!
Hi Great vid, thanks. Would it be possible to get a copy of the config package you used please?
@initman12 hello! Yes for sure I can share this, if you could get me your email address somehow (if you don't want to post on here you can find me on LinkedIn to share it) I can send it to you!
@@gurdeepbahra6843 Thanks Gurdeep, I think i am already one of your connections i will drop you a mesaage :)
Thanks for the video, is there any way to to show the payment discount (How much you pay if you paid within the discount time) in the posted sales invoices?
hey there! thank you so much for the feedback & for reaching out!! so you cannot see this information on the posted sales invoice record itself, but if you find the invoice on the customer ledger entries screen, it should tell you on some fields on this page - hope this helps!
@@gurdeepbahra6843 Thank you - the customers would like to see when they receive invoice - what would be a best solution for it?
@aspasia727 you should be able to pass the value from CLE to the invoice layout, it will then show the value when you generate the invoice! I hope this helps
Do You know maybe how to change retention policy in change log? E.g. I want to set up change log on the table Payment Terms (3) Log insertion and modification on some fields. And now i want to set up retention policy on field X (In Peyment Terms) for 3 y and on another field Y for 5 y.
@HardcorowaChusteczka hey there! Thank you so much for reaching out!! So you could try using the "Record Retention Polciy" section of the retention policy to add your table, and field, then set the retention period as desired. Give it a go and let me know how you get on, I can assist further if required
@@gurdeepbahra6843 Thank You. Im thinking about fields "Protected" and "Filed Log Entry Feature: Monitor Sensitive Fields". Do You know what it is exactly? What kind of data is protected and Sensitive Fields?
@HardcorowaChusteczka I would need to investigate but after having a quick look it looks like these settings are defined in the background, I.e. where a field is protected it will come from a particular table. Hope this helps!
We have a situation where user posted 4 Credit memos on a certain date. And now user wants to change the Posting Date of those 4 credit memos to a different date. I know its impossible to change the posting date.
@84musty you are correct, it is not possible to change the posting date on these transactions. You will need to reverse them, then post the transactions again with the correct dates, I hope this helps!
Thanks a lot for the explanation!! 👍👍👍👍👍👍👍👍👍
@@84musty you are most welcome! Thank you for taking the time to give feedback! If you want me to cover anything in particular on future videos pls do let me know!