- Видео 99
- Просмотров 95 277
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!
Modifying a Document Layout in Business Central
This video talks through how we can modify an existing document layout in Business Central, we begin by going to the Report Layouts screen and exporting an existing sales invoice layout. Next we move on to modifying the layout within Microsoft Word & finally, we import the word layout back in to BC and demonstrate how it looks by printing from an invoice record.
Просмотров: 117
Видео
Delete Invoiced Documents in Business Central
Просмотров 6914 дней назад
This video talks through the delete invoiced documents functionality in Business Central, with a specific focus on the "Delete Invoiced Sales Orders" batch job. We begin by invoicing some sales orders using the combine shipments function, we then use the delete invoiced sales orders batch job to remove the invoiced sales orders. After this we explore how sales order archiving can be affected by...
Combine Shipments in Business Central
Просмотров 91Месяц назад
This video talks through the combine shipments functionality, we begin by talking through some different use cases of the combine shipments function, we then continue to walk through the required setup. After this we start shipping some sales orders and running through some of the different options when combining shipments.
Merge Customers, Vendors & Contacts in Business Central
Просмотров 114Месяц назад
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 remain...
Document & Journal Check FactBox in Business Central
Просмотров 82Месяц 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 85Месяц 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 3832 месяца 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 1272 месяца 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 2212 месяца 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 3043 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 2583 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 1633 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 2283 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 2413 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 2364 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 3554 месяца назад
Procure to Pay (P2P) Process in Business Central
Quote to Cash (Q2C) Process in Business Central
Просмотров 1924 месяца назад
Quote to Cash (Q2C) Process in Business Central
Data Classifications for GDPR in Business Central
Просмотров 2724 месяца назад
Data Classifications for GDPR in Business Central
Monitoring Fields in Business Central
Просмотров 1574 месяца назад
Monitoring Fields in Business Central
Retention Policies in Business Central
Просмотров 3014 месяца назад
Retention Policies in Business Central
Using Change Logs to Track Changes in Business Central
Просмотров 2844 месяца назад
Using Change Logs to Track Changes in Business Central
Sharing Data from within Business Central
Просмотров 1015 месяцев назад
Sharing Data from within Business Central
Reminder Automation in Business Central (Wave 1 - 2024)
Просмотров 5885 месяцев назад
Reminder Automation in Business Central (Wave 1 - 2024)
Copilot for Sales Line Suggestions in Business Central
Просмотров 1175 месяцев назад
Copilot for Sales Line Suggestions in Business Central
Copilot for Analysis Tabs in Business Central
Просмотров 1425 месяцев назад
Copilot for Analysis Tabs in Business Central
Copilot Chat Feature in Business Central (in Preview)
Просмотров 1595 месяцев назад
Copilot Chat Feature in Business Central (in Preview)
Copilot & AI Capabilities Page in Business Central
Просмотров 795 месяцев назад
Copilot & AI Capabilities Page in Business Central
Approvals with Journals in Business Central
Просмотров 8106 месяцев назад
Approvals with Journals in Business Central
Hi Gurdeep, I find all your videos helpful. I just wondered if you're planning on doing a video to show how to manage permission set conflicts?
Thanks :)
@hanifekmekçi thank you for watching & taking the time to feedback! If you have any suggestions for videos please do let me know! Happy new year!!
Nice explanation. Thanks for the video. How could I modify the profit % in purchase order, please?
@rajeshr1890 thank you for reaching out! There are a few ways you can achieve what I think you are asking for- but can I confirm please - what is the end goal that you are looking for? I am happy to call you direct/create a video showing you what you are after once you confirm! Happy new year!!
@@gurdeepbahra6843 Hi Thanks for your reply and Happy New Year too..... For the PO I see the profit % is 45% and for some items the profit % is 15%. I would like to know where this value comes from?
Where can I find clint secret value???
@naveenpanchariya hello there! This will be in Entra, you will need to login & find the relevant app, within here you will find the client secret. I hope this helps!
Hello, is there any video how to reverse the foreign currency revaluation entries which are posted mistakenly? Thanks in advance
Hello there! Thank you for reaching out! I guess in theory you can just run the exchange rates batch job again, but using the old currency exchange rate this time? Please, please, PLEASE! Test this in a sandbox environment first! Reach out if you have any issues
Hey mate - any chance that you can create a video of this where it includes the attachment? can find any videos on youtube yet. I am hoping to implement approval without having to purchase team member license
@ronaldpum hey there! Thank you for reaching out & yes sure! I will pop this on the list and will aim to do this ASAP for you, watch this space!
Thanks for the video, when rejecting the approval does the user see any reason why, does it show any comments as standard?
hello there! thank you so much for reaching out & yes!!! we can add comments as standard to a rejection! they are even shown in the email thats sent back to the person requesting approval. hope this helps!
Thanks!
@eta2001carl you are most welcome! Thank you so much for taking the time to feedback! Let me know if you would like to see any particular videos!
Hi, i think something wrong here, customer need to pay 120, but when we choose to apply the Payment discount tolerance so customer need to pay 122,4?
@hangtranthi3047 hey there! Thank you for reaching out and pointing this out!! You are right, now that I look back the G/L entries at the end of the video do look a little strange, leave it with me & I'll investigate this!
If you use Specific Approver does it ignore any limits set as ALLIEB was limit 100 but 506 order went to that user?
hello there Robin! thank you so much for reaching out & yes i believe you are correct - in this case all approvals will go via ALLIEB!
Unluckely the functionality that was available in many countries as a local functionality (apply G/L entries), that also provides a remaining amount for entries that cannot be applied fully in a particular period has vanished with the introduction of this functionality. I looks like MicroSoft does not have too much knowledge of financial flows, assuming this can just replace that functionality
@HannoNiemeijer-wc2gb hey there! Thank you so much for reaching out!! Ahh this doesn't sound good, sorry this has been deprecated - maybe could you modify the existing functionality to allow similar behaviour? If you have the old objects available you could use these as references? I have done similar things before for my customers. Happy to chat further about this if you want to!
Timely that you have created this video. We are currently looking at options to create consolidated invoices for our customers on a monthly basis. The Shopify connection as standard will create an invoice for each order, but we're looking for a way to combine them and only send 1 invoice per month. Is there any functionality in BC to do that?
@MarieBailey-v2d hey Marie! Good to hear from you! Honest answer is I'm not sure, but after having a quick look - you could potentially use the Shopify functionality to create sales orders, then once they have been shipped you could use the get shipment lines function on a sales invoice. There is another function which may be useful called "combine shipments", it's on my list of videos to record so watch this space!
@@MarieBailey-v2d check out this video Marie, it may help with the issue you mentioned above - i hope it does!!! ruclips.net/video/9rHUjNGEYbY/видео.htmlsi=GN6OmCGKOss9gJ9G
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!!!