Two days back one of the customer asked me is there any way that I can post sales transactions using configuration package and I said yes it is possible to do that by using processing rules in configuration package. Today’s blog post will explain how it is possible.
In this blog post we will see how we can post sales transaction using configuration package.
Step 1:- Create configuration package for table sales header and sales line.
Step 2 :- Select required fields in each table .
I select required fields as below in each table as below
Step 3 :- Set the parent table id against Sales Line Table
Step 4 :- Set up the processing rules.
Select table 36 and click on table –> Processing rules.
Step 5:- Set up Action and processing filters.
In Processing rules select desire action as below and set up processing filters.
I set filter for document type =order and set action as Ship
Step 6 :- Export the package in excel
Step 7 :- Add the required data in excel file
Step 8 :-Import the data back in package
Step 9 :- Apply the package
Step 10 :- Navigate to posted shipment to check the posted shipment.
That’s it so now we don’t need to write xmlport and code unit to import data and post.
Do you know one of the great feature provided by Navision called as Preview posting.
When posting journals or documents with a large number of entries, accountants want to make sure that the posting will be correct beforehand. Previewing the posting helps prevent the need for corrections, making accountants more productive.
In upcoming version of Business Central Wave 2 2021 preview posting is extended to show more details and it is also setup based.
To setup the preview posting navigate to General Ledger Setup
If Posting preview type is selected as standard then it gives an overview of entries group by type.
Posting Preview type :- Standard
Posting preview type :- Extended
In the above screenshot one more option provided to see the Hierarchical View
This is one of new feature going to be in October release of Business central.
On Sales transaction user need to select the line type such as Item, G/L Account ,Fixed asset etc. but sometime users says can we have default type as Item on every new sales orders rather than selection .
With upcoming business central version it is possible to set default line type as setup.
Go to Sales & receivables setup and select document Default line type as below
Select the desire value from dropdown list and go to sales order to create new transaction.
May be this small change will make difference for end users
Stay tuned for more features for upcoming versions.
The preview of Business Central 2021 Wave 2 (release 19) was released
It is only possible to create Sandbox preview and non-production environments; the preview environments are for demonstration purposes only and to have their functionality tested, they are removed at most thirty days after the official release of the product.
Now lets get ready to explore new features with Wave 2 2021
With the release of Wave 1 2021 lot of new feature introduced . One of the new feature is that partners now can add keys in base table with customized field which was not possible earlier
Today we will see how we can do that
First Lets see what is happening is earlier version of business central. In earlier version we can only add the keys with the field added on table extension and we are not able to see the field available in base table for adding in keys
Look at the following example as I created one simple extension in V17 and trying to add key
Now when I try to add the keys in this table extension it will populate only those fields which are added in table extension
In New version of Business central i.e. Wave 1 2021 we can Add more keys with base table fields and use to improve the performance while retrieving or updating records
Now look at the following example for new version .Just created a simple table extension
Now when I try to add the keys in this table extension it will populate all the fields available in base table as below
So that means we can create keys with
Fields from base table
Fields from table extension
Can I create combination of fields from base table and fields from table extension ?
And the obvious answer is no and reasons are simple that both base table and table extension are two different tables in Sql server.
Have you guys remember my tweet regarding the restoration of environment .Following is the tweet
If you still not follow me on then please follow me on twitter for more updates
So in month of November 2020 I faced this problem as due to some issue production environment got hanged and user abruptly close the session .Post that data in some tables got messy and couldn’t recover in time and then I need to contact MS guys to restore environment which took almost a week and till that time customer transaction got halted. That time question came to my mind how customer will handle all these things by going forward and MS guy responded me that time that this feature is going to added in Admin center in upcoming release.
Now with released of Business central 17.3 this feature become reality .It is still in preview mode.
Lets look at how to restore the environment
To restore environment you need to have access to admin center.
Go to Admin center.
3. Click on Restore
4. In the restore environment window select date and time to which you want to restore the environment.
5. Select the type of environment such as sandbox or production.
6. Finally Name for restored environment.
7. Hit the restore
Backups are available for past 30 days
The number of restore attempts will be limited to 10 attempts per environment/per month.
The recovery is allowed within a maximum of three immediately preceding versions of Business Central (including minor and major updates), but still within a maximum of 30 days (from the point of the environment creation)
Recently Microsoft releases plan for major version of Microsoft Dynamics 365. This blog post actually focused on those features which I am looking forward to and may be every one in community.
Partners can add keys to base tables and table extension
Does anybody remembered this points which I raised in year 2017 on GitHub and finally this is going to add in April 2021 and I am looking forward to it as it is not supported and I have restructure the app.
This feature is everybody awaiting because if we need to change in any base app report then we need to copy that report ,make changes and use report substitution to display the customize report. Looking forward for new report extension object where in one can change layout and dataset.
In Year 2016 I wrote this blog post for updating the dimension and not it is going to be add as feature in Business central. This will help end users for updating the incorrect dimensions.
Above all it from April 2021 onwards Business Central will be available in India
Apart from above lot of new features are added in upcoming version of business central