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