How to change Customer Name on Open Sales Order in business central

With the release business central Wave 1 2022 lot of new features has been added to improve the user interaction with application.

This feature is small improvements in business central which allows to changes the name of customer on open sales document. This change of name will be applicable for that document only. This change of name is controlled by setup on sales & receivables setup.

Lets see how this setup works now on sales order

  1. If this setup is not enabled on Sales & Receivable setup .Try to change name on sales order and it shows following message

This message states that if you trying to change the customer name then master not found the record then asking whether like to create new record or if you existing customer with new name then select that customer.

2. If this setup is enabled in Sales & Receivables setup. Try to change name on sales order.

Now it allows to change the name on sales order

Hope this will help

Stay tune for more….

How to define multiple layouts for report in Business Central

With the release of business central V20 lot of new features are introduced and one of the features in you can define multiple layouts for reports while developing

In earlier days we are defining multiple layouts as below.

Now with the new release new rendering section is added while creating report in AL development

In the above rendering section we can define multiple layout as below

After compilations of report we can see the layout is created as below

Isn’t that cool features for layout

This features is available for Runtime 9.0

Hope this will help you..

Stay tuned for more.

How to discover reports and administration in business central role explorer

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

One of new feature added in business central V19 for role explorer where in one can explore all the reports and other screens.

There is new button added on Business Central V19 as below

Once you click on this button all the modules will be displayed irrespective of assign role center.

There are few more options once you click on Explore More roles where in you can filter for reports or administration pages.

With this new features you can find all the reports or administration pages at one place efficiently.

Hope this will help to find the reports.

Stay tuned for more.

How to clean up data in business central

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

To keep database performance always high and size of database in control we need to remove some data from database as part of maintenance .but after removing the data what if user would like to review the data again.

In new version Microsoft comes up with new extension called Data Archive.

The main purpose of this extension whenever you delete the records it will archive the records. With this extension archive data will be stored in JSON format in the extension. Media field is created for the storage of JSNO format (Data Archive Media Field)

Lets See how it works in reality

The archive data is stored in Tenant Media table which is not considered while calculating database size. If user would like to revisit some data then you might need to query Azure Cosmos database or you can export data in excel.

Hopefully this will help.

Next blog we will look into how to use the archive functions in AL code.

Till then stay tuned for more updates.

Non-Inventory Items and Locations

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

Now from business central V19 onwards we can select location code for non-inventory items and it was having issue till version 18

Let See how to create Non Inventory Items

Go to Item Card

While creating Item select type as Non-Inventory. If the item is noninventory then Inventory Posting Group is disabled.

Let see how it works in Transaction.

Once you post this transaction then it will store the cost in Cost Amount(Non-Invtbl).

All these location will be copied to ledger entries.

Hopefully this will help you.

Stay tuned for more.

What’s New in Business Central Wave 2 2021

Do you remember this post of mine where in I mention Microsoft hosting an event for launch of Business Central Wave 2 2021.

Yesterday this event gone live and all the recordings are available to view till 31st December 2021.As like the most event this event is not live and all sessions are recorded and there will be no chat room or live Q & A sessions.

You can view the session by registering here  Join the Event and it will redirect you to following screen to register

Just register yourself and get the more details insight of features implemented in business central wave 2 2021 by going through above sessions.

I just gone through few session and found it very well explained and looking forward for all other sessions.

Stay tuned for more..

Business Central allows to change App Name Publisher of app.

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

Can we change App name and/ or publisher name to meet marketing branding ? If you ask me till V18 it was not possible to change that and in V19 it is possible.

Lets see how it works.

Here is my app.json file

Publish the app

Changed the app.json

Hopefully this will help to give branding name to your app even after published.

Stay tuned for more.

Address Control in Business Central.

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

There is new feature added in business central to control address where country/region code is used.

New option added on general ledger setup to control country/region code that means if this field is checked and if user change the country/region code then it will clear the values from related fields like city ,state and zip code.

Navigate to General Ledger Setup.

If the option is not ticked then following is behavior

If the option ins general ledger setup is ticked then it will not clear the address fields.

Hopefully it will help in controlling the address.

Stay tuned for more.

How to use Excel to update data in Business Central.

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

Now days if you interacting with customer users sometimes customer want to update data from excel to the application directly. This situation occurs when customer have different resource to update the master data and those people actually preparing data based in excel and then key user update the data in application after reviewing. This is very much possible in business central by using configuration packages in business central.

But what if data is enter in excel and publish directly to business central.

Lets see how we can do that.

Open the vendor List and click on Edit in Excel as shown below.

Once you click on that it will download the file as below and the file showing Data Connector

If you look at the data connector then it has bunch of option to add new data ,refresh the data ,provide filters etc.

To add new data in the excel please click on ‘New’ and add the new vendor in the excel file.

Once you click on publish then it will upload the data in business central as below.

As well as it validate the required fields also . You can look at the Search Name field. How cool it is

On the data connector side there is lot of flexibility while entering data such as date field

Additionally we can filter in excel file as below.

Hope this will ease out some of data entries.

Stay tuned for more.

How to gain more control on setup while posting transaction in business central.

With the release of Business Central Wave 2 2021 aka BCV19 lot of new features has been added to make life easier of developer and/or customers.

One of the important areas in business central is posting group which connect different module with finance management and user can see required values in chart of account after posting the transaction in actual time.

Sometime it happens user or consultant forget to set up required accounts in general posting setup and it pops up the error when posting an transaction. If you are experienced consultant then you will catch that immediately and add the required setup but if you are end user or beginner then you may need to juggle around the find the correct setup.

With the new release of business central while posting an transaction if some setup are missing then you will get proper error messages stating that this particular setup is missing.

Lets see how it works in real world scenario.

Removed the Sales Account from Posting Setup as below

Try to post Sales Order.

After Posting it throws an meaningful error message .

If you look at the error message it give more insight for the missing setup

Error Description This shows proper error description as follows and inform user where is the problem

Context This provides information regarding transaction line and once you click on that it will navigate to required lines and from there you can view the document.

Source and Source Field Name This shows the source where in we need to correct the setup

Once you click on the source it will navigate to required setup page as below

Support URL This will navigate to Microsoft docs for more information

Error Call Stack .This will provide the information to developer to check from where this error pops up.

Hope this will help and keep user happy.

Stay tuned for more.