Automating California Sales Tax with Dynamics 365 Business Central

Overview If you’ve ever tried to keep your California sales tax tables up to date in Dynamics 365 Business Central, you know what a nightmare it can be. California changes district rates all the time. The rules around destination-based tax are complicated. And if you ship from your facility to customers within California, one smallRead more

Prevent Inventory Adjust Cost – Item Entries from Back Dating

Overview Hopefully, by now every company that uses the inventory module in Dynamics 365 Business Central knows that they MUST run the Adjust Cost – Item Entries process. Whether you set the process to run on a Job Queue or set the Automatic Cost Adjustment to Always on the Inventory Setup, you must run thisRead more

Sales Commission by Cash Receipt for Dynamics 365 Business Central

Overview For some companies, commissions are a big part of their salespeople’s compensation. However, the standard commission report from Dynamics 365 Business Central is based on sales, not cash receipt? This can lead to some problems, especially if your customers have a long payment terms. For example, let’s say your salesperson sells a product forRead more

Inbound Freight Container Management for Dynamics 365 Business Central

Overview For customers who buys products from their oversea vendors, the items they bought are typically loaded up on to the container and put on a freight vessel bound to their destinations. While this sounds simple, there are a lot of little details associated on getting this done. A small list of the challenges thatRead more

Displaying the Serial Numbers by Bins in Bin Contents

Overview In standard Dynamics 365 Business Central, if you enabled the Lot Warehouse Tracking in the Item Tracking Codes, you’re able to see a nice breakdown of what’s in the Bins when you go to the Bin Contents page: You can show this factbox using the Personalize tool in the Setup page. The Serial NumberRead more

Implementing a System You Should Rarely Use

Overview I was talking with a client the other day about what the real goal of an ERP implementation is. And in the middle of the conversation, it hit me. As much as I’ve tried to dress it up over the years with methodology talk and solution architecture diagrams, the truth is actually pretty simple:Read more

How to License an App for Use in Business Central

Overview We’ve noticed a recurring question from customers: “We downloaded the app but we still don’t see it in Business Central.” If you’ve found yourself in a similar situation, you’re not alone. This common confusion stems from a crucial step that is often overlooked in the process of setting up the app. In this blogRead more

Unlocking Efficiency: The Power of New Landed Cost Features in Freight Container Management for Business Central 365

We’re excited to introduce the latest updates to our Freight Container Management app for Dynamics 365 Business Central. Our mission has always been to make container management a breeze for businesses dealing with overseas vendors. With these new enhancements, we’re taking efficiency to a whole new level. Let’s dive into the exciting features: 1. MultipleRead more

Progress Payment Functionality in Dynamics 365 Business Central

Overview The progress payment functionality allows you to post multiple deposits against a sales or purchase order. The amount of the deposit payment can be any amount you want instead of a percentage. When the invoices are posted, you can choose whatever dollar amount to be applied to each posting of the order. This meansRead more

Create Your Financial Statements using Account Schedules in 4 minutes

Overview Been wanting to record a video on this for a while. Account Schedules remains one of the most powerful, but least used tools in Dynamics 365 Business Central (or Dynamics NAV). Coming from other smaller accounting software where the income statement and balance sheet is predefined, Business Central does require a little bit ofRead more