Author: ERP Consultors

Define Default Value for Type Field in Purchase Documents: (1) In this blog, we will see how to set up the default value for the “Type” field in all purchase documents. This effect only shows when new purchase documents like Quote, Order & Invoice etc. are created. (2) Go to the search bar and type “Purchases …

New Add-ons in Posting Preview Functionality in D365 BC: (1) There is a feature in D365 BC is “Posting Preview”. This feature enables users to see the effect of entries before posting any document or journal. (2) In this blog you learn the additional feature add in the “Posting Preview” functionality. Let’s take an example. (3) …

Setup Business Central D365 Online or SAAS Version: (1) In this blog, we will see the setup of Business Central D365 online or SAAS version. For this setup, we require Microsoft User ID and Password which came at the time of License purchase of D365 BC. (2) First enter the below link in the browser: https://admin.microsoft.com/Adminportal/Home?source=applauncher#/homepage …

Automatic Posting of Return Receipt at the time of Sales Credit Memo Posting: (1) In this blog, we will set up automatic Return Receipt posting at the time of posting the Sales Credit Memo document. (2) To set up this functionality in D365 BC, go to the search bar and type “Sales & Receivables Setup”, as …

Automatic Posting of Sales Shipment at the time of Sales Invoice Posting: (1) In this blog, we will set up automatic Sales Shipment posting at the time of posting the Sales Invoice document. (2) To set up this functionality in D365 BC, go to the search bar and type “Sales & Receivables Setup”, as shown. (3) …

Automatic Posting of Receipt at the time of Purchase Invoice Posting: (1) In this blog, we will set up automatic Purchase Receipt posting at the time of posting Purchase Invoice. (2) To set up this functionality in D365 BC, go to the search bar and type “Purchases & Payables Setup”, as shown. (3) After that, the …

Automatic Posting of Return Shipment at the time of Purchase Credit Memo Posting: (1) In this blog, we will set up automatic Purchase Return Shipment posting at the time of posting the Purchase Credit Memo. (2) To set up this functionality in D365 BC, go to the search bar and type “Purchases & Payables Setup”, as …

Find Documents and its Related Entries in Tables in D365 BC: (1) In this blog, we see how to find documents and their related entries in tables. (2) Let’s take an example, Find Posted Sales Invoice document via “Find Entries” utility (in previous version “Find Entries” name was “Navigate”). (3) This feature is available on all …

Flow Custom Field from Transfer Line to Transfer Receipt Line: (1) In this blog we will see that how custom fields flow from “Transfer Line” to “Transfer Receipt Line”. For this, follow the below steps. Adding Fields in “Transfer Line” and “Transfer Receipt Line” as Table Extension. Adding Fields in “Transfer Order Subform” and “Posted Transfer …

Flow Custom Field from Transfer Line to Transfer Shipment Line: (1) In this blog we will see how custom fields flow from “Transfer Line” to “Transfer Shipment Line”. For this, follow the below steps- Adding Fields in “Transfer Line” and “Transfer Shipment Line” as Table Extension. Adding Fields in “Transfer OrderSubform” and “Posted Transfer Shipment Subform” …