Dynamics 365 Business Central

Dynamics GP to Dynamics 365 Business Central – A handy list of equivalent Tables and Windows to help a GP user navigate BC

Gavin WhittakerLeave a comment

Introduction

In this post I’ve created a list of Dynamics GP tables and windows along with their Dynamics 365 Business Central counterparts. I’m hoping this will give any GP user venturing into BC a greater insight into how to navigate around Business Central and also which tables store the data. (I’ve included tables because us GP folk like to have a good nosy and understanding of things under the hood:))

At the moment this only includes General Ledger, Sales and Purchase information however I may add to the list in the future.

Please note the GP Window column lists the name of the window in GP. The BC Page column is the name of equivalent page in BC. Its also how you would search for the page in BC using the “Tell me” magnifying glass in the right hand corner of the Business Central screen.

General Ledger

DescriptionGP TableGP WindowBC TableBC Page
General Ledger CodesGL00100 / GL00105Account MaintenanceG/L Account (15)Chart of Accounts
Unposted GL JournalsGL10000 / GL10001Transaction EntryGen. Journal Line (81)*General Journals
Posted / Open GL JournalsGL20000Journal Entry EnquiryGL Entry (17)General Ledger Entries
History GL JournalsGL30000Journal Entry EnquiryGL Entry (17)General Ledger Entries

* Please note General Journals, and any other journal for that matter, can be used to post a whole manner of GL, Sales and Purchasing Transactions in Business Central.

SOP / Sales Ledger

Description GP TableGP WindowBC TableBC Page
Customer MasterRM00101Customer MaintenanceCustomer (18)Customers
* Unposted RM TransactionRM10301Receivables Transaction EntryGen. Journal Line (81)Sales Journals
Unposted RM Cash ReceiptRM10201Cash Receipts EntryGen. Journal Line (81)Cash Receipt Journal
Posted RM TransRM20101Receivables Transactions Enquiry – DocumentCust. Ledger Entry (21)Customer Ledger Entries
History RM TransRM30101Receivables Transactions Enquiry – DocumentCust. Ledger Entry (21)Customer Ledger Entries
Unposted SOP TransSOP10100 / SOP10200Sales Transaction EntrySales Header (36) /
Sales Line (37)		Sales Orders / Sales Invoices etc
Posted SOP TransactionsSOP30200 / SOP3030Sales Order Processing Document EnquirySales Invoice Header (112) / Sales Invoice Line (113)Posted Sales Invoices / Posted Sales Credit Memos

* These type of invoices/credits can also be entered via “Sales Invoices” in BC using GL Codes rather than items.

POP / Purchase Ledger

DescriptionGP TableGP WindowBC TableBC Page
Vendor MasterPM00200Creditor MaintenanceVendor (23)Vendors
*Unposted PM TransactionsPM10000Payables Transaction EntryGen. Journal Line (81)Purchase Journal
Unposted PaymentPM10300Edit Vendor PaymentGen. Journal Line (81)Payment Journal
Unposted Manual PaymentPM10400Payables Manual Payment EntryGen. Journal Line (81)Payment Journal
Posted PM TransactionsPM20000Payables Transaction Enquiry – Document
Vendor Ledger Entry (25)		Vendor Ledger Entries
Paid History PM TransactionPM30200Payables Transaction Enquiry – DocumentVendor Ledger Entry (25)Vendor Ledger Entries
Work Purchase OrdersPOP10100 / POP10110Purchase Order Processing Document EnquiryPurchase Header (38) / Purchase Line (39)Purchase Orders
History Purchase OrdersPOP30300 / POP30310Purchase Order Processing Document EnquiryPurchase Header Archive (5109) / Purchase Line Archive (5110)**Purchase Order Archives

* These can also be entered via “Purchase Invoices” using GL Codes rather than items.

** Archive Orders must be switched on for completed purchase orders to be archived.

Please note there are no equivalent summary windows in Business Central. Totalling and summary values are maintained by Flowfields in Business Central rather than separate tables. See this post for more details.

Conclusion

This is far from a comprehensive list however I’m hoping it contains enough information for someone moving from GP to BC to get started. There are also many more windows in GP and BC that hold similar information, or different ways of displaying the same information. The ones displayed above are just the ones I’ve chosen.

Thanks for reading!

Thinking of making the move to Business Central? We can help

Dynamics 365 Business Central – How to prevent the Template pop up window when creating new Customers or Vendors

Gavin WhittakerLeave a comment

Introduction

Templates can be used to make adding static data quicker and easier however I found that after creating templates I was then forced to use one for any new customers or vendors I added. This post shows one way you can get around this.

The Issue

To highlight the issue when I click “New” in the customer list I’m presented with the template pop up.

The only options I have here are “OK” and “Cancel”. If I click “Cancel” I’m taken back to the Customer List and if I hit “OK” a new customer is created using the template defaults.

So how do I create a new customer without a template?

The Workaround

Firstly, if I check the Sales Setup window I can see the number series CUST is used for new Customers

If I go to the Number Series page and check the Number Series for CUST its currently set to “Default Nos.”.

If I untick “Default Nos.” and go back to the “Customer List” I’m no longer prompted for a Template.

I can still use the Number Series by clicking the ellipse button as highlighted above and selecting the CUST number series. This is shown below:

I can also apply a template by click “Actions > Functions > Apply Template” as per below

I can use the same technique on the Purchasing side by editing the number series used for Vendors.

Conclusion

There may be scenarios where you have templates but don’t necessarily want to use them when first creating the customer. This is one way of avoiding this.

Thanks for reading!

Dynamics 365 Business Central – Create Payments quickly and easily in the Vendor Ledger Entries page using the Create Payment function

Gavin WhittakerLeave a comment

Introduction

This post highlights a great way to pay multiple invoices, on multiple suppliers quickly and easily from the Vendor Ledger Entry page.

Creating payments

There are numerous ways to pay vendors quickly and easily in Dynamics 365 Business Central.

You can do this manually by going directly to a payment journal and entering the payment as per below

Alternatively you can use the “Suggest Vendor Payments” function from the Payment Journal to have the system build and suggest a list of payments based on criteria you enter. (I’ve covered this in more detail here)

However there’s also another method for creating payments directly from the “Vendor Ledger Entry” page which often goes unnoticed.

Create Payments in Vendor Ledger Entries

The “Create Payment” action you can use directly from the “Vendor Ledger Entries” and is a great tool for creating ad hoc payments.

You first open the “Vendor Ledger Entries” page and add a filter for “Open” items.

** I find the easiest way to do this is to select an invoice that is open and then click drop down on the “Open” column and choose “Filter to this value”

Once you have your list of open documents you can select multiple documents you wish to pay by clicking the ellipse button and selecting “Select more” from the menu:

Once you have selected all the invoices you wish to pay click “Create Payment”

** Please note you can select credit memos as well and the system will create a refund.

Next select the template, batch and other information as per below:

This will open and pre populate the payment journal with the payments which you can review and post.

Conclusion

There are many ways to create payments for your suppliers this is just another way Dynamics 365 Business Central makes this task that little bit easier 🙂

Thanks for reading!