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Dynamics 365 Business Central – How to change the VAT amount on a Purchase Invoice or Purchase Order
The article explains how to adjust VAT in Business Central when it differs from the supplier’s invoice. It outlines necessary configurations, such as setting the “Max. VAT Difference Allowed” and enabling the “Allow VAT Difference” option. It then details the steps for modifying VAT on both the Purchase Invoice and Purchase Order pages.… Continue reading… Read more
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Dynamics 365 Business Central – How to use the “Recurring Requisition Worksheet” for Recurring Purchase Orders
The blog discusses using the “Recurring Requisition Worksheet” in Business Central for automating regular purchase orders of the same items. Unlike the standard “Requisition Worksheet,” this tool retains lines after order creation, enhancing inventory management efficiency. It allows users to set recurring methods and frequencies, streamlining the purchasing process.… Continue reading → Read more
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Dynamics 365 Business Central – A Closer look at the Free “Internal Administrator” and “Dynamics 365 Administrator” Licences
Business Central offers various licenses, including Premium, Essentials, and Team Member. Notably, free licenses like “Internal Administrator” and “Dynamics 365 Administrator” automatically assign to appropriate Microsoft 365 roles, allowing users to perform essential tasks without additional costs. This setup promotes efficient administration and improves security within the accounting system.… Continue reading → Read more
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Dynamics GP to Business Central – How to Control your General Ledger Code and Dimension Combinations using Allowed Values Filter
This post outlines how to maintain control over General Ledger and Dimension combinations when migrating from Dynamics GP to Business Central. It explains that Business Central treats segments as Dimensions and suggests using the “Allowed Value Filter” to restrict which Cost Centres can be used with specific General Ledger codes, thus preventing incorrect entries.… Continue… Read more
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Dynamics GP to Business Central – How to easily convert your GP word templates to BC word layouts
The blog post provides a clear guide on migrating document layouts from Dynamics GP to Business Central using Microsoft Word. It details a four-step process: removing content controls from the Dynamics GP layout, importing it into Business Central, updating the layout, and customizing it with Business Central fields. This efficient method saves time by retaining… Read more
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Dynamics GP to Business Central – How to Recreate the GL Summary Enquiry using G/L Account Balance, Analysis Mode or an Analysis View
The post discusses the migration of Dynamics GP users to Business Central, focusing on differences in the General Ledger structure. It explains the challenges users face when viewing balances post-migration and offers three methods to replicate GP’s Summary Enquiry functionality. The article highlights Business Central’s features, including Copilot-enhanced analysis tools.… Continue reading → Read more
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