From the Microsoft Dynamics 365 Business Central Blogs: Final invoice amount; Missing approvals; Universal code; Partial records

This week on the Dynamics 365 Business Central blog roundup

• Invoicing for a deposit on all jobs in Dynamics 365 Business Central
• Business Central and the case of the missing approvals ︎
• Business Central: Universal code and Microsoft’s apps problems
• Analyze (the lack of) partial records with Business Central telemetry

Invoicing for a deposit on all jobs in Dynamics 365 Business Central

Writing on her Finding The Righter Way blog, Cynthia Priebe stated that when a user uses jobs in Dynamics 365 Business Central, the system requires that a customer pay a percentage of the total job as a deposit before the job starts. Then when the job is finished, the user sends the customer an invoice for the balance with itemized details.

We want the details from the billable job planning lines to be printed on the final invoice with a line representing the deposit paid and reducing the total amount due. How do I do this?

In her blog post, Priebe offered the answer to this question. She stated that to require a deposit from the customer in D365BC, users need to ensure that they're setting up their job task and planning lines properly. Priebe then explained how to do that.

Business Central and the case of the missing approvals ︎

Writing on his blog, Josh Anglesea noted that he and his colleagues talk about a number of D365BC-related topics, including the questions of what happens when approvals go missing. This issues comes up when you use D365BC standard workflows and quote documents.

What's the full story here? Well a quote document might not stay like that forever – all being well it will be pushed through the 'make order' function.

Anglesea uses purchase quotes as an example, stating that the purchase header table stores all the different purchase documents. Once you make a purchase quote into a purchase order, it merely moves it in the purchase header table to a different document type and document number.

In his blog post, Anglesea then explained how this involves approvals and offered a solution to the case of the missing approvals, although the solution wasn’t quite the open and shut case he had hoped for.

Business Central: Universal code and Microsoft's apps problems

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

Get full access

or login