From the Microsoft Dynamics 365 Business Central blogs: G/L budget issues; External document number; Foreign currency; Integrating POS

In this week’s Dynamics 365 Business Central blog roundup:

• Troubleshooting G/L budget issues
• External document number hidden on the vendor applied invoices page
• Foreign currency gains and losses, part 1
• Considerations when integrating a POS system

Troubleshooting G/L budget issues in Business Central

On the Evolution Business Systems blog, Hayeen Palencia wrote that when you use general ledger budgets with analysis views for reporting in Microsoft Dynamics 365 Business Central or tools such as Jet Reports, you might face issues where budget figures are missing or are outdated.

Palencia then provided a common scenario:

• You load new G/L budget data into D365BC via the Excel import function.
• The analysis view card is set to "update on posting" and "include budgets," so actuals and budget entries are captured.
• You run the update function to include the new budget entries in your reports.
• After adjusting your budget in Excel and re-importing it, you check the reports again, only to find that the budget amounts have reset to zero, and the previous data is gone.

In her blog post, Palencia explained how the issue occurred and how you can fix it.

External document number hidden on the vendor applied invoices page

Writing on the ERP SoftwareBlog, Steve Simon from PDG Consultants stated that one of the company's D365BC clients is struggling to match vendor invoices to payments.