Dynamicstips

When using Dynamics 365 Business Central, correcting posted sales invoices is very straight forward. We just create a sales credit memo and apply it to the sales invoice. Or even better, in some instances we can create a corrective sales credit memo. However, when it comes to credit notes you do not have this option so how do you cancel credit notes? Here are the steps to do that. 1. Navigate to General Journals 2.Make sure to leave the document type blank.  For the account type, select the “GL account” and then choose the GL account that you want the credit to hit. The amount will be negative. * NOTE: In order to account for AU GST, please make sure to populate all 5 columns as per below. 3. For the balance account type, select “Customer” and then choose the customer you will be applying this to. You will also want to make sure that the “Correction” box is checked: 4.Last, navigate to Customer Card-Related-History and select General Ledger . Apply Correction amount toward Sales ...

  This blog is part of the series on Job Module in Business Central. You can catch up on the previously posted information by the following link: Jobs Module in Dynamics 365 Business Central: Where to start? (alexandrahorbatenko.blogspot.com) How to Open a Job in Dynamics 365 Business Central (alexandrahorbatenko.blogspot.com) Once Job Card is created, the next step is to create job tasks.   The Job Tasks are located underneath the General FastTab on the Job Card as per the screenshot below.   Job Task No. - Specifies the number of the job task that you are setting up. Description - Specifies the description of the job task. Job Task Type - Specifies the purpose of the account. Similar to the chart of accounts in financial management, select one of the following option: Begin-Total, Posting, End-Total, Heading, etc. NOTE:  If you have job planning lines with the Job Task Type field set to  Begin-Total  and  End-Total , you can indent the j...

 This blog is part of the series on Job Module in Business Central. You can catch up on the previously posted information by the following link: Jobs Module in Dynamics 365 Business Central: Where to start? (alexandrahorbatenko.blogspot.com) In this blog post, we will explore the steps to set up jobs for customers in foreign currencies. There are two business scenarios: 1. A whole job (planning, consumption, and invoicing to the customer) is done in that currency. 2.  Planning and consumption is done in LCY and invoicing to the customer is done in the foreign currency. After setting up Customer Name under General tab as usual, please navigate to  Foreign Trade FastTab.   When you assign Currency Code to a job, then planning, consumption, and invoicing of to the customer is done in that currency. In our example above, we set Currency Code to GBP. Under the  Foreign Trade FastTab  and define one of these two options: Currency Code field - to ...

 This blog is part of the series on Job Module in Business Central. You can catch up on the previously posted information by the following link: Jobs Module in Dynamics 365 Business Central: Where to start? (alexandrahorbatenko.blogspot.com) 1. Navigate to the Job list by selecting the Tell me more button in the upper right-hand corner of Business Central. Enter Jobs in the search bar and choose the link for the Job List. 2. Select  NEW  from the taskbar to create a new Job card. 3. In the General FastTab, enter  Description and s elect the Customer who will be invoiced for the job. 4. In the Posting FastTab, you must select a Status, Job Posting Group, WIP Method, and WIP Posting Method.  Status: The status of Job must be Open before posting entries.   The status of Job must be changed to Closed to calculate WIP and close the job entries. Job Posting Group: The Job Posting Groups enables Business Central   post general ledger transactions to...

 In this blog series, we discuss Jobs Module in Dynamics 365 Business Central. To start with, we need to understand what the Jobs module is and how you can manage various projects or jobs as part of your day-to-day processes by using Jobs Module in BC. I. Jobs Hierarchy in Dynamics 365 Business Central  Jobs module is made up of three main areas, or levels: 1. Job Card When you start a new project, you must create a job card with integrated job tasks and job planning lines, structured in two layers. 2. Job Tasks Below the Job Card level is the Job Tasks. In business terms, you can think of this as the phases of your project.  3. Job Planning Lines The third layer consists of job planning lines, which specify the detailed use of resources, items and various general ledger expenses. I love the detailed image below to memorize Jobs Hierarchy in Dynamics 365 Business Central: Credit to  usedynamics.com  for the image above. II. Job Structure There are two most ...