A Shot of Business Central and A Beer | Episode 39
A Microsoft Dynamics 365 Business Central podcast | Episode 39 A Shot of Business Central and A Beer
Welcome to the original Business Central fireside chat, A Shot of Business Central and A Beer. This is episode 39 and on today’s show we have the latest BC news for you, we’re going to go over Month End Closing Process, and take a look at a B2B Ecommerce app.
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A Shot of Business Central and A Beer Podcast Show Notes
What we're drinking
The variety pack includes: Dortmunder Gold Lager, Burning River Pale Ale, IPA, Hazecraft IPA and new Crushworthy Lo-Cal Citrus Wheat
Ken Review: 86
Michael Review: 83
Shot of Business Central (Latest News)
Platform Hotfixes
15 total
Application Hotfixes
37 total
Local Application Fixes
As usual, a lot for all the different countries.
7 total for the United States.
Release and reopen multiple documents
When you finish working on a batch of documents you can now release all or some of them into the next stage within your process or you can reopen them for further processing all in one go.
Open and Released Status have different font colors to make it easier to read.
When releasing or reopening multiple documents a confirmation pop up will appear showing the number of documents that are selected and the number that remain unchanged.
Extended through December 2022.
Good resource for partners to see all things relevant to BC.
Most Important BC Integration
Has moved out of preview and is now in General Availability
Business Central Month End Closing Process
Refer to our article Month End Closing in Business Central
Questions
Why is Month End important?
How important is it to control the posting dates (allow posting from and allow posting to) for all users?
Where can this be controlled?
Globally it can be controlled in the General Ledger Setup
For individuals it can be controlled within User Setup
What is a soft close. Is this where you can go back and adjust even after periods have been closed?
What’s this used for, mistakes?
Tips to make Month End Easier
Create reoccurring User Tasks for people or groups and assign.
Bookmark pages that you need for your tasks
Take off Direct Posting on accounts like AR, AP, and Inventory.
Month End Process
Post all open activity and perform closing procedures
Post all finished production orders, sales orders, purchase orders, etc.
Multi-currency
Depreciation
Reconcile Controlling Accounts
AP
AR
Inventory
Cash
Run Reports
Aging Reports
Inventory Valuation
Bank Statement(s)
Set Date Restrictions
Featured Business Central App
What is it?
It’s a hosted Azure based B2B webshop solution that is directly and live integrated into Business Central.
What does it do?
It allows you to give your customers access to live inventory numbers as well as to calculate sales process based on Business Centrals price/discount functionality.
How is it different?
The shop cart is directly shown in BC in the sales quote system, this way a salesperson can add or remove items to an order and get an overview of what orders are incoming.
Also, orders delivered to the shop are placed in Business Central immediately and can be released directly to pick when the end user presses “order” on the website.
Features
There are a bunch of features. Here are my top 5 in no particular order:
When logged on, select if you want to show suggested retail prices on product, this way you can show the page to the end-user without showing your customers mark-up.
Customer-specific catalogs, based on Master Data Information, if the customer is logged in (B2B).
Freight item is automatically added to order based on total order price.
See all historical invoices and credit memos on the shop.
Show discount percent and discount amount in the cart before ordering.
Pricing
Thoughts
Might be the easiest to use B2B eCommerce I’ve seen. This has the potential to be for B2B what Shopify is for B2C.
Outro
Well, you’ve reached the end of another episode of A Shot of Business Central and A Beer podcast. Connect with us at www.solsyst.com and on all major social media channels. Also, don’t forget to subscribe to the podcast so you always know when the latest episode is available.
See you next month!
