Microsoft Dynamics 365 Business Central is a comprehensive business application solution designed and optimized for small and medium-sized enterprises (SMEs). Since its launch in April 2018, Business Central has become increasingly popular with companies that want to drive digital change internally.
With the new update in April 2020 (Release Wave 1 2020) further features in the ERP solution will go live. We would like to introduce some selected, new functions such as the consideration of an incoming surplus and the automatic insertion of recurring sales and purchasing lines and show you some examples.
Further functions such as the Outlook Client, Excel integration or the data migration of master data will be presented live in the system in our free online workshop "Dynamics 365 Business Central SaaS - ERP 100% from the Cloud" on 24.04.2020. Don't miss it, register now.
In practice, it may happen that you receive more goods than were ordered. You can now maintain directly on the article how to deal with this if too much is delivered. There are excess receipt codes for this. With these codes you can determine the percentage of surplus per article in order to process it.
The surplus code is deposited on the article and can then be used in the goods receipt process.
In the purchase order you will then find the new field "Surplus quantity received", in which the quantity delivered can be entered up to the maximum value. This maximum value is calculated as a percentage.
10 articles were ordered, but 12 will be delivered.
Now 2 articles are entered in the field surplus quantity, which increases the quantity to 12.
This document can now be processed and posted.
Another feature is the automatic insertion of recurring sales or purchase lines. The recurring sales and purchase lines have been in the application for a long time, but now this can be automated. We would like to illustrate this scenario with a sales document.
You set up your recurring sales lines as usual and store them with the required customers.
If an order or an invoice is opened and this customer is selected, this line (or lines) is inserted automatically.