{"id":1084,"date":"2021-03-26T17:23:44","date_gmt":"2021-03-26T15:23:44","guid":{"rendered":"https:\/\/www.opgona.training\/?p=1084"},"modified":"2021-03-26T17:28:26","modified_gmt":"2021-03-26T15:28:26","slug":"efficient-use-of-ms-dynamics-365-business-central-save-time-and-prevent-mistakes","status":"publish","type":"post","link":"https:\/\/www.opgona.training\/index.php\/2021\/03\/26\/efficient-use-of-ms-dynamics-365-business-central-save-time-and-prevent-mistakes\/","title":{"rendered":"Efficient use of MS Dynamics 365 Business Central. Save time and prevent mistakes."},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1084\" class=\"elementor elementor-1084\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-175faa72 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"175faa72\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-57aa222a\" data-id=\"57aa222a\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-629384b6 elementor-widget elementor-widget-text-editor\" data-id=\"629384b6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><\/p>\n<p><\/p>\n<hr class=\"wp-block-separator\">\n<p><\/p>\n<p><\/p>\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n<p><span style=\"color: var( --e-global-color-text ); font-size: 14px;\">In our daily activities we often repeat certain actions. This also applies business administration, which is usually supported by software. When properly developed, this software takes rec<\/span><span style=\"color: var( --e-global-color-text ); font-size: 14px;\">urring activities and actions into account. In addition, being able to copy or use recurring activities saves time and prevents errors.<\/span><\/p>\n<p><span style=\"color: var( --e-global-color-text ); font-size: 14px;\">Business Central also has several features that can make life easier for the user. Unfortunately, the average user is often unaware of these features. This article focuses on them:<\/span><\/p>\n<ul>\n<li>Keyboard Shortcuts, Sorting, Searching and Filtering options<\/li>\n<li>Recurring Journal lines<\/li>\n<li>Recurring Purchase and Sales lines<\/li>\n<li>Copy Document<\/li>\n<li>Return Orders<\/li>\n<\/ul>\n<p><span style=\"color: #333333; font-size: 20px; font-weight: 600;\">Keyboard Shortcuts<\/span><span style=\"font-size: 20px;\"><span style=\"color: #000000;\"><b>, <\/b><\/span><strong><span style=\"color: #000000;\">Sorting, Searching and Filtering<\/span><\/strong><\/span><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">The first favors that should be offered to every end-user are keyboard shortcuts, together with tips on sorting, searching, and filtering. Too often, these remain underexposed. Also, useful because menu structures are sometimes changed in a new release. In my opinion, this does not do justice to the power of Business Central. I<\/span><span style=\"font-size: 14px; color: var( --e-global-color-text );\">magine not having access to the F8 function key&nbsp;to copy a value from a field on a journal line above? So, please make end-users aware of these pages: <\/span><a style=\"font-size: 14px; background-color: #ffffff;\" href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/keyboard-shortcuts\">Keyboard Shortcuts<\/a><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> and <\/span><a style=\"font-size: 14px; background-color: #ffffff;\" href=\"https:\/\/docs.microsoft.com\/en-us\/dynamics365\/business-central\/ui-enter-criteria-filters\">Sorting, Searching and Filtering<\/a><span style=\"font-size: 14px; color: var( --e-global-color-text );\">. A graphical view of the most used shortcuts is availa<\/span><span style=\"color: var( --e-global-color-text ); font-size: 14px;\">ble as image and downloadable in Pdf.<\/span><\/p>\n<p><span style=\"color: var( --e-global-color-text ); font-size: 14px;\">From the perspective of different roles in the application more features are listed below in random order.<\/span><\/p>\n<p><span style=\"color: #333333; font-size: 20px; font-weight: 600;\">Recurring journals<\/span><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">Every <\/span><strong style=\"font-size: 14px; color: var( --e-global-color-text );\">bookkeeper<\/strong><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> deals with repetitive journals based on a periodic base. Take for instance the monthly journals with respect to allocations. Business Central can easily support this with general journals and recurring journals.<\/span><\/p>\n<ul>\n<li>In a general journal, from the Action bar find the functions:\n<ul>\n<li><strong>Save as Standard Journal<\/strong>\n<ul>\n<li>Define the journal lines&nbsp;that you want to use later as a standard journal with or without the amount.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Get Standard Journals<\/strong>\n<ul>\n<li>Select a standard journal to be inserted. Adjustments in the inserted lines are still possible.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-1104\" src=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Save-standard-journal-281x300.png\" alt=\"\" width=\"246\" height=\"263\" srcset=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Save-standard-journal-281x300.png 281w, https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Save-standard-journal.png 594w\" sizes=\"(max-width: 246px) 100vw, 246px\" \/><\/p>\n<ul>\n<li>Recurring journals are defined by a <em>Recurring Method<\/em> and a <em>Recurring Frequency<\/em> in the journal line (see image below).<img decoding=\"async\" class=\"alignnone wp-image-1091\" src=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Recurring.png\" alt=\"\" width=\"182\" height=\"86\">\n<ul>\n<li>The <em>Recurring Method<\/em> determines what will happen to the quantity or amount. Do you prefer e.g., a variable quantity, choose Variable as recurring method.<\/li>\n<li>The <em>Recurring Frequency<\/em> determines the time interval for the next posting.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">After posting a recurring journal each journal line is automatically updated with newly calculated posting date based on the recurring frequency.<\/span><\/p>\n<p><span style=\"color: #333333; font-size: 20px; font-weight: 600;\">Recurring Purchase and Sales Lines<\/span><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">Many <\/span><strong style=\"font-size: 14px; color: var( --e-global-color-text );\">sellers and buyers<\/strong><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> often set up similar lines on different orders e.g., a monthly rental invoice. If similar combinations of purchase or sales lines are used frequently the features of <\/span><strong style=\"font-size: 14px; color: var( --e-global-color-text );\">Recurring Purchase Lines<\/strong><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> and <\/span><strong style=\"font-size: 14px; color: var( --e-global-color-text );\">Recurring Sales Lines <\/strong><span style=\"font-size: 14px; color: var( --e-global-color-text );\">come in handy. These \u201ctemplate\u201d purchase or sales lines can be inserted in every purchase or sales document as a set of (additional) lines. On the document choose from the action bar the function <\/span><em style=\"font-size: 14px; color: var( --e-global-color-text );\">Get Recurring Purchase Lines<\/em><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> or <\/span><em style=\"font-size: 14px; color: var( --e-global-color-text );\">Get Recurring Sales Lines<\/em><span style=\"font-size: 14px; color: var( --e-global-color-text );\">. This function will insert the recurring lines directly into the document and adjustments on the lines are still possible.<\/span><\/p>\n<p style=\"padding-left: 40px;\"><img decoding=\"async\" class=\"alignnone wp-image-1090\" src=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Recurring-Sales-Lines-300x281.png\" alt=\"\" width=\"236\" height=\"220\" srcset=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Recurring-Sales-Lines-300x281.png 300w, https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Recurring-Sales-Lines.png 339w\" sizes=\"(max-width: 236px) 100vw, 236px\" \/><\/p>\n<p><span style=\"color: #333333; font-size: 20px; font-weight: 600;\">Copy Document<\/span><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">In the same way whole documents can be reuse using the <\/span><strong style=\"font-size: 14px; color: var( --e-global-color-text );\">Copy Document<\/strong><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> function, which is present on most documents. When selecting this feature a request page will direct you in what to copy from another document to the document you are creating. See the image below. It is not restricted to historical documents, so, you can even copy from open documents. The minimum information you have to provide are the document type and document number. Other options are <\/span><em style=\"font-size: 14px; color: var( --e-global-color-text );\">Including Header<\/em><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> (in most cases Vendor and Customer information) and <\/span><em style=\"font-size: 14px; color: var( --e-global-color-text );\">Recalculate Lines<\/em><span style=\"font-size: 14px; color: var( --e-global-color-text );\">. This last option, when activated, will recalculate lines based on current prices. Adjustments in the new document are still possible after having copied from another document.<\/span><\/p>\n<p style=\"padding-left: 40px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1088\" src=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Copy-Document-251x300.png\" alt=\"\" width=\"235\" height=\"281\" srcset=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Copy-Document-251x300.png 251w, https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Copy-Document.png 507w\" sizes=\"(max-width: 235px) 100vw, 235px\" \/><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">The <\/span><strong style=\"font-size: 14px; color: var( --e-global-color-text );\">Copy Document<\/strong><span style=\"font-size: 14px; color: var( --e-global-color-text );\"> feature is certainly useful when we are dealing with return orders. When copying an order into a return order, the settlement (appliance) is also immediately arranged. The field <\/span><em style=\"font-size: 14px; color: var( --e-global-color-text );\">Applies-to Doc. No<\/em><span style=\"font-size: 14px; color: var( --e-global-color-text );\">. is filled in automatically and the settlement of return and invoice takes place automatically after posting the return order<\/span><\/p>\n<p><span style=\"color: #333333; font-size: 20px; font-weight: 600;\">Sales Return Orders<\/span><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">Regarding sales return orders: the handling of returns often takes an organization a lot of time in addition to a lot of annoyance. When goods are returned from your customer, new steps will often have to be followed. Perhaps the goods must also be returned to the supplier and new goods must then be purchased. The correct goods may have to be returned to the customer. Some features on a sales return order can make handling return orders much easier.<\/span><\/p>\n<ul>\n<li>In each return order, the second \u2018child\u2019 line can be filled in with a negative quantity on a sales line and correction of the returned goods. After posting the sales return order the return and sales process is registered at once.<\/li>\n<li>If the return of goods must be extended to a purchase return order a function is available to directly create the purchase return order. Even a new purchase order and sales order can be created as well by this function (see image below). This will help you to execute the whole process correctly and quickly.<\/li>\n<\/ul>\n<p style=\"padding-left: 40px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-1089\" src=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Create-return-order-related-docs-300x251.png\" alt=\"\" width=\"241\" height=\"202\" srcset=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Create-return-order-related-docs-300x251.png 300w, https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Create-return-order-related-docs.png 754w\" sizes=\"(max-width: 241px) 100vw, 241px\" \/><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">&nbsp;<\/span><\/p>\n<p><span style=\"font-size: 14px; color: var( --e-global-color-text );\">I just highlighted a handful of features that end-user\u2019s work a lot easier. And Business Central has many more. It does not only save time as such but will also reduce the number of mistakes. So, help and share.<\/span><\/p>\n<p><\/p>\n<p><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Introduction In our daily activities we often repeat certain actions. This also applies business administration, which is usually supported by software. When properly developed, this software takes recurring activities and actions into account. In addition, being able to copy or use recurring activities saves time and prevents errors. Business Central also has several features that [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":1096,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"off","ocean_gallery_id":[],"footnotes":""},"categories":[18],"tags":[],"class_list":["post-1084","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-background-article","entry","has-media"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Efficient use of MS Dynamics 365 Business Central. Save time and prevent mistakes. - opgona.training<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/www.opgona.training\/index.php\/2021\/03\/26\/efficient-use-of-ms-dynamics-365-business-central-save-time-and-prevent-mistakes\/\" \/>\r\n<meta property=\"og:locale\" content=\"nl_NL\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"Efficient use of MS Dynamics 365 Business Central. Save time and prevent mistakes. - opgona.training\" \/>\r\n<meta property=\"og:description\" content=\"Introduction In our daily activities we often repeat certain actions. This also applies business administration, which is usually supported by software. When properly developed, this software takes recurring activities and actions into account. In addition, being able to copy or use recurring activities saves time and prevents errors. Business Central also has several features that [&hellip;]\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/www.opgona.training\/index.php\/2021\/03\/26\/efficient-use-of-ms-dynamics-365-business-central-save-time-and-prevent-mistakes\/\" \/>\r\n<meta property=\"og:site_name\" content=\"opgona.training\" \/>\r\n<meta property=\"article:published_time\" content=\"2021-03-26T15:23:44+00:00\" \/>\r\n<meta property=\"article:modified_time\" content=\"2021-03-26T15:28:26+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/www.opgona.training\/wp-content\/uploads\/2021\/03\/Schooltas.jpg\" \/>\r\n\t<meta property=\"og:image:width\" content=\"318\" \/>\r\n\t<meta property=\"og:image:height\" content=\"159\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\r\n<meta name=\"author\" content=\"Rob Gabriels\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:creator\" content=\"@opgona\" \/>\r\n<meta name=\"twitter:site\" content=\"@opgona\" \/>\r\n<meta name=\"twitter:label1\" content=\"Geschreven door\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rob Gabriels\" \/>\n\t<meta name=\"twitter:label2\" content=\"Geschatte leestijd\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minuten\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.opgona.training\\\/index.php\\\/2021\\\/03\\\/26\\\/efficient-use-of-ms-dynamics-365-business-central-save-time-and-prevent-mistakes\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.opgona.training\\\/index.php\\\/2021\\\/03\\\/26\\\/efficient-use-of-ms-dynamics-365-business-central-save-time-and-prevent-mistakes\\\/\"},\"author\":{\"name\":\"Rob Gabriels\",\"@id\":\"https:\\\/\\\/www.opgona.training\\\/#\\\/schema\\\/person\\\/70caf8c73c068ecf6c88a092e2de1f98\"},\"headline\":\"Efficient use of MS Dynamics 365 Business Central. 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