Khushbu Rajvi's Dynamic 365 Blogs

Suppose you have a requirement to automatically transfer all released or open purchase quotes to purchase orders in Business Central, without any human intervention. Here, I will discuss how you can handle this process. The standard Codeunit 96, 'Purch.-Quote to Order,' is used for this purpose. Typically, if you use this codeunit directly in the job queue to transfer, you may encounter the following error: Reason: The Job Queue cannot be created on its own without a custom report or Codeunit to call.  To convert released Purchase Quotes to Purchase Orders using the Job Queue, you must: First, you need to create a codeunit that contains the logic for converting a Purchase Quote into a Purchase Order. Below is a simplified version of how the codeunit might look: codeunit 50100 "AutomatedPurchQuoteToOrder" {     Subtype = Normal;     trigger OnRun()     var         PurchQuoteToOrder: Codeunit "Purch.-Quote to Order";   ...

Suppose, you may have a requirement to break long text into multiple lines after a certain number of characters in Business Central. For example, when dealing with lengthy descriptions in fields like "Work Description," it's important to ensure the text wraps properly to maintain readability. In this scenario, I have implemented a solution using a tableextension to automatically insert line breaks after a specified character length (45 characters in this case). The code takes the input string, breaks it into lines, and formats it accordingly before writing it back to the "Work Description" field. This ensures that the text is displayed in a neat and user-friendly manner in the system. Code:   tableextension 50140 MyExtension extends "Sales Header" {     trigger OnInsert()     var         TypeHelper: Codeunit "Type Helper";         Crlf: Text[2];         InputString: Text[2048];       ...

Customizing Headers and Footers in Business Central Reports RDLC: First Page and Last Page Tricks Suppose you are working on a report, and there is a requirement for the header to appear only on the first page and the footer to appear only on the last page of the document.  It's always a good practice to check if there are properties available that can simplify your task. In this case, the PrintOnFirstPage and PrintOnLastPage properties for headers and footers can be very useful. Here's how you can handle it: Open the RDLC Layout. In the Header, right-click and select Header Properties. Enable the option Print on first page and click OK. In the Footer, right-click and select Footer Properties. Enable the option Print on last page and click OK. Save the changes, publish the report, and test the output. Expected Output: • For a multi-page document: The header will appear only on the first page. The footer will appear only on the last page. • For a single-page document: Both t...

 Hi Colleagues, Today, we will discuss how we can search custom table data using the " Search Company Data " feature in Business Central. For more information regarding the " Search Company Data " feature, you can refer to the official Microsoft documentation: Search Company Data I have added a test customer to the default customer table.  and created three test entries in the Test Header custom table. To search for data, enter one or more keywords in the "Tell Me" search box. Alternatively, when you run "Tell Me" in the context of an editable page, it will automatically search for the value in the currently selected field. Click on " Search Company Data ". Here, you can see that the search results include the top results from the tables you have access to. However, custom table data is not showing in the list. Reason : Test Header is not enabled in the list. Now, follow below steps to add default or custom table data to the search list...

Few simple steps for Copy a Production or Sandbox Environment  Open Business Central, click on the Settings icon, choose Admin Center Within the Business Central Admin page select the production environment that you wish to copy. Select Copy from the ribbon. Specify your new environment's name and type.  Select Copy Once the copy process has finished you'll see a new environment listed in your environments tab.  copy Note: You can only have 3 Sandboxes & 1 Production environment. If there are already 3 Sandboxes you can delete one and after the deletion is done, you can copy the Production Environment.  Business Central 2021 wave 2 (BC19) new features: Copying environments of different types (Production to production, Sandbox to sandbox, Sandbox to production) Thank you for reading...!! Regards,  Khushbu Rajvi

Few simple steps for creating a sandbox environment in the D365 Business Central tenant. Access the Admin Center for Business Central by clicking on the gear symbol and selecting Admin Center. Click New to start creating new environment After entering the Environment Name, Environment Type as Sandbox, and Country, click Create button: It will take some time to prepare the sandbox environment.  After preparing the environment, the status will be shown as Active: Now the sandbox environment is ready and you can visit the environment: Thanks For Reading. Regards, Khushbu Rajvi