Business Central Junction 365 Blogs

One of my colleagues recently faced a critical issue in the Microsoft Dynamics 365 Business Central (BC) Production environment: Scenario: The admin user accidentally deleted their own permission sets . No other user had SUPER or equivalent permissions to restore access. This effectively locked out the tenant from performing any privileged action in Production. This kind of situation is highly risky , especially when no fallback access or admin recovery users are available. Recommended Action: Raise a Support Request (SR) with Microsoft Since no internal access was possible, the only feasible and secure route was to: How to raised SR Escalate Support Issues to Microsoft   How Microsoft Helped: Microsoft made internal changes in the backend, after which admin access to the Production environment was restored successfully. Thanks For Reading...!! Regards Khushbu Rajvi

Prepayments in Business Central let you invoice and post advance payments on sales or purchase orders before the final invoice. This is useful when you require deposits before production or delivery. First of all, we have to set up Sales & Receivables Open Sales & Receivables Setup using the Tell Me 🔍 feature. Under the Number Series section: Make sure Posted Prepmt. Inv. Nos. is the same as Posted Invoice Nos. And Posted Prepmt. Cr. Memo Nos. matches Posted Credit Memo Nos. This ensures that your prepayment invoices and credit memos follow the same numbering as regular sales documents. Configuring sales prepayment accounts in the General Posting Setup Read:  Ways to handle prepayment    Go to General Posting Setup , find the line for DOMESTIC and RETAIL , and set the Sales Prepayments Account to the correct G/L account. Set Up Prepayment Percentages for Customers and Items Once the core sales prepayment settings are configured, the next step is...

When a customer pays you before you deliver goods or services — that's called a prepayment. You haven’t earned the money yet because the sale isn't complete. So, where do you put this money in your accounts? That’s where Customer Prepayment Accounts come in. 💡 Two Common Ways to Handle Prepayments in Accounting: 1. Prepayments as a Liability (most common) Why? Because the money received doesn’t belong to you yet. You owe the customer a product or service. Example in Chart of Accounts: You create a Liability Account like “Customer Prepayments.” What Happens in BC: When you deliver the product/service, Business Central automatically moves the prepayment amount from the liability account to the Revenue Account. 🔁 This is the default and standard accounting practice in many industries. 2. Prepayments as Prepaid Revenue (used in service companies) Why? In professional services (like consulting), some companies record prepayments directly in the income statement as a special kind o...

 Yes — and it’s a smart move to ensure you're not shipping goods before receiving required deposits. You can block the shipment or invoicing of sales orders until the required prepayment is fully paid. This ensures financial control and reduces risk with customers who have poor payment histories. Here’s how to enable it: 🔹 Navigate to: Sales & Receivables Setup > General FastTab 🔹 Action: Enable the Check Prepayment when Posting checkbox. 📌 What does this do? When enabled, you cannot post shipments or invoices for any sales order that still has an unpaid prepayment amount. Thanks For Reading...!! Regards, Khushbu Rajvi

In this post, we’ll break down the minimum required permissions a user needs to log in successfully to Business Central. ✅ What Is the LOGIN Permission Set? The LOGIN permission set is designed to provide the minimum access needed to sign in to Business Central. It gives users just enough permission to: Authenticate and access the system. See the company list. View their own user details. ⚠️ What It Doesn't Include The LOGIN set does not give access to: Role Centers (home pages) Pages, reports, or data Any business functionality As a result, a user assigned only the LOGIN permission set can log in successfully , but they will encounter a permission error when trying to navigate the system.  How to Fix the Role Center Access Issue Here, the user is assigned only the LOGIN permission set , with no additional roles or page access. As a result, when attempting to sign in, they encounter a permission error , because they do not have access to open any R...

📘 Introduction: When businesses incur costs or revenues that span multiple periods, deferrals ensure accurate financial reporting by spreading these amounts over time. Business Central offers a powerful tool called Deferral Templates to automate this allocation. In this blog, we'll walk you through setting up deferral templates to streamline your periodic postings. ✅ What Are Deferral Templates? Predefined schedules to defer revenue or expenses. Used for items, resources, or G/L accounts. Steps to Set Up a Deferral Template: Navigate to Deferral Templates Use the Search icon > Enter Deferral Templates > Select the link. Click New to create a new template. Fill in the Template Fields: Calculation Method (Straight-Line, Equal Per Period, Days Per Period, or User-Defined). 🔹 Straight-Line Amounts are distributed based on the length of each accounting period. Longer months receive more deferral amount, shorter ones receive less. Best for: Realistic monthly expense alloc...

In the previous session, we explored how to create Standard Journals to save frequently posted transactions. Now, let’s take the next step — reusing those saved templates. Once you have your standard journal saved, reusing it is quick and straightforward. This feature not only saves time but ensures consistency in your postings. 👉 Steps to Reuse a Standard Journal Open the General Journals page by using the Search (🔍). Choose the journal template and batch where you want to reuse the lines. Navigate to:  Home > Get Standard Journals The Standard General Journals page opens, listing all the saved templates. Select the desired standard journal entry.  Just like that, the journal lines will be populated! Now you can post, edit, or adjust those lines as needed — without rebuilding from scratch. ✅ Use Case Tip If you're handling recurring entries like monthly rent, depreciation, or intercompany allocations, using this feature will cut down your entry time dramaticall...

 When working with recurring transactions in Microsoft Dynamics 365 Business Central, Standard Journals offer a smart and time-saving way to handle repeated entries. Whether you're posting payroll, month-end adjustments, or routine allocations, standard journals eliminate manual repetition — saving time and reducing errors. Standard Journal in Business Central is essentially a saved template of general journal lines. You can save frequently used journal entries as standard journals and reuse them whenever needed. Here’s what makes them powerful: 💡 Created only for General-type journals 🔄 Can be used across different batches under the same journal template ♻️ Easy to retrieve and reuse , even with or without amounts 🛠️ How to Create a Standard Journal Creating a standard journal is simple. Just follow these steps: Go to General Journals from the Search bar.  Enter the journal lines you want to save. Select the journal lines.   Click More Options ...

When working with General Journals in Microsoft Dynamics 365 Business Central , accuracy is everything. A small error in a journal entry can ripple through financial reports, cause audit issues, and create a lot of rework. That’s why the Preview Posting feature is such a game-changer. In this blog, we’ll walk through what Preview Posting. ✅ What Is Preview Posting? Preview Posting allows you to simulate the results of a journal posting before committing the changes. It's a way to see exactly which G/L entries, VAT entries, and other related ledger entries will be created — without actually posting anything . Think of it as a “pre-flight check” for your journal. 🔧 Setting Up the Preview Type The way your posting preview appears depends on the setup in the General Ledger Setup page. On this page, look for the field called Posting Preview Type , where you can choose between: Standard : A summarized view grouped by entry type (e.g., G/L entries, VAT entries, etc.). You can...

While working with Business Central , you might come across a scenario where General Journal lines disappear after posting — and you can't find them on the Posted General Journal page.  💡 Here's the catch: BC doesn’t automatically copy journal lines to the Posted General Journal page unless you explicitly tell it to. 🔧 How to Enable It: Go to General Journal Templates .  Select your journal template (e.g., GENERAL). Set Copy to Posted Jnl. Lines = TRUE Now, you’ll see your journal lines in the Posted General Journal list. Thanks For Reading...!! Regards, Khushbu Rajvi

When customizing List or ListPart pages in Dynamics 365 Business Central, FlowFields can sometimes behave differently than expected—especially when you want to display a dash ("–") instead of a zero. This is a subtle UI detail that enhances readability for end-users, and mimics the behavior seen in standard pages like Job Task Lines Subform . In this blog, we’ll explore how to reproduce this formatting behavior for custom FlowFields. In this code, we extended the Item Ledger Entries page to add a calculated field ( RKTest ) that displays the "Cost Amount (Actual)" . We used BlankZero = true and AutoFormatType = 1 to show a dash ( – ) when the value is zero. The value is set in the OnAfterGetRecord() trigger, and we blocked drilldown using the OnDrillDown() trigger with a message. This ensures clean formatting and avoids confusion for users when no value is present. pageextension 50100 "ItemLedgerEntryExt" extends "Item Ledger Entries"...

 In our previous blog , we explored what Processing-Only Reports are in Microsoft Dynamics 365 Business Central — how they work, when to use them, and their benefits over codeunits. In this post, we’ll take it a step further by walking through a real-world use case: a report that automatically blocks inactive customers who haven’t had any sales activity in the past year. Goal: Identify customers with no posted sales invoices in the last 12 months and automatically block them from making new transactions . Since this task doesn’t require any printed output — only data processing — it’s a perfect use case for a Processing-Only Report . report 50134 BlockInactiveCustomers {     Caption = 'Block Inactive Customers';     UsageCategory = ReportsAndAnalysis;     ApplicationArea = All;     ProcessingOnly = true;     dataset     {         dataitem(Customer; Customer)         {   ...

  Have you ever needed to process data in Business Central without printing anything? That’s where Processing-Only Reports come in! They're powerful, easy to maintain, and great for handling background tasks like bulk updates, calculations, and data clean-ups — all while giving users a familiar interface for filters and scheduling. In this post, we’ll dive into what they are, why they’re useful, and how to create one. 🔹 What is a Processing-Only Report? A Processing-Only Report in Microsoft Dynamics 365 Business Central is a report that doesn’t generate output like PDF or Excel. Instead, it’s built to process data behind the scenes — ideal for tasks like: Updating records in bulk Running business logic on filtered data Showing progress and results with messages or dialogs By setting the ProcessingOnly property to true , the report becomes purely functional — no printout involved. 🔹 Why Use a Report Instead of a Codeunit? At first glance, this might sound like ...

In our previous blog, we explored how the SaveValues property can remember user-entered filters, improve usability when run Business Central reports.  Today, we dive deeper into advanced request page capabilities  🧩 Combining SaveValues and AllowScheduling When both SaveValues = true and AllowScheduling = true are set on the request page: Users can preview reports multiple times without the request page closing. This enables quick iterations : apply filters → preview → adjust filters → preview again. Filters are still remembered for future runs. 🔁 If either property is false: The request page closes after the first preview . The page shows "Preview and Close" instead of just "Preview". Users must re-run the report to make changes, reducing efficiency. 🧠 Developer Tip This combo is great for reports that users test or run frequently with changing filters—like sales analysis, customer summaries, etc. 📚 Microsoft Docs References SaveValue...

One of the small yet powerful features in Microsoft Dynamics 365 Business Central is the ability to remember user-defined filters on reports. This is made possible using the SaveValues property on the request page. In this blog, we’ll explore how it works and why it improves report usability for end-users. 🧭 What is the SaveValues Property? Whenever you create a new report in Business Central, a request page is automatically created. This is the interface users interact with to define filters, report options, and output settings like "Send to," "Preview," or "Print." By default, these values are not saved after the report is closed. However, if you set the SaveValues property to true , Business Central remembers what the user entered —saving time and improving efficiency.  🛠️ How to Use  SaveValues To enable this, simply modify the  requestpage  section in your AL report definition: report 50100 "Customer Sales Summary" { UsageCat...

 he Request Page plays a key role in how reports are executed, allowing end-users to apply filters, choose output options, and preview results. However, there are scenarios where skipping the request page is not just possible—but also preferred. This blog explores the way and reasons for skipping the request page , and how it affects report behavior.  Skipping the Request Page Using UseRequestPage = false The most straightforward way to skip the request page is by setting the  UseRequestPage  property to  false  in the AL report definition. report 50100 "My Custom Report" {     UseRequestPage = false;     // Other report definitions } 💡 What happens when it's skipped? The request page won’t be shown . Report executes immediately . User cannot set filters or options at runtime. Default filters set in AL code are used (if any). Send to , Print , Preview , and Cancel buttons won’t appear . 🧠 Best Practices When Skippi...

 Exporting data to Excel is a valuable feature for users needing further data analysis, reporting, or sharing. However, there may be situations where the "Edit in Excel" or "Open in Excel" options are missing or unavailable for certain users. This issue typically relates to user permissions—and specifically, the D365 Excel Export Action permission set. 🔒 Controlling Excel Export Access To align with organizational data governance policies, administrators can control who is allowed to export data from Business Central to Excel. If a user cannot see the Excel worksheet options, it is most likely because they do not have the appropriate permission set assigned. ✅ Required Permission Set Permission Set Name : D365 Excel Export Action This permission set enables users to export data to Excel, including the Edit in Excel and Open in Excel functionalities across pages in Business Central. To enable Excel export: Go to Users , open the user card, and assign t...

When working with Microsoft Dynamics 365 Business Central (Cloud) , data entry plays a key role in maintaining accurate records. Whether you're entering a customer comment, a currency code, or an item number, it's important to understand the difference between text fields and code fields , and how each behaves. In this post, we’ll explore how these fields work, what they’re used for, and a few helpful tips to keep your data clean and consistent. ✍️ What Are Text and Code Fields? In Business Central, most forms contain fields where you can enter alphanumeric data — this includes both letters and numbers . These are generally categorized as: 1. Text Fields Text fields are used for free-form input — things like item descriptions, customer comments, or internal notes. Key Features: Accept any combination of letters, numbers, and symbols. Used for descriptions or remarks where no predefined value is required. The content is saved exactly as typed (case-sensitive, s...

  Microsoft Dynamics 365 Business Central  is the ability to enter mathematical expressions directly into number fields 🔢 Number Fields with Built-In Calculations In Business Central, number fields are used to enter quantities, unit costs, discounts , and more. These fields are more than just placeholders for digits — they support mathematical expressions such as: 13.50 * 2 - 12 When you press Enter or move to another field, Business Central automatically calculates the result. Supported Operators: Operator Function + Addition - Subtraction * Multiplication / Division You can use the four basic arithmetic operators directly in any number field that allows calculations: 📌 Use Case: Purchase Invoice Lines Let’s say you're entering a purchase invoice, and the unit price needs a quick calculation. You can do the following: Navigate to Purchase Invoices > Lines. In the Quantity  field, you can enter a mathematical expression such as 13.50 * 2 - 5 Business Central...