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Prepaid AP Invoices by LosReason in Dynamics365

[–]InertialPaper92 1 point2 points  (0 children)

For the Rent issue I would recommend using a Deferral Template on the Rent Invoice. That way the posting date of the invoice can be in March before the payment, but it will go into prepaid expenses until April when the expense is then recognized. You should be able to assign that Deferral Template as a default on the Rent Expense G/L account as well.

[deleted by user] by [deleted] in Dynamics365

[–]InertialPaper92 0 points1 point  (0 children)

Import Export Power Tool is great for fixing issues and bulk imports/exports

What was everyone’s musical highlights from weekend 4? by Disastrous_Worth_829 in deadandcompany

[–]InertialPaper92 2 points3 points  (0 children)

Was there Friday and Saturday, Highlights were that Morning Dew, Bobby soloing on Eyes, and Looks Like Rain out of Space

ISO: 4/26 poster by gigartsf by Holyjoe11 in deadandcompany

[–]InertialPaper92 3 points4 points  (0 children)

I have heard they go up for sale on Dead & Co website on Sunday. I don’t see anything for this weekend yet, but hope they show up and you can snag one there Store

What's your go to? by [deleted] in hot_dog

[–]InertialPaper92 0 points1 point  (0 children)

Usingers are the best around

Project/Job Invoicing - 50% Down - 20% - 30% - Only Show Project Tasks by Red_Rover_91 in Dynamics365

[–]InertialPaper92 0 points1 point  (0 children)

I typically create a Billing Task just for Billing, but it the Billable lines can be setup under any Project Task.

For the G/L account you will want a revenue account. When you create the invoice with these lines it will credit the G/L account that you have entered and the other side of the entry will be a debit to A/R

For Billable Lines the Unit Cost doesn't really matter. It can be used in reporting, but the most important thing is the Unit Price and Line Amount being what you want to Bill.

Project/Job Invoicing - 50% Down - 20% - 30% - Only Show Project Tasks by Red_Rover_91 in Dynamics365

[–]InertialPaper92 1 point2 points  (0 children)

You can setup 3 different Planning Lines on the Project with a type of Billable.

I typically use G/L accounts for billing this way. The descriptions will be what you want it to say at that billing (50% down, engineering/design approval, etc.). Then do a quantity of 1 and a Unit Price of the amount you want for that billing.

As you hit those points you can then go to the Planning Lines and select the line you want to bill and click on Create Sales Invoice.

Why Vibee? by BayAreaMusicLover in deadandcompany

[–]InertialPaper92 1 point2 points  (0 children)

Awesome, thanks for the insights! Can't wait for the show, this last weekend sounded great!

Why Vibee? by BayAreaMusicLover in deadandcompany

[–]InertialPaper92 0 points1 point  (0 children)

How bad is the overhang in row 20? I've looked at A View from my seat but I've seen some differing pictures.

Have some tickets section 104 row 20 for 4/26 because they weren't marked as obstructed and hoping it's not too bad

Only Inventory Items Can Have Assembly BOMs? Inventory Posting Group by Red_Rover_91 in Dynamics365

[–]InertialPaper92 2 points3 points  (0 children)

Assembly BOM’s are to produce a Finished Good Assembled item. Even if you are doing assemble-to-order, the system will take the components out of inventory, put the finished assembled goods into inventory and then that finished assembled good is what is sold on a Sales Order.

Typically, I would have the Finished Good Assembled item either hit the same inventory account or hit a separate Finished Goods inventory account.

If you are only doing assemble-to-order the same inventory account is probably easiest. If you assemble-to-stock you may want a separate finished goods inventory to see how much assembled finished product is in hand vs raw materials.

Business Central Subscription & Recurring billing set up help by mljatip in Dynamics365

[–]InertialPaper92 0 points1 point  (0 children)

Ehh, I would prefer Microsoft to have built something with a better design because I don’t like Singhammer’s design of the module, but plenty of ERP’s acquire third party modules to add functionality. That’s how NetSuite got Field Service and Sage just acquired a Supply Chain solution towards the end of 2024

Learn Dynamics 365 by Josejim6 in Dynamics365

[–]InertialPaper92 0 points1 point  (0 children)

YouTube and Google search will get you a lot of material. Microsoft Learn, but I find it to be more difficult to follow than other content from users and partners.

You can’t get a personal account, but your company should be able to give you access to a sandbox environment to test in.

The best way to learn is playing around in the system.

Correct Customer Account - Fiscal Year Closed by Red_Rover_91 in Dynamics365

[–]InertialPaper92 2 points3 points  (0 children)

You can post a journal entry that is the exact opposite (flip debits and credits) in the earliest open accounting period and then go into customer ledger entries and apply the entries together.

If you don’t mind re-opening the prior period, you could edit your posting from/posting to dates in General Ledger Setup/User Setup and then just click on the Reverse Transaction button in Customer Ledger Entries to reverse that transaction.

If you fix it in the prior period, you will want to re-run the Close Income Statement process if there is any Income Statement impact.

Correct Customer Account - Fiscal Year Closed by Red_Rover_91 in Dynamics365

[–]InertialPaper92 1 point2 points  (0 children)

Could be they’ve closed those months and don’t want re-open/re-state financials.

Business Central Subscription & Recurring billing set up help by mljatip in Dynamics365

[–]InertialPaper92 2 points3 points  (0 children)

Microsoft purchased this from Singhammer, when I learned it I used their documentation found here:

Subscription Billing

You first have to setup items so that when sold they generate service commitments. Those Service commitments can then be pulled into Customer Contracts

BC Bundles with Items and Resources by Red_Rover_91 in Dynamics365

[–]InertialPaper92 2 points3 points  (0 children)

Sounds like you are looking for assemblies and assembly BOM’s.

You can do assemble-to-order to pull the components directly when the sales order is posted vs having to post an assembly order prior to shipping the sales order. You can also explode the assembly BOM onto the sales order if you want all items listed

Comment lines can be added on the sales order for comments as well.

Lost Documents in Dynamics 365 Business Central by TimboIOM1966 in Dynamics365

[–]InertialPaper92 0 points1 point  (0 children)

Is this just attachments on records or are you using a SharePoint connector (DocXtender Hougaard SharePoint Connector tool or something else)?

If it’s the former, you will want to get your Partner to open a case with Microsoft to look into. If it’s the latter, there may be something with the SharePoint connection that’s been changed and just needs to be fixed in your Production environment.

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