New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2: Post Item Charges for Each Step of the Process

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2022 Wave 2.

The seventh of the new functionality in the application section is post item charges for each step of the process.

Get more flexibility on how and when to register cost in the sales or purchasing process.

Enabled for: users, automatically
General Availability: October 2022

To help you track costs and capture valuation, your inventory items must carry any added costs, such as freight, physical handling, insurance, and transportation that you incur when purchasing or selling the items. For purchases, the landed cost of a purchased item consists of the vendor’s purchase price and all additional direct item charges that can be assigned to individual receipts or return shipments. For sales, knowing the cost of shipping sold items can be as vital to your company as knowing the landed cost of purchased items.

This release wave brings you more flexibility on how and when to post item charges. Let’s illustrate with a scenario:

You’ve created a purchase order with three lines. Two lines are for items, and one line captures item charges that are allocated across the items by amount.

Purchase Order entry window showing the example three line order

When the goods are delivered, you discover that the first item is missing so that you cannot mark it as received. You can receive and post the invoice for the second line only, so that you can ship it to your customer and deal with another item later.

But how to handle item charges in this case?

It’s easy with the new Quantity to Handle field in the Item Charge Assignment page. You just set the Quantity to Handle field to 0, and now you can adjust the value of the Quantity to Invoice field on the purchase order lines—just copy the value from the Item Charge Qty. to Handle field.

Edit - Item Charge Assignment (Purch) example

Now you can post the partial invoice with the item charge allocated to one line, making sure that all cost factors are accounted.

Once you are ready to handle the second item, you just update the Quantity to Handle field and post the order.

My opinion

More flexibility in this area can only be a good thing as it should allow a smoother, and quicker, processing of shipments.

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2022 Wave 2
Better Bank Reconciliation for Checks and Improved Reporting
Extended Text Functionality for VAT Clauses
Financial Reporting Replaces Account Schedules
Find Posted and Non-Posted Document Lines in Search
Flexible Sorting in the Planning Worksheet Page
Make Entry of Variant Codes Required
Post Item Charges for Each Step of the Process
Service Management – minor improvements
Simpler Shopify Connection
Track Items That Are Used in Projects, Including Picks
New VAT Date Field on documents and Entries
Set Up Data Exchange More Easily
Use Multiple Remit-to Addresses for Vendors
Reverse Payment Reconciliation Journal Entries
Check the GL Journal Balance by Correction – Czechia
Configurable and Redesigned Intrastat Solution
Specify a Default Bank Account by Currency – Czechia
Word Layout Email Template for CZ Documents
IRS 1096 Form (United States)
Service Declarations F01DGS for Belgium and Intrastat for Italy and France
Get More, Better Communications as Admin
Use Service-to-Service Authentication with Admin API
Cloud Migration Data Upgrade for Extensions
Update Licensed Users from Microsoft 365 Faster
Migrate more data from Dynamics GP
Restore Deleted Environments
Get More Visibility Into Outages
Personalize and Design the Automate Actions in the Web Client
Rely on Personalization to Show or Hide Power BI Parts on Lists
Switch Power Automate Features On or Off
Use a Power Automate Flow to Notify Business Central of Dataverse Entity Changes
Add Media/Image Support for Business Central Connectors
Power Apps and Power Automate Support for Document Attachments
Easily Access Setup Pages for New Apps
Easily Find Apps to Connect to Core Services
Easily Install and Set Up New Apps
New Field Descriptions Improve Clarity
Configure OneDrive Integration
Delegated Admins Can Edit in Excel
Share to Teams Action Now Includes Link Preview
Embed Business Central in Teams Tabs
Access Business Central With Your Microsoft 365 License
Choose the Report Layout on Request Page
Use New Dedicated APIs for Financial Reporting
Performance – Faster Data Stack
Use Power BI App on Telemetry For Insights Into Environments
Compile Against Installed AppSource Apps
Auto-save as You Work
Experience Updated UI Elements
Switch Companies Across Environments
Legacy List Views Will be Hidden
Modern Action Bar
Search in Company Data

What should we write about next?

If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.

Your Name

Your Email

Suggested Topic

Suggestion Details

Leave a Reply

Your email address will not be published. Required fields are marked *