New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1: Post multiple transfer orders at the same time

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 1.

The eighteenth of the new functionality in the Application section is Post multiple transfer orders at the same time.

Instead of posting individual transfer orders one by one, you can select multiple non-posted documents in a list to post them immediately or in a batch according to a schedule, such as at the end of the day. For example, this can be useful if only a supervisor can post documents created by other users, or to avoid system performance issues that might happen if you post during work hours.

Enabled for: Users, automatically
Public Preview: Mar 2023
General Availability: Apr 2023

Feature Details

To batch-post multiple transfer orders

The following procedure explains how to post transfer orders in a batch.

  1. Search for the Transfer Orders page, and then choose the related link.

  2. On the Transfer Orders page, select the orders to post.

  3. In the No. field, open the context menu and choose Select More.

  4. Select the checkbox for the lines for each order that you want to post.

  5. Choose the Posting action, and then choose Post Batch.

  6. On the Batch Post Transfer Order page, fill in the fields as necessary.

    For transfer orders that use an in-transit location, you can choose either Ship or Receive. Repeat this step if you need to do both. For orders where Direct Posting is turned on, both options work in the same way and post the order completely.

  7. Select OK.

  8. To view potential issues, open the Error Message Register page.

note Note

Posting multiple documents might take some time and block other users. Consider enabling background posting. For more information, see Use Job Queues to Schedule Tasks.

Post Batch action

To create a job queue entry for batch posting of sales orders

Alternatively, you can use the job queue to schedule posting to happen at a time that’s convenient for your organization. For example, it might make sense for your business to run certain routines when most of the data entry is done for the day.

The following procedure shows how to set up the Batch Post Transfer Orders report to automatically post direct transfer orders at 4 PM on weekdays.

  1. Search for the Job Queue Entries page, and then choose the related link.

  2. Choose the New action.

  3. In the Object Type to Run field, select Report.

  4. In the Object ID to Run field, select 5707, Batch Post Transfer Orders.

  5. Select the Report Request Page checkbox.

  6. On the Batch Post Transfer Orders request page, choose the Ship option, filter on Direct Transfer, and then select OK.

    error Important

    It’s important to set filters. Otherwise, Business Central will post all documents, even if they aren’t ready. Consider setting a filter on the Status field for the value Released, and a filter on the Posting Date field for the value ..today. For more information, see Sorting, Searching, and Filtering.

  7. Select all checkboxes from Run on Mondays to Run on Fridays.

  8. In the Starting Time field, enter 4 PM.

  9. Choose the Set Status to Ready action.

Transfer orders that are within defined filters will now be posted every weekday at 4 PM.

Batch Post Transfer Order

My Opinion

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 1
Use Business Events To Notify And Trigger External Systems
Get Started With More Sample Power Automate Templates And Power Apps
New Approval Workflow Experience With Power Automate Templates
Support Dynamic Environment And Company In Power Platform Connector
Remove Modification Limits For Triggering Flows
Use Power Automate To Post Adaptive Card Or Link To Business Central Record
Adjust Exchange Rates Easily, Replace The Built-In Batch Job
Use Different General Ledger Accounts For Payables, Receivables
Avoid Document Number Errors When You Post Item Journals
Company Hub Now Lets Admins Add User-Specific Settings
Define Content Of Created Warehouse Documents With Filters
Intercompany Posting Setup Supports More Transaction Types And Streamlines Flows
Preview Item Journals Before Posting
Review General Ledger Accounts Faster
Set Up And Sync Master Data Across Companies
Ship And Receive Non-Inventory Items On Warehouse Documents
Shopify Connector Becomes Extensible
Shopify Connector Becomes Extensible
Synchronize Returns, Refunds From Shopify
Undo Transfer Shipments
Swedish Localization Delivered As Extension
Supporting More Countries And Regions
AL Explorer And AL Home In Visual Studio Code AL Extension
Attach AL Debugger To Active Session Or Next Session
Improved Compiler Resource Handling And Faster Code Analyzers
Optimized Runtime Package Generation For Sharing
Provide Title And Custom Actions To Error Dialogs
Control Database Locking Behaviour
AL-Go For Github – Modern Devops For Partners
ISVs Can Organize A Preview For Their Appsource Apps
Experience Improved App Management Settings
Get An Improved Cloud Migration Status Overview
Include Or Exclude Tables From Cloud Migration
Transfer Environments Between Azure Ad Tenants
Non-Deductible, Partly Deductible Vat Expands Functionality
Audit File Export Eases Saf-T Compliance
Easily Find And Install Payroll Apps From Within Business Central
Modern Tooltips Are Easy To Read And Understand
Refresh Of Content To Support Modern Tooltip UI
Experience Enhanced Adaptive Cards In Teams
Configure Security Controls For Teams Cards
Add Existing Table Fields To Optimize Your Pages
Drag And Drop Files Onto The File Upload Dialog
Access Actions And Navigation Menu Efficiently With Keyboard
Get More Productivity Out Of An Optimized Action Bar On All App Pages
Get Unblocked Using Actionable Error Messages In Select Application Areas
Tailor Action Bar To Fit Your Needs On Document Lines
Copy And Paste Readable Hyperlinks
Removed Functionality
Add More Columns to Pages for Better Insight
Catalog Items Use Standard Number Series, Can Include in Blanket Sales Orders
Demo Tool and Data for Warehouse and Inventory Scenarios
Easier to Create Opening Balances for Item Tracked Inventory
Post multiple transfer orders at the same time
Set Default Dimensions on Locations, Inventory Documents and Journals
Usability Improves for Transfer Order: Select Multiple Items, Mandatory Fields
Usability Improves for Warehouse, Inventory and Tracking Areas
Use Advanced Warehouse Functionality With Minimal Complexity
Use Statistical Accounts to Collect Data for Financial Reports
Save Time With Automatic Account Codes (Sweden and Finland Only)
Country/Regional Expansion – Andorra
Define Regional Settings Per Report Using a Region Property
Extensions That Fail Pre-Upgrade Validation Get More Detailed Error Insights
Delegated Admin’s Job Queue Entries Are Run by User
Manage User Permissions Using Security Groups
Analyze, Group, and Pivot Data on List Pages Using Multiple Tabs
Allow Application and Tenant Databases to Differ in Collation
Business Central server runs on .NET 6
New telemetry events and data
Performance – OData calls are now faster
Improved Alignment of Headers in Statistics Pages

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