New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Identify and Track Items Easier with Item References

Microsoft Dynamics 365 Business CentralThis post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-second of the new functionality in the Application section is Identify and track items easier with item references.

Streamline inventory management by providing quick and accurate identification of related items.

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

The Item Reference No. field is now available on the following tables and pages:

  • table 83 "Item Journal Line"
  • page 40 "Item Journal"
  • page 392 "Phys. Inventory Journal"
  • page 393 "Item Reclass. Journal"
  • page 286 "Recurring Item Jnl."
  • page 5803 "Revaluation Journal"
  • page 99000773 "Capacity Journal"
  • page 99000846 "Consumption Journal"
  • page 99000823 "Output Journal"
  • page 99000778 "Recurring Capacity Journal"
  • page 99000850 "Recurring Consumption Journal"
  • page 99000827 "Recurring Output Journal"
  • table 5878 "Phys. Invt. Record Line"
  • page 5882 "Phys. Invt. Recording Lines"
  • page 5881 "Phys. Invt. Recording Subform"
  • table 5876 "Phys. Invt. Order Line"
  • page 5877 "Physical Inventory Order Subf."

For instance, the Item Reclassification Journals page now displays the Item Reference No. field, as shown in the following image.

Item Reclassification Journals page

Similarly, the Phys. Inventory Recording page also displays the field, as shown below:

Physical Inventory Recording page

note Note

The lookup shows only item references with the reference type [i]blank[/i], but validation also recognizes the reference type [i]Barcode[/i]. This is similar to sales and purchase documents.

Microsoft have also changed which page you’ll find when you use Tell Me to search. Instead of page 5736 Item References, it’s now page 5735 Item Reference List.

Microsoft made this change because the Item Reference List page is designed for editing, and it provides access to the Reference Type and Reference Type No. fields, which are missing on the Item References page. The Item References page is designed to be called from the Customer Card and Vendor Card pages, so these fields are automatically populated.

You can also specify a start and end date for a specific entry in the Item References table.

  • Starting Date: Specifies the date from which the item reference is valid. You can use the Starting Date field if you want an item reference to be valid only after a particular date. To specify that an item reference should be valid during a specific period, enter the Ending Date as well. If you leave the Starting Date field blank, the item reference will be valid as soon as you implement it and will remain in effect until the ending date or until you delete the line.
  • Ending Date: Specify if you want an item reference to be valid only up to a particular date. If you leave the Ending Date field blank, the item reference will be valid until you delete the line.
Starting and Ending dates

The system uses the following date fields when it verifies the validity of the item reference:

  • Item Journals – the Posting Date field. If empty, use Workdate.
  • Physical Inventory Order Line – the Posting Date field. If empty, use Workdate.
  • Physical Inventory Recording Line – the Date Recorded field. If empty, use Workdate.
  • Purchase Invoice and Purchase Credit Memo – the Posing Date field. If empty, use Workdate.
  • Purchase Order – the Order Date field. If empty, use Workdate.
  • Sales Invoice and Sales Credit Memo – the Posing Date field. If empty, use Workdate.
  • Sales Order – the Order Date field. If empty, use Workdate.

My Opinion

There is some good stuff here which will make setting up and maintaining item references, as well as using them, much easier for users. I’ve a project on the go at the moment where we will be needing both customer and vendor item numbers as well as barcodes for items creating. The client will then need to maintain them in the future; this new functionality should make all of this much easier to do.

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2

New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2
Change Modification Limits for Triggering Flows and Bulk Updates
Support Business Events in Business Central Connector for Power Automate
Enable Specific Virtual Tables When You Connect to Dataverse
Get Control Over How to View Power BI Embedded Content
Availability Overview Helps You Calculate Quantities in Your Warehouse
Configure The Right Level of Handling For Different Warehouse Operations
Do financial Consolidations Across Environments in Multicompany Setups
Edit in Excel on Item Journals and Warehouse Worksheets
Get More Productive While Approving Time Sheets
Get More Productive While Entering Time Sheets
Include Approvals for Intercompany General Journals in Your Workflows
Make Intercompany Transactions Across Business Central Environments
Suggest the Next Step For Sales and Production Orders
Sync Document and Posting Dates for Sales and Purchases
Troubleshoot Shopify Integration Issues
Usability Improves for Warehouse, Inventory, and Tracking
Use Directed Pick and Put-away Suggestions in Basic Warehouse Configurations
Use General Ledger Allocations to Distribute Costs and Revenue More Efficiently
Complete Bank Account Reconciliation Faster With Copilot
Get Marketing Text Suggestions with Copilot
New Design for Report Language and Region Settings
Advance Payment and a Posting Preview of Tax Documents – Czechia
Direct Transfer – Czechia
E-submission of VAT Return in Denmark
Iceland Localization App – Delocalization
Intercompany Posting Cues to the Accountant Role Center – Czechia
New Intrastat – Czechia
Registration and Notification Functionality for Denmark
E-invoicing with NemHandel in Denmark
Supporting More Countries and Regions
Open Visual Studio Code From Web Client to Investigate or Troubleshoot Extensions
Turn Off Data Analysis Mode on Pages and Queries
Turn Off Indexes as a Partner
Use the Built-in Rich Text Editor to Enter Data
Assign More Granular Administration Rights
Improved Update Release Processes
Cancel Cloud Migration Replication Runs
Digital Vouchers
E-documents Core as a Global Solution
Large Companies to Report Payment Times
Modify Texts on the Welcome Banner and Skip Banner Intro State
Set Initial Role Before First Sign-in for a Better First-Run Experience
Enhancements to Excel Add-in
Analyze, Group, and Pivot Data on Queries Using Multiple Tabs
Discover Report and Data Analysis Content Easily
Get Power BI Reports for Reporting and Data Analysis on Finance, Sales, and Inventory
Data Loads Faster in the Server
Faster Application Scenarios
Pages Load Faster in Client
Performance Gain Reducing Locks in the Database
Add Existing Table Fields to Optimize Your Pages
Get to Data Search From Anywhere in Business Central
Distinguish Browser Tabs When Multitasking
Share Readable Deep Links to Pages and Records
Manage User Expectations with Selection Context-Based Actions
Peek at Summarized Data From Editable Fields
Search for Pages and Data in the Mobile App
Use Actions to Navigate or Fix Errors From Inline Validation Dialog
Updates to the Release Plan
Power Pages Support via Business Central Virtual Tables on Dataverse
Synchronize More Fields in Your Integration with Dataverse and Dynamics 365 Sales
Consolidated Power Automate Flow Creation from Business Central Templates
Get List of Companies Using Business Central Connector in Power Automate
Simplified Power Automate Approval Flow Experience
Create Power Automate Flows that Dynamically Support Different Companies
Business Central Virtual Tables Fully Supported on Microsoft Dataverse
Relate Native and Virtual Tables to Expose More Business Central Data in Dataverse
Include Only Open Entries on Customer Statements
Adjust Exchange Rates Easily, Replace the Built-in Batch Job
More Control Over General Journal Approvals
Use Different General Ledger Accounts for Payables, Receivables
Add More Columns to Pages for Better Insight
Availability Overview Helps You Calculate Quantities in Your Warehouse
Block Item Variants
Identify and Track Items Easier with Item References
Improved Processes for Inventory Counts and Adjustments
Navigate Easier Between Order, Receipt, and Invoice Documents
Print and Scan Barcodes
Receive More Items Than Ordered by Using Inventory Put-away Documents
Generate a Customer Statement Only With Open Entries
Responsibility Centers Are Supported for Advance Payments in Czechia
Easier Management of System Application Permissions
Get the AL Language Extension in Prerelease Versions on Visual Studio Code Marketplace
Find All References Now Works on Triggers, System Methods, and Trigger Events
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Get Inlay Hints in Source Editor for AL Method Parameters and Return Types
Hover Over Label Variable to See Text String Value
Set New Output Folder Setting for Storing App Files at AL Project Build
Choose Between More Sampling Intervals for Snapshot and In-client Profiling
Get IntelliSense for Adding Variables in Visual Studio Code AL Debugger Console
Get Smarter Method Signature Recommendations in IntelliSense
Set the Default Folder Location for New AL Projects
Track Source and Build Metadata on Extensions
Use SecretText Type to Protect Credentials and Sensitive Textual Values From Being Revealed
Document Your Extensions With the ALDoc Tool for Partners
Segment AL Code and Reduce Naming Conflicts with Namespaces
Show List of Keys While Working on AL Code
Use the AL Language Extension for Linux in Preview
Provide Queries for Users to do Ad Hoc Data Analysis Across Tables
Add a New FieldGroup to an Existing Table
Add Teaching Tooltips on Queries and Report Request Pages
Get Syntax Highlighting for AL in Azure DevOps
Sell Business Central Apps Through AppSource
AppSource ISV Publishers Can Preview Their AppSource Apps With Select Customers
Extend General Ledger Posting Aggregations
Define multi-worksheet datasets for Excel reports
Include or Exclude Tables From Cloud Migration
Delete Data from Uninstalled Extensions as an Admin
Automatically Update AppSource Apps With Minor Updates
Transfer Environments Between Microsoft Entra Tenants
Control Partner Access Per Environment
Use Drop Shipments for Triangular Intrastat Trade
Start Faster with Refreshed and Enhanced Setup Data
VAT Posting in General Ledger Setup
Demo Tool and Data for Service Scenarios
Analyze, Group, and Pivot Data on Lists
Share a Data Analysis With a Co-worker
Synchronize Multiple Business Central Companies With the Same Dataverse Environment
New Operational Limits on Scheduled Tasks and Web Requests Improve Throughput
Service-to-Service Apps and Device License Users Can Schedule Tasks
Mark Fields as Read-only When Customizing UI
Scan barcodes with Business Central mobile app for iOS and Android
Access Worksheet Pages From Mobile Phones
Use Virtual Tables to Expose More Business Central Data in Dataverse
Reverse a Customer and Vendor Ledger Entry with a Realized Gain or Loss Entry
Use General Ledger Account Revaluation for More Accurate Financial Statements
Use Standard Terminology for Project Management
Use Currencies When Posting Employee Transactions
Chat with Copilot
Improved Data Upgrade Troubleshooting for Dynamics GP Migration
Retain Permissions When Enabling Cloud Migration
Detect Invalid Cloud Migration Configurations with Proactive Warnings
Multiple VAT Numbers per Customer

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