Category: Dynamics

VAT Bus. Posting Group Error in Get Shipment Lines in Microsoft Dynamics 365 Business Central

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralWhile working with a client recently to implement Microsoft Dynamics 365 Business Central, they reported an error to me during UAT when trying to test the sales process. They’d raised and shipped a sales order and were now trying to use the Get Shipment Lines function on the Sales Invoice page, but when selecting the shipment lines they were receiving this error:

Error using Get Shipment Lines function

VAT Bus. Posting Group must be equal to '' in Sales Shipment Line: Document No.=100022. Current value is 'UK'.

I did a little investigation with them and discovered that the error was for a single customer; shipment lines for other customers could be selected without problem.

It turned out the root cause was that the customer did not have a VAT Bus. Posting Group selected on the customer card; this field would default to the sales order header and then pull through to the order lines as they are added. Because it was missing, the user had manually added the VAT details to the order lines, but not the header. When the sales invoice was raised, the VAT Bus. Posting Group did not default to the header, so when the shipment lines were selected there was a mismatch resulting in the error message.

Once the VAT was added to the header (and the customer card so it would default in future), the sales shipment lines could successfully be added to the invoice.

I had advised the customer that customer templates should be used to default in the required fields on customers as they are created, but they had not done this. A customer template created for each geography (UK, EU, ROW) would have allowed the VAT Bus. Posting Group, and other posting groups and fields like payment terms, to default when the customer was created.

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Error Calculating Depreciation in Microsoft Dynamics 365 Business Central: “No journal lines were created”

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralI helped a client implement the Fixed Asset Management module in Microsoft Dynamics 365 Business Central recently; during training I showed them how to configure and use the module and also created configuration packages for them to import both the fixed asset itself as well as the acquisition and depreciation to date.

After importing the assets into Business Central with a net book value up to the last day of the previous month, they tried to run depreciation for the assets, but encountered a problem where no depreciation was calculated:

Error trying to depreciate fixed assets

The depreciation has been calculated
No journal lines were created.

They keyed a new asset onto the system and tried depreciation and that asset did depreciate so there was obviously no general problem with the setup of the module, depreciation book or assets.

Looking at the data in the table, there was no obvious difference between them; there were a few fields different such as dates, values and similar in the Fixed Asset (5600) and FA Depreciation Book (5612) tables, but nothing which would impact the depreciation. It actually took a colleague to spot the difference, as I was reading the field as being the net book value (which is actually in the Book Value field, but was in fact the Ending Book Value field, which is used to set a residual amount for depreciation, below which the asset won’t depreciate.

When the client populated the configuration package, they had not remembered my mentioning this field during training, and for what it was intended, and entered the same value in both the Book Value and Ending Book Value fields, so Business Central was treating the assets as depreciated as far as they should depreciate. A quick configuration package update to the Ending book Value and the assets were able to be depreciated as required.

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In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures

Ian Grieve3 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

Business Central allows pictures to be attached to each item on the Item card page, but doing it individually through this page will be a very slow process, even for quite small systems. Fortunately, there is a function which allows the bulk import of pictures for items.

To use the import, all you need is a zip file containing the items, where the name of the file is the Item Number and the file is an image file such as bmp, jpg or png (the help files aren’t especially helpful as to acceptable types, but I have seen these three used). I would recommend that the images imported not be too large; use a reasonable resolution image and be run them through a minifier to use the best encoding.

When you have your import ready, open the Inventory Setup page and select the General » Import Item Pictures action:

Inventory Setup page showing the General action bar

Continue reading “In Microsoft Dynamics 365 Business Central (Inventory and Warehouse Management), how do I… Mass Insert Item Pictures”

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Microsoft Dynamics 365 Business Central Configuration Package Import Error: “The package code in all sheets of the Excel file must match the selected package code…”

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI’ve been doing some work with a client recently to implement Microsoft Dynamics 365 Business Central. We created a number of different configuration packages to import data into different areas of Business Central which were used without issue.

However, when we came to import the fixed assets, we received an error during import:

Configuration Package error

The package code in all sheets of the Excel file must match the selected package code, GL-FIXED-ASSETS. Modify the package code in the Excel file or import this file from the Configuration Packages page to create a new package.

Continue reading “Microsoft Dynamics 365 Business Central Configuration Package Import Error: “The package code in all sheets of the Excel file must match the selected package code…””

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Item No. Field Missing from the Item Card Page in Microsoft Dynamics 365 Business Central

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralWhile implementing Microsoft Dynamics 365 Business Central for a client, they reported an issue during UAT where they couldn’t set the No. for new items as the field was missing from the Item Card (30) page.

My initial thought was that the user had inadvertently removed the field from the page using personalise, but they had asked other users to try and they had the same issue. The other potential cause, was a profile personalization which had removed the field for all users, but this was also not the case, as the field wasn’t available to add back.

I did a test with a role containing no changes and found the same issue:

Item card page with the No. field missing

Continue reading “Item No. Field Missing from the Item Card Page in Microsoft Dynamics 365 Business Central”

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Error When Connecting Jet Reports to Microsoft Dynamics 365 Business Central for the First Time

Ian Grieve2 minute read0 comment

Jet ReportsWhile implementing Microsoft Dynamics 365 Business Central recently for a clinet, we also implemented Jet Reports. After installing the extension in Business Central, I created a data source and tried to log in, but received this error message:

Jet reports sign in error

Jet reports
Sorry, but we're having trouble with signing you in.
AADSTS90099: The application '~~~~~~~' (Jet Reports) has not been authorised in the tenant '~~~~~~~'. Applications must be authorised to access the customer tenant before partner delegated administrators can use them.

It’s actually an obvious one which I should have remembered; the first sign into the data source is the one which grants permissions to sign in and so needs to be done by a Microsoft 365 administrator for the Business Central tenant.

As the Business Central partner, this was not me. After co-ordinating with the client and their Microsoft 365 partner, we got an administrator to sign into the data source for the first time, granting permissions as they did so, after which I was able to confirm the data source worked and giving users at the client access.

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Error Message Creating a Physical Inventory Journal in Microsoft Dynamics 365 Business Central: “Phys. inventory must be equal to ‘Yes’ …”

Ian Grieve4 minute read0 comment

Microsoft Dynamics 365 Business CentralI helped a client implement Microsoft Dynamics 365 Business Central recently and after training while they were doing UAT, they came to me with an issue when trying to do an adjustment to book stock into the system.

They were just trying to get some stock booked into the system quickly so that they could do some testing of the sales process, so they were trying to do a journal to get the stock in. However, when they entered the item onto the journal they were receiving an error:

Physical Inventory Journal page

Phys inventory must be equal to 'Yes' in Item Journal Line: Journal Template Name=PHYS. INVE. Journal Batch Name=DEFAULT, Line No.=10000. Current value is 'No'.

This error is because they were working in the wrong inventory journal page. They were on the Physical Inventory Journal page which is used by the stock count process and where you do not manually enter the lines, but instead use the Prepare » Calculate Inventory… action to populate the lines.

Instead, they should have been using the Item Journal page which is where you enter any positive and negative adjustments. Once they were directed at the correct page, they were able to get the stock adjustment done and continue testing the sales process.

The “correct” process they should have used, was not doing an adjustment at all, but have someone raise a purchase order and process the receipt for the goods as this is the way that processing would be done post go-live. However, in this instance, they were doing unit testing of a change specific to the despatch of sales orders and the team members from purchasing weren’t available and wanted to avoid delays in testing the sales side.

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In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralThis post is part of the In Microsoft Dynamics 365 Business Central (Development), how do I… series and of the wider In Microsoft Dynamics 365 Business Central, how do I… series which I am posting as I familiarise myself with Microsoft Dynamics 365 Business Central.

I’m jumping a little ahead in this series by covering the upload of an extension before covering any development steps, but development isn’t my area as such (I’m a consultant, not a developer) and this came up on a project with a client where the MADIC dynamics development team did the work on creating the extension.

When you have the extension app file, this can be uploaded to your instance of Business Central. This is done from the Extension Management page by clicking the Manage » Upload Extension… action:

Extension Management page with Manage menu open and Upload Extension action highlighted

Continue reading “In Microsoft Dynamics 365 Business Central (Development), how do I… How to Upload an Extension”

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In Microsoft Dynamics 365 Business Central (Development), how do I… Series Index

Ian Grieve2 minute read0 comment

Microsoft Dynamics 365 Business CentralI have recently started working with Microsoft Dynamics 365 Business Central and have decided to blog about it as I learn; I’ve started a In Microsoft Dynamics 365 Business Central, how do I… series which will include everything, but have also decided to break that down into a set of smaller series on specific areas of Dynamics BC.

This is the series index for the Development related posts I will be writing. The series index, below, will automatically update as each post in the series goes live so make sure you bookmark this post so you can see keep up-to-date with my journey into Business Central.

It should be noted that I am a functional consultant and not a developer, so I expect this series will be low on content and only cover some fairly basic aspects of development with Business Central.

Continue reading “In Microsoft Dynamics 365 Business Central (Development), how do I… Series Index”

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Jet Reports with Microsoft Dynamics 365 Business Central Book Available

Ian Grieve5 minute read0 comment

Microsoft Dynamics 365 Business CentralI have a new book available now called Jet Reports with Microsoft Dynamics 365 Business Central; this book is aimed at end-users or consultants looking to use Jet Reports with Microsoft Dynamics 365 Business Central for financial and/or operational reporting.

The book covers the basics of installing and configuring Jet Reports as well as how to design and build reports using the Excel Add-in, before moving on to step-by-step guides on creating six different types of report and closing with a look at the report building tools, Jet Hub and report distribution.

Jet Reports with Microsoft Dynamics 365 Business Central by Ian Grieve

The book is available as an eBook direct from my azurecurve Publishing site (always with a discount of $5, but with an additional discount of 20% until end of April using voucher code EASTER2024) or from Amazon:

The book is structured into these chapters:

  • Chapter 1, Introduction to Jet Reports, introduces Jet Reports and explains what type of reporting for which it can be used.
  • Chapter 2, Implementing Jet Reports, covers the installation of Jet Reports including the Jet Service Tier and Jet Hub.
  • Chapter 3, Configuring Jet Reports, shows how to configure Jet Reports once it has been installed.
  • Chapter 4, Introducing the Excel Add-in, introduces the Excel Add-in and the features available.
  • Chapter 5, Report Structure, shows how reports can be structured to make maintaining them easier.
  • Chapter 6, Using the functions in the Excel Add-in, shows how each of the four Jet Functions can be used.
  • Chapter 7, Creating and using an Options page, covers the creation and use of an options page in reports.
  • Chapter 8, Create a Summary Trial Balance, steps through the creation of a Summary Trial Balance report.
  • Chapter 9, Create a Detailed Trial Balance, shows how to make the Summary TB from the previous chapter into a Detailed report.
  • Chapter 10, Create a Balance Sheet, covers the creation of a formatted Balance Sheet.
  • Chapter 11, Create an Income Statement, covers the creation of an Income Statement and how to make it an intercompany/consolidated version.
  • Chapter 12, Create a Summary Payables Aged Trial Balance, shows how to create a Summary Payables Trial Balance report.
  • Chapter 13, Create a Sales Invoice by Customer Report, covers the creation of an operational report on sales invoices.
  • Chapter 14, Report Creation Tools, introduces the tools which can be used to make creating reports easier.
  • Chapter 15, Using Jet Hub, shows how users can access Jet Reports via web access and without a local install of Jet Reports.
  • Chapter 16, Report Distribution, shows how users can schedule or generate reports into Microsoft Word.

If you buy this or any other ebook from me directly, the coupon code EASTER2024 will get you 20% off (until the end of April 2024).

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