The Must-Have Business Central App for those with Inventory
There are many reasons an organization may choose to use Dynamics 365 Business Central. They may have outgrown their accounting system’s capabilities, their business evolved and needed a better decision-support platform, or, as a new business, the Business Central Cloud subscription model was enticing.
Apart from the accounting capabilities, organizations turn to Business Central to drive supply chain optimization. Where there is a supply chain, there is inventory to be managed.
Whether you are a one-person shop or a larger organization, you likely receive, stock, pick, and ship inventory of some sort. For those that do, you’ll want to check out the free app from Insight Works explicitly designed for Business Central Cloud. The app is called WMS Express.
WMS Express is an app that transforms inventory management from a paper-based-data-entry process to using mobile devices with barcode scanners to interface with Business Central in real-time. Whether you manage a small stock room or a large warehouse, WMS Express is an app to consider.
With WMS Express, users can use Android-based smartphones or purpose-built mobile computers to perform inventory receipts, put-aways, picks, and shipments, all from a handheld device.
No more manual entry
WMS Express eliminates the need to work from paper documents, which require manually entering data into Business Central. Manual data entry is prone to errors, something the WMS Express app eliminates. Take, for example, receiving a shipment of inventory. Without WMS Express, users will print out a purchase order or warehouse receipt and physically check-off the items sitting at receiving. This information is then entered into Business Central.
Alternatively, using WMS Express, your receiver will select the applicable purchase order or warehouse receipt from the mobile device and proceeds to scan the receiving stock in any order. Once all the items have been scanned, the receipt gets posted to Business Central. Easy-peasy-lemon-squeezy. The process is similar for put-aways, picks, and shipping.
Significantly speed up inventory counts
In addition to the features mentioned above, WMS Express is your best friend when it comes to performing physical inventory counts. Gone are the days of the clipboard where you count stock and enter data. With WMS Express, you’ll significantly reduce your inventory count time by simply scanning barcodes.
Lots of devices to choose from
WMS Express supports a wide range of Android-based mobile devices. While using a smartphone in smaller operations is possible, organizations will often turn to more efficient purpose-built mobile devices that offer better scanning performance and ruggedness.
Smartphones will use the built-in camera to scan barcodes, while a handheld scanning device will use a scan engine of some sort. While the difference may seem subtle because, in the end, both will scan a barcode, a handheld scanning device will significantly outperform a smartphone in the long-run. Depending on the scan engine’s specs, mobile devices are capable of scanning barcodes in a fraction of a second. They can also scan dirty or slightly damaged barcodes, scan off-axis, and scan different distances ranging from a few inches to over 70 feet. Mobile devices will also have stronger glass and can withstand drops onto harder surfaces when compared to smartphones.
Right choice for any business with inventory
The WMS Express app from Insight Works isn’t just for those operating a warehouse. Any business, regardless of size, that has some level of inventory, can benefit from using a mobile device with WMS Express. WMS Express comes in three “flavors” depending on your organization’s specific needs.
Insight Works has been a trustworthy and reliable partner to Bond Consulting Services (BCS) for many years. For more information, schedule a free consultation or visit the following resources:
- WMS Express website: https://www.WMSExpress.com/
- Intro Video: https://youtu.be/ju9p5Hmngm0
- Install WMS Express from AppSource: https://appsource.microsoft.com/en-us/product/dynamics-365-business-central/PUBID.insight-works%7CAID.d4c5ff40-0c74-4a1d-a778-0b076b3addde%7CPAPPID.d4c5ff40-0c74-4a1d-a778-0b076b3addde?tab=Overview
- Recommended devices: https://www.dmsiworks.com/products/wms-express/device-comparison/
- On-Demand demo: https://www.dmsiworks.com/products/wms-express/wms-express-on-demand-demo/
Assembly Order Process
By: ANDI (Seetharaman Andiappan Rajaram) – Senior Consultant
Assembly Management:
An assembly item is defined as a sellable item that contains an assembly BOM (Bill Of Material).
Assembly items are used by companies that supply products to their customers by combining components in simple processes without using full manufacturing functionality. Business Central includes features to assemble items that integrate with existing features, such as sales, planning, reservations, and warehousing.
The instructions below guide you through an assembly order process.
Assembly Setup:
Click on the search icon (
) and enter “Assembly Setup”, select the related link to view the Assembly Setup.
Set the Stockout warning, number series for the “Assembly orders”, “Posted Assembly Orders”.
Click on the search icon (
) and enter “Item”. Select the related link.
Then in the Assembly BOM screen, under the Type column, choose an Item.
Make sure the “Replenishment system” is set to “Assembly”. Under the “Assembly tab”, set the Assembly policy as “Assemble-to-Stock” or “Assemble-to-order”.
Assembly items can be set up for two different assembly processes:
“Manufacturing Policy” need to be set as per the following:
- Assemble to stock
- Assemble to order
The field “Assembly BOM > Yes” means, this Item has BOM attached. Once you select the YES, you will be able to see the BOM set for this Item.
You can also go to Assembly BOM by navigating as per below:
In Assembly BOM, it is possible to add Item as well as resources. In the Assembly BOM screen, under the Type column, choose Item (for example, a component in inventory) or Resource (for example, labor).
In the No. column, select the component or resource from the drop-down list. The Description will auto-populate.
Select “Quantity Per” field and enter the quantity needed for the assembly.
Continue to populate each line with the necessary items and resources until your Assembly BOM is complete.
After updating the Assembly BOM, go to the Item and see “Assembly BOM” field will now set to “Yes”, for the item you have configured the Assembly BOM.
Assembly Order:
There are multiple ways to create an Assembly Order.
When the “Manufacturing Policy” and the “Replenishment System” settings in the Item Card are set to “Assembly”, then under the “Assembly tab”, set the Assembly policy as “Assemble-to-Stock” or “Assemble-to-Order”.
After this setting, when a Sales Order is created for this Item, where Assembly BOM is set, an Assembly Order is automatically created.
Another way, you can create an Assembly Order is manually.
Select “Statistics” to view the statistics of the Assembly Order.
Select Post to Post the Assembly Order.
For any other Microsoft Dynamics 365 inquires, please contact support@BondConsultingServices.com or visit us at www.bondconsultingservices.com.
Dynamics GP 2020 Year End Update
By: Jennifer Ryan – Dynamics GP Senior Consultant
The Dynamics GP 2020 Year End Update has been released and there are many enhancements and features to be rolled out to GP2018 and (some for) GP2016.
The following updates will be rolled back to GP2016:
- Non-Employee Compensation Form 1099-NEC
- Add DBA Name Field on Vendor Maintenance Window for 1099 Vendors
- Form 1099-MISC Updates
The IRS has moved Non-Employee Compensation to the 1099-NEC form and revised the 1099-MISC form. The GP 2020 Year End update will make the appropriate fields available on the Vendor Cards and entry screens, as well as the updates to the forms.
This update will apply to GP2018 and GP2016.
Please see the following links for more information:
Microsoft U.S. 2020 Year-End Update in Dynamics GP
Microsoft Dynamics GP 2020 New Feature Blog
Non-Employee Compensation (NEC) for 1099 Form
For further assistance, please call us at 562.988.3451 or send us an email support@BondConsultingServices.com!
Vendor Payment Reversal
By: Lupe Haro – Microsoft Dynamics ERP Consultant
There are instances when a payment issued to a vendor needs to be reversed or canceled. Depending on how the payment was initially issued you can find the steps below on how to reverse it.
Option 1: Reversal of Check Payment
If a payment was entered as a computer check, please use the steps below.
1. Open the bank account card for the checkbook where the payment was issued from.
2. Within the bank account card, click on Bank Account > Check Ledger Entries
3. Locate and select the payment that needs to be reversed.
4. With the payment selected, click on Process > Void Check
5. The void check window will come up and you will need to select the appropriate action. Click Yes upon selecting the appropriate action.
a. Unapply and void check – must be selected when the payment is applied to an invoice
b. Void Check only – if payment is not applied, select this option
6. The status of the payment will change to “Financially Voided” and the entry will be reversed in the appropriate ledgers.
Option 2: Reversal of Journal Payment
If a payment was entered in any other form other than a computer check, please use the steps below.
1. Open the vendor card for which the payment was issued for.
2. Select Vendor > Ledger Entries
3. Locate the payment that you would like to reverse.
4. Select Process > Reverse Transaction
5. In the Reverse Transaction Entries window, you will get a preview of the transactions being reverse. Click on Reverse to reverse the transaction.
6. Click Yes to confirm the reversal.
7. A notification will come up confirming the successful reversal of the transaction.
For any other Microsoft Dynamics 365 inquires, visit our BCS website or contact us at support@BondConsultingServices.com
Accelerate Growth on the World’s Connected Business Cloud
To grow your business, you need to transform from a reactive to proactive organization. To take action based on insights, rather than reacting to what happened. Having a clear, holistic view of the entire business—not just parts. And making critical decisions not by guesswork, but from insights from connected data across the company.
Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data, helping your team evolve reactive business decisions to proactive insights that empower them to accelerate business results every day.
From engaging your customers, optimizing operations, empowering your employees or transforming your products and services, Dynamics 365 gives you a deep understanding of your business to help digitally transform and achieve success in your own terms.
Get started by transforming operations and sales:
Microsoft Dynamics 365 Business Central and Dynamics 365 Sales seamlessly integrate with Office 365—the perfect combination for the best of cloud productivity and the next generation of ERP and CRM applications.
Run your entire business with a Dynamics 365 Business Central:
Optimize and automate business processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central—a comprehensive business management solution designed for small to medium-sized businesses.
Modernize sales productivity with Dynamics 365 Sales:
Streamline sales workflows using tools they already use, like Office 365 and LinkedIn.
For more information, visit our BCS website, contact us at sales@BondConsultingServices.com, or schedule a free consultation.
Posted Sales Invoice Correction Options
By: Lupe Haro – Microsoft Dynamics ERP Consultant
In Business Central, once transactions are posted you are no longer able to make changes on the specific transaction. If a transaction is posted incorrectly and changes need to be made, the following guide will walk you through the available options for the posted sales invoices.
1. In the Global Search 
, enter “Posted Sales Invoices” and select the option in red.
2. Locate and select the invoice that was posted incorrectly.
3. Select Correct and the necessary option that applies:
- Correct – Will reverse the posted invoice and automatically create a new invoice with the same information so you can correct before posting. This posted invoice will automatically be canceled.
- Cancel – Will create and post a sales credit memo that reverses the posted sales invoice. The posted sales invoice will be canceled.
- Create Corrective Credit Memo – Will create a credit memo for the posted invoice that will need to be completed and posted manually to reverse the posted invoice. This allows you to issue a credit memo for a partial amount.
4. If you select the Correct or Cancel option, you will receive a message to confirm the action like the below.
5. Depending on the option selected, the corresponding transactions will be created and posted.
6. For the Correct and Create Corrective Credit Memo options you will be able to make the necessary changes to the Invoice or Credit Memo and then post it.
NOTE: The options provided in this guide are only available for invoices that have the full amount remaining and nothing has been applied to them. If there are payments made against the transaction they can either be unapplied in the customer ledger entries or a manual credit memo can be created to reverse part of the invoice.
Visit us at www.BondConsultingServices.com or just pick up the phone and call 562.988.3451.
Sub-Contract Planning and Sub-Contract Order
By: ANDI (Seetharaman Andiappan Rajaram) – Senior Consultant
Subcontracting process is the practice of assigning, or outsourcing, part of the activities/process and tasks under a contract to a 3rd party company to process and return the processed products.
Microsoft Dynamics 365 Business Central has a great option to handle outsourcing activity. Please follow the steps below to achieve this goal.
The first step one must do is create a Work Center card for Sub-Contract Process:
- Go to “Work Center Card”.
1. In the global search (“Tell me what to do”), type “Work Center”.
2. Select “New”.
- Create a subcontract work center, which will be used on a routing operation for a Subcontract process.
1. Update the fields (No, Name, Work Center Group Code) in the “General tab”.
Note: Number series need to be set for the Work Center before creating the Work Center for Sub-Contract process.
2. Update the fields (Direct Unit Cost, Indirect Cost (if any), Overhead rate (if any), Unit Cost Calculation, Sub-Contract No, Flushing method, Gen. Prod. Posting Group) in the “Posting tab”.
Note: “Sub-contract No” is the “Vendor Code”.
3. Update the fields Unit of Measure Code, Shop Calendar Code, Capacity and Efficiency in “Scheduling tab”.
4. Attach the Work Center and BOM to an Item as shown below –
5. Create Released Production order and select the Part you would like to create Sub-Contract Purchase order for the “Sub-Contract process” (For example: Painting).
6. On the global search (
), type Subcontracting Worksheet.
Select the “Subcontracting Worksheet” page.
7. Select Calculate Sub-Contracts as per the given path below: Actions à Functions à Calculate Sub-Contracts
8. You can run for complete subcontract planning or you can select a specific work center/ Sub-Contractor for creating a Sub-Contract Order.
9. Now you will be able to view the Items that are planned for creating a “Sub-Contract Order”.
10. Now select Carry out Action Message: Actions à Functions à Carry Out Action Message
Select OK to create a Purchase Order for a Sub-Contract Process.
11. Please go to “Purchase Order” to view the created Purchase Order for a “Sub-Contract process.
The steps above are a great way for companies to keep track of the time and money spent on essential outsourcing activity in Microsoft Dynamics 365 Business Central.
For any other Microsoft Dynamics 365 inquires – Please contact support@BondConsultingServices.com.
Transform Your Team with Microsoft Teams
As COVID-19 continues to keep people working remotely, it is becoming increasingly important to help you team feel connected. With isolation, social distancing, and stay at home mandates, it’s easy for individuals to start to feel disconnected and discouraged. Giving your team the resources to stay connected can help. Microsoft Teams can be one of those resources.
Not only can Teams help you continue to run your business as smoothly as possible during this challenging and uncertain time, it can also bring your team together. With features like one-on-one chats or instant groups messages, colleagues can easily keep in touch—making up for the missed watercooler conversations. Meetings can also run smoothly with sharing features and chat windows so everyone can be included. Collaboration is also made easy on Teams where multiple people can work together on single project.
During this challenging time for people and business across the world, it’s crucial to stay connected. We can get through it more easily when we are there for each other and supporting each other. BCS is here for you!
For more information on Microsoft Teams, visit our BCS website or contact us at sales@BondConsultingServices.com.
How-To Drop Ship a Sales Order
By: Lupe Haro – Microsoft Dynamics ERP Consultant
The following standard operating procedure will go through the steps on how to process a drop ship order within Dynamics 365 Business Central. There may be instances where you need to have your vendor ship something directly to one of your customers. This process will allow for you to link the sales order to the purchase order to facilitate the data entry process.
Create Drop Ship Sales Order
1.Search for “Sales Order” and select the option in red below.
2. In the Sales Orders page, click on the “+New” option.
3. Select the Customer Name. The sell to address and contact will automatically populate.
4. Select your document and posting date.
*NOTE: Due Date will automatically calculate based on the payment term of the customer card.
5. Enter the customer PO number in the External Document No field (optional)
6. Click on the line item fields and populate the following fields:
-
- Type: Item
- No: Item No
- Description: Will automatically populate with Item Description
- Drop Ship: Check
- Quantity: Quantity Ordered
- Unit Price Excl. Tax: Item Price
**NOTE: If you cannot see the Drop Ship Column, click on the My Settings option > Personalize.
Select “+Field”
Locate the Drop Shipment field and drag over to the Lines section
Once the field has been added, select Done.
7. Click on the back arrow to Save and Close the Sales Order
Create a Drop Ship Purchase Order
1. Click on the Global search in the top right corner and search for “Purchase Order”. Select the option in red below.
2. In the Purchase Order page, click on the “+New” option.
3. Enter following information:
-
- Vendor Name
- Address and contact – Automatically will populate from vendor card
- Due Date – Will calculate based on payment terms
- Vendor Order No. – If needed
- Vendor Invoice – Is needed upon invoicing
4. Under Shipping and Payment Fast Tab change the Ship-To field to Customer Address and select the customer No for the sales order created previously.
5. Under Actions, select Functions > Drop Shipment > Get Sales Order. Select the sales order that was created previously.
6. The line item information will automatically populate based on the sales order line items. Make changes to the information as needed.
7. Under the Print/Send menu, print the PO and send it to the vendor.
Record Purchase Order Receipt
8. Once you have received confirmation that the order has been shipped and delivered from your vendor, we will need to go back to the purchase order list and select the original purchase order.
9. Enter the quantities that were shipped to your customer in the Qty to Receive fields.
10. Under the Posting menu, select “Post”
11. In the posting window, select Receive.
Post and Invoice Sales Order
1. Search for “Sales Order” and select the option in red below
2. In the Sales Order window, select the sales order we entered initially.
3. The Shipment of the items has been recorded. You can verify, by selecting Navigate > Documents > Shipments.
4. To invoice the sales order, confirm the document date and due date. Select Posting > Post and select the “Invoice” option.
5. Your Posted Sales Invoice will be created.
Post Purchase Invoice
Once you receive the Purchase Invoice from your vendor.
1. Click on the Global search in the top right corner and search for “Purchase Order”. Select the option in red below.
2. In the Purchase Order window, open the Purchase order entered.
3. Review the document date and due date and enter the Vendor invoice number
4. Review the line item information to confirm it is correct.
**NOTE: If any changes are needed, you can reopen the order by selecting Release > Reopen.
5. To post the Purchase invoice, select Posting > Post and select “Invoice”
6. Your Posted Purchase Invoice will be created and be available for payment in accounts payable.
For any other Microsoft Dynamics 365 inquires – Please contact support@BondConsultingServices.com
Top 10 Benefits of Dynamics 365 Sales Professional
For 20 years, Bond Consulting Services (BCS) has been 100% committed to reselling, implementing and supporting Microsoft Dynamics 365 applications, including Dynamics 365 Sales Pro. Dynamics 365 Sales Pro (Sales Pro) is an online only offering that contains a targeted set of features and capabilities to quickly and efficiently improve productivity for your business. Sales Pro enables users to manage their sales process from lead generation to contract closing by automatically qualifying leads and providing real-time information during every step of the process. Dynamics 365 Sales Pro provides users with helpful insights and a unified interface, and it enables users to build strong relationships with their customers.
You may be wondering, “what are the benefits of Dynamics 365 Sales Pro and how will it help my business?” To answer that question, here are the Top 10 Benefits of Dynamic 365 Sales Pro:
- Get Started page. The Sales Pro Get Started page makes it simple and easy for users to set up their new business application. The Get Started page highlights the most important beginning steps such as importing data, connecting email, and sharing documents.
- Responsive web design principles. Sales Pro includes web design principles that provide an optimal viewing and interaction experience for all users, regardless of device, screen size, or orientation. For example, Sales Pro will transform subgrids into lists for smaller screen sizes such as cell phones.
- Visual insights. Sales Pro dashboards and charts aggregate important data to provide clear and important insights into your business.
- Customer 360° view. The Sales Pro Customer 360° view provides users with a quick but comprehensive overview of communications with customers and progress of individual deals.
- Business process flow. Sales Pro includes guided process flows on the Lead and Opportunity form that explain detailed and helpful next steps. This business process flow will increase the likelihood of a successful sale and an increased sales count.
- Activities timeline. The Sales Pro activities timeline aggregates all of your appointments, emails, and phone calls to help keep you organized and on-task.
- Store and view records. Sales Pro enables users to store and view documents as records so they are easily retrieved by your team.
- Simplified opportunity-to-invoice process. Sales Pro includes a simplified opportunity-to-invoice process so that users can easily generate and activate quotes and invoices, email quotes and invoices to customers, and mark deals as won.
- Document templates. Sales Pro includes Word and Excel templates to ensure that your documents align with your company’s brand.
- Receive Sales data anywhere and everywhere. Sales Pro will send your Sales data right to your mobile device or tablet, enabling users to access this data wherever and whenever they might need it.
These benefits of Dynamics 365 Sales Pro plus many more will serve to improve your productivity and elevate your business. To learn more, visit Microsoft’s Sales Pro Overview, our BCS website, or schedule a free consultation.