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Bp11

Day 11 – Customer Discount Groups

Dynamics NAV  Customer Discount Groups Day 11 Top Trick! 

In NAV there is the option to define Customer Discount Groups. This enables you to offer an invoice discount across all items that you sell, this can be simpler to maintain that Customer Price Groups. 

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The Following Steps Outline how to use Customer Discount Groups in Microsoft Dynamics NAV. 

1. Navigate to the Customer Disc. Groups Setup CRONUS UK Ltd./Departments/Sales & Marketing/Order Processing/Setup

2. In this Window you need to define a Code and Description for the Disc. Groups. tab 1

3. When you have created the Customer Disc. Group you will now need to apply Discounts for Customers within this Discount Group, you do this by clicking ‘Sales Line Discounts’ in the Ribbon. 

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4. In this window you will be able to specify Discount applied to specific Items or Items within an Item Disc. Group as well as minimum Quantities and start and end dates for contractual agreements or promotions if required.

5. Now that we have created Customer Disc. Groups we need to add it to Customers so that the Discount will be applied when selling to the specified Customers. We can do this on the Customer card by populating the ‘Customer Disc. Group’ field.  

6. You will now be able to process sales orders and the correct discount will be applied in sales documentation.

Want to know more? Contact us on enquiries@totalenterprisesolutions.co.uk or call us on 0345 257 1173

 

 

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Customising in ‘My Settings’ in Business Central

You can find my settings in the settings menu on the App Bar on the top of Business Central client.

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If you click here, then you get access to my settings.  And here you can find some very important features which allow you to customise your business central experience. For example, you can select which the Role Centre to use, select the company you’re working in and can verify the work date that you’re working in.

As Business Central is a multi-language solution you can also specify which language. So that people working in different languages can all work in the same system.  Further to this there are some regional settings such as language and time zone.

And finally, you can also change your notifications in the system

Here is a screenshot of what ‘My Settings’ looks like in Business Central:

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To change the Role Centre in my settings, clicking the drop-down button next to this field a list of which Role Centres are available for you.

 

 

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As soon as you confirm this with clicking OK you will see that the Role Centre will change without having to close the application, this is instant, once the new role centre has loaded the content displayed is totally different to previously. This feature allows you to tailor the user experience for different Job roles within the business.

Below is an example of the range of different role centres available is business central.

Sales order processor RC:

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If you’d like to talk to us about how we can help you. Please give us a call on 01345 257 1173 or drop us an email on enquiries@totalenterprisesolutions.co.uk 

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Christmas Celebrations Day 2 – Importing and Exporting Budgets

Day two of our Christmas celebrations we have a ‘how to’ guide showing you how to export modified budgets in Microsoft Dynamics 365 Business Central.

Introduction 

Microsoft Dynamics 365 Business Central provides the option of creating budgets by using export and import functions. This allows you to export budgets to Excel by using the Export Budget to Excel batch job and modify them as needed before importing them back in for a quick changes that need to be made.

Exporting an existing Budget 

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2. Open the budget that you would like to Export.

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3. Once the Budget is open, press the ‘Process’ button on the ribbon and select ‘Export to Excel.’

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4. Using the filters provided to you in the option menu below, select the appropriate filters for your requirements. Make sure you also set the number of periods you would like the budget to include. In this instance, I wanted the whole of the ‘2020’ Budget with 12 Periods and I changed no filters.blog 4

In this example, I have also selected the Dimension ‘COSTCENTRE’ to align my budget to specific dimensions. I have done this by pressing the assist edit 

  1. Press ‘OK’ and open the downloaded excel sheet to see your exported budget. 

Modifying an exported Budget 

Once you have exported your budget you can then start modifying it using the excel spreadsheet that was created by Dynamics 365 Business Central. 

  1. Open the Excel spreadsheet containing the exported budget (as demonstrated in the previous section of this document) 
  2. Use Excels functions to calculate and modify the budgets for each G/L Account listed in your budget.  

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In this example, I wanted the G/L Account in relation to Operating Equipment to have a total Annual Budget of £24,000. So, I split the cost across the whole 12 months. I also aligned this to the BUSINESS COSTS Costcentre Code. 

  1. Make sure any changes you make are saved by saving the excel document frequently. 

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Importing a modified Budget 

Now that we have modified the budget, you can then import it back into the same screen that you have exported it from. It is always advised that you follow the Exporting a Budget steps before performing the below as exporting will give you the format that the fields need to be modified in. 

  1. Navigate to the Budgets page

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2. Open the budget that you would like to import

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3. Once the Budget is open, press the ‘Process’ button on the ribbon and select ‘Import from Excel’

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4. When the options menu appears, make sure you select ‘Replace entries’ if you are updating a Budget.

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Or as an alternative, choose ‘Add entries’ if you made no modifications.

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5. Press ‘OK’ and use the ‘Choose…’ button to select your modified budget.

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6. Your Modified Budget has now been successfully imported!

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From this menu, you can then drill down into the budget by clicking the blue value in Budgeted Amount to see all the entries that have been created.

 

If you would like to know more about Microsoft Dynamics NAV/365 Business Central give us a call on 01345 257 1173 or drop us an email on enquiries@totalenterprisesolutions.co.uk

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Import a Journal from Excel to Microsoft Dynamics NAV

On the third day of Christmas our NAV elves bring to you a ‘how to guide’ on importing a Journal from Excel to Microsoft Dynamics NAV.

In this quick how to guide, we illustrate how easy it is to import journal data from Excel into Dynamics NAV 2017.
The Microsoft documentation for this is helpful, but we thought we would show you the tips and tricks to getting this working right first time.
Note that in Microsoft Dynamics NAV 2018, this feature is further enriched as you will be able to edit the data straight in the Excel application.
If you’re executing this routine for the first time, consider creating a template from a Dynamics Nav 2017 journal batch. This will provide you with all the fields that you might require when profiling your batch for the Excel export / import process.
To profile a journal ‘right click’ on a column heading, and select ‘choose columns’ from the menu you’ve invoked and profile your journal by adding or removing columns to suit your needs.

• Once the required columns have been selected, use the CTRL+E shortcut key to export your journal to Excel.
• Alternatively, highlight all the rows in the journal, ‘right click’ and select ‘copy rows’ from the menu option (CTRL+SHIFT+C is the keyboard shortcut.). If you prefer this option, you will need to open Excel and paste the rows in to an Excel worksheet.

• You can populate Excel (also taking advantage of Excel tools like formulas) with data ready to be copied back into the Dynamics NAV 2017.

• To copy your data back into Dynamics Nav 2017, highlight the journal area in Excel and ‘Copy’ it by using for example the ‘CTRL+C’ keyboard function. Note that the description and column heading rows are omitted from the copy selection. (Rows 1 and 2 in the following screen image)

• Select a new row in your Journal batch in Dynamics NAV 2017, ‘right click’ and select the “Paste Rows” option. (Alternatively, use the CTRL+SHIFT+V keyboard shortcut.) Note that you can append to a journal batch which already has lines it. It doesn’t have to be an empty journal.

Tips and Tricks
• Mapping
o Making sure the columns in the worksheet match the columns in the Journal is key.
• Consistency
o Option fields (For example Account Type and Account Number) should always be entered in Excel as they appear in Dynamics Nav 2017. To see your options, use the relevant drop-down menu in Dynamics Nav 2017.
o Code fields, or fields which validate to a different table must also mirror what you have in Dynamics NAV 2017.
The above illustrates how you can paste a journal into Microsoft Dynamics NAV 2017.

If you would like further assistance or would like to see how this works in Microsoft Dynamics NAV 2018 please do not hesitate to contact us.