@jaclynlee-g8h, On the Approval User setup window, the user's emails need to be populated and if the two users are part of the same Workflow User Group, then they'll both receive the email notification for approval. Hope that helps!

Can you provide more detail about what list you are referring to in the video?

@@WebSanSolutionsInc Is there a way to total the "blue" balance line that comes from the customer table? + Subtotal the "orange" lines from the ledger entry table? - Thanks

@@aedanrobinson6447 , To bring the price of the assembly into the Project/Job, you need to perform an item ledger entry to charge the assembly item inventory to the job/task/planning line. This will bring the full cost of the assembly into the job. Hope that helps!

@rommelcaragay, here's the answer to your question: Data Mapping and Matching: Ensure that the data fields in both companies are properly mapped and matched. This helps in identifying and merging identical records while updating any discrepancies. Conflict Resolution: Be prepared for potential conflicts where data might differ between the two companies. Dynamics 365 Business Central offers options for conflict resolution, such as choosing which company's data to prioritize. Incremental Updates: Rather than a complete overwrite, use incremental updates to synchronize only the changes made since the last synchronization. This reduces the risk of data loss and ensures continuity. Data Validation: Regularly validate and clean the data before and after synchronization to maintain data integrity and consistency. By leveraging these features, you can effectively synchronize master data without needing a blank subsidiary company. I hope that helps!

@khoivu8172 The feature is for basic field monitoring and does not get into that level of detail, but it provides a notification when a tracked field has been changed. If you are looking for something more detailed, you can use something like Power Automate to trigger notification emails instead. I hope that helps!

@@WebSanSolutionsInc greate tks , is there any trick we can change content of body email sent out to include the Key of the rec ?

@@khoivdful Unfortunately, there's not.

@@WebSanSolutionsInc great tks and have nice day!

@StrattonVA, thanks for your question! We're not 100% sure what the issue is but we recommend you either ensure the filters you have set on the suggest reminder lines page are correct with regards to what records you want pulled into the reminder, or that you ensure the reminder term code field on the reminder card in the posting fast tab has been populated. Hope that helps!

Hi @mati9310, Power BI is a separate module that can integrate with Business Central.

Hi, Yes, both sender and receiver need to have an email setup: learn.microsoft.com/en-us/dynamics365/business-central/across-setting-up-workflow-notifications

Thanks for your feedback!

Hi @SamMorton-ut8sn, please email [email protected] asking for a copy of the presentation and someone from our team will reach out to you.

Glad it was helpful!

@Aleksandraaa744, Sorry for the delayed response. If a sales invoice has been created and posted without reference to the job, there's no way to link it after the fact, unfortunately.

You're welcome!

HI @tayrinecoelho2242, Yes, you can. Go to the list of open payables and create an analysis view. It should show you the dates that you are looking for.

Thank you! We're happy you liked the video.

Hello. Yes, you can set up a replenishment method for the print item to be "order" so that MRP will tell you to print it every time an order comes in. You can sell non-stock items for a price but I don't think they would have a cost.

Hello, as long as the base unit of measure is PCS or EA, then this is simply an alternate unit of measure issue. Define alternate purchasing units of measure as case packs of 40 or case packs of 50. You can easily see how many of each case pack multiple you have.

Hello. Thank you for your thorough question! Please email us at [email protected] so that we can assist you further with your inquiry as it requires a more in-depth explanation.

Glad you liked it!

Yes, you can assign them to the sales orders after the FP has been created by MRP.

Hi @paulinoiba, We are not sure of the context of the question, but you can always look at the item ledger entries filtered by a date range.

Hi @remmit_411, You cannot reserve the inbound inventory against a "Customer", it must be against a transaction for the Customer. For example, you would have to create a Sales Order for the customer, then make the reservation against the inbound Purchase Order/Transfer Order and wait to post said Sales Order until the purchase request has been made. Note: Shipment Date of Sales Order must be AFTER the Expected Receipt Date of the Purchase Order/Transfer Order

Hi David, Unfortunately, this app was built for Business Central specifically. You have to have Business Central to use this app.

Hi @surfmase, You are technically correct. You'd have to create the PO using Requisition Worksheet (which does look at lead) to then get the Delivery Date off the PO.

Hi @desireerhyn3911, thanks for the suggestion!

Glad you think so!

@magusjeppesen, sorry for the late reply! To answer your question would require a developer to write custom code in AL to sync the new custom column. The Dataverse Connection can be modified, but it requires development work.

HI @Luke-zr5ew, There's nothing native in BC that'll prevent a user from setting a PO status to Open. You would have to build a custom extension to prevent users from approving a PO.

Glad you are enjoying the content!

Glad you enjoyed it!

Thank you too!

@cherylokane2289, If delivery fees are set up as a non-inventory item that hits your desired GL accounts from a cost-tracking perspective, then there is no impact. It'll just impact the cost on the posting shipment right away rather than doing it as a charge item on a separate invoice.

Thank you! Look forward to sharing more content shortly!

Thank you! Look forward to sharing more content in the future!

@CopticCommentary-nu6xj, We don't think that you would be able to download a trial without a work email address.

Thank you! Look forward to sharing more in future videos!

Thank you! Glad you're enjoying our content!

The process we showed was the standard native out of the box process for a low volume scenario and that there are ways to help automate but your Microsoft partner would have to help automate as necessary.

There is a better way to do this. My company has created an integration with Dynamics BC where you can automate all payments and reciepts.

@@WebSanSolutionsInc how do you automate ?

Glad you enjoyed it!