Create recurring sales invoices automatically

A common issue is to generate invoices per month for items and services automatically, which are being sold periodically.
You can use report “Create recurring Sales Invoice” to generate sales invoices with the needed lines manually. The parameters “Order Date” and “Posting Date” in the request page are mandatory. So, the report cannot be used to generate invoices automatically without setting the mandatory parameters.

Source : DFK’s Tech Blog
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Dynamics 365 Business Central 2020 Wave 1 – Attach as PDF and auto insert recurring lines

Another great feature which comes with Dynamics 365 Business Central 2020 Wave 1 is called Attach as PDF.

Function Attach as PDF is available on documents such as Posted Sales Invoices, Sales Quotes, Sales Invoices, various Purchase documents, …

Source : fajdiga.info
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Recurring Journal in Microsoft Dynamics NAV!

Recurring Journal: to post regular transactions with minimal or no changes.

The following are some features, conditions or settings for recurring journal.
• Feature for allocating single entry to multiple general ledger accounts when posting based on quantity, fixed rate or allocation percentage
• Reversing journal can also be created using recurring journals such as accrual journals that are reversed in the following month
• Contains special fields for managing recurring entries
• Balancing field not available on journal line
• Journal lines remains after posting
• Not allow future date posting

Bron : Evolution Business Systems
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Microsoft Dynamics NAV 2013 R2: How to Create Recurring General Journals

The Recurring General Journal window is used to post transactions that recur with few or no changes to G/L, bank, customer, vendor and fixed assets accounts. In a recurring general journal, you enter the relevant information for the transaction, such as the posting date, amount and the accounts you want to post to. You also enter information that tells NAV about how often the transaction is posted. You can also specify automatic reversal the day after the posting date and allocate an amount among several accounts. The information you enter in a journal is temporary and can be changed until you post the journal.

Bron : ArcherPoint
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Microsoft Dynamics NAV 2009 R2: How to Create Recurring General Journals

The Recurring General Journal window in Microsoft Dynamics NAV (Navision) is used to post transactions that recur with few or no changes to G/L, bank, customer, vendor and fixed assets accounts. In a recurring general journal, you enter the relevant information for the transaction, such as the posting date, amount and the accounts to which you want to post. You also enter information that tells NAV about how often the transaction is posted. You can also specify automatic reversal the day after the posting date and allocate an amount among several accounts. The information you enter in a journal is temporary and can be changed until you post the journal.

Bron : ArcherPoint
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