Enhancements to Finance, Sales, and Purchasing
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Non-inventory items
Business Central now offers support for non-inventory items: Item that you can buy or sell but don’t want to keep as inventory items.
Examples: Consumed office supplies, metal-ware in manufacturing/service scenarios (buy in kg, consume units), or farmer selling strawberries at the roadside.
With non-inventory items you can benefit from item capabilities, such as pricing/discount structure, units of measure, default vendors and additional vendors, extended descriptions, replacements, tariff numbers, etc., but do not involve tracking of inventory quantity and value. Non-inventory items support following features:
- Sales
- Purchasing
- Job Consumption
- Service Consumption
- Assembly Consumption
- Production Consumption
Resources About Item Types
Blocked items hidden in lookups
Over time customers can have thousands of blocked items that are not to be used. However, they still show up in lookups when adding items to sales documents. This makes the list of items too long and causes confusion about which items can be sold.
With the October release, blocked items are hidden in lookups in multiple journals and documents.
Resources
Block Items from Sales or Purchasing
Block Items from Sales and Purchasing
To have more flexibility in specifying which transactions are allowed for specific items. You can block an item from being entered on sales or purchase lines, and you can block it from being posted in any transaction.
Resources
Block Items from Sales or Purchasing
Updated reports layout
Frequently used reports have gotten a layout refresh and a more modern look.
| Report ID | Name |
|---|---|
| 1 | Chart of Accounts |
| 2 | General Journal - Test |
| 3 | G/L Register |
| 4 | Detail Trial Balance |
| 5 | Receivables-Payables |
| 6 | Trial Balance |
| 8 | Budget |
| 9 | Trial Balance/Budget |
| 25 | Account Schedule |
| 38 | Trial Balance by Period |
| 101 | Customer - List |
| 103 | Customer Register |
| 107 | Customer - Order Summary |
| 108 | Customer - Order Detail |
| 111 | Customer - Top 10 List |
| 112 | Sales Statistics |
| 113 | Customer/Item Sales |
| 114 | Salesperson - Sales Statistics |
| 119 | Customer - Sales List |
| 120 | Aged Accounts Receivable |
| 129 | Customer - Trial Balance |
| 309 | Vendor - Purchase List |
| 321 | Vendor - Balance to Date |
| 329 | Vendor - Trial Balance |
| 715 | Price List |
| 720 | Item/Vendor Catalog |
| 1001 | Inventory Valuation |
| 5605 | Fixed Asset - Book Value 01 |
| 5871 | Item - Able to Make (Timeline) |
| 5872 | BOM Cost Share Distribution |
Standard Sales and Purchase Codes Improvements
If you often need to create sales and purchase lines with similar information, you can set up standard lines that you can then insert on recurring sales and purchase documents, for example, for recurring replenishment orders. With October release users can specify how the standard sales or purchase codes are entered when you create different sales or purchase documents.
Resources
Fixed assets appreciation posting available through purchase invoice
With current release user can easily register the value increase of a fixed asset (FA). The FA Posting Type field is extended with Appreciation type on purchase invoices to support this. Thus, not only maintenance but also appreciation of fixed assets can now be documented by posting a purchase invoice using the appropriate FA posting type, without need to post separate transactions via general journal.
Multiple interest rates (finance charge terms)
Adding support for multiple period-specific interest rates for Finance Charge Terms. With current release when you create finance charge terms and reminder terms as penalty for delayed payment, you can also specify multiple interest rates so that the penalty fee is calculated from different interest rates in different periods.
VAT Reconciliation report (country consolidation)
VAT reconciliation is often done by accountants each time a VAT return is submitted to the tax authorities. W1 version has had a VAT-to-G/L relationship for years, but with no specific feature utilizing it. We added ability to reconcile G/L entries vs. VAT entries based on established relations.
Archiving of blanket orders and document line tracking
We aligned archiving functionality and extended it to include Blanket Orders. We also improved tracking so user can look up the blanket order from the order or archived order and vice versa.
Resources
Archive Documents Track Document Lines
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