Merge pull request #3056 from MicrosoftDocs/main

Shopify update, bugs, video

business-central/admin-how-setup-email.md

@@ -6,12 +6,12 @@ ms.author: bholtorf
 ms.topic: get-started
 ms.search.keywords: SMTP, email, Office 365, connector
 ms.search.form: 1805, 9813, 9814, 1262, 1263
-ms.date: 10/06/2023
+ms.date: 03/04/2024
 ms.custom: bap-template
 ms.service: dynamics-365-business-central
 ---
 
-# Set Up Email
+# Set up email
 
 [!INCLUDE[azure-ad-to-microsoft-entra-id](~/../shared-content/shared/azure-ad-to-microsoft-entra-id.md)]
 
@@ -31,7 +31,7 @@ There are a couple of requirements for setting up and using the email features.
 * To set up email, you must have the **EMAIL SETUP** permission set. For more information, see [Assign Permissions to Users and Groups](ui-define-granular-permissions.md).
 * Everyone who will use the email features must be a fully-licensed [!INCLUDE [prod_short](includes/prod_short.md)]. For example, delegated admins and guest users can't use the tenant's email account.
 
-## Add Email Accounts
+## Add email accounts
 
 You add email accounts through extensions that enable accounts from different providers to connect to [!INCLUDE[prod_short](includes/prod_short.md)]. The standard extensions let you use accounts from Microsoft Exchange Online. However, other extensions that let you connect accounts from other providers, such as Gmail, might be available.
 
@@ -57,7 +57,7 @@ The following table describes the email extensions that are available by default
 If you want to use SMTP protocol to send emails from [!INCLUDE[prod_short](includes/prod_short.md)], you can use the SMTP Connector extension. When you set up an account that uses SMTP, the **Sender Type** field is important. If you choose **Specific User**, emails will be sent using the name and other information from the account you're setting up. However, if you choose **Current User**, emails will be sent from the email account specified for each user's account. Current User is similar to the Send As feature. For more information, see [Use a Substitute Sender Address on Outbound Email Messages](admin-how-setup-email.md#use-a-substitute-sender-address-on-outbound-email-messages). 
 
 > [!IMPORTANT]
-> If you're using [!INCLUDE[prod_short](includes/prod_short.md)] on-premises, you can use OAuth 2.0 protocol for authentication. To use OAuth for SMTP, all users must be on the same Microsoft Entra tenant. 
+> To use OAuth for SMTP, all users must be on the same Microsoft Entra tenant. 
 > 
 > You must create an application registration in the Azure portal, and then run the **Set up Microsoft Entra ID** assisted setup guide in [!INCLUDE[prod_short](includes/prod_short.md)] to connect to Microsoft Entra ID. For more information, see [Create an App Registration for Business Central in Azure Portal](admin-how-setup-email.md#create-an-app-registration-for-business-central-in-azure-portal).
 >

business-central/contoso-coffee/warehousing/warehouse-basic-flow-putaway-pick.md

@@ -6,7 +6,7 @@ ms.topic: conceptual
 ms.devlang: al
 ms.search.keywords:
 ms.search.form: 
-ms.date: 04/01/2021
+ms.date: 02/23/2024
 ms.author: bholtorf
 ms.service: dynamics-365-business-central
 ---
@@ -84,9 +84,9 @@ Alicia, the purchasing agent, creates a purchase order for various roasted beans
     When putting items to bins, John noticed default bin already contains some items, so he decided to use another bin. John also places other items to the next bins, as received quantity don't fit the capacity.
 
     1. In the first line change **Bin Code** from *S-1-01*, that was copied from the purchase order, to *S-1-02*. 
-    2.  Enter 20 in the **Qty. to Handle** field on the inventory put-away line with item WBR-1000.  
+    2.  Enter 20 in the **Qty. to Handle** field on the inventory put-away line with item WRB-1000.  
     3. In the second line, enter 20 into the **Qty to Handle** field and choose **Split Line** action. A new line appears, which is a copy of the original line, except that the **Qty. to Handle** field contains the quantity that you removed from the original line. 
-    4. Fill in bins codes for item WBR-1001:
+    4. Fill in bins codes for item WRB-1001:
 
     |Item|Bin code|Quantity|  
     |----------|-------------------|--------------|  

business-central/finance-currencies.md

@@ -1,14 +1,15 @@
 ---
 title: Currencies in Business Central
-description: get an overview of how Business Central defines your local currency versus the foreign currencies that you do trade in.
+description: Learn how to define your local currency and the foreign currencies that your business uses.
 author: brentholtorf
+ms.author: bholtorf
+ms.reviewer: bnielse
 ms.topic: conceptual
-ms.search.keywords: multiple currencies
+ms.search.keywords: currencies
 ms.search.form: 5, 118
-ms.date: 03/15/2022
-ms.author: bholtorf
-
+ms.date: 03/04/2024
 ms.service: dynamics-365-business-central
+ms.custom: bap-currencies
 ---
 # Currencies in Business Central
 
@@ -17,7 +18,7 @@ ms.service: dynamics-365-business-central
 ## Currencies
 
 > [!TIP]  
-> In [!INCLUDE[prod_short](includes/prod_short.md)] if you are looking for real time information about foreign exchange (FX) rates or historical rates, you will find it referred to as currency. In addition to this article, see also [Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md).
+> In [!INCLUDE[prod_short](includes/prod_short.md)] if you're looking for real time information about foreign currencies, exchange (FX) rates, or historical rates, you'll find it referred to as currency. In addition to this article, see also [Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md).
 
 [!INCLUDE [finance-currencies-def](includes/finance-currencies-def.md)]
 

business-central/includes/finance-currencies-lcy-def.md

@@ -1,20 +1,24 @@
 ---
 author: brentholtorf
 ms.topic: include
-ms.date: 03/15/2022
+ms.date: 03/04/2024
 ms.author: bholtorf
 ms.service: dynamics-365-business-central
 ---
-As companies operate in more countries/regions, it becomes essential that they are able to trade and report financial information in more than one currency. The local currency (LCY) is defined in the **General Ledger Setup** page as described in the article [Understanding the General Ledger and the Chart of Accounts](../finance-general-ledger.md). Once the local currency (LCY) has been defined, it will be represented as a blank currency, so when the **Currency** field is blank, it means that the currency is LCY.  
+If your company operates in more than one country or region, it's probably important that you can do business in more than one currency. You define your local currency (LCY) on the **General Ledger Setup** page. Afterward, your local currency will be represented as a blank currency on documents and transactions. When the **Currency** field is blank, the currency is LCY.
+
+The following video explains how to set up your local currency.
+
+> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1iM1n]
 
 Next, you must set up currency codes for each currency that you use if you buy or sell in currencies other than your local currency (LCY). Also bank accounts can be created using currencies. It is possible to record G/L transactions in different currencies, however, the G/L transaction will always be posted in the local currency (LCY).
 
 [!INCLUDE [finance-currencies-lcy](finance-currencies-lcy-note.md)]
 
-Your general ledger is set up to use your local currency (LCY), but you can set it up to also use another currency with a currency exchange rate assigned. By designating a second currency as a so-called additional reporting currency, [!INCLUDE[prod_short](prod_short.md)] will automatically record amounts in both LCY and this additional reporting currency on each G/L entry and other entries, such as VAT entries. For more information, see [Set Up an Additional Reporting Currency](../finance-how-setup-additional-currencies.md). The additional reporting currency is most often used to facilitate financial reporting to owners that reside in countries/regions using different currencies than the local currency (LCY).  
+Your general ledger is set up to use your local currency (LCY), but you can set it up to also use another currency with a currency exchange rate assigned. By designating a second currency as an additional reporting currency, [!INCLUDE[prod_short](prod_short.md)] automatically records amounts in both LCY and the additional reporting currency on G/L entry and other entries, such as VAT entries. For more information, see [Set Up an Additional Reporting Currency](../finance-how-setup-additional-currencies.md). The additional reporting currency is most often used to facilitate financial reporting to owners that reside in countries/regions using different currencies than the local currency (LCY).  
 
 > [!IMPORTANT]
 > If you want to use an additional reporting currency for financial reporting, make sure that you understand the limitations. For more information, see [Set Up an Additional Reporting Currency](../finance-how-setup-additional-currencies.md).
 
 > [!NOTE]  
-> When you post to G/L using a currency code, such as to post an expense in a general journal using a currency code, the transaction is converted to LCY using the currency exchange rate for the posting date. The G/L entry will not contain information of which currency was used, only its value in LCY. If you want to keep track of the original currency, such as for an invoice, you must use the sales and purchase documents as well as bank accounts that do store currency code information for the entries.
+> When you post to the general ledger using a foreign currency, [!INCLUDE [prod_short](prod_short.md)] converts the transaction to LCY using the currency exchange rate for the posting date. The G/L entry won't contain information about which currency was used, only its value in LCY. To keep track of the original currency, use the sales and purchase documents and bank accounts that store currency information for entries.

business-central/includes/shopify-preview.md

@@ -0,0 +1,10 @@
+---
+author: brentholtorf
+ms.topic: include
+ms.date: 03/04/2024
+ms.author: bholtorf
+ms.service: dynamics-365-business-central
+---
+
+> [!NOTE]
+> This feature is currently in preview so that our customers and partners can provide feedback. It'll become a standard feature in 2024 release wave 1. 

business-central/product-requirements.md

@@ -35,11 +35,9 @@ We recommend that you use a stable channel version of a web browser as it's the
 
 ## Outlook
 
-**Outlook applications:** To use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook, you need Outlook 2019 or later, Outlook on the web, Outlook for iOS, or Outlook for Android. Your organization must also use Microsoft 365. You can't use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook if your organization uses Exchange Server on-premises. 
+**Outlook applications:** To use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook, you need Outlook 2019 or later or Outlook on the web. Your organization must also use Microsoft 365. You can't use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook if your organization uses Exchange Server on-premises. 
 
-**Browsers:** When using [!INCLUDE[prod_short](includes/prod_short.md)] as your business inbox in Outlook in a browser, the add-in requires that your computer is running one of the supported browsers that are listed earlier in this article.
-
-**Platforms:** When using the [!INCLUDE[prod_short](includes/prod_short.md)] Outlook Add-In in Outlook for iOS or Outlook for Android, the add-in requires that your mobile device is running one of the listed supported mobile devices for [!INCLUDE[prod_short](includes/prod_short.md)].  
+**Browsers:** When using [!INCLUDE[prod_short](includes/prod_short.md)] as your business inbox in Outlook in a browser, the add-in requires that your computer is running one of the supported browsers that are listed earlier in this article. 
 
 ## Teams
 

business-central/production-about-planning-functionality.md

@@ -102,7 +102,8 @@ The **Warning** information field on the **Planning Worksheet** page informs you
 - Emergency
 - Exception
 - Attention
-- Emergency
+
+### Emergency
 
 The emergency warning displays in two situations:
 

business-central/sales-how-drop-shipment.md

@@ -24,10 +24,10 @@ When a sales order is marked for drop shipment, and you create a purchase order
 To prepare a drop shipment, you create a sales order for an item and indicate on the sales line that the sale requires drop shipment.
 
 1. Create a sales order for an item. For more information, see [Sell Products](sales-how-sell-products.md).
-2. On the sales order line for the drop shipment, select the **Drop Shipment** check box. 
+2. On the sales order line for the drop shipment, select the **Drop Shipment** check box. Alternatively, in the **Purchasing Code** field, select a purchasing code that has the **Drop Shipment** field selected.
 
 > [!TIP]
-> By default, the Drop Shipment check box isn't available on the lines. If it isn't, you can add it by personalizing the section of page that contains the lines. For more information, see [Personalize Your Workspace](ui-personalization-user.md).
+> By default, the Drop Shipment check box and Purchasing Code field aren't available on the lines. If they aren't, you can add them by personalizing the section of page that contains the lines. For more information, see [Personalize Your Workspace](ui-personalization-user.md).
 
 ## To create the purchase order for drop shipment
 

business-central/shopify/shopify-account.md

@@ -1,7 +1,7 @@
 ---
 title: Create and Set up a Shopify Account
 description: Learn how to get a Shopify account so you can demonstrate the workflow for integrating Shopify and Business Central.
-ms.date: 06/21/2022
+ms.date: 03/04/2024
 ms.topic: article
 ms.service: dynamics-365-business-central
 ms.search.form: 30101, 30102 
@@ -12,6 +12,8 @@ ms.author: bholtorf
 
 # Create and Set up a Shopify Account
 
+
+
 If you're considering whether to use Shopify as your e-Commerce solution and need a Shopify account to validate integrated workflow, you have the following options:
 
 - Get a trial version. This is the typical starting point for end-users.  
@@ -23,15 +25,19 @@ Go to the [Shopify website](https://www.shopify.com) and use your email account
 
 In the **Shopify Admin** of the created shop, apply the following **Settings**:
 
-- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**.
-- Consider enabling the *Show login link in storefront and checkout* in the **Customer account settings** section of the checkout settings.
-- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings.
-- Enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings, if you plan to demonstrate tipping.
+- Select a plan in the [**Plan**](https://www.shopify.com/admin/settings/plan) settings to be able test the checkout process.
+
+- Consider enabling the *Show login link in the header of onilne store and checkout* in the **Accounts in online store and checkout** section of the [**Customer accounts**](https://www.shopify.com/admin/settings/customer_accounts) settings in your **Shopify admin**.
+- Consider selecting *New customer account* in the  **Accounts in online store and checkout** section of the Customer accounts settings.
+- Consider enabling *Self-serve returns* in the **New customer accounts** section of the Customer accounts settings.
+
 - Activate test payments. You have two options. Start by going to [**Payments**](https://www.shopify.com/admin/settings/payments) settings:  
   1. *(for testing) Bogus Gateway*. For more information, see [Activate Bogus Gateway for testing](https://help.shopify.com/en/manual/checkout-settings/test-orders#place-a-test-order-by-simulating-a-transaction).
   2. *Shopify payments* in test mode. For more information, see [Testing Shopify Payments](https://help.shopify.com/en/manual/payments/shopify-payments/testing-shopify-payments).
 
-- Select a plan in the [**Plan**](https://www.shopify.com/admin/settings/plan) settings to be able test the checkout process.
+- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**.
+- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings.
+- Enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings, if you plan to demonstrate tipping.
 
 > [!Important]  
 > To avoid payments, remember to cancel your Shopify trial.
@@ -42,13 +48,18 @@ Begin by joining the [Shopify Partner Program](https://help.shopify.com/partners
 
 After creating the store, in the **Shopify Admin** of the created shop, apply the following **Settings**:
 
-- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**.
-- Consider enabling the *Show login link in storefront and checkout* in the **Customer account settings** section of the checkout settings.
-- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings.
-- If you plan to demonstrate tipping, enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings.
+- Consider enabling the *Show login link in the header of onilne store and checkout* in the **Accounts in online store and checkout** section of the [**Customer accounts**](https://www.shopify.com/admin/settings/customer_accounts) settings in your **Shopify admin**.
+- Consider selecting *New customer account* in the  **Accounts in online store and checkout** section of the Customer accounts settings.
+- Consider enabling *Self-serve returns* in the **New customer accounts** section of the Customer accounts settings.
+  
 - Activate test payments. You have two options. Start by navigating to [**Payments**](https://www.shopify.com/admin/settings/payments) settings:  
   1. *(for testing) Bogus Gateway*. For more information, see [Activate Bogus Gateway for testing](https://help.shopify.com/en/manual/checkout-settings/test-orders#place-a-test-order-by-simulating-a-transaction).
   2. *Shopify payments* in test mode. Learn more at [Testing Shopify Payments](https://help.shopify.com/en/manual/payments/shopify-payments/testing-shopify-payments).
+
+- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**.
+- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings.
+- If you plan to demonstrate tipping, enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings.
+
 
 > [!Note]  
 > Development stores are usually password protected. When you try to open a specific page in your online store from [!INCLUDE [prod_short](../includes/prod_short.md)], for example to go to a specific product or order, you'll need to enter your password. While you're testing, to avoid having to enter your password, sign in to your Shopify admin and open your store from there. You won't need to enter the store password until you close your browser or your session expires.