diff --git a/business-central/LocalFunctionality/Norway/norwegian-vat-reporting.md b/business-central/LocalFunctionality/Norway/norwegian-vat-reporting.md index 56e324680..31105ca48 100644 --- a/business-central/LocalFunctionality/Norway/norwegian-vat-reporting.md +++ b/business-central/LocalFunctionality/Norway/norwegian-vat-reporting.md @@ -1,18 +1,18 @@ --- -title: Norwegian VAT Reporting [NO] +title: Norwegian VAT reporting [NO] description: Norwegian enhancements in Business Central allow you to calculate and report VAT to the Norwegian tax authorities. author: brentholtorf ms.topic: conceptual ms.devlang: al ms.search.form: 737, 738, 743, 10601, 10604, 10692 ,10696 -ms.date: 04/25/2024 +ms.date: 04/30/2024 ms.author: bholtorf ms.service: dynamics-365-business-central --- -# Norwegian VAT Reporting in the Norwegian Version +# Norwegian VAT reporting > [!IMPORTANT] -> ID-porten in Norway has been changed. Microsoft updated Norwegian Electronic VAT submission solution to the new ID-porten system from the 23.5 release. +> ID-porten in Norway has been changed. Microsoft updated Norwegian Electronic VAT submission solution to the new ID-porten system from the 23.5 release. [!INCLUDE[prod_short](../../includes/prod_short.md)] provides features that allow you to calculate and report VAT returns to the Norwegian tax authorities. @@ -20,7 +20,7 @@ This article shows the typical steps that you should follow when reporting Norwe This article assumes that you have set up VAT reporting. For more information, see [Set Up Calculations and Posting Methods for Value-Added Tax](../../finance-setup-vat.md) and [Report VAT to Tax Authorities](../../finance-how-report-vat.md). -## Set Up Business Central to Generate and Submit Electronic VAT Returns +## Set up Business Central to generate and submit electronic VAT returns To submit VAT returns to Norwegian tax authorities, an administrator must create a connection to ID-Porten at Digitaliseringsdirektoratet. @@ -99,7 +99,7 @@ To make it easier to set up VAT reporting, [!INCLUDE[prod_short](../../includes/ > [!NOTE] > In addition to the settings described above, we automatically create a VAT report configuration for submitting returns and getting responses. You can view the configuration on the **VAT Reports Configuration** page. -#### Electronic VAT Setup for existing users +#### Electronic VAT setup for existing users > [!IMPORTANT] > If you are an existing user, you need to manually change some information on the **Electronic VAT Setup** page. diff --git a/business-central/LocalFunctionality/UnitedStates/how-to-1099-report.md b/business-central/LocalFunctionality/UnitedStates/how-to-1099-report.md index 2e29a5d65..fe59e834d 100644 --- a/business-central/LocalFunctionality/UnitedStates/how-to-1099-report.md +++ b/business-central/LocalFunctionality/UnitedStates/how-to-1099-report.md @@ -11,7 +11,7 @@ ms.reviewer: solsen ms.service: dynamics-365-business-central --- -# Submit and report the IRS 1099 forms in the US version +# Submit and report the IRS 1099 forms ## Register with IRS diff --git a/business-central/LocalFunctionality/UnitedStates/how-to-1099-use.md b/business-central/LocalFunctionality/UnitedStates/how-to-1099-use.md index 786ef8f58..325789ab6 100644 --- a/business-central/LocalFunctionality/UnitedStates/how-to-1099-use.md +++ b/business-central/LocalFunctionality/UnitedStates/how-to-1099-use.md @@ -11,7 +11,7 @@ ms.reviewer: solsen ms.service: dynamics-365-business-central --- -# Use the IRS 1099 forms in the US version +# Use the IRS 1099 forms [!INCLUDE[prod_short](../../includes/prod_short.md)] will calculate 1099 forms only for vendors whose **Purchase Invoice** includes information about **IRS 1099 Form No.** and **IRS 1099 Form Box No.** on the document header and if the payment is posted and applied to this invoice. diff --git a/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form-v24.md b/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form-v24.md index 2feb75d62..f706efe4d 100644 --- a/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form-v24.md +++ b/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form-v24.md @@ -1,5 +1,5 @@ --- -title: Set up the IRS 1099 form [US] +title: Set up the IRS 1099 form for version 24 [US] description: Learn how to set up the 1099 tax forms so that you can calculate and submit the required reports. author: altotovi ms.topic: conceptual @@ -11,7 +11,7 @@ ms.reviewer: solsen ms.service: dynamics-365-business-central --- -# Set up the IRS 1099 forms in the US version +# Set up the IRS 1099 forms The Internal Revenue Service (IRS) requires one or more versions of the 1099 tax form for payments to vendors. Copies of these forms must be sent to vendors annually on or before the last day of January. On your purchase documents, you can specify that the document is 1099 liable, and you can specify the 1099 code for the vendor. @@ -129,10 +129,9 @@ To do so, on the **IRS 1099 Forms** page and for specific form **No.**, choose t ## See also -[United States Local Functionality](united-states-local-functionality.md) -[How to use the IRS 1099 forms](set-up-use-irs1096-form-v24.md) +[United States Local Functionality](united-states-local-functionality.md) [How to submit and report the IRS 1099](set-up-use-irs1099-form-v24.md#to-print-report-configuration) -[Register New Vendors](../../purchasing-how-register-new-vendors.md) -[Work with [!INCLUDE[prod_short](../../includes/prod_short.md)]](../../ui-work-product.md) +[Register New Vendors](../../purchasing-how-register-new-vendors.md) +[Work with [!INCLUDE[prod_short](../../includes/prod_short.md)]](../../ui-work-product.md) [!INCLUDE[footer-include](../../includes/footer-banner.md)] diff --git a/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form.md b/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form.md index ec37d2787..92741a8e8 100644 --- a/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form.md +++ b/business-central/LocalFunctionality/UnitedStates/set-up-use-irs1099-form.md @@ -11,7 +11,7 @@ ms.reviewer: bholtorf ms.service: dynamics-365-business-central --- -# Set up and use the IRS 1099 form in the US version +# Set up and use the IRS 1099 form > [!IMPORTANT] > From version 24.0, you can start using this new 1099 functionality for better transparency, integration, and automation. To do this, you must enable this new feature using the **Feature Management** page. You can find more details [here](introduction-to-the-irs-forms.md). If you do not enable it earlier, [!INCLUDE[prod_short](../../includes/prod_short.md)] will automatically do it with the version 27.0, so we recommend to start using the new version right now. diff --git a/business-central/TOC.md b/business-central/TOC.md index 719355d6a..7ad24d5c9 100644 --- a/business-central/TOC.md +++ b/business-central/TOC.md @@ -73,7 +73,7 @@ ms.service: dynamics-365-business-central ##### [Design details: Inventory valuation](design-details-inventory-valuation.md) ##### [Design details: Revaluation](design-details-revaluation.md) #### Design details: Posting date on adjustment value entry -##### [Posting date on adjustment value entry verview](design-details-inventory-adjustment-value-entry-posting-date.md) +##### [Posting date on adjustment value entry overview](design-details-inventory-adjustment-value-entry-posting-date.md) ##### [Error message "Posting date is not within your range of allowed posting dates"](design-details-inventory-adjustment-value-entry-allowed-posting-dates.md) ##### [Posting date on adjustment value entry compared to the source entry](design-details-inventory-adjustment-value-entry-source-entry.md) #### Design details: Dimension set entries @@ -174,7 +174,7 @@ ms.service: dynamics-365-business-central #### [Manage saved settings](reports-saving-reusing-settings.md) #### [View test reports before posting](ui-how-view-test-reports-posting.md) #### [Run batch jobs and XML ports](ui-how-run-batch-jobs.md) -### Change the look of externally-facing documents +### Change the look of externally facing documents #### [About report and document layouts](ui-manage-report-layouts.md) #### [Get started create layouts](ui-get-started-layouts.md) #### [Work with Word layouts](ui-how-add-fields-word-report-layout.md) @@ -202,7 +202,7 @@ ms.service: dynamics-365-business-central ### [Intelligent insights (online only)](about-intelligent-cloud.md) ## Frequently Asked Questions ### [Frequently Asked Questions](across-faq.yml) -### [Chat with Copliot FAQ (preview)](chat-with-copilot-faq.md) +### [Chat with Copilot FAQ (preview)](chat-with-copilot-faq.md) ### [Tell Me FAQ](ui-search-faq.md) ### [Search and filter FAQ](ui-search-filter-faq.yml) ### [List views FAQ](ui-views-faq.yml) @@ -351,7 +351,7 @@ ms.service: dynamics-365-business-central #### [Bank reconciliation overview](bank-manage-bank-accounts.md) #### [Reconcile bank accounts](bank-how-reconcile-bank-accounts-separately.md) #### [Reconcile bank accounts using Copilot (preview)](bank-reconciliation-with-copilot.md) -#### [Applying payments automatically and reconcile bank accounts](receivables-apply-payments-auto-reconcile-bank-accounts.md) +#### [Applying payments automatically and reconciling bank accounts](receivables-apply-payments-auto-reconcile-bank-accounts.md) #### [Transfer bank funds](bank-how-transfer-bank-funds.md) #### [Create bank deposits](bank-create-bank-deposits.md) @@ -446,13 +446,20 @@ ms.service: dynamics-365-business-central #### [Validate VAT registration numbers](finance-how-validate-vat-registration-number.md) #### [Convert service contracts that include VAT amounts](service-how-to-convert-service-contracts.md) -### Setup and use E-documents +### Set up and use e-documents #### [E-Documents overview](finance-edocuments-overview.md) -#### [Set up E-documents](finance-how-setup-edocuments.md) -#### [Use e-documents in sales and purchases](finance-how-use-edocuments.md) -#### [Set the E-Documents connector with external endpoints](finance-how-setup-edocuments-external.md) +#### [Set up e-documents](finance-how-setup-edocuments.md) +#### [Use e-documents in sales](finance-how-use-edocuments.md) +#### [Use e-documents in purchases](finance-how-use-edocuments-purchase.md) +#### [Set the e-documents connector with external endpoints](finance-how-setup-edocuments-external.md) #### [Extending e-documents functionality](/dynamics365/business-central/dev-itpro/developer/devenv-extend-edocuments) +### Sustainability management +#### [Sustainability management overview](finance-manage-sustainability.md) +#### [Sustainability setup](finance-sustainability-setup.md) +#### [Chart of sustainability accounts and ledger](finance-sustainability-accounts-ledger.md) +#### [How to record greenhouse gas (GHG) emissions](finance-sustainability-journal.md) + ### [Multi-site and international organizations](finance-multi-site-organizations.md) #### Consolidate financial data from multiple companies ##### [Company consolidation](finance-consolidated-company-reporting.md) @@ -587,6 +594,7 @@ ms.service: dynamics-365-business-central ### [Fixed assets overview](fa-manage.md) ### Fixed assets analytics #### [Fixed assets analytics overview](fa-analytics-overview.md) + #### Built-in fixed assets analytics tools ##### [Monitor maintenance costs](fa-how-maintain.md#to-monitor-maintenance-costs) ##### [Monitor insurance coverage](fa-how-insure.md#to-monitor-insurance-coverage) @@ -650,7 +658,7 @@ ms.service: dynamics-365-business-central ### [Create a forecast](production-how-to-create-a-forecast.md) ### [Create production orders from sales orders](production-how-to-create-production-orders-from-sales-orders.md) ### [Plan for new demand order by order](production-how-to-plan-for-new-demand.md) -### [Run full planning, MPS or MRP](production-how-to-run-mps-and-mrp.md) +### [Run full planning, MPS, or MRP](production-how-to-run-mps-and-mrp.md) ### [Replan or refresh production orders directly](production-how-to-replan-refresh-production-orders.md) ### [Track relations between demand and supply](production-how-track-demand-supply.md) ### [Requisition worksheet](production-about-planning-functionality.md#requisition-worksheet) @@ -698,8 +706,8 @@ ms.service: dynamics-365-business-central #### [Find your work assignments](warehouse-how-to-find-your-warehouse-assignments.md) #### [Receive items](warehouse-how-receive-items.md) -#### [Put items away with inventory put-aways](warehouse-how-to-put-items-away-with-inventory-put-aways.md) -#### [Put items away with warehouse put-aways](warehouse-how-to-put-items-away-with-warehouse-put-aways.md) +#### [Put away items with inventory put-aways](warehouse-how-to-put-items-away-with-inventory-put-aways.md) +#### [Put away items with warehouse put-aways](warehouse-how-to-put-items-away-with-warehouse-put-aways.md) #### [Cross-dock items](warehouse-how-to-cross-dock-items.md) #### [Walkthrough: Receive and put away in basic warehouse configurations](walkthrough-receiving-and-putting-away-in-basic-warehousing.md) @@ -776,6 +784,7 @@ ms.service: dynamics-365-business-central ## Local functionality ### [Local functionality overview](about-localization.md) +### [Development of validated localization apps](about-validated-localization-apps.md) ### Australia #### [Overview of the Australian version](LocalFunctionality/Australia/australia-local-functionality.md) @@ -929,25 +938,25 @@ ms.service: dynamics-365-business-central ##### [Compensations](LocalFunctionality/Czech/ui-extensions-compensations-localization-cz.md) #### Inventory ##### [Round Accounting in Inventory](LocalFunctionality/Czech/how-to-setup-round-account-in-inventory.md) -##### [Inventory General Ledger Reconciliation Enhacements](LocalFunctionality/Czech/how-to-use-inventory-gl-reconciliation-enhancements.md) +##### [Inventory General Ledger Reconciliation Enhancements](LocalFunctionality/Czech/how-to-use-inventory-gl-reconciliation-enhancements.md) ##### [Advanced Feature of Physical Inventory](LocalFunctionality/Czech/advanced-features-physical-inventory.md) ##### [Inventory Counting Documents](LocalFunctionality/Czech/how-to-use-inventory-counting-documents.md) -##### [Inventory Operations Documemt](LocalFunctionality/Czech/how-to-use-inventory-operations-document.md) +##### [Inventory Operations Document](LocalFunctionality/Czech/how-to-use-inventory-operations-document.md) ##### [Posting Groups in Transfer Orders](LocalFunctionality/Czech/how-to-use-posting-groups-in-transfer-orders.md) #### General ##### [Extended User Control](LocalFunctionality/Czech/general.md) ##### [Control of Posting Group Changes](LocalFunctionality/Czech/check-of-posting-group-changing.md) ##### [Control of Output Inventory Time Sequence](LocalFunctionality/Czech/check-output-inventory-time-sequence.md) ##### [Inventory Movement Templates](LocalFunctionality/Czech/inventory-movement-templates.md) -##### [Stockkeeping Unit Templates](LocalFunctionality/Czech/stockkeeping-unit-templates.md) +##### [Stock keeping Unit Templates](LocalFunctionality/Czech/stockkeeping-unit-templates.md) ##### [Mandatory Exact Cost Return in Manufacturing](LocalFunctionality/Czech/how-to-setup-mandatory-return-exact-costs-manufacturing.md) ##### [Default Bus Post Group in Manufacturing](LocalFunctionality/Czech/how-to-setup-default-bus-post-group-manufacturing.md) ##### [Default Bus Post Group in Assembly Orders](LocalFunctionality/Czech/how-to-setup-default-bus-post-group-assembly-orders.md) ##### [Automatic Creation and Update Dimensions](LocalFunctionality/Czech/how-to-setup-automatic-creation-and-update-dimensions.md) ##### [Add Fields in Item Entries](LocalFunctionality/Czech/how-to-use-add-fields-item-entries.md) -##### [General Production Posting Group in Stockkeeping Unit](LocalFunctionality/Czech/how-to-setup-gen-prod-posting-group-from-sku.md) -##### [Skip Update for Stockkeeping Unit at Posting](LocalFunctionality/Czech/how-to-setup-skip-update-sku-on-posting.md) -##### [Nonstock Item Nummbering](LocalFunctionality/Czech/how-to-setup-nonstock-item-numbering.md) +##### [General Production Posting Group in Stock keeping Unit](LocalFunctionality/Czech/how-to-setup-gen-prod-posting-group-from-sku.md) +##### [Skip Update for Stock keeping Unit at Posting](LocalFunctionality/Czech/how-to-setup-skip-update-sku-on-posting.md) +##### [Nonstock Item Numbering](LocalFunctionality/Czech/how-to-setup-nonstock-item-numbering.md) ### Denmark #### [Local functionality in the Danish version](LocalFunctionality/Denmark/denmark-local-functionality.md) @@ -1144,9 +1153,9 @@ ms.service: dynamics-365-business-central ###### [GST input credit adjustment](LocalFunctionality/India/GST-Input-Tax-Credit-Adjustment.md) ###### [GST settlement](LocalFunctionality/India/GST-Settelement.md) ###### [GST e-invoice](LocalFunctionality/India/GST-E-Invoice.md) -##### GST cess -###### [GST cess basic setup](LocalFunctionality/India/GST-Cess-Basic-Setup.md) -###### [GST cess calculation](LocalFunctionality/India/GST-Cess-Calculations.md) +##### GST Cess +###### [GST Cess basic setup](LocalFunctionality/India/GST-Cess-Basic-Setup.md) +###### [GST Cess calculation](LocalFunctionality/India/GST-Cess-Calculations.md) ##### GST on service management ###### [GST on service management](LocalFunctionality/India/GST-Service-Management.md) ##### GST input service distribution @@ -1405,7 +1414,7 @@ ms.service: dynamics-365-business-central ##### [Account for the cost to dispose a fixed asset](LocalFunctionality/Russia/How-to-Account-for-the-Cost-to-Dispose-a-Fixed-Asset.md) ##### [Undepreciable fixed assets](LocalFunctionality/Russia/Undepreciable-Fixed-Assets.md) #### VAT -##### [VAT in the russian version](LocalFunctionality/Russia/VAT.md) +##### [VAT in the Russian version](LocalFunctionality/Russia/VAT.md) ##### [Set up VAT ledgers](LocalFunctionality/Russia/How-to-Set-Up-VAT-Ledgers.md) ##### [Prepare and post VAT entries](LocalFunctionality/Russia/How-to-Prepare-VAT-Entries-for-Posting.md) ##### [VAT settlement](LocalFunctionality/Russia/Settlement-VAT.md) @@ -1567,7 +1576,11 @@ ms.service: dynamics-365-business-central #### [Local functionality in the US version](LocalFunctionality/UnitedStates/united-states-local-functionality.md) #### Tax ##### [Basic tax setup](LocalFunctionality/UnitedStates/us-tax-setup.md) -##### [Reporting sales Tax in the US](LocalFunctionality/UnitedStates/us-sales-tax.md) +##### [Reporting sales Tax in the US](LocalFunctionality/UnitedStates/us-sales-tax.md) +##### [Introduction to the IRS 1099 forms and its functionality](LocalFunctionality/UnitedStates/introduction-to-the-irs-forms.md) +##### [Set up and use the IRS 1099 form for version 24 (2024 release wave 1)](LocalFunctionality/UnitedStates/set-up-use-irs1099-form-v24.md) +#### [Use the IRS 1099 forms](LocalFunctionality/UnitedStates/how-to-1099-use.md) +#### [Submit and report the IRS 1099 forms](LocalFunctionality/UnitedStates/how-to-1099-report.md) ##### [Set up and use the IRS 1099 form](LocalFunctionality/UnitedStates/set-up-use-irs1099-form.md) ##### [Regulatory 1099 format changes and details](LocalFunctionality/UnitedStates/tax-1099-changes.md) ##### [Set up and use the IRS 1096 form](LocalFunctionality/UnitedStates/set-up-use-irs1096-form.md) @@ -1651,7 +1664,7 @@ ms.service: dynamics-365-business-central #### [Create new items by copying existing items](inventory-how-copy-items.md) #### [About item types](inventory-about-item-types.md) #### [Set up units of measure](inventory-how-setup-units-of-measure.md) -#### [Set up stockkeeping units](inventory-how-to-set-up-stockkeeping-units.md) +#### [Set up stock keeping units](inventory-how-to-set-up-stockkeeping-units.md) #### [Categorize items](inventory-how-categorize-items.md) #### [Import multiple item pictures](inventory-how-import-item-pictures.md) ### Set up project management @@ -1679,7 +1692,7 @@ ms.service: dynamics-365-business-central #### [Convert existing locations to warehouse locations](warehouse-how-to-convert-existing-locations-to-warehouse-locations.md) #### [Set up basic warehouses with operations areas](warehouse-how-to-set-up-basic-warehouses-with-operations-areas.md) #### [Set up items and locations for directed put-away and pick](warehouse-how-to-set-up-items-for-directed-put-away-and-pick.md) -#### [Enable automatic breakbulk with directed put-away and pick](warehouse-enable-automatic-breaking-bulk-with-directed-put-away-and-pick.md) +#### [Enable automatic break bulk with directed put-away and pick](warehouse-enable-automatic-breaking-bulk-with-directed-put-away-and-pick.md) #### [Enable FEFO method to pick items](warehouse-picking-by-fefo.md) #### [Restructure warehouses](warehouse-how-to-restructure-warehouses.md) @@ -1710,7 +1723,7 @@ ms.service: dynamics-365-business-central #### [Set up statuses for service orders and repairs](service-order-repair-status.md) #### [Set up a loaner program](service-how-setup-loaner-program.md) #### [Set up service contracts](service-how-setup-service-contracts.md) -### Setup best practices for complex application areas +### Set up best practices for complex application areas #### [Setup best practices](set-up-complex-application-areas-using-best-practices.md) #### Setup best practices: supply planning ##### [Setup supply planning](setup-best-practices-supply-planning.md) @@ -1802,8 +1815,14 @@ ms.service: dynamics-365-business-central # Analytics, business intelligence, and reporting ## [Analytics overview](reports-bi-reporting.md) -## [Using key performance indicators (KPIs) to meet your business goals](./analytics-about-kpis.md) -## [Using financial reporting](bi-how-work-account-schedule.md) +## [Analytics by functional area](analytics-by-functional-area.md) + +## KPIs, dashboards, and financial reports +### [Using key performance indicators (KPIs) to meet your business goals](analytics-about-kpis.md) +### [Introduction to Business Central and Power BI](admin-powerbi.md) +### [Work with Power BI reports](across-working-with-powerbi.md) +### [Track KPIs with Power BI metrics](track-kpis-with-power-bi-metrics.md) +### [Using Financial Reporting](bi-how-work-account-schedule.md) ## Ad-hoc data analysis ### [Overview](reports-adhoc-analysis.md) @@ -1812,12 +1831,7 @@ ms.service: dynamics-365-business-central ### [Analyze page data in Excel](across-work-with-excel.md) ### [Analyze report data with Excel](report-analyze-excel.md) ### [Analyze list and query data with analysis mode](analysis-mode.md) - -## Built-in analytics tools -### [Overview](reports-built-in-analytics.md) -### [Work with Power BI reports](across-working-with-powerbi.md) -### [Intelligent insights (on-premises)](about-intelligent-cloud.md) -### [Report usage telemetry](/dynamics365/business-central/dev-itpro/administration/telemetry-reports-trace) +### [Ad-hoc data analysis by functional area](ad-hoc-data-analysis-by-functional-area.md) ## Use reports in daily work ### [Overview](reports-use-reports.md) @@ -1888,6 +1902,9 @@ ms.service: dynamics-365-business-central #### [Service quotes overview](service-how-to-allocate-resources.md#to-see-an-overview-of-service-orders-and-service-quotes) #### [Posted service document overview](service-service-posting.md#to-view-information-about-a-posted-service-document) +### [Report usage telemetry](/dynamics365/business-central/dev-itpro/administration/telemetry-reports-trace) + + ## Develop reports ### [Overview](reports-develop-reports.md) ### Develop report layouts @@ -1909,11 +1926,9 @@ ms.service: dynamics-365-business-central ## Analyze data in business intelligence tools ### [Overview](reports-external-analysis.md) ### [Microsoft Fabric and Business Central](admin-fabric.md) -### [Use Power BI with Business Central](admin-powerbi.md) -### [Analyze financial statements with Excel](finance-analyze-excel.md) ### [Extract data to data warehouses or data lakes](/dynamics365/business-central/dev-itpro/performance/performance-developer#efficient-extracts-to-data-lakes-or-data-warehouses) ### [Read data with the Business Central API](/dynamics365/business-central/dev-itpro/api-reference/v2.0/) - +### [Intelligent insights (on-premises)](about-intelligent-cloud.md) # Security, privacy, and compliance diff --git a/business-central/about-validated-localization-apps.md b/business-central/about-validated-localization-apps.md index ed96bab52..b660e4beb 100644 --- a/business-central/about-validated-localization-apps.md +++ b/business-central/about-validated-localization-apps.md @@ -1,16 +1,16 @@ --- -title: Development of Validated Localization apps +title: Development of validated localization apps description: Comply with regulatory requirements in Dynamics 365 Business Central as a Validated Localization App. author: altotovi ms.custom: na -ms.date: 04/10/2024 +ms.date: 04/24/2024 ms.reviewer: solsen ms.topic: conceptual ms.author: altotovi --- -# Development of Validated Localization apps +# Development of validated localization apps This article describes the requirements and guidelines for developing a Validated Localization app for [!INCLUDE[prod_short](includes/prod_short.md)]. diff --git a/business-central/ad-hoc-data-analysis-by-functional-area.md b/business-central/ad-hoc-data-analysis-by-functional-area.md new file mode 100644 index 000000000..5054d138a --- /dev/null +++ b/business-central/ad-hoc-data-analysis-by-functional-area.md @@ -0,0 +1,29 @@ +--- +title: Ad-hoc data analysis by functional area +description: Provides an overview of functional area specific landing pages for ad-hoc data analysis in Business Central. +author: kennienp +ms.author: kepontop +ms.reviewer: bholtorf +ms.topic: get-started +ms.search.keywords: feature overview +ms.date: 05/01/2024 +ms.service: dynamics-365-business-central +ms.custom: bap-template +--- + +# Ad-hoc data analysis by functional area + +The general content about ad-hoc data analysis is also available in special versions for many of the functional areas in [!INCLUDE[prod_short](includes/prod_short.md)]. + +| If you work with... | See | +| ------------------- | --- | +| Sales | [Ad-hoc analysis of sales data](ad-hoc-analysis-sales.md) | +| Purchasing | [Ad-hoc analysis of purchasing data](ad-hoc-analysis-purchasing.md) | + + +## See also + +[Ad-hoc data analysis overview](reports-adhoc-analysis.md) +[Analytics overview](reports-bi-reporting.md) + +[!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/admin-company-information.md b/business-central/admin-company-information.md index 56b3c4e9e..ba9d51a4d 100644 --- a/business-central/admin-company-information.md +++ b/business-central/admin-company-information.md @@ -4,7 +4,7 @@ description: The Company Information page specifies basic information for a busi author: jswymer ms.topic: conceptual ms.search.form: 1 -ms.date: 09/24/2023 +ms.date: 04/24/2024 ms.author: jswymer ms.reviewer: jswymer ms.service: dynamics-365-business-central @@ -15,7 +15,7 @@ ms.custom: bap-template [!INCLUDE[prod_short](includes/prod_short.md)] organizes business entities in *companies*. For each company, you must fill in some of the basic company details and relevant information on the **Company Information** page. The information on the [**Company Information**](https://businesscentral.dynamics.com/?page=1) page is used in documents, such as invoice headers. You can set up more than one company, such as a parent company and a subsidiary. -If the company's inventory warehouse is located at a different address than the company headquarters, you can complete the various ship-to fields and the **Location Code** field on the **Shipping** FastTab. The information in these fields is then printed on purchase orders, for example, so vendors will ship items to the correct location. +If the company's inventory warehouse is located at a different address than the company headquarters, you can complete the various ship-to fields and the **Location Code** field on the **Shipping** FastTab. The information in these fields is then printed on purchase orders, for example, so vendors ship items to the correct location. For each company you set up, you must fill in the **Company Information** page, together with the **General Ledger Setup** page. You must also set up each area in [!INCLUDE [prod_short](includes/prod_short.md)], such as the **Sales & Receivables Setup** page, for each company. Learn more at [Overview of Tasks to Set Up [!INCLUDE[prod_short](includes/prod_short.md)]](setup.md). @@ -23,7 +23,7 @@ The **Company Information** page contains different fields and FastTabs, dependi [!INCLUDE [admin-company-info-fasttabs](includes/admin-company-info-fasttabs.md)] -Once you have completed filling in the information, you can close the page. +After you fill in the information, you can close the page. ## Working with multiple companies @@ -33,11 +33,15 @@ There are a few features you can use to switch among companies as you work, like ## Display a company badge -When there's more than one company or environment, you'll see the company switcher on the upper-right side of the app bar, near the search icon in the app bar. By default, the company switcher uses a standard company icon, like ![company icon Launcher.](media/ui-experience/company-icon.png "Displays the company switcher icon used when there is a single environment") and ![company-icon-mult-env](media/ui-experience/company-icon-multi-env.png "Displays the company switcher icon used when there are multiple environments"). +When there's more than one company or environment, the company switcher shows on the upper-right side of the app bar near the search icon. By default, the company switcher uses a standard company icon, like ![company icon Launcher.](media/ui-experience/company-icon.png "Displays the company switcher icon used when there is a single environment") and ![company-icon-mult-env](media/ui-experience/company-icon-multi-env.png "Displays the company switcher icon used when there are multiple environments"). :::image type="content" source="media/ui-experience/company-switch-2.png" alt-text="Shows the company switcher icon in the heading of the Business Central client."::: -Starting in 2023 release wave 2, version 23, the company badge appears in the browser tab when using the web client. It's also included in page links that you [copy and paste](across-share-data-features.md#copying-a-link) in rich text editors, like Word, Outlook, and Teams. +Starting in 2023 release wave 2, version 23, the company badge appears in the browser tab when using the web client. It's also in page links that you [copy and paste](across-share-data-features.md#copying-a-link) in rich text editors, like Word, Outlook, and Teams. + +The following video shows how to work with company badges. + +> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1l2PC] ### Set the company badge diff --git a/business-central/admin-powerbi.md b/business-central/admin-powerbi.md index 984524c02..890856222 100644 --- a/business-central/admin-powerbi.md +++ b/business-central/admin-powerbi.md @@ -1,6 +1,6 @@ --- title: Introduction to Business Central and Power BI -description: Get an overview of using Power BI to get insight, business intelligence, and KPIs from your Business Central data. +description: Get an overview of using Power BI to get insights and KPIs from your Business Central data. author: jswymer ms.topic: overview ms.search.keywords: account schedule, analysis, reporting, financial report, business intelligence, KPI @@ -25,7 +25,7 @@ There are various features for working with [!INCLUDE[prod_short](includes/prod_ |Feature|Description|Online|On-premises|Learn more| |-------|-----------|--------------|-----------|----------------| -|View [!INCLUDE[prod_short](includes/prod_short.md)] data in Power BI|You can view your data from [!INCLUDE[prod_short](includes/prod_short.md)] in reports in Power BI. [!INCLUDE[prod_short](includes/prod_short.md)] online includes some predefined Power BI reports. Or your organization might have made some custom reports available to you.|![Works online.](media/check.png)|![Works on-premises](media/check.png)|[Here...](across-working-with-powerbi.md)| +|View [!INCLUDE[prod_short](includes/prod_short.md)] data in Power BI|You can view your data from [!INCLUDE[prod_short](includes/prod_short.md)] in reports in Power BI. [!INCLUDE[prod_short](includes/prod_short.md)] online includes some predefined Power BI reports. Or, your organization might have some custom reports.|![Works online.](media/check.png)|![Works on-premises](media/check.png)|[Here...](across-working-with-powerbi.md)| |View Power BI reports in the [!INCLUDE[prod_short](includes/prod_short.md)] client.| Power BI reports that display [!INCLUDE[prod_short](includes/prod_short.md)] data can be embedded directly in parts [!INCLUDE[prod_short](includes/prod_short.md)] pages. You can switch the part to display any report that is made available to you. |![works online.](media/check.png)|![Works on-premises](media/check.png)[*](#onprem)|[Here...](across-working-with-powerbi.md).| |Create reports and dashboards in Power BI that display [!INCLUDE[prod_short](includes/prod_short.md)] data.|Use Power BI Desktop to create your own reports and dashboards. You can publish the reports to your own Power BI Service or share them with others within your organization.|![Works online.](media/check.png)|![works on-premises](media/check.png)|[Here...](across-how-use-financials-data-source-powerbi.md)| |[!INCLUDE[prod_short](includes/prod_short.md)] apps in Power BI| [!INCLUDE[prod_short](includes/prod_short.md)] publishes three apps for Power BI on Microsoft AppSource. These apps create detailed reports and dashboards in your Power BI service for viewing [!INCLUDE[prod_short](includes/prod_short.md)] data. Available apps include: |![Works online.](media/check.png)||[Here...](across-powerbi-business-central-apps.md)| @@ -35,7 +35,7 @@ There are various features for working with [!INCLUDE[prod_short](includes/prod_ ## Get ready to use Power BI -There are a few tasks that must be done before you can start using Power BI with [!INCLUDE[prod_short](includes/prod_short.md)]. The tasks will depend on your role in your organization, and what you want to do with Power BI: +There are a few tasks that must be done before you can start using Power BI with [!INCLUDE[prod_short](includes/prod_short.md)]. The tasks depend on your role in your organization, and what you want to do with Power BI: - As a *business user*, you want to view Power BI reports, either in the Power BI Service or in Business Central - As an *administrator*, you're responsible for the management of the organization-wide settings that control how Business Central and Power BI work. @@ -48,25 +48,6 @@ There are a few tasks that must be done before you can start using Power BI with |Expose Business Central data to Power BI||![it's a checkmark.](media/check.png)|![again a checkmark](media/check.png)|[Expose data through API pages or OData web services](admin-powerbi-setup.md#exposedata) |Enable Power BI integration
(on-premises only)||![it's a checkmark.](media/check.png)||[Set up Business Central on-premises for Power BI integration](across-working-with-business-central-in-powerbi.md#setup)| -## Track your business KPIs with Power BI metrics - -If you use Power BI on [!INCLUDE[prod_short](includes/prod_short.md)] data, it's easy to track KPIs or metrics that are important to you. - -With metrics in Power BI, you can curate your own metrics and track them against key business objectives, in a single pane. This feature enhances data culture by promoting accountability, alignment, and visibility for teams and initiatives within organizations. - -Follow this four-step process to setup Power BI metrics: - -1. Create a scorecard in the Power BI service. Learn more at [Create scorecards in Power BI](/power-bi/create-reports/service-goals-create). -2. Add the _metrics_ you want to track by connecting to your Power BI report on telemetry. Learn more at [Create connected metrics](/power-bi/create-reports/service-goals-create-connected). -3. To add alerting, define status rules for your metrics. Learn more at [Create automated status rules for metrics](/power-bi/create-reports/service-metrics-status-rules). - - This step will automate status updates based on rules that govern that metric. Rules trigger changes based on value, percentage of target met, date conditions, or a combination of the three, making the rules as versatile as possible. For connected metrics, these status rules are refreshed every time the data in your scorecard is refreshed. -4. Finally, follow metrics to get alerts in Teams or by email. Learn more at [Follow your metrics](/power-bi/create-reports/service-metrics-follow). - -Learn more about Power BI metrics at [Get started with metrics in Power BI](/power-bi/create-reports/service-goals-introduction). - -> [!NOTE] -> Starting with Business Central 2023 release wave 2, it's possible to embed scorecards from Power BI metrics in [!INCLUDE[prod_short](includes/prod_short.md)]. ## Next steps @@ -75,8 +56,8 @@ Learn more about Power BI metrics at [Get started with metrics in Power BI](/pow ## See also -[Business Intelligence](bi.md) -[Set Up [!INCLUDE[prod_short](includes/prod_short.md)]](setup.md) +[Analytics overview](reports-bi-reporting.md) +[Track KPIs with Power BI metrics](track-kpis-with-power-bi-metrics.md) [Use [!INCLUDE[prod_short](includes/prod_short.md)] as a Power BI Data Source](across-how-use-financials-data-source-powerbi.md) [Use [!INCLUDE[prod_short](includes/prod_short.md)] as a Power Apps Data Source](across-how-use-financials-data-source-powerapps.md) [Use [!INCLUDE[prod_short](includes/prod_short.md)] in Power Automate](across-how-use-financials-data-source-flow.md) @@ -84,6 +65,6 @@ Learn more about Power BI metrics at [Get started with metrics in Power BI](/pow [What is Power BI?](/power-bi/fundamentals/power-bi-overview) [Quickstart: Connect to data in Power BI Desktop](/power-bi/desktop-quickstart-connect-to-data) [Introduction to datamarts](/power-bi/transform-model/datamarts/datamarts-overview) -[Introduction to dataflows and self-service data prep](/power-bi/transform-model/dataflows/dataflows-introduction-self-service) +[Introduction to dataflows and self-service data preparation](/power-bi/transform-model/dataflows/dataflows-introduction-self-service) [!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/analytics-by-functional-area.md b/business-central/analytics-by-functional-area.md new file mode 100644 index 000000000..fae0aefd3 --- /dev/null +++ b/business-central/analytics-by-functional-area.md @@ -0,0 +1,30 @@ +--- +title: Analytics by functional area +description: Provides an overview of functional area specific landing pages for analytics in Business Central. +author: kennienp +ms.author: kepontop +ms.reviewer: bholtorf +ms.topic: get-started +ms.search.keywords: feature overview +ms.date: 05/01/2024 +ms.service: dynamics-365-business-central +ms.custom: bap-template +--- + +# Analytics by functional area + +The general content about analytics is also available in special versions for many of the functional areas in [!INCLUDE[prod_short](includes/prod_short.md)]. + +| If you work with... | See | +| --- | --- | +| Finance | [Financial analytics](bi.md) | +| Sales | [Sales analytics](sales-analytics-overview.md) | +| Purchasing | [Purchasing analytics](purchasing-analytics-overview.md) | +| Fixed Assets Management | [Fixed assets analytics](fa-analytics-overview.md) | + + +## See also + +[Analytics overview](reports-bi-reporting.md) + +[!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/finance-manage-sustainability.md b/business-central/finance-manage-sustainability.md index 3636ff0a1..03dd4d785 100644 --- a/business-central/finance-manage-sustainability.md +++ b/business-central/finance-manage-sustainability.md @@ -6,7 +6,7 @@ ms.topic: conceptual ms.devlang: al ms.search.keywords: Sustainability, ESG, emission, GHG, CSRD ms.search.form: -ms.date: 03/29/2024 +ms.date: 04/23/2024 ms.author: altotovi ms.service: dynamics-365-business-central --- @@ -38,17 +38,17 @@ To get started with Sustainability Management, see the following articles. | Article | Description | |--------|--------------| -|[Sustainability Setup](finance-sustainability-setup.md) | This article provides information to help you correctly configure whole Sustainability module. | -|[Chart of Sustainability Accounts and Ledger](finance-sustainability-accounts-ledger.md) | This article provides information about how to properly set up Chart of Sustainability Accounts, Account Categories, and Subcategories, and how to analyze information in Sustainability Ledger Entries. | +|[Sustainability setup](finance-sustainability-setup.md) | This article provides information to help you correctly configure whole Sustainability module. | +|[Chart of sustainability accounts and ledger](finance-sustainability-accounts-ledger.md) | This article provides information about how to properly set up Chart of Sustainability Accounts, Account Categories, and Subcategories, and how to analyze information in Sustainability Ledger Entries. | |[How to record greenhouse gas (GHG) emissions](finance-sustainability-journal.md) | Use this article to learn how to work with all types of Sustainability Journals. | ## See also -[Sustainability Setup](finance-sustainability-setup.md) -[Chart of Sustainability Accounts and Ledger](finance-sustainability-accounts-ledger.md) -[How to record GHG emissions](finance-sustainability-journal.md) -[Finance](finance.md) -[Work with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md) +[Sustainability Setup](finance-sustainability-setup.md) +[Chart of Sustainability Accounts and Ledger](finance-sustainability-accounts-ledger.md) +[How to record GHG emissions](finance-sustainability-journal.md) +[Finance](finance.md) +[Work with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md) [!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/includes/background_doc_journal_check.md b/business-central/includes/background_doc_journal_check.md index 8aeabeec1..1e6b1ba84 100644 --- a/business-central/includes/background_doc_journal_check.md +++ b/business-central/includes/background_doc_journal_check.md @@ -1,21 +1,21 @@ --- author: brentholtorf - - ms.topic: include -ms.date: 02/23/2022 +ms.date: 04/30/2024 ms.author: bholtorf ms.service: dynamics-365-business-central --- ## Check data in documents and journals while you work -In 2022 release wave 1 we introduced a feature that will validate the data you enter in documents and journals while you're entering it. For example, turning on this feature can help avoid mistakes in data entry or not being able to post something due to an error. +Your administrator can enable [!INCLUDE [prod_short](prod_short.md)] to validate the data you enter in documents and journals in real time. + +If you enable the feature, the FactBox Pane shows either a **Check Document** or **Check Journal** FactBox, depending on the type of document you're working on. The FactBox lists the errors on the page so you can quickly resolve them. -Your administrator can enable the **Feature: Check documents and journals while you work** feature on the **Feature Management** page. Afterward, you will receive a notification when you open a page to start working on a document or journal. To start using the feature, choose the **Enable this for me** link in the notification. +To enable the feature, on the **My Notifications** page, choose the following checkboxes: -If you enable the feature, the FactBox Pane will show either a **Check Document** or **Check Journal** FactBox, depending on the type of document you're working on. The FactBox lists the errors on the page so you can quickly resolve them. +* For journals, choose the **Enabled** checkbox for **Enable Data Check**. +* For documents, choose the **Enabled** checkbox for **Show the Document Check FactBox**. -If you decide you don't need the feature, there are two ways to turn it off: +The following video explains real-time data check. -* For journals, turn off the **Enable Data Check** toggle on the **General Journal Setup** page. -* For documents, clear the **Show the Document Check FactBox** check box on the **My Notifications** page. \ No newline at end of file +> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1l0pR] \ No newline at end of file diff --git a/business-central/product-error-messages.md b/business-central/product-error-messages.md index 1a74d481b..558975bc8 100644 --- a/business-central/product-error-messages.md +++ b/business-central/product-error-messages.md @@ -1,5 +1,5 @@ --- -title: Warnings and Error Messages +title: Warnings and error messages description: Learn how you can troubleshoot and find solutions to error messages when you work in Business Central. author: brentholtorf ms.author: bholtorf @@ -11,13 +11,13 @@ ms.custom: bap-temeplate --- # Warnings and error messages -During your work day, you might see notifications in [!INCLUDE [prod_short](includes/prod_short.md)] that something went wrong, or that it was not possible to post something, for example. In many cases, the notification makes it easy to resolve the matter, or to roll back any changes that you made. In other cases, you might not have have the information that you need to get unblocked. This article provides tips on how to make progress. +During your work day, you might see notifications in [!INCLUDE [prod_short](includes/prod_short.md)] that something went wrong, or that it wasn't possible to post something, for example. In many cases, the notification makes it easy to resolve the matter, or to roll back any changes that you made. In other cases, you might not have the information that you need to get unblocked. This article provides tips on how to make progress. ## In-product user assistance The default version of [!INCLUDE [prod_short](includes/prod_short.md)] includes descriptions for most fields, columns, and actions that can be accessed when you choose the name. In combination with teaching tips for important pages, descriptive captions, and instructional text, these tooltips, or callouts, are our current implementation of *embedded user assistance*, which is an important principle in today's world of software design. -If you have a question about a field or another element of the user interface, choose the name, and a short description will appear. Choose the *Ask Copilot* link if that isn't enough. You can also use the in-product Help pane to find answers to your questions. +If you have a question about a field or another element of the user interface, choose the name to read a short description. Choose the **Ask Copilot** link if that isn't enough. You can also use the in-product Help pane to find answers to your questions. For more information, see [Dynamics 365 Business Central User Assistance Model](/dynamics365/business-central/dev-itpro/user-assistance) in the administration content for [!INCLUDE [prod_short](includes/prod_short.md)]. @@ -27,11 +27,11 @@ In [!INCLUDE[prod_short](includes/prod_short.md)], the Help menu item (the quest ## Help others -If you are an administrator or superuser, you can help others by looking up error messages in the **Error Message Register** page or in the administration center. In many cases, the warning or error message is about setup or lack of permission and similar issues that the superuser or administrator can easily help with. In other cases, you might have to inspect pages to identify the cause. For more information, see [Finding technical information](/dynamics365/business-central/dev-itpro/administration/manage-technical-support#finding-technical-information) in the administration content for [!INCLUDE [prod_short](includes/prod_short.md)]. +If you're an administrator or superuser, you can help others by looking up error messages in the **Error Message Register** page or in the administration center. In many cases, the warning or error message is about setup or lack of permission and similar issues that the superuser or administrator can easily help with. In other cases, you might have to inspect pages to identify the cause. For more information, see [Finding technical information](/dynamics365/business-central/dev-itpro/administration/manage-technical-support#finding-technical-information) in the administration content for [!INCLUDE [prod_short](includes/prod_short.md)]. ## Share error details for faster assistance -Leverage the expertise of colleagues or subject matter experts to overcome obstacles and minimize downtime. When you're blocked by an error, you can easily share the error details when you get assistance. +To overcome obstacles and minimize downtime, apply the expertise of colleagues or subject matter experts. When an error blocks you, you can easily share the error details when you get assistance. The details include the error message, error code, and other information that's helpful when troubleshooting an error. By sharing the error details, you can effectively communicate the specific issue you're facing, which helps your colleagues help you. @@ -49,15 +49,19 @@ You can also choose to share details by email by choosing **Share details via em ## Help yourself -We've made it easier to understand, go to, and resolve errors that come from the platform. +Error messages provide information and actions that make it easier to understand, go to, and resolve errors that come from the platform. The error messages that the [!INCLUDE [prod_short](includes/prod_short.md)] platform generates contain the full technical details, including field names, in the **Detailed error message** section. Select the **Copy details** icon on inline validation errors or in an error message to access the technical information. -Actions on error messages take you directly to the page where a field is causing the error. You don't have to take time to find the page or field yourself. Just choose the action in the error message and [!INCLUDE [prod_short](includes/prod_short.md)] will take you to the appropriate location to resolve the error. +Actions on error messages take you directly to the page where a field is causing the error. You don't have to take time to find the page or field yourself. To resolve the error, just choose the action in the error message and [!INCLUDE [prod_short](includes/prod_short.md)] takes you to the appropriate location. + +The following video shows how to use actionable error messages to get unblocked. + +> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1l2sM] ### Tip for developers -If you're a developer, when you call the [TestField](/dynamics365/business-central/dev-itpro/developer/methods-auto/record/record-testfield-joker-joker-errorinfo-method) method and don't pass in the ErrorInfo object, [!INCLUDE [prod_short](includes/prod_short.md)] automatically generates the link to a page where a user can correct the issue. [!INCLUDE [prod_short](includes/prod_short.md)] first gets the lookup or drill-down page for the record, and then finds the card page or lookup page and adds a navigation link to that card page. [!INCLUDE [prod_short](includes/prod_short.md)] doesn't add a link in the following situations: +If you're a developer, when you call the [TestField](/dynamics365/business-central/dev-itpro/developer/methods-auto/record/record-testfield-joker-joker-errorinfo-method) method, but don't pass in the |`ErrorInfo` object, [!INCLUDE [prod_short](includes/prod_short.md)] automatically generates the link to a page where a user can correct the issue. [!INCLUDE [prod_short](includes/prod_short.md)] first gets the lookup or drill-down page for the record, and then finds the card page or lookup page and adds a navigation link to that card page. [!INCLUDE [prod_short](includes/prod_short.md)] doesn't add a link in the following situations: * If the error is on the page that's currently open. * If the user doesn't have permission to modify the underlying record. diff --git a/business-central/purchasing-how-record-purchases.md b/business-central/purchasing-how-record-purchases.md index 09b8c420b..8001dfc84 100644 --- a/business-central/purchasing-how-record-purchases.md +++ b/business-central/purchasing-how-record-purchases.md @@ -1,6 +1,6 @@ --- title: Record purchases with purchase invoices (contains video) -description: Describes how to purchase inventory, non-inventory items, or resources by creating and posting purchase invoices or orders. +description: Describes how to purchase inventory, noninventory items, or resources by creating and posting purchase invoices or orders. author: brentholtorf ms.topic: conceptual ms.devlang: al @@ -12,7 +12,7 @@ ms.service: dynamics-365-business-central --- # Record purchases with purchase invoices and orders -You create a purchase invoice or purchase order to record the cost of purchases and to track accounts payable. Purchase invoices and purchase orders are also used to dynamically update inventory levels, meaning you can minimize inventory costs and provide better customer service. The purchasing costs, including service expenses, and inventory values that result from posting purchase invoices or orders, contribute to profit figures and other financial key performance indicators (KPIs) in your Role Center. +You create a purchase invoice or purchase order to record the cost of purchases and to track accounts payable. Purchase invoices and purchase orders are also used to dynamically update inventory levels, meaning you can minimize inventory costs and provide better customer service. The purchasing costs, including service expenses, and inventory values that result from posting purchase invoices or orders, contribute to profit figures and financial key performance indicators (KPIs) in your Role Center. ## Record purchases with purchase invoices @@ -56,7 +56,7 @@ The following steps describe how to create a purchase invoice. The steps for cre > If you have set up invoice discounts for the vendor, then the specified percentage value is automatically inserted in the **Vendor Invoice Discount %** field if the criteria are met. The related amount is inserted in the **Inv. Discount Amount** field. 7. When you receive the purchased items or services, choose **Post**. -The purchase is now reflected in inventory, resource ledgers, and financial records, and the vendor payment is activated. The purchase invoice is removed from the list of purchase invoices and replaced with a new document in the list of posted purchase invoices. For more information on what happens when you post purchase documents, see [Posting Purchases](purchasing-how-record-purchases.md#posting-purchases). +The purchase is now reflected in inventory, resource ledgers, and financial records, and the vendor payment is activated. The purchase invoice is removed from the list of purchase invoices and replaced with a new document in the list of posted purchase invoices. For more information on what happens when you post purchase documents, see [Posting Purchases](purchasing-how-record-purchases.md#posting-purchases). > [!NOTE] > In rare cases, the posted amounts may deviate from what is displayed in the totals fields. This is typically due to rounding calculations in relation to value-added tax (VAT) or sales tax. @@ -67,12 +67,11 @@ The purchase is now reflected in inventory, resource ledgers, and financial reco [!INCLUDE [posted-invoices](includes/posted-invoices.md)] -You can easily correct or cancel a posted purchase invoice before you pay the vendor. This is useful if you need to correct a typing mistake or change the purchase early in the order process. Learn more at [Correct or Cancel Unpaid Purchase Invoices](purchasing-how-correct-cancel-unpaid-purchase-invoices.md). To reverse a purchase for items or services listed on the posted purchase invoice for which the payment is processed, you must create a purchase credit memo. Learn more at [Process Purchase Returns or Cancellations](purchasing-how-process-purchase-returns-cancellations.md). +You can easily correct or cancel a posted purchase invoice before you pay the vendor. For example, if you need to correct a typo or change the purchase early in the order process. Learn more at [Correct or Cancel Unpaid Purchase Invoices](purchasing-how-correct-cancel-unpaid-purchase-invoices.md). To reverse a purchase for items or services on a posted purchase invoice for which the payment is processed, create a purchase credit memo. Learn more at [Process Purchase Returns or Cancellations](purchasing-how-process-purchase-returns-cancellations.md). [Open the **Posted Purchase Invoices** list](https://businesscentral.dynamics.com/?page=146) in [!INCLUDE [prod_short](includes/prod_short.md)]. - -## Purchasing non-inventory items +## Purchasing noninventory items The lines on a purchase invoice can be of the **Resource** or **Item** type. Item cards can be further classified as of the **Inventory**, **Service**, or **Non-Inventory** type, which specifies if the item is a physical inventory unit, a labor time unit (also applicable for resources), or a physical unit that isn't kept in inventory. Learn more at [Register New Items](inventory-how-register-new-items.md). The purchase invoice process is the same for all mentioned types. @@ -83,7 +82,7 @@ The lines on a purchase invoice can be of the **Resource** or **Item** type. Ite ## When to use purchase orders -You must use purchase orders if your purchasing process requires you to record partial receipts of an order quantity, for example, because the full quantity isn't available at the vendor. If you deliver sold items directly from your vendor to your customer as a drop shipment, you must also use purchase orders. Learn more at [Make Drop Shipments](sales-how-drop-shipment.md). +Use purchase orders if you need to record partial receipts of an order quantity. For example, because the full quantity isn't available at the vendor. If you deliver sold items directly from your vendor to your customer as a drop shipment, you must also use purchase orders. Learn more at [Make Drop Shipments](sales-how-drop-shipment.md). In all other aspects, purchase orders work the same as purchase invoices. The following procedure is based on a purchase invoice. The steps are similar for a purchase order. @@ -100,18 +99,22 @@ The following steps describe how to receive items with a purchase order. 3. In the **Qty. to Receive** field, enter the received quantity. > [!NOTE] - > If the received quantity is more than the quantity on the purchase order, and the vendor has been set up to allow over-receipts, use the **Over-Receive** field to handle the excess quantity. Learn more in the [To receive more items than ordered](purchasing-how-record-purchases.md#receive-more-items-than-ordered) section. + > If the received quantity is more than the quantity on the purchase order, and the vendor has been set up to allow over-receipts, use the **Over-Receive** field to handle the excess quantity. Learn more in the [To receive more items than you ordered](purchasing-how-record-purchases.md#receive-more-items-than-you-ordered) section. 4. Choose the **Post** action. - The value in the **Qty. Received** field is updated. If this is a partial receipt, the value is lower than the value in the **Quantity** field. + The value in the **Qty. Received** field is updated. If this receipt is partial, the value is lower than the value in the **Quantity** field. > [!NOTE] > If you use a warehouse handling, you can't use the **Post** action on the purchase order to register receipt. That's because a warehouse employee has already posted the purchase order quantity as received. Learn more at [Design Details - Inbound Warehouse Flow](design-details-inbound-warehouse-flow.md). -## Receive more items than ordered +## Receive more items than you ordered When more goods arrive than were ordered, you might want to receive them instead of canceling the receipt. For example, it might be cheaper to keep the excess items in inventory than return them, or your vendor might offer a discount for keeping them. +The following video shows how to work with over-receipts. + +> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1l2PE] + ### Set up over-receipts @@ -135,9 +138,9 @@ The over-receipt code is assigned to the item. Purchase orders or warehouse rece On purchase lines and warehouse receipt lines, the **Over-Receipt Quantity** field is used to record over-received quantities, meaning quantities exceeding the ordered-quantity value in the **Quantity** field. -When you handle an over-receipt, you can increase the value in the **Qty. to Receive** field to the quantity actually received. The **Over-Receipt Quantity** field updates to show the excess quantity. Alternatively, you can enter the excess quantity in the **Over-Receipt Quantity** field. The **Qty. to Receive** field updates to show the ordered quantity plus the excess quantity. The following procedure described how to fill in the **Qty. to Receive** field. +When you handle an over-receipt, you can increase the value in the **Qty. to Receive** field to the quantity received. The **Over-Receipt Quantity** field updates to show the excess quantity. Alternatively, you can enter the excess quantity in the **Over-Receipt Quantity** field. The **Qty. to Receive** field updates to show the ordered quantity plus the excess quantity. The following procedure described how to fill in the **Qty. to Receive** field. -1. On a purchase order or a warehouse receipt document where the received quantity is higher than ordered, enter the quantity actually received in the **Qty. to Receive** field. +1. On a purchase order or a warehouse receipt document where the received quantity is higher than ordered, enter the quantity received in the **Qty. to Receive** field. If the increase is within the tolerance specified by an assigned over-receipt code, the **Over-Receipt Quantity** field updates to show the quantity by which the value in the **Quantity** field is exceeded. @@ -184,7 +187,7 @@ You can either post or post and print. If you choose to post and print, a report ## Viewing ledger entries -When the posting is completed, the posted purchase lines are removed from the order. A message tells you when the posting is completed. After this, you'll be able to see the posted entries in various pages, including the **Vendor Ledger Entries**, **G/L Entries**, **Item Ledger Entries**, **Resource Ledger Entries**, **Purchase Receipts**, and **Posted Purchase Invoices** pages. +When the posting is completed, the posted purchase lines are removed from the order. A message tells you when the posting is completed. Afterward, the posted entries are available on various pages, including the **Vendor Ledger Entries**, **G/L Entries**, **Item Ledger Entries**, **Resource Ledger Entries**, **Purchase Receipts**, and **Posted Purchase Invoices** pages. In most cases, you can open ledger entries from the affected card or document. For example, on the **Vendor Card** page, choose the **Entries** action. diff --git a/business-central/reports-adhoc-analysis.md b/business-central/reports-adhoc-analysis.md index 48b8981a5..930175521 100644 --- a/business-central/reports-adhoc-analysis.md +++ b/business-central/reports-adhoc-analysis.md @@ -21,6 +21,16 @@ Sometimes you need to analyze data in [!INCLUDE[prod_short](includes/prod_short. | View and analyze data from a report dataset in Excel | [ Analyzing Report Data with Excel and XML](report-analyze-excel.md) | | Analyze list data directly from a page |[Analyze list data using data analysis mode](analysis-mode.md)| +## Ad-hoc data analysis by functional area + +The general content about ad-hoc data analysis is also available in special versions for many of the functional areas in [!INCLUDE[prod_short](includes/prod_short.md)]. + +| If you work with... | See | +| --- | --- | +| Sales | [Ad-hoc analysis of sales data](ad-hoc-analysis-sales.md) | +| Purchasing | [Ad-hoc analysis of purchasing data](ad-hoc-analysis-purchasing.md) | + + ## See also [Business Intelligence and Reporting Overview](ui-work-report.md) diff --git a/business-central/reports-bi-reporting.md b/business-central/reports-bi-reporting.md index 95a51223c..009539402 100644 --- a/business-central/reports-bi-reporting.md +++ b/business-central/reports-bi-reporting.md @@ -40,7 +40,7 @@ The Financial Reports feature gives you insight into the financial data stored i :::image type="content" source="media/acc_schedule_13_columns.jpg" alt-text="Screenshot of a financial report." lightbox="media/acc_schedule_13_columns.jpg"::: -Dimensions play an important role in business intelligence. A dimension is data that you can add to an entry as a parameter. Dimensions let you group entries that have similar characteristics, such as customers, regions, products, and salesperson, and easily retrieve these groups for analysis. Among other purposes, you use dimensions when you define analysis views and create financial reports. Learn more at [Work with Dimensions](finance-dimensions.md). +Dimensions play an important role in business intelligence. A dimension is data that you can add to an entry as a parameter. Dimensions let you group entries that have similar characteristics. For example, groups of customers, regions, products, and salesperson. Groups make it easier to retrieve data for analysis. Among other purposes, you use dimensions when you define analysis views and create financial reports. Learn more at [Work with Dimensions](finance-dimensions.md). To learn more about financial statements and KPIs, go to [Using Financial reporting to produce financial statements and KPIs](bi.md). @@ -61,7 +61,7 @@ To learn more about KPIs, go to [Using key performance indicators to meet your b ## Ad-hoc data analysis -Sometimes you might just want to check whether the numbers add up correctly, quickly confirm or debunk a hypothesis about the business, or maybe look for anomalies in your financial data. For ad-hoc analyses, you might not have a built-in report that helps answer your questions. For ad-hoc analyses, use these two features: +You might just want to check whether the numbers add up correctly, quickly confirm or debunk a hypothesis about the business, or maybe look for anomalies in your financial data. For ad-hoc analyses, you might not have a built-in report that helps answer your questions. For ad-hoc analyses, use these two features: - Data analysis on ledger list pages - Open in Excel @@ -77,7 +77,7 @@ Similarly, you can use the **Open in Excel** action to open a list page, optiona > [!TIP] > If you configure OneDrive for system features, the Excel workbook opens in your browser by using Excel for the web. -To learn more about ad-how analyses, go to [Ad-hoc data analysis](reports-adhoc-analysis.md). +To learn more about ad-how analyses, go to [Ad hoc data analysis](reports-adhoc-analysis.md). ## Reports @@ -93,7 +93,7 @@ For aged accounts receivables, [!INCLUDE[prod_short](includes/prod_short.md)] al [!INCLUDE[prod_short](includes/prod_short.md)] comes with more than 300 built-in reports that you can use to support your business processes with data-driven insights. To get a quick overview of all the reports that are available for your role, you can open the report explorer from the role center and all list pages and from **Tell Me**. -:::image type="content" source="media/report-explorer-finance.png" alt-text="Example of how the report explorer show all reports for a role." lightbox="media/report-explorer-finance.png"::: +:::image type="content" source="media/report-explorer-finance.png" alt-text="Example of how the report explorer shows all reports for a role." lightbox="media/report-explorer-finance.png"::: To learn more about using the report explorer to see all built-in reports, go to [Exploring reports per Role](ui-role-explorer.md). @@ -107,7 +107,7 @@ The following table lists articles about how to use built-in reports in [!INCLUD ## External business intelligence and reporting tools -If you prefer to use business intelligence tools that aren't embedded in [!INCLUDE[prod_short](includes/prod_short.md)], the following table provides links to guidance on tools and ways to use external tools. +If you prefer, you can use business intelligence tools that aren't embedded in [!INCLUDE[prod_short](includes/prod_short.md)]. The following table provides links to guidance and ways to use external tools. | To | See | | --- | --- | @@ -117,6 +117,18 @@ If you prefer to use business intelligence tools that aren't embedded in [!INCLU | Analyze Business Central data with Microsoft Fabric| [Introduction to Microsoft Fabric and Business Central](admin-fabric.md) | | Read data from Business Central using APIs | [Business Central API v2.0](/dynamics365/business-central/dev-itpro/api-reference/v2.0/) | +## Analytics by functional area + +The content in this general article is also available in special versions for many functional areas in [!INCLUDE[prod_short](includes/prod_short.md)]. + +| If you work with... | See | +| --- | --- | +| Finance | [Financial analytics](bi.md) | +| Sales | [Sales analytics](sales-analytics-overview.md) | +| Purchasing | [Purchasing analytics](purchasing-analytics-overview.md) | +| Fixed Assets Management | [Fixed assets analytics](fa-analytics-overview.md) | + + ## See also [Using Financial reporting to produce financial statements and KPIs](bi.md) diff --git a/business-central/track-kpis-with-power-bi-metrics.md b/business-central/track-kpis-with-power-bi-metrics.md new file mode 100644 index 000000000..1cdd078f7 --- /dev/null +++ b/business-central/track-kpis-with-power-bi-metrics.md @@ -0,0 +1,42 @@ +--- +title: Track your business KPIs with Power BI metrics +description: Get an overview of using Power BI to get business intelligence and KPIs from your Business Central data. +author: kennienp +ms.author: kepontop +ms.reviewer: jswymer +ms.topic: overview +ms.search.keywords: account schedule, analysis, reporting, financial report, business intelligence, KPI +ms.search.form: 6316, 6317 +ms.date: 04/24/2024 +ms.custom: bap-template +ms.service: dynamics-365-business-central +--- + +# Track your business KPIs with Power BI metrics + +If you use Power BI on [!INCLUDE[prod_short](includes/prod_short.md)] data, it's easy to track KPIs or metrics that are important to you. + +With metrics in Power BI, you can curate your own metrics and track them against key business objectives, in a single pane. This feature enhances data culture by promoting accountability, alignment, and visibility for teams and initiatives within organizations. + +Follow this four-step process to set up Power BI metrics: + +1. Create a scorecard in Power BI. Learn more at [Create scorecards in Power BI](/power-bi/create-reports/service-goals-create). +2. Add the metrics you want to track by connecting to your Power BI report on telemetry. Learn more at [Create connected metrics](/power-bi/create-reports/service-goals-create-connected). +3. Add alerting, if needed, to define status rules for your metrics. Learn more at [Create automated status rules for metrics](/power-bi/create-reports/service-metrics-status-rules). + + This step automates status updates based on rules that govern the metric. Rules trigger changes based on value, percentage of target met, date conditions, or a combination of the three, making the rules versatile. For connected metrics, these status rules refresh every time the data in your scorecard refreshes. +4. Follow metrics to get alerts in Teams or by email. Learn more at [Follow your metrics](/power-bi/create-reports/service-metrics-follow). + +Learn more about Power BI metrics at [Get started with metrics in Power BI](/power-bi/create-reports/service-goals-introduction). + +> [!NOTE] +> Starting with Business Central 2023 release wave 2, it's possible to embed scorecards from Power BI metrics in [!INCLUDE[prod_short](includes/prod_short.md)]. + +## See also + +[Using key performance indicators (KPIs) to meet your business goals](analytics-about-kpis.md) +[Introduction to Business Central and Power BI](admin-powerbi.md) +[Work with Power BI reports](across-working-with-powerbi.md) +[Analytics overview](reports-bi-reporting.md) + +[!INCLUDE[footer-include](includes/footer-banner.md)] diff --git a/business-central/ui-work-general-journals.md b/business-central/ui-work-general-journals.md index 7460ce09e..836912608 100644 --- a/business-central/ui-work-general-journals.md +++ b/business-central/ui-work-general-journals.md @@ -49,11 +49,11 @@ For each journal template, you can set up your own personal journal as a journal > [!TIP] > You can add or remove fields in journals by personalizing them. Learn more at [Personalize Your Workspace](ui-personalization-user.md). -### Validating General Journal Batches +### Validating general journal batches You can turn on a background check that helps prevent delays when posting. The check notifies you when a mistake in the financial journal you're working on will prevent you from posting the journal. On the **General Journal Batch** page, you can choose **Background Error Check** to have [!INCLUDE[prod_short](includes/prod_short.md)] validate finance journals, such as general or payment journals, while you're working on them. -When you enable the validation, the **Journal Check** FactBox shows issues in the current line and the whole batch. Validation happens when you load a finance journal batch, and when you choose another journal line. The **Issues total** tile in the FactBox shows the total number of issues that [!INCLUDE[prod_short](includes/prod_short.md)] found, and you can choose it to open an overview of the issues. +When you enable the validation, the **Check Document** or **Journal Check** FactBoxes show issues in the current line and the whole batch. Validation happens when you load a finance journal batch, and when you choose another journal line. The **Issues total** tile in the FactBox shows the total number of issues that [!INCLUDE[prod_short](includes/prod_short.md)] found, and you can choose it to open an overview of the issues. You can use the **Show Lines with Issues** and **Show All Lines** actions to toggle between journal lines that do or don't have issues. The **Journal Line Details** FactBox provides quick overview and access to data from journal lines, such as the G/L account, customer, or vendor, and the posting setup for specific accounts.