Pass SecretText value to control add-ins

You can now pass a SecretText value to control add-in procedures. With this feature, you can integrate credentials with JavaScript-based authentication solutions.

New method to add SecretText values to JSON objects - WriteWithSecretsTo

We added a new method to the JsonObject type that you use to add SecretText values. To use this method, you create a JSON object with placeholder values for your secret values. Then, you provide the paths to the values in JPath format, along with the values. The method returns a new SecretText value with the credentials replaced.

Turn on the Feature Update: New sales pricing experience feature on the Feature Management page for all users. The new pricing experience organizes prices into lists. You can edit lines on the Sales Price List page in Excel by using the Edit in Excel action.

After you edit a price list in Excel, you can easily publish the updated list to Business Central.

To integrate Field Service with service management features in Business Central, you must have a Premium license. When you have a Premium license, set the User Experience field to Premium on the Company Information page in Business Central.

You can enable integration by selecting Projects or Service and projects in the Integration Type field in the following locations:

• The Set up integration to Dynamics 365 Field Service assisted setup guide.
• The Dynamics 365 Field Service Integration Setup page.

When you set the Integration Type field to Service and projects, the feature does the following steps when you enable Field Service integration:

• Adds integration table mappings for service order types, service documents, service lines, and service item lines.

• Turns on the Archive Orders toggle on the Service Management Setup page.

• Makes the Service Order Type field on service orders mandatory because the Work Order Type field is mandatory on Field Service work orders.

• Fields in the headers on service orders and work orders transfer information such as the Service Account, Billing Account, and Work Order Type.

• Service Item Lines and Work Order Incidents in Field Service transfer information about the customer assets you're repairing.

• Service Line fields align with Work Order Products and Work Order Services fields, such as Qty. to Ship, Qty. to Invoice, and Qty. to Consume.

When a technician marks a work order product or service as Used on a work order with a specific work order type, the lines sync to a service order. The system posts consumption based on the settings on the Dynamics 365 Field Service Integration Setup page.

During consumption and invoice posting in Business Central, the system updates the consumed and invoiced quantities on the original work order product and work order service lines in Field Service.

If you select Enable Inventory Availability by Location when you set up the integration, you can view the allocated product quantity from work orders in Field Service as part of the gross requirements in Business Central's inventory availability calculation. Demand generated by orders in Field Service automatically becomes input for planning through synced service orders.

Now you can integrate, configure, and customize Field Service warehouses with Business Central locations. To manage data synchronization, we added a unidirectional integration table mapping (from Business Central) between Business Central locations and Field Service warehouses. To use the new integration table mapping, turn on the Location Mandatory toggle on the Inventory Setup page in Business Central.

Business Central syncs locations with the following settings on the Location Card page:

• The Use as In-Transit toggle is off.
• Project Consump. Whse. Handling is different from Warehouse Pick (required).
• Assm. Consump. Whse. Handling is different from Warehouse Pick (required).

On the Locations and Location Card pages, use the Warehouse action to open a coupled location in Field Service. With this action, you can sync the location, set up and delete couplings, and view sync logs.

In Field Service, use Open in Business Central to open a location in Business Central. This location couples to a warehouse in Field Service.

Select Enable Inventory Availability by Location on the Dynamics 365 Field Service Integration Setup page or on the Set up integration to Dynamics 365 Field Service page.

When you turn on inventory availability by location, you get a new Inventory Availability by Location API as a Dataverse virtual table available. The API creates a synthetic relationship between this virtual table and the native Products table in Field Service.

In Field Service, on the Products page, technicians can see how much of a product is available at a warehouse they choose.

Inventory cost adjustment in Business Central is the process of ensuring that item costs are accurate. The process adjusts costs based on changes in purchase prices, revaluations, or applied costs through transactions such as sales, consumption, and transfers.

Inventory cost adjustment is essential for maintaining correct inventory valuation and COGS. It's especially important when businesses use costing methods such as FIFO, LIFO, or Average. You can run inventory cost adjustment automatically or manually. The process affects historical transactions and financial reports. To avoid discrepancies, set up inventory cost adjustment correctly and monitor it regularly.

This release introduces enhancements to the inventory cost adjustment process. These enhancements improve performance for larger workloads and make troubleshooting and monitoring easier:

• Removed bottlenecks based on telemetry data and code analysis. This change significantly improves processing speed.
• Added period-by-period adjustments and selected production and assembly order adjustments for high-transaction items. These changes give you more control over the processing scope.
• Adds notifications for potential issues, suboptimal settings, high volumes of entries, and data discrepancies.
• Develops a tool to visualize adjustment progress, so you can analyze performance issues and identify inefficiencies.
• Enables item-by-item adjustments, so partial progress is saved in long-running processes. This feature prevents full reruns if things go wrong.

To avoid locking the warehouse entry table when warehouse employees post transactions, use a number sequence to assign entry numbers to warehouse entries and to entries in the Warehouse Register table. A feature key controls this feature and is enabled by default. You can turn off the feature key if needed, such as when an extension requires the previous behavior.

Shopify and Business Central both offer extensive features for managing products and variants. Depending on your needs, choose the option that works best for you. In Shopify, you focus on convenience for customers. In Business Central, you consider other criteria, such as the ability to define an assembly BOM.

We added support for export scenarios when Shopify has products with variants, but the list of items is flat on the Business Central side. Use the Add item as Variant action on the Variants subpage of the Shopify Products page.

Details

When you add an item, you add it as a Shopify variant under an existing product option. For example, you add the item under color, material, or title. If the product uses the default variant, you add the item under the title. If a Shopify product has more than one product option, you can't add the item as a Shopify variant.

Add items as variants when the items have their own item variants. However, you can only add the item itself, not the item variants.

You can't add an item as a variant when you turn on the UOM as Variant toggle on the Shopify Shop Card page.

Shopify always creates a variant, even if you don't define any variants. This variant is called Default title. When you add more variants through Shopify admin, you delete this technical variant entry. The Shopify connector uses similar logic. When you add the first item to Shopify as a product, you add the Default title variant to Shopify and to Business Central. When you run the Add Item as Variant action, you add the selected item as a variant and delete the default variant in both Shopify and Business Central.

When you add an item as a variant, the connector doesn't search by SKU or barcode.

Product information overview

For more information, see Effect of Shopify product SKUs and barcodes on mapping and creating items and variants in Business Central

You can extend the description for items, general ledger accounts, and resources by adding extra lines as extended text on purchase and sales documents. Now, you can add extra lines on project planning lines. You can have multiple extended texts, and you can automatically or manually add them to documents by using criteria. This feature gives you an extra capability to communicate important information to customers, vendors, and employees.

For example, you can automatically add a particular text, such as details about a special price, to project planning lines on all your German projects for a limited period.

Define extended text for an item

1. Open the card for an item that you want to add extended text to, and then choose the Extended Text action.
2. Select New.
3. Fill in the Code and Description fields.
4. To apply extended text only for projects in a specific language, fill in the Language Code field. To use all language codes, select the All Language Codes checkbox.
5. To limit the dates on which the extended text is used, fill in the Starting Date and Ending Date fields. The Document Date defined in the project planning line is used as a filter.
6. Write the extended text in the Text field.
7. Select the checkboxes for the document types where you want the extended text printed. To include projects, select Projects on the Sales FastTab.
8. Close the page.

You can turn on the Automatic Ext. Texts feature to automatically add an extended text for an item on sales, purchase, or project documents. You can also add the extended text to documents manually.

To add an extended item text on a project planning line

1. Open a project, and then select a project task with a line for an item that has extended text.
2. Select the line, and then choose the Insert Ext. Text action.

Archiving capabilities for service management are similar to the functionality in the sales and purchase areas. You can set up documents to archive automatically. With automatic archiving, Business Central creates a new version of the archived document when users do the following actions:

• Delete a service quote or service order.
• Post a service order.
• Convert a service quote to an order.

The system also extends the functionality of contract filing, which stores a version of a service contract or service contract quote. Filed service contracts and filed service contract quotes now include more fields, such as Payment Method Code and Direct Debit Mandate ID. They also include the following related tables:

• Filed Contract/Service Discount
• Filed Contract Service Hour
• Filed Service Contract Comment Line

You control the archiving process. The following list shows the documents and options for archiving when you set up automatic archiving on the Service Management Setup page:

• Archive service quotes: Never (default), Questions, Always.
• Archive orders: Yes/No.
• Delete Filed Contracts: Yes/No.

Use the Archive action to manually archive versions of service documents, such as service quotes and orders.

To keep your database size manageable, add archived service documents to the Retention policy tables list.

In addition to the Shipping Charges Account field on the Shopify Shop Card page, the connector adds the Shipping Charges Type and Shipping Charges No fields to the Shopify Shipment Method page. By adding these fields, you can map shipping fee information from Shopify to the sales document in Business Central more precisely.

You can keep using the G/L account on the Shopify Shop Card page. But if you enter a Shipping Charges Type and Shipping Charges No field, the connector uses those values.

The Shopify Connector supports these types of shipping charges:

• G/L Account
• Item
• Item Charge

The connector automatically assigns the Item Charge type to all items on the sales document.

You can also find the Shipping Agent Code and Shipping Agent Service Code fields in the Shopify Shipment Methods page. When you fill in these fields, the connector fills in the matching fields on the sales document in Business Central.

Multiple shipping fees

Shopify lets you add multiple shipment fees to an order. For example, you can add multiple shipment fees when you edit the order in Shopify Admin. When you receive several shipping fees with a Shopify order, the Shopify Connector uses the first shipping fee to set the Shipment Method Code, Shopping Agent Code, and Shipping Agent Service Code fields in the document header.

In other cases, Shopify merges multiple shipping rates into one value called Shipping. Shopify doesn't transfer individual rates.

This update enhances the integration between Shopify and Business Central by using the original return location from Shopify for refunds and returns. This improvement ensures accurate location data in credit memos, which reduces manual adjustments and streamlines the returns process.

To turn on the feature, on the Shopify Shop Card page, choose Original > Default Location in the new Return Location Priority field.

The Return Location Priority field offers the following options:

• Default Return Location: This option is the default one. It uses the value from the Default Return Location field when creating sales credit memos.
• Original > Default Location: Select this option if you want the connector to find the original location on the Shopify refund or, if applicable, the Shopify return document. If the connector can't find the original location, for example, when an item is restocked in several locations, it uses the Default Return Location defined on the Shopify Shop Card.

When you use a new report (batch job), you can export posted sales invoices to Shopify as orders. You can find the report on the Shopify Shop Card page, or you can use Tell Me search to find it. You can also run the report by using the job queue.

To enable this feature for a specific shop, go to the Shopify Shop Card page and turn on the Posted Invoice Sync toggle.

The sync process includes invoices that meet the following conditions:

• The Shopify Order ID field contains 0.
• The bill-to customer has a mapping in the Shopify Customers or Shopify Companies tables.
• The bill-to customer isn't the Default Customer on the Shopify Shop Card or Shopify Customer Template.
• The posted invoice has at least one non-comment line where the No. field has a value.

When you run the report, Business Central and Shopify take the following actions.

Business Central

The report updates the Shopify Order ID field based on the sync results:

• Successful export – the field updates with the ID of the order in Shopify.
• Export failed – the field sets to -1.
• Invoice excluded from sync – the field sets to -2 for invoices excluded from sync because of specific conditions.

This pattern applies to the Posted Sales Shipment. The Update Document page lets you replace -1, -2, or 0 values to retry the export.

Shopify

The connector uses GraphQL to create a draft order with a header and item lines. Then, it completes the draft order and converts it to an order.

Headers and lines

The connector exports the following fields on the order header:

• It uses the mapped bill-to customer or company.
• The Fulfilment Status field shows Fulfilled. Tracking Details don't synchronize.
• The Paid Status field shows Paid or Partially Paid status, based on the customer ledger entry linked to the sales invoice. For partially paid status, it shows the Remaining Amount field.

The app exports the following fields on the order lines:

• Items and item variants that you map export as products.
• Items that you don't map and lines of other types, such as G/L Account or Item Charge lines, export as custom products in Shopify.
• You don't create shipping charges in Shopify. The app registers the shipping cost as a custom product in Shopify.
• The new setting on the Shopify Shop Card page lets you avoid exporting invoices with unmapped items. Turn on the Items must be mapped to Products toggle to exclude posted invoices from sync if there's at least one line of type Item where the selected item isn't mapped to a product or variant in Shopify.
• Tax amounts. Because the Graph API doesn't currently support the TaxLine object, the calculated tax amount is added as a custom product. Tax information from Business Central isn't available in the tax report in Shopify Admin. To prevent Shopify from recalculating taxes, mark orders as Tax Exempt.
• Quantity, in whole numbers. Shopify doesn't support fractions.

Impact on the process of synchronizing orders

Synchronization imports the order and checks whether the order was exported earlier. If the order was exported earlier:

• It marks the order as processed.
• It adds a link to the posted sales invoice (related documents, which happens automatically because the system already populates the Shopify Order ID). Shopify might automatically archive fully paid and fulfilled orders, and the synchronization doesn't process them.

Handle updates

In Shopify, because the order is already fulfilled, the only meaningful changes are notes, payment status, and payment transactions. If you process payments in Shopify, you also process refunds and returns.

In Business Central, you don't track changes. Currently, to mark the order as paid, use the Mark as Paid action on the Shopify Order Card page.

Shopify's platform includes data models for fundamental commerce concepts. However, commerce is diverse and often requires more complex or specific data models. With the custom data platform, you can extend Shopify's data models and create your own data models by using metafields. Metafields give you a flexible way to add and store extra information about a Shopify resource, such as a product or variant. You can store almost any kind of extra information in metafields. Some examples are specifications, size charts, downloadable documents, release dates, images, or part numbers.

You can now import and export data stored in metafields into Business Central. You can also use an extensibility model that developers use to map standard or custom fields, attributes, or other related entries in Business Central to metafields in Shopify.

You can view and edit metafields on the Shopify Metafields page. Open this page from the Shopify Products and Shopify Variants pages.

When a customer completes checkout in the online store, the system saves the customer's payment information as a Transaction. An order can link to multiple transactions. For example, a customer can use a gift card to pay part of the cost and then use a credit card or PayPal for the rest. Payment transactions in Shopify synchronize with orders. You can view them on the Shopify Orders page.

In Business Central, you can choose from several options to process imported payment transactions. This release provides an extra option for cases that involve several payment methods. The most common scenario is the gift card, but the scenario also includes store credits, which you recently added to the Shopify admin.

Sample scenario

This example scenario involves the following parties:

• Buyer: The person who buys goods from your Shopify online store.
• Merchant: Your company.
• Payment provider: The company that facilitates payment processing for you. The provider can be Shopify Payments or a third party.

How the money flows

The buyer purchases goods from an online store. The final step is to process the payment.

The buyer pays part of the amount with a gift card (or store credit). They pay the rest with a credit card, PayPal, or a local payment method such as MobilePay in Denmark.

The merchant can see the issued gift card and information about how the buyer uses it in Business Central.

Depending on the payment provider, the merchant might see the money in their account with the payment provider. This money includes both the amount the merchant receives and the amount deducted for the provider's commissions. Payment providers often take a commission from each transaction. In some cases, they also have a fixed fee.

Depending on the payment provider, the merchant transfers the money to their bank account (payout) manually or automatically within a defined period. For example, the provider might transfer money once per day or once per month.

Depending on the bank, the merchant sees the incoming transaction in their bank account through online banking or their bank statement.

Reconcile transactions and bank statements

The merchant imports a sales order to Business Central and posts the shipment and invoice. Business Central creates a customer ledger entry of the type Invoice with the full amount, and sets Open to Yes. The remaining amount equals the invoiced amount.

The merchant processes the imported Shopify transactions in the Transactions list. They apply filters, and then use the Suggest Shopify Payments action to transfer the transactions to the general journal. Alternatively, the merchant can use the Suggest Shopify Payments action on the Cash Receipt Journal page.

The merchant reviews the lines and sees that the journal automatically selects the applied documents. When the merchant posts the journal, Business Central creates a customer ledger entry of the Payment type. It applies this entry to the corresponding Invoice type entry.

The merchant imports their bank statement with one or more transactions that represent the transfer from the payment provider to the bank account by using a payment reconciliation journal or bank reconciliation journal.

Currency handling

The Shopify connector imports orders and transactions in Shop Currency. If you configure Shopify to use different currencies for each country, you might see some differences. For example, in a store where the local currency is Danish Krone (DKK), an order for a German customer that totals 13.95 EUR converts to 409.53 DKK in sales. However, the payment transaction shows 409.48 DKK.

The process for creating purchase orders from projects is similar to the functionality in the sales area. With this process, you can create purchase orders directly from a project. The process uses the same algorithm as the Order Planning worksheet. It doesn't require complex setup to generate recommendations, but it intelligently analyzes demand and supply for required items.

To create one or more purchase orders from a project

Use the Create Purchase Orders action to create a purchase order for the quantity of each item that the project is missing.

1. Select the Lightbulb that opens the Tell Me feature icon, enter Projects, and then select the related link.

2. Open a project that you want to purchase items for.

3. Select the Create Purchase Orders action.

4. Open the Create Purchase Orders page. The page shows a line for each item on the project. Lines for both fully available quantities and unavailable quantities show by default. Unavailable quantities aren't available. To show only unavailable quantities, select the Show Unavailable action.

5. Use the Quantity to Purchase field to enter the unavailable quantity. To purchase a different quantity, change the value in the field.

   Note

   You can change the Quantity to Purchase field value on unavailable lines, even if those lines represent fully available quantities.

6. Turn on the Reserve toggle if you want to reserve the quantity on the purchase line against a demand line. Instead of populating the Project No. and Project Task No. fields of the purchase line, use the Reserve toggle. Personalize the page to add the Reserve field.

7. Select OK.

This process creates a purchase order for each vendor that you use to purchase items for the project. The process includes any quantity changes that you make on the Create Purchase Orders page. You can continue to process the purchase orders. For example, you can edit or add purchase order lines.

Later, you can review the purchase lines linked to the project from either the Project Card page or Project Planning Lines by selecting the Purchase Lines action.

As with other cases that involve advanced inventory processes, such as reservation, warehousing, and assemble-to-order, the project's status must be Open and the Apply Usage toggle must be selected.

Based on feedback from our customers, we made it easier to complete several business processes in projects and service management.

To speed up creating invoices for projects, we added the Create Project Sales Invoice action to the Project Card page. Now you can create invoices without leaving the project information. Also, you can more quickly access and work with details about projects by using the following actions that we added to the Project List page:

• Assembly Orders
• Put-away, Pick, and Movement Lines
• Registered Pick Lines
• Project WIP Cockpit

We renamed some projects. We renamed the Project WIP page to Project WIP Cockpit. This change makes it easier to distinguish the page from other Project WIP pages and actions.

To improve service management features, we added useful fields to several pages. We added the Customer Name field on the Service Items page so you can identify the customers that use the items. We added the Your Reference field to the following pages to make it easier to find records by searching for your reference numbers:

• Service Invoice
• Service Orders
• Service Quotes
• Posted Service Invoice
• Posted Service Invoices

We streamlined the Make order process for both service and sales. When you convert a service quote to an order, the system prompts you to open the new service order and process it.

Add Service Item Worksheet as an option on the Report Selection - Service pages. The worksheet includes the currently available Service Item Worksheet report, but you can change it report if needed. You can add reports if you want to print more than one report per document type.

To provide more information about when and where an item is available from the context of a business task, add the Item available by action to the Project Planning Lines and Project Journal pages. You can view the availability of each item per location, by event, or by period.

Shopify releases a new API version every three months at the beginning of the quarter. Shopify supports each version for 12 months. These API releases might bring bigger changes. For that reason, the Shopify connector updates the Shopify API version it uses in major releases of Business Central. Typically, new versions of APIs increase stability and security, and enable additional capabilities. Starting with this release, the Shopify connector uses the Shopify API that was released in July 2024.

This version introduces changes in various areas. Some changes aren't directly visible. The following changes have a direct impact.

• The Shopify connector now supports up to 2,000 variants per product. This capability is part of the Shopify API that Shopify announced in the winter editions. You just need to wait until Shopify enables that capability in your store.

• There's a new way to handle risk assessments. Shopify now supports two levels of risk assessments and external providers. The connector still imports both risk assessments and sentiments. However, no single value represents the risk for an order. Because of this limitation, the connector doesn't show risk assessment information on sales orders or invoices.

• When you turn on the connector, it gets the default weight unit of measure from Shopify and uses that unit when it sends the product weight. You can change the unit of measure that the Net weight field uses in Business Central.

• The Gift card property is now available on sales lines, not just on the product. With this property, the connector recognizes custom discounts, usually sold through POS, and processes these discounts as normal discounts.

• The connector discontinues the Location Code field in the Shopify order header. The connector doesn't import data from the Location or Physical Location fields. Instead, it uses location information in the order fulfillment lines. Sales documents have a location only on their lines, not in the header.

• The connector aligns the use of units of measure. Imported sales documents use the sales unit of measure that you define on the item card. The sales unit of measure is also used to calculate prices and discounts. The connector aligns the unit of measure to use the sales unit of measure when synchronizing inventory.

In addition to these changes, the connector includes improvements that enhance the general usability of the connector.

• The Linked to Documents FactBox is available on the Shopify Orders page. You can open an order, invoice, or shipment from the list.

• Add the Shpfy Doc. Link To Doc. permission to D365 BASIC to enable warehouse processing and other posting activities without granting full Shopify permissions.

• Import the Tax ID value from the company location in Shopify. The system doesn't use this data when you create or update a customer because different localizations send the field to different destinations.

• Use the default color configuration in the Shopify Activities part to make it easier to notice issues with synchronization.

To include translations in product synchronization, use the following steps:

1. Select the Tell Me icon, enter Shopify shops, and select the related link.
2. Select the shop to open the Shopify Shop Card page.
3. Select the Languages action to open the Shopify Languages page.
4. Select the Refresh action to import languages enabled on Shopify. The primary language isn't listed. For the primary language, use the Language Code field in the Shopify Shop Card.
5. For each language you want to include in the synchronization, enter the Language Code field and turn on the Sync translations toggle.

When you run the Sync Product task, translations are included. You can run the task manually or use the job queue.

More information

• The connector needs a new Shopify permission (scope): read_locales. You must request a new access token.
• The first export of items, which the Add item to Shopify action starts, doesn't include translations. You need to run Sync product and turn on the Can Update Shopify Products toggle.
• You add marketing text only for the primary language.
• You add extended texts for each language, plus extended texts where you turn on the All Languages toggle.
• You add attributes for each language. If a translation is missing, the connector uses the primary language.
• You add item translations for each language if you define a translation.
• You don't use variant translations because the connector only exports the variant code, not its description.

Extensibility impact

The CreateProductBody procedure in the Product Export codeunit takes language codes as parameters so you can use it for each language. The procedure runs multiple times based on the list of selected languages. Because the procedure contains the OnBeforeCreateProductBodyHtml and OnAfterCreateProductBodyHtml events, the events trigger multiple times for each item. The events include the language code as a parameter, so you can skip translation or add your own logic.

This feature continues our multi-release effort to ensure that project management features benefit from the rich warehouse capabilities in Business Central. Now, you can use locations that are configured for directed flows with projects.

Businesses pick items before they consume them in different ways. The process depends on how the warehouse is configured. When you want to specify a default Location Code on the Project and Project Task Lines Subform pages, or enter a Location Code on Project Planning Lines, you can now use locations where the Directed Put-Away and Pick toggle is turned on.

To create or register a pick document, use the Create warehouse pick action. This action is available when:

• The Status of the project is Open.
• The Line Type of the project planning line is Budget or Both Budget and Billable.
• The Type of the project planning line is Item.
• The Project Consump. Whse. Handling field is Warehouse Pick (mandatory), which is available when you select Directed Pick and Put-away.

You can also create warehouse picks by using a pick worksheet. The pick worksheet helps you organize pick information before you create warehouse pick instructions. You need to enter a value in the To-Project Bin Code field on the Location Card page.

Limitations

You can't use the Project No. and Project Task No. fields in the purchase order together with locations where the Directed Put-Away and Pick toggle is turned on. You must post receipts and consumption separately with the fully directed warehouse flow.

The list of standard reports for financial reporting now includes five new reports. The update also includes a set of five new row definitions and 12 new column definitions. You can combine these definitions to create more than 25 new reports.

The following table lists the new reports:

The new row definitions use the same names and descriptions as the reports.

The following table lists the new column definitions:

Financial reporting demo data - planned for release in the 25.2 minor version

Financial reporting is at the core of every business. When you evaluate business management applications, you often want to see the reporting capabilities for a running company. Run the Contoso Financial demo data from the Contoso Demo Tool tool page to generate the new demo data. The data includes three years of G/L entries, broken down into dimensions, with a budget for the current year to support variance analysis reporting.

If you use Shopify B2B, you can set up the connector to sync prices for Shopify catalogs that link to B2B customers. The following steps describe the process.

Sync catalogs from Shopify

1. Select the Tell Me icon, enter Shopify Catalogs, and select the related link.
2. Select Get Catalogs.
3. Select the entry for which you want to define and export prices, and then fill in the fields.

You can use two strategies. One strategy is the default strategy. Use settings for this strategy that are similar to the settings for synchronizing the Price and Compare at Price fields for Shopify products (Shopify variant). The following table describes settings for the default strategy.

The second strategy is to use the new Customer No. field. When you use this field, the connector uses the customer number to calculate the price. It ignores other values in the Shopify Catalog entry. Instead, it uses the Customer Price Group, Customer Discount Group, and Allow Line Discount fields from the customer card. Use personalization to add the Customer No. field to the Shopify Catalog page.

After you enter the settings, turn on the Sync Prices toggle. Select Sync Prices to start synchronizing catalog prices.

Default values on documents speed up data entry. If you want new lines for general ledger accounts on sales and purchase documents to default to a quantity of 1, turn on the Default G/L Account Quantity toggle on the Sales & Receivables Setup and Purchase & Payables Setup pages.

To accommodate subscription-based business models, companies across sectors are adopting digitalization and revamping their products and services.

In Business Central, you can now support many different types of subscription scenarios. A simple set of processes lets you manage portfolios of items and services that you bill on a recurring schedule. For example, you can manage hardware maintenance, IT support, cleaning services, and more. You combine the sale of services and items in mixed subscription contracts that hold information about the items, services, and billing schedule.

Templates simplify the process of creating subscription contracts by standardizing the parameters and schedules for recurring billing. You can manage current pricing and plan for future price updates. On the accounting side, the system automates posting accruals to balance sheet accounts and assigns revenue or expense to the correct periods in the income statement.

The new module includes:

• Contracts for recurring billing of items and services.
• Billing schedules with flexible parameters that cater to typical use cases for recurring billing.
• Usage-based billing.
• Automated billing.
• Deferral integration.
• Revenue recognition based on billing schedules.
• Contract updates with parameters and prices.
• Standard reports for contracts, customers, billing schedules, recognized revenue, future billing dates and amounts, and more. Most reports are available as Power BI reports.

The Essential License includes subscription billing.

In this release, we added four Excel report layouts that cover the consolidation and fixed assets areas:

• Consolidated Trial Balance (Preview)
• Fixed Asset Details (Preview)
• Fixed Asset Analysis (Preview)
• Fixed Asset Projected Value (Preview)

You can find the report layouts through search and the Accountant home page.

Each report combines the content of one or more existing RDLC reports. You get the underlying data so you can create custom reports.

To avoid disrupting existing integrations to Sales for customers who aren't using the Field Service integration, install and enable the Field Service Integration app from AppSource. Although this approach adds steps to set up the Field Service integration, the process is documented. The Set up integration to Dynamics 365 Sales assisted setup guide, which is currently a prerequisite for integrating with Field Service, now includes an optional step to install the Field Service Integration app from AppSource.

You can also set up the integration from the Dynamics 365 Sales Integration Setup page by using the Field Service Integration App action in the Field Service action group. This action takes you to the AppSource page to install the Field Service Integration application.

After you install the Field Service Integration application, run the Set up integration to Dynamics 365 Field Service assisted setup guide, or enable the integration from the Dynamics 365 Field Service Integration Setup page.

The remaining steps to set up an integration with Field Service are the same. For more information, see Integrate with Dynamics 365 Field Service.

Sustainability pages have APIs. In the future, you can use Business Central data with other applications. For example, you can use sustainability features for collaboration with Power Automate or Power Apps, or for reporting in Power BI.

APIs are available for the following pages:

• Sustainability Account
• Sust. Account Category
• Sust. Account Subcategory
• Sustainability Journal Line
• Sustainability Entry

In the previous release, 2023 wave 2, we improved the currency exchange rate adjustment batch job so you can control the posting of dimensions assigned to the adjustment entries.

In 2024 release wave 1, you see the same concept when you submit payments to invoices in foreign currencies. A setting on the Application FastTab on the General Ledger Setup page controls the dimensions assigned to entries that you post to realized gains and losses accounts. The Dimension Posting setting has three options:

• Source Entry Dimensions: G/L entries for realized gains and losses have dimension values that the application entry transfers.

  Note

  The application entry is usually the payment entry. For example, when you apply and post payments in journals, the application entry is the payment entry. The application entry can also be an invoice or credit memo if you select them as the applying entry from the customer or vendor ledger entries.

• No Dimensions: G/L entries for realized gains and losses don't have dimension values.

• G/L Account Dimensions: G/L entries for realized gains and losses have dimension values that the system transfers from the realized gains and losses G/L account's dimension settings source entry.

You can set up how Business Central handles empty lines during submission for approval by choosing Time Submission Policy in the Resource Setup page:

• Select Empty Lines Not Submitted to skip lines that don't contain hours to submit. This setting is the default.
• Select Stop and Show Empty Line Error to stop processing the timesheet if one or more lines are missing hours.

Project managers see more details in Manager Time Sheet by Jobs available while approving timesheets:

• The Resource No. shows on Manager Time Sheet by Job. You can add the Resource Name by personalizing the page.
• Saturday and Sunday are included in the Manager Time Sheet by Job report.
• The Total column shows the total for each time sheet line.
• The Time Sheet Comments FactBox displays time sheet header comments during approval.
• The Time Sheet Line Details FactBox gives you quick access to time sheet line comments and activity details, such as the project name and task description.

When you select Approve or Reject to approve or reject time sheet lines, the default setting is Selected lines to help you avoid mistakes.

We've added eight new Excel reports with new report layouts for finance, sales (customers), and purchases (vendors).

You have more ways to create your own Excel layouts for reports because you get not only the reports but also data from the report request pages and data for translations of a layout. If the data comes from multiple tables, the report layouts show the data in multiple worksheets. This structure makes it easy to understand where the data comes from. The reports are flexible, so you can use them in the way that best fits your needs:

• Use the reports as-is to get insight about your business.
• Use pivot tables to slice and dice data for analysis.
• Use them as a template to create your own Excel layouts for the same data.

You can create your own copies of the report layouts from the Report Layouts page. For more information about creating Excel report layouts, see Creating an Excel layout report.

We plan to add more layouts that cover more functional areas in upcoming releases. You'll find examples, typical use cases, and a description of the data for each report in our documentation.

We added preview versions of the following reports in 2024 release wave 1:

• Trial Balance
• Trial Balance by Period
• Trial Balance/Budget
• Trial Balance/Previous Year
• Aged Account Receivables
• Aged Account Payables
• Customer - Top List
• Vendor - Top List

You can assign a salesperson on the Customer card page by selecting Customer and then Ship-To Addresses to open the Ship-to Addresses List page. Select Manage, and then Edit to open the Ship-to Address card page. Enter or select a Salesperson Code to choose the salesperson responsible for the customer's ship-to address.

When you select the Alternate Shipping Address option as a Ship-To location on a sales document, the Salesperson Code updates to match the salesperson from the Ship-To Address rather than the Bill-To Customer code.

You can now use BLOB-type fields, which usually contain multiline text, to import and export data with Configuration Packages.

Select Include Field on the Config. Package Fields page to include fields that contain multiline text, such as the Work Description field, in your package.

Export data by selecting the Export to Excel action in the Config. Package Card page to update it in Excel. Update your data in Excel, for example, by adding multiline text in the Work Description column. Make sure to convert data entered in Excel to Base64 encoding.

Back in Business Central, import the updated Excel file by choosing Import from Excel on the Config. Package Card page. After you validate the data, apply it by choosing Apply Package.

When you apply the package, open a sales document that you updated, such as a sales quote, to verify that you imported multiline text to your sales document.

When you archive purchase and sales quotes and orders, either manually or automatically, the archived version of those documents contains the incoming document you attached before archiving the documents.

For example, suppose you attach an incoming document to a purchase order, and then you receive and invoice the order.

When you select the number in the No. of Archived Versions field to open the Purchase List Archive page and view the archived versions of a purchase order, the Incoming Document FactBox contains attachments for the original document.

Set up integration to Dynamics 365 Field Service from the Assisted Setup page in Business Central. Select Set up integration to Dynamics 365 Field Service to run the assisted setup guide.

Choose to Import Dynamics 365 Field Service Solution and Enable Dynamics 365 Field Service Connection. To enable users to post the consumption of items and services in Field Service work orders, specify the Project Journal Template and Project Journal Batch that post consumption of products and services in Business Central.

Because Field Service expresses services in duration, specify the Hours Unit of Measure that converts durations to quantities in Business Central.

You can also specify when the system synchronizes work order products and service lines to Business Central. For example, the system might synchronize these items when you use work order lines or when you complete a work order. Select the appropriate option in the Synchronize work order products/services field.

After the system synchronizes work order products and services to project journals in Business Central, you can choose when to post the project journals. You can post the journals manually, or set the system to post them when the work order status is complete or when you use work order products or services. Select the appropriate option in the Automatically post project journals lines field.

Select Finish to set up the integration to Field Service.

Integrating with Field Service adds integration table mappings that exchange data between Business Central and Field Service.

• PJLINE-WORDERPRODUCT - Maps work order products in Field Service to project journal lines in Business Central.
• PJLINE-WORDERSERVICE - Maps work order services in Field Service to project journal lines in Business Central.
• PROJECTTASK - Maps projects and project tasks in Business Central to products in external projects in Field Service.
• RESOURCE-BOOKABLERSC - Maps resources in Business Central to bookable resources in Field Service.
• SVCITEM-CUSTASSET - Maps service items in Business Central to customer assets in Field Service.

You can create a Work Order in Field Service by using the Service Account and Billing Account from Business Central. On work orders, select the Business Central Project and Project Task Work Order in the External Project field.

You can add inventory and non-inventory items as Work Order Products and see the Quantity on Hand along with costs and prices from Business Central.

Add service items as Work Order Services and get costs and prices from Business Central.

You can book a resource and relate the Bookings to work order services by using a Bookable Resource from Business Central.

Depending on your settings on the Field Service Integration Setup page, when work orders include products and services, the system transfers and posts consumption information by using a Project Journal in Business Central.

Use the Job Planning Lines page to track posting and invoicing of consumption on work orders.

The system copies the Quantity To Bill and Duration To Bill values to the Qty- to Transfer to Invoice field. With this information, you can create and post sales invoices in Business Central to invoice the customer.

The Self Service part, available on all Role Center pages, has a tile that shows your New Time Sheets. The time sheets are new because you didn't add lines to them. To avoid searching for your current time sheet, use the Current Time Sheet action in the Self Service part to open the time sheet. Business Central uses your Work Date setting on the My settings page to determine the current period.

When you open the Time Sheet page, you see several improvements:

1. The Submit and Reopen actions are context-aware to help you avoid errors when you submit or reopen time sheets.

2. The Status column on lines uses different styling (red and italic) when data is missing to submit the lines. When the time sheet line Type is empty, the Submit action is disabled on the lines part because there's nothing to submit for these lines.

3. Depending on your company setup, the time sheet lines show the Project No., Project Task No., Cause of Absence Code, Chargeable, and Work Type columns. For example, if your company doesn't set up Causes of Absence Codes, Business Central doesn't show the Cause of Absence Code column because it assumes you aren't using time sheets. When you show columns based on your setup, you get the following benefits:

   • The time sheet lines have less clutter.
   • You reduce the number of clicks to get to activity details.
   • To make it easier to fill out timesheets, use the F8 keyboard shortcut to copy values from previous lines.

   Note

   With 2024 release wave 1, users can't select closed projects or tasks when they enter timesheets. This change reduces the number of erroneously submitted timesheets and lowers the timesheet submission rejection rate.

4. The Time Sheet Line Details FactBox lets you view data for comments on timesheet lines, and details for resources, projects, and tasks.

To make entering time sheet lines more efficient, copy lines from other time sheets, including archived time sheets. Select Copy lines from time sheet or Copy lines from time sheet with comments in the Prepare action group on the Time Sheet page to copy lines from other time sheets.

On the Time Sheet Lines page, select one or more time sheet lines to copy. Choose to View All, View Open, or View Submitted time sheet lines. This page also offers the Time Sheet Line Details FactBox to help you select lines to copy with additional details, such as comments you can also copy.

To analyze all your time sheets, search for Time Sheet Lines, and turn on the Analyze toggle.

To track the cost adjustment process, turn on Cost Adjustment Logging on the Inventory Setup page. The setting is a dropdown list with three options:

• Disabled: Don't log cost adjustment runs.
• Errors Only: Log only the runs that fail.
• All: Log all cost adjustment runs.

Inventory Cost Adjustment page

The cost adjustment functionality was complex. It often took time to process items, and it occasionally resulted in errors that were difficult to troubleshoot because the item that caused the errors wasn't evident. The Inventory Cost Adjustment page provides tools to manage and monitor the cost adjustment process.

This page displays items along with their costing parameters and cost adjustment status. You can filter the list to focus on items that require adjustment or on items that are excluded from the cost adjustment process.

Here's an overview of the features available on the page:

Run

• Run cost adjustment: Runs cost adjustments immediately for all or selected items.
• Add Batch and Run: Creates a new batch of selected items and runs cost adjustments for the batch.
• Add Batch: Creates a new batch of selected items.
• Item Batches: Shows a list of existing item batches.

For more information about batches, see the Item Batches section.

Item Details

• Item Ledger Entries: Lists item entries and provides a Mark for Adjustment action that lets you force rerun of cost adjustment for items directly or indirectly linked to the inbound entries you select. Forcing a rerun can help correct costs if previous runs led to incorrect costs.
• Value Entries: Lists value entries for the item.
• Cost Adjmt. Entry Points: Opens the Avg. Cost Adjmt. Entry Point page, which you primarily use to calculate average cost. The page displays combinations of items, locations, variants, and valuation dates for which you run cost adjustments.
• Cost Adjmt. Orders: Opens the Inventory Adjmt. Entry (Order) page. Use this page to adjust production and assembly orders. It shows which orders you adjusted or need adjustment.

Log per

• Run: Shows cost adjustment logs for each run. The log includes data about the item filter, status (Success, Failed, or Timed out), start and end date and time, duration, and the cost differences that the run produces.
• Item: Shows detailed information about the adjustment process for the selected item.

Functions

• Exclude Item from Adjustment and Include Item in Adjustment: Temporarily disable and then re-enable cost adjustment for a selected item. With these functions, cost adjustment runs for other items while you investigate an issue with a specific item.
• Post Inventory Cost to G/L: Runs the report that posts new value entries to the general ledger.

Diagnostics

• Export Item Data: Exports item-related data to a text file. Use the file for further analysis in a sandbox environment or attach it to a support request when investigating costing calculation issues.
• Import Item Data: Imports the previously exported text file back into the database. The system enables this action only in sandbox environments or evaluation companies.
• Reset Cost Is Adjusted: Resets the Cost Is Adjusted toggle on items, production orders, or assembly orders. Use this action to force the rerun of the cost adjustment process.
• Costing Issues Detection Report: Diagnoses common data issues that cause errors in costing calculations. The report checks whether item ledger entries, value entries, item application entries, and capacity ledger entries are correct.
• Delete Item Data: Clears all item-related tables in the database. The system enables this action only in sandbox environments or evaluation companies.

Item batches

Use the Cost Adjustment - Item Batches feature to divide a set of items into multiple batches. You can run cost adjustment separately for each batch. This feature also helps you identify items that have issues.

Each batch runs in a separate session. The batch finishes with one of the following outcomes:

• Success: The batch completes cost adjustment successfully.
• Failed: The batch fails to complete cost adjustment. Business Central identifies the item that caused the error. It splits the current batch into two batches. One batch contains the problematic item. The other batch contains the remaining items. Business Central reruns cost adjustment for the batch that contains the remaining items. If the batch fails again, the process repeats. You set the maximum number of splits in the Max. Retry Attempts field.
• Timeout: If the cost adjustment process for a batch doesn't finish within the specified timeout period (from 1 to 720 minutes), the session ends and the process rolls back changes. Business Central splits the current batch into two smaller batches. Then, it runs the cost adjustment process for each smaller batch. This process continues until the cost adjustment process finishes successfully or reaches the maximum number of retry attempts.

Based on feedback from our customers, we made it easier to complete several inventory and warehouse processes.

Carry item description to warehouse entries

When you reconcile or audit data, it's useful to have the description of the item from the source document on the warehouse ledger entries.

On the Warehouse Setup page, select the Copy Item Descr. to Entries check box. When you make transactions at locations that require bins, the description text on lines of type Item carries over to the warehouse entries.

When you turn on this feature, Business Central suggests that you update empty descriptions in existing warehouse entries. If you have a large number of warehouse entries, adding descriptions might take some time.

Assign lot and package numbers to existing item tracking lines

The Assign Lot No. and Assign Package No. actions now support:

• Selecting multiple lines.
• Selecting existing lines, such as lines where the serial number or lot is already filled in, and assigning a package number when it's missing. You can assign lot numbers in the same way. These actions don't overwrite existing package or lot numbers.

You can still use this action to create new lines with lot numbers or package numbers and manually redistribute quantities.

The Assign Serial No. request page includes a Create New Package No. toggle. It works like Create New Lot No. and assigns one package number to all created serial numbers.

Warehouse item tracking lines

The Warehouse Item Tracking Lines page has the same enhancements as the Item Tracking Lines page:

• The Quantity (Base) field has an indicator that reminds you to specify a quantity.
• The confirmation dialog makes sure you're aware of potential data loss if you leave the Quantity (Base) field empty.
• Drilldown in the Item Tracking Code field helps you easily go to the related item tracking record and explore its settings.

In this release, you can add document attachments on pages in Service Management. The Document Attachment FactBox is available in many places, such as:

• Service Item Card (page 5980 "Service Item Card")
• Service Items (page 5981 "Service Item List")
• Service Items (page 5988 "Service Items")
• Service Contract (page 6050 "Service Contract")
• Service Contracts (page 9321 "Service Contracts")
• Service Contract Quote (page 6053 "Service Contract Quote")
• Service Contract Quotes (page 9322 "Service Contract Quotes")
• Service Credit Memo (page 5935 "Service Credit Memo")
• Service Credit Memos (page 9320 "Service Credit Memos")
• Service Invoice (page 5933 "Service Invoice")
• Service Invoices (page 9319 "Service Invoices")
• Service Order (page 5900 "Service Order")
• Service Orders (page 9318 "Service Orders")
• Service Lines (page 5905 "Service Lines")
• Service Quote (page 5964 "Service Quote")
• Service Quotes (page 9317 "Service Quotes")
• Service Quote Lines (page 5966 "Service Quote Lines")
• Posted Service Credit Memo (page 5972 "Posted Service Credit Memo")
• Posted Service Credit Memos (page 5971 "Posted Service Credit Memos")
• Posted Service Invoice (page 5978 "Posted Service Invoice")
• Posted Service Invoices (page 5977 "Posted Service Invoices")

Select the Attachment action to go to document attachments from these lines:

• Service Contract Quote Lines (page 6054 "Service Contract Quote Subform")
• Service Contract Lines (page 6052 "Service Contract Subform")
• Service Credit Memo Lines (page 5936 "Service Credit Memo Subform")
• Service Invoice Lines (page 5934 "Service Invoice Subform")
• Posted Serv. Cr. Memo Lines (page 5973 "Posted Serv. Cr. Memo Subform")
• Posted Service Invoice Lines (page 5979 "Posted Service Invoice Subform")

Select the Attach as PDF action to print the following documents to attachments:

• Service Contract
• Service Contracts
• Service Contract Quote
• Service Contract Quotes
• Service Order
• Service Orders
• Service Quote
• Service Quotes
• Posted Service Credit Memo
• Posted Service Credit Memos
• Posted Service Invoice
• Posted Service Invoices

Use the new Flow to Service Trx toggle on the Attached Documents page to control how documents you attach to customers, items, or service items flow to documents, lines, and transactions.

In 2021 release wave 1, we introduced the ability to use package numbers as a third dimension for item tracking. Use package numbers to track packages or pallets in your warehouse, or use package numbers as a foundation for advanced vertical solutions. In the Package section on the Item Tracking Code page, specify how you want to track items. Tracking package numbers follows the same principles and has the same limitations as lot tracking. This release extends this feature to include physical inventory orders and physical inventory recording documents.

To start using the extended feature, activate Feature Update: Enable use of package tracking in physical inventory orders on the Feature Management page. When you activate the feature, the system updates existing physical inventory orders. However, Business Central can't populate the Package no. field. Use the Calculate Lines action on the Phys. Inventory Order page to recreate these lines.

You can enter the package number for items where package tracking is needed on the Phys. Inventory Recording Lines page. Select Finish to finalize recording. When you select Finish in the Physical Inventory Order, Business Central calculates differences with respect to the package and other item tracking details, and makes positive or negative adjustments.

Behavior of the No. field on documents and cards

On service documents and all cards, you can fill in the No. field automatically from a predefined number series, or you can add the number manually. However, in some cases, the No. field isn't available for editing.

You can fill in the No. field in three ways:

1. The field fills in automatically with the next number in the series when there's only one number series for the type of document or card, you select the Default Nos. field, and you don't select the Manual Nos. field for that number series. The card or document doesn't show the No. field.

   Note

   If the number series doesn't work, for example because it runs out of numbers, the No. field appears. You can enter a number manually or fix the issues on the No. Series page.

2. If more than one number series exists for the type of document or card, and the Default Nos. checkbox isn't selected for the assigned number series, the No. field is available. You can go to the No. Series page to select the number series you want to use. The No. field shows the next number in the series.

3. If you don't set up a number series for the type of document or card, or if you select the Manual Nos. field for the number series, the No. field is available. Enter a number manually with up to 20 characters, which can include both numbers and letters.

When you open a new document or card without an existing number series, the No. Series Setup page opens. Set up a number series for that type of document or card before you enter data.

Based on feedback from customers, we made several improvements in the user interface.

Get the Shopify URL more easily

The connector needs a URL in this format: https://<shop>.myshopify.com/. But after Shopify introduced Unified Admin, getting the URL for your store isn't as easy. To make it simple again, just copy the URL from Shopify Admin, such as https://admin.shopify.com/store/<shop>. The connector converts this URL to the format it needs.

Skip blocked or sales blocked items and variants

When you export many items and variants, some items might be blocked. You can't include blocked items and variants in price calculations, so the connector doesn't export them. The connector now automatically skips those items and variants. You don't need to filter them on the Add Item to Shopify request page.

Shopify Shop shows important fields when FastTabs are collapsed

The values of the following fields display even when a FastTab is collapsed:

• Shopify URL
• Enabled
• Sync Item
• SKU Mapping
• Customer Price Group
• Customer Discount Group
• Customer Import from Shopify
• Default Customer
• Shipping Charges Account
• Process Type

New stock calculation method

Many businesses use extensibility to implement the same stock calculation, so we made it standard functionality. The Free Inventory method is simple and efficient. The method takes the current inventory and subtracts what's reserved from inventory. It ignores expected receipts or demand.

Decide whether fulfillment synchronization triggers a notification

Use Send Shipping Notifications to control whether Shopify sends a notification when posted shipments synchronize to Shopify. The notification might be useful if your company sells services.

Guide users on item synchronization

Often, the first task people use the connector for is to synchronize products and items. To make that synchronization step easier, a notification in Shopify Products suggests the following actions based on your settings:

• Synchronize products, if your shop is configured to import products from Shopify.
• Add items, if you manage products in Business Central.

Extra checks reduce the risk of errors

• Check whether the selected currency code has an assigned exchange rate. If the rate is missing, the check explains the issue.
• Check whether Business Central is part of the fulfillment services in Shopify. Instruct users to enter a SKU Mapping.

Shopify Admin API version 2024-01

Business Central is moving to the Shopify Admin API version 2024-01. As of April 1, 2024, Business Central stops supporting the Shopify Admin API version 2023-04. To keep using your integration, upgrade to Business Central version 23.4 or later before this date. You can view the version of the Shopify Admin API and the date when the API expires on the Shopify Shop Card page.

You can automate each step in the reminder process. Set up automated jobs to create, issue, and send (or print) reminders. Create custom email texts for each reminder level so your messages match your business's collection policies and practices.

Set up reminder automation on the Reminder Automation page, where you create the individual automations. You can combine the steps to create, issue, and send reminders. Or, create separate automations for each step if that setup works better for your collections process.

On the Reminder Automation page, define the individual actions (steps) in the automations. Set filters for reminder terms for the automation as a whole. Set additional filters for each action in the automation. You can also include outstanding invoices attached as PDFs to the emails.

When you set up and start an automation, it runs until you put it on hold or stop it. To control how the automation runs, open the Job Queue Entries page and set the recurrence to daily or every Tuesday, for example.

On the Reminder Level Communication page, enter texts to show on the reminder on the Attachment Text FastTab, and body texts for emails on the Email Text FastTab. With these texts, you can tailor messages for each reminder level, making the process more flexible and accommodating business policies for communicating payment requests.

When you send an email, you attach the reminder report to the email. On the Report Selection Reminder/Finance Charge page, you choose the report that creates the reminder and select the report for the email body text in the Email Body Layout Name field. When you send emails to customers, the texts on the Email Text FastTab go into the report you select in the Email Body Layout Name field. The standard report uses different text fields for this content: GreetingText, BodyText, and ClosingText. If you want, you can edit this report to add more content. To customize the layout of these reports, you can manage and edit them on the (searchable) Report Layouts page.

The Accounts Receivable Administrator Role Center gathers the information you need for collections. The role center has wide cues, cues and lists, an updated menu, and an embedded actions menu.

To explore the role center, go to the My Settings page. In the Role field, select Account Receivables Administrator.

The role center has two wide cues that help you quickly validate and reconcile accounts receivable balances.

• Total Outstanding (LCY) shows the outstanding balance of unpaid invoices in your local currency, so you can investigate invoices.
• A/R Accounts Balance shows the balance on the G/L accounts that you assign to the Account Receivables account subcategory.

To use the wide cues, set up the cues. Specify the account category that represents account receivables. On the General Ledger Setup page, in the Account Receivables G/L Account Category field, select the category. In a US demo company, select category '4', but this category might differ across companies or if you use custom account categories.

With this release, you can more easily maintain recurring general journals that use the Fixed recurrency method and include zero amount lines in some runs.

During posting, Business Central ignores the lines with zero amount and doesn't post them. It doesn't prompt you to add an amount or delete the lines. If you delete the lines, you need to add them again when needed. The lines stay in the journal for the next run, and you can update the amounts as needed.

With this change, you can more easily maintain journals without managing the list of lines when you remove lines for an individual run.

You can delete service invoices that have service ledger entries. This capability lets you fix errors and make changes to service invoices without losing data. For example, if you forget to assign a product posting group to a G/L account, you can add the group and then recreate the service invoice.

Use the Delete action to delete a service invoice. When you delete the invoice, the system posts a corrective service ledger entry. The system restores the invoicing date and invoicing period in the service contract so you can create the invoice again. You can revert multiple invoices, but you must revert them in order, starting with the last invoice. Business Central doesn't let you delete a service invoice if you change the invoicing period or the prepaid toggle in the related service contract. To delete these invoices, first delete the invoices before you make these changes.