How-to series: Creating orders in Dynamics 365 Business Central
In our March newsletter, we already reported on how you can create a sales offer in Business Central in our How-to series.
The sales offer can be used as a preliminary draft of a sales order in which item descriptions, the price and other sales conditions are defined.
In today's How-to series, we would like to explain how to create a new sales order and how to create a sales order from an existing offer.
Add-on partner ForNAV: New prices
Neuigkeiten gibt es zu ForNAV – dem hilfreichen Tool zur Erstellung und Veränderung von Berichten in Dynamics 365 Business Central / Dynamics NAV. Eine neue Möglichkeit der Preisgestaltung für Dynamics 365 Business Central Cloud / SaaS bietet unser Add-On Partner ForNAV ab sofort an: Zusätzlich zu den bekannten Userlizenzen ist nun ein Paket mit unbegrenzter […]
New add-on partner: Continia Document Capture
Today we would like to introduce you to the Document Capture add-on from our partner Continia, which can be used to accelerate and automate every step of document processing. Continia develops add-ons for Microsoft Dynamics NAV & Dynamics 365 Business Central for more effective handling of administrative processes, such as automated invoice receipt processing (OCR scan, approval workflows, etc.) or travel expense accounting (management of business expenses).
Continia Document Capture is a comprehensive end-to-end solution for Microsoft Dynamics that can scan, extract OCR data, register and archive all types of documents. This allows you to accelerate and automate every step of document processing - from receipt and input of a document to approval and publication.
Business Central - Cloud Version
Dynamics 365 Business Central for small and medium-sized enterprises - fast transition to the cloud
Whether start-ups, small or medium-sized companies - most of them want to optimize and automate their business processes right from the start. The cloud-based ERP solution from Microsoft covers all areas of the company that are mapped in the standard system:
Financial management, supply chain management, manufacturing, sales & marketing, project management, service management, human resources
Add-on solution - CKL: New functionalities for cost and activity accounting
CKL hat für die Add-on-Lösung „Kosten- und Leistungsrechnung“ neue Funktionen herausgebracht. Wir geben Ihnen einen Überblick und stellen Ihnen die wichtigsten Neuerungen und Verbesserungen vor. Mit der Funktion „Kostenrechnung Buchhaltungsperioden“ können die periodischen Aktivitäten unabhängig von den Buchhaltungsperioden der Finanzbuchhaltung durchgeführt werden. Dies ist bspw. statt monatlich auch quartalsweiseweise möglich. Die Umlage-Statistik ist nun besser […]
How-to: Create sales offers in Dynamics 365 Business Central
In our January newsletter, we explained how you can use sales opportunities in Dynamics 365 Business Central. Here we show you how you can continue the sales process and easily create a quote from an opportunity.
A sales quotation can be used as a preliminary draft of a sales order, specifying item descriptions, price and other terms of sale. It does not require existing debtor information and can be converted into a sales order or archived for future transactions.
ZUGFeRD interface - e-invoicing in accordance with the EU standard with just a few clicks
The ZUGFeRD interface has been developed as an add-on solution for Microsoft Dynamics 365 Business Central/ NAV to simplify the exchange of invoices for companies in accordance with the EU standard.
How-to: Sending receipts by e-mail in Dynamics 365 Business Central
To simplify processes in the area of finance and accounting, Dynamics 365 Business Central offers the function of sending invoices and credit notes electronically in PEPPOL format.
An already configured document exchange service is included in Business Central and can be set up for your client.
A sales invoice in PEPPOL format is sent via the "Post and send" dialog box under "Electronic receipt".
You can also maintain the customer's standard document sending profile here after setting up the following master data:
What's new - Dynamics 365 Business Central Version 18
The new major version BC 18 will be released from April 2021. The new features will then be rolled out in stages in the period April 2021 - September 2021 (this is why Microsoft also calls the releases "waves").
We have summarized the most important features of the new version for you here:
Add-on solution: Magento Interface
Have you been offering your products in an online store for a long time or are you considering using the Magento web store platform? E-commerce platforms are not only in tune with the times, they also allow you to take the digitalization step further. Our Magento Interface add-on solution offers you the solution for an automated exchange between Dynamics 365 Business Central/Dynamics NAV and your Magento web store.
The interface allows you to transfer orders from the Magento webshop to Dynamics 365 Business Central/Dynamics NAV and enables automated data transfer.
