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Business Central latest updates 2022 release Wave 1

Inkey, March 24, 2022 1732 Views

Here are some interesting new updates in the latest release for Business Central

Blocking deletion of G/L accounts

This new feature is going to be introduced to help avoid accidental deletion of general ledger (G/L) accounts, this release wave adds an extra check.

An extra safeguard against accidental deletion of G/L accounts even in the scenarios where the criteria are met.

When the Block Deletion of G/L Accounts field is set to Yes, you cannot delete G/L accounts that have ledger entries after the date in the Check G/L Acc. Deletion After field. In order to delete such an account, a user with access to the General Ledger Setup page must first set this field to No. Then the account can be deleted.

Allow the sell-to and bill-to customers to be different for jobs

Microsoft have added Sell-to and Ship-to field groups to the Jobs page. Existing jobs will be updated automatically, and these new fields will inherit values from the respective fields in the Bill-to group that was already available.

Additionally, the Your Reference, External Document No., Payment Terms Code, and Payment Method Code fields are added to jobs and will be respected when you create invoices.

Changes in the Job table and the Job Card page

CHANGES IN THE JOB TABLE AND THE JOB CARD PAGE
Element	Table 167 Job	Upgrade	Page 88 Job Card
Sell-to
Sell-to Customer No.	added to table	From Bill-to Customer No.	Added to General tab
Sell-to Customer Name	added to table	From Bill-to Customer Name	Added to General tab
Sell-to Customer Name 2	added to table	From Bill-to Customer Name 2	–
Sell-to Address	added to table	From Bill-to Address	Added to General tab
Sell-to Address 2	added to table	From Bill-to Address 2	Added to General tab
Sell-to City	added to table	From Bill-to City	Added to General tab
Sell-to Contact	added to table	From Bill-to Contact	Added to General tab
Sell-to Post Code	added to table	From Bill-to Post Code	Added to General tab
Sell-to County	added to table	From Bill-to County	Added to General tab
Sell-to Country/Region Code	added to table	From Bill-to Country/Region Code	Added to General tab
Sell-to Phone No.	added to table	From Bill-to Phone No.	–
Sell-to E-Mail	added to table	From Bill-to E-Mail	n/a
Sell-to Contact No.	added to table	From Bill-to Contact No.	Added to General tab
SellToContact.”Phone No.”	n/a	n/a	Added to General tab
SellToContact.”Mobile Phone No.”	n/a	n/a	Added to General tab
SellToContact.”E-Mail”	n/a	n/a	Added to General tab
Bill-to
Bill-to Customer No.	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Customer Name	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Customer Name 2	already in table	kept current value	–
Bill-to Address	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Address 2	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to City	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Contact	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Post Code	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to County	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Country/Region Code	already in table	kept current value	Moved to new Invoice and Shipping tab
Bill-to Contact No.	already in table	kept current value	Moved to new Invoice and Shipping tab
BillToContact.”Phone No.”	n/a	n/a	Moved to new Invoice and Shipping tab
BillToContact.”Mobile Phone No.”	n/a	n/a	Moved to new Invoice and Shipping tab
BillToContact.”E-Mail”	n/a	n/a	Moved to new Invoice and Shipping tab
Ship-to
Ship-to Code	added to table	blank	Added to new Invoice and Shipping tab
Ship-to Name	added to table	From Bill-to Customer Name	Added to new Invoice and Shipping tab
Ship-to Name 2	added to table	From Bill-to Customer Name 2	–
Ship-to Address	added to table	From Bill-to Address	Added to new Invoice and Shipping tab
Ship-to Address 2	added to table	From Bill-to Address 2	Added to new Invoice and Shipping tab
Ship-to City	added to table	From Bill-to City	Added to new Invoice and Shipping tab
Ship-to Contact	added to table	From Bill-to Contact	Added to new Invoice and Shipping tab
Ship-to Post Code	added to table	From Bill-to Post Code	Added to new Invoice and Shipping tab
Ship-to County	added to table	From Bill-to County	Added to new Invoice and Shipping tab
Ship-to Country/Region Code	added to table	From Bill-to Country/Region Code	Added to new Invoice and Shipping tab
Other
External Document No.	added to table	blank	Added to General tab
Your Reference	added to table	blank	Added to General tab
Payment Method Code	added to table	blank	Added to new Invoice and Shipping tab
Payment Terms Code	added to table	blank	Added to new Invoice and Shipping tab

 

Bank reconciliation

The Bank Account Statement report on the posted bank reconciliations has been modified so it now shows a more detailed snapshot of the bank information as of the time when the bank reconciliation was posted. G/L Balance, Outstanding Payments, and Checks fields have been added, making it easier to validate and audit.

Change default company bank account on sales and service documents

You can now set default bank accounts for companies, and for individual currencies, by choosing Default Bank Account from the list of company bank accounts on the Company Information and Currencies pages.

Check documents and journals in background

If you enable this feature on the Feature Management page, Business Central will validate documents and journals while you’re working on them. When the validation is enabled, the Check FactBox displays next to the document or journal lines and shows issues in the current document or journal line or the whole journal batch. Validation happens when you load a document or journal batch, and when you choose another document or journal line. The Issues total tile in the FactBox shows the total number of issues that Business Central found, and choosing it will open an overview of the issues.

Consolidate customer and vendor balances

You can turn a contact company into a customer or vendor by using the Create as Customer or Create as Vendor actions on the Contact Card page.

On the Customer Card page, you can view the Balance as Vendor, and on the Vendor Card page you can view the Balance as Customer for companies that were created or linked to the same contact company.

On the Payment Journal page, you can use the Net Customer/Vendor Balances action to net the customer and vendor balances for the company.

The Net Customer/Vendor Balances action creates payment journal lines that net balances for a customer and vendor that are linked.

Improved and extensible Adjust Exchange Rates batch job

You can now preview the effect that an exchange rate adjustment will have on posting before you actually post by choosing Preview on the Adjust Exchange Rates report request page. You can select whether you want a detailed (per entry) or summarized (per currency) posting to general ledger by choosing Summarize Entries on the Adjust Exchange Rates report.

Map to Dataverse option sets such as payment terms, freight terms, and shipping agents without code

We no longer need to do code customizations to synchronize payment terms, shipment methods, and freight terms. The feature update will add integration table mappings for payment terms (PAYMENT TERMS), shipment methods(SHIPMENT METHOD), and shipping agents (SHIPPING AGENT).

Because payment terms, shipment methods, and shipping agents are handled as standard integration table mappings, you can view which payment terms, shipment methods, and shipping agents are coupled using the Coupled in Dataverse column.

You can synchronize payment terms, shipment methods, and shipping agents data by using the Synchronize action, couple or delete unit groups by choosing the Coupling, Set up coupling or Delete coupling actions, or do a match-based coupling by choosing the Match-Based Coupling action.

New UI for entering demand forecasts to add support for variant code and other improvements

Item variants are a great way to keep your list of items under control, especially if you have a large number of items that are almost identical and vary only in color, for example. Rather than setting up each variant as a separate item, you can set up one item and then specify the various colors as variants of the item

Hope this helps!

 

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