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Microsoft Business Central How To Create A New Vendor TO CREATE A NEW VENDOR FOLLOW THESE STEPS; Join On Point Academy to view all content Join the academy → Log in → How it's done STEP 1 : Click on the search icon at the top right and type in “VENDORS”. A list drops down then select the related link. STEP 2: Among the options available select "NEW" STEP 3: Fill in the spaces provided for "NAME" and "ADDRESS" on the vendor card and areas with the red indicator on the page. Modify the fields as appropriate on the vendor card. Click on the reverse arrow at the top left corner and the vendor is created and saved. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central What is a Customer Ageing Report? Aim The idea of this report is to have a breakdown of the balance due per customer, grouped by period. It is a critical report especially useful for debtor chasing and for auditors. Join On Point Academy to view all content Join the academy → Log in → Options Available The user may choose from the following options: Period start and Period end which the columns are to cover The company being tackled The period definition i.e. the column frequency Notes It’s important to bear in mind that the report is to cross-checked against Business Central through the Customer Ledger Entries. Customer Ageing Report .xlsx Download XLSX • 30KB Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Finance Academy Document Management Made Easy with BC 2 November 2023 at 12:00:00 EXTERNAL Live Expense Management Webinar: Beginner To Pro 1 December 2022 at 10:00:00 TICKETS Live Expense Management Webinar: Beginner To Pro 1 December 2022 at 10:00:00 RSVP Manage Human Resources within Microsoft Dynamics 365 Business Central 24 November 2021 at 09:00:00 RSVP Discovering Cash Flows within Business Central 27 April 2021 at 09:00:00 TICKETS See all events → Available Courses Advanced Beginner Course Mastering Business Central An advanced course covering all Microsoft Dynamics 365 Business Central features and functionalities Learn more Course The Essentials of Business Central A beginner's course to Microsoft Dynamics 365 Business Central. Learn the basics and understand Microsoft's ERP/accounting solution. Learn more Related Articles Access our resources loaded with insightful articles , how-to 's and recorded webinars VAT Reports and Settlement of VAT period See how it's done G/L Dimension Overview in NAV See how it's done How to use and create Account Schedules See how it's done End-of-Year Process in NAV See how it's done See all how-to's →

Pharmacy Pharmacy Point of Sale (POS) An encompassing POS software solution for pharmacies. Manage complex customer problems with ease Make your business more competitive with our pharmacy software solution by simplifying your daily routines, from POS to back office. The software’s system reports assists you with a healthy check-up on your financial activities and operations and guide you to come up with offer deals, promotions and loyalty schemes to increase returning business. Management optimization Optimize the management of medical products by setting up search products and packaged items according to your own criteria such as dimensions substance, ATC group, strength and classification, product description, quantity, doses and so on. Stay safe and secure Different permissions for staff members can be set up in the back office to cater for sophisticated scenarios. Functions can be limited to certain users and management can request additional login or the use of electronic signature with PIN code to perform specific operations or to sell specific drugs. Permissions for group users is also possible. Holistic customer service management Easily reach your customers' orders both current and previous ones, to access their history and specifications at your convenience and need. automatically calculate discounts and prices for insured customers or alternatively invoice insurance companies directly. Enhance Pharmacy Administration Manage your pharmacy daily in one place. Check orders whether open or ready to pick up form POS, print labels for the orders, including dosage instructions, warning text and more. Keep up with what’s ahead for retail pharmacies, and let LS Retail help you thrive in this new worl Follow our software prescription and win over the competition by: Handling manual and e-prescriptions easily as the system takes care of storing an electronic copy of paper prescriptions Improve customer service through suggestions of appropriate substitutes with the same ATC code and strength if need be. Serve your customers well by keeping track of your stock and making sure it’s up-to-date. All LS Central POS software solutions include Microsoft's industry leading ERP/accounting software, Dynamics 365 Business Central Learn more Why LS Central Point of Sale ?​ ​ Enhance your operations and effortlessly claim control over your business activities form one central location. The most innovative pharmacies are inspiring patients to see them as more than a place to buy medications. Allow your pharmacy to thrive. Reach out to modern consumers Notify your customers when their prescriptions are close to their last withdrawal via email, text message and mobile app notification. Keep track of your stock The LS Retail pharmacy POS terminal is not simply a sales device. Use it to check up-to-date inventory, store and location data. Handle manual and e-prescriptions Accept both paper and electronic prescriptions. The system takes care of storing an electronic copy of paper prescription. Gain a clear overview of your business Manage all of your locations from headquarters. Take decisions at head office and distribute them immediately across the organization. Give better customer service Suggest a generic medicine instead of the branded one that was prescribed. The system will find appropriate substitutes with the same ATC code and strength.

Microsoft Business Central Vendor Ageing Report Aim The idea of this report is to have a breakdown of the balance due per vendor, grouped by period. It is a critical report especially useful by the payables team as well as auditors. Join On Point Academy to view all content Join the academy → Log in → Options Available The user may choose from the following options: Period start and Period end which the columns are to cover The company being tackled The period definition i.e. the column frequency Notes It’s important to bear in mind that the report is to cross-checked against Business Central through the Vendor Ledger Entries. Vendor Ageing Report .xlsx Download XLSX • 30KB Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Sales Order Credit Limit Approval in Business Central This document describes the changes that have been done regarding being able to use the Sales Order Credit Limit workflow. This workflow has also been enabled for the Sales Invoice document as well. Join On Point Academy to view all content Join the academy → Log in → What have we done? Customer Templates - We have set the Payment Terms Code field in the 3 customer templates to "CASH". When a new customer is created, it will be created as a CASH customer. However, customization is still required to make the Payment Terms Code and Credit Limit (LCY) fields only editable by a designated authority. Approval User Setup has been configured to include the changes that you requested. For example, User ID "STORES" now has an Approver ID "SFALZON". Notification Setup - users will get notified by Notes for approvals. Workflows - Sales Invoice Credit Limit Approval and Sales Order Credit Limit Approval workflows have been designed and enabled. Uploaded the customer list to reflect customer credit limit. Sales Order Process You can not Post the Sales Order until the Status is Released. The Sales Order must now follow an approval workflow to arrive at a Released status. Selling to a Cash Customer For a Cash Customer i.e the Payment Terms Code is CASH. When you click on Send Approval Request, the Status on the Sales Order becomes Released. The released Sales Order can now be posted. Selling to a Credit Customer For a customer with credit limit, when you create a sales order, you are notified if the customer’s credit limit has been exceeded and if the customer has an overdue balance. The system does not restrict your creation of the sales order, however, the sales order must go through an approval process. Click on the Send Approval Request, the Approval Entries are created for the Requester and the Approver. An approval request is sent and the Status changes to Pending Approval. Approval Entries Click on the Approvals to the view the Approval Entries created. You can see the Sender ID and the Approver ID Search for Approvals in the search bar. The Approver can see on the Role Center that there is 1 Request to Approve. The approver can take action by choosing to Approve, Reject or Delegate. The approver can choose to Open Record to see the actual document involved. If the approver chooses to Approve then the sales document becomes Released and ready to be posted. The released Sales Order can now be posted. Delegation of Approval Entries You can delegate an Approval Entry if the Approver is not available to approve the sales document. In the Approval User Setup, we have defined a substitute for SFALZON which is CMIZZI. In the absence of SFALZON, when a user sends an approval request, the user will search for the Approval Request Entries and click on the link. In the Approval Request Entries window, the user can select the related entry and click Delegate. The Approver ID changes from SFALZON to CMIZZI. The new approver, CMIZZI will get notified. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Full Time Dynamics Business Consultant As a Dynamics Business Consultant, you will play a pivotal role in driving the success of our clients' Dynamics 365 projects. You will be responsible for providing expert consultancy, analysis, and support to clients to ensure the effective deployment and optimisation of their Dynamics 365 systems. Your role will involve working closely with clients to understand their unique business requirements, designing tailored solutions, and facilitating the implementation process. APPLY FOR VACANCY Key Responsibilities: Conduct in-depth business analysis to identify client needs and requirements. Design and develop Dynamics 365 solutions, customising the platform to meet specific business goals. Lead client workshops and provide expert advice on system configuration, integration, and data migration. Collaborate with project teams to ensure timely delivery and successful implementation of projects. Provide ongoing support, training, and guidance to clients to maximise the value of their Dynamics 365 systems. Stay up-to-date with the latest Microsoft Dynamics trends and technologies. Qualifications: Bachelor's degree in Business, IT, or related field. Previous experience as a Dynamics Business Consultant or similar role. In-depth knowledge of Microsoft Dynamics 365, including configuration, customisation, and integration. Strong problem-solving skills and the ability to understand and address clients' complex business challenges. Excellent communication and interpersonal skills. Relevant certifications in Dynamics 365 will be a plus. What We Offer: Competitive salary and benefits package. Exciting opportunities for career growth and development. Collaborative and dynamic work environment. Chance to work with a diverse range of clients and industries. Apply for Vacancy Select Position Upload CV Upload PDF or Word Document (Max 15MB) Apply for vacancy → Thank you for submitting. We will be in contact with you shortly.

Retail Apparel and Fashion Point of Sale (POS) A holistic POS software solution integrating your entire fashion retail business. Seamless shopping experience To ensure a smooth customer experience, you need a solution that covers you at every stage of your operations, from the front-end POS sales to accounting and inventory management. LS Fashion is that solution covering for size accuracy, facilitating item returns or exchanges, item quality validation, and limited inventory. LS Fashion helps you address these pain points to provide a seamless shopping experience. Personalized experience across all channels Through LS Fashion’s omni-channel options, customers can flexibly browse within the store, then purchase online and vice versa. They can also choose whether to pick up or have their products shipped. Members of staff equipped with mobile POS devices, can easily process payments and assist shoppers with selecting sizes, styles and availability, as well as placing orders online if an item is unavailable in-store. Unified software solution Allow your fashion retail business to embark on a new level by becoming more competitive through a cost-effective POS and fully integrated back office system. Manage complexities which the fashion retail industry can offer with an easy-to-use and swift technology. Based on Microsoft Dynamics NAV, LS Fashion is an all-encompassing complete solution integrating the entire business from POS operation to accounting and inventory management. Know your customers Knowing your customer habits and behavior is crucial to provide an indispensable customer experience. Customer’s purchase history and information is a click away. LS Fashion can facilitate the process of creating tailored offers and promotions to call your customers to action. Customer loyalty can also be tracked and linked to customized rewards that incorporate social information, shopping behavior and more. Informed decisions to plan ahead LS Fashion helps retailers improve demand forecast accuracy and suggest better allocation and replenishment strategies through incorporated predictive analytic tools. Retailers can experience improved accuracy on the store floor coupled with decreased time spent with order processing. Stock Control The possibility of loosing a sale as your customer struggles to find an item on your website or in store, is an unnecessary risk. LS Fashion’s powerful inventory management capabilities allow retailers to keep tabs on their stock in real time, and receive sales-data analysis so they can make more informed inventory purchase. All LS Central POS software solutions include Microsoft's industry leading ERP/accounting software, Dynamics 365 Business Central Learn more Why LS Central Point of Sale ?​ ​ Thrive with LS Retail to facilitate all your business operations across all levels and platforms. Improve work and sales processes by benefiting from extensive automation capabilities. Discover more about LS Retail to benefit from increasing revenue and reduce costs for your business. POS terminals without limits A simple POS sales device and be extended to a useful sales assistant’s tool with up-to-date inventory, store and location data. Grows with you An easily customizable and centralised application, that enhances POS terminal flexibility and agility. Designed for you Customized to fit your business. Gain complete control of your business One encompassing solution to manage risks and gain complete control of your business. Combine online & offline shopping Ease the flow between the online and offline shopping experience across different channels within the fashion retailing environment through LS Fashion’s omni-channel feature. Provide accurate financial data Eliminate inconsistencies caused by unreliable financial data to enhance revenue and reduce operating costs. Provide real time data lookup Ensure real time data lookup for critical transactions, including loyalty discounts, gift cards, returns and refunds.

Microsoft Business Central What is Enterprise Resource Planning Software? An Enterprise resource planning software (ERP) is a type of software used by organisations to manage day-to-day business activities such as accounting, project management, compliance and supply chain operations. An ERP suite that also includes enterprise performance management can also aid in budgeting and reporting in terms of an organisation’s financials. An ERP system typically has a common database that ensures that the information used across the enterprise is normalized and based on common definitions. ​ Join On Point Academy to view all content Join the academy → Log in → What should you achieve with an ERP? ​ Improves business insight, from real-time information generated by reports. Lower organisation costs, both in terms of reducing the number of different software solutions used by an organisation, as well as reducing the cost of errors and incorrect data. Improved efficiency, the solution should aim to eliminate the need of work duplication as well as manual processes. ​ What is Microsoft Dynamics 365 NAV, Navision or Business Central? ​ Microsoft Dynamics 365 Business Central, formerly known as NAV or Navision, is a mature, robust and flexible Enterprise Resource Management (ERP) solution used by over 97,000 companies around the world. It provides all the functionality needed by mid and large size companies to manage the entire business – providing end to end visibility and greater control, in one integrated system using one database. If your company has an ageing system, or is using a number of disparate systems, multiple databases and spread-sheets it is time to look at Microsoft Dynamics NAV. What functionalities can Microsoft Dynamics 365 Business Central offer? ​ Microsoft Dynamics Business Central offers companies the opportunity to replace unnecessary manual processes or spreadsheets and migrate to a single platform to manage their process from end to end. By doing this, and having one single source of data, you can benefit from improved management information and reporting, maximise the efficiency of your staff and also ensure you look after your customers effectively. Can I migrate from my current system? Yes. ​ Over the years Microsoft has continuously developed and streamlined the migration process to improve efficiency and reduce the amount of time required in order to complete. The templates used for the data migration are straightforward and very intuitive. We also encourage the businesses to upload existing data from previous periods as much as possible. This will not only ensure that the new period has a sense of continuity, but also make locating information from previous periods easier. ​ What are the options of Dynamics 365 Business Central? Once decided on the software, the next step would be to chose the hosting options and licencing option. The hosting options are either on-site or cloud, whilst the licencing options offer a perpetual licence or a subscription-based licence. Naturally, discussions will be held in order to ensure that the right choice is being made. Furthermore, businesses can also choose the type of licensing for individuals, who may either have full rights or limited. Does Dynamics 365 Business Central cater for all types of industries? Dynamics 365 Business Central is a flexible solution that primarily delivers horizontal capabilities, catering for the vast majority of industries. Secularizations will then take place at a partner level, where businesses may find certain partners who cater for that specific industry. Furthermore, for more specific industry needs, Dynamics 365 Business Central has a comprehensive market for addons that are industry specific. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central VAT Entries in Microsoft Dynamics 365 Business Central Aim The aim of this report is to have a breakdown of the total VAT entered and the base grouped by grouped by the VAT Calculation Type, VAT Business Posting Group, and VAT Product Posting Group respectively. Join On Point Academy to view all content Join the academy → Log in → Options Available The user may choose from the following options Posting Date Company Notes It’s very important to bear in mind that the report is to be cross-checked against Business Central through the VAT Entries. VAT Entries .xlsx Download XLSX • 18KB Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Changing Dimensions Of A Posted Transaction Overview A new feature released recently in Microsoft Dynamics 365 Business Central now allows users to correct the Dimension Value of already-posted transactions rather than reversing the whole transaction and re-posting. Join On Point Academy to view all content Join the academy → Log in → How it's done? Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports How-to-Use NL (Columns) NL is a useful function in Jet Reports that help you create custom reports quickly and easily. The NL function can be used in conjunction with (“Columns”) to insert a copy of the entire column of each value that meets the Filter criteria, allowing your report to display the values on the column from left to right. Here are the steps to create a report that shows the customer names on each column Open your Excel report and navigate to the Jet tab. Click on the NL function under the Tools section. Join On Point Academy to view all content Join the academy → Log in → 3. Fill in the fields as follows: What tab: Column Table tab: Customer Field tab: Name 4. Click on OK. 5. Once that is done, you should see a display of the customer names. 6. Give your column a title. 7. When you run your report, you should see the customer names displayed from left to right. By following these simple steps, you can effectively use the NL function with (“Columns”) to create a report that displays the desired values on each column Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →