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Jet Reports How to use NL(Sum) NL is a powerful Jet function that enables you to create reports in Excel with ease. Among the various NL functions available, NL (“Sum“) is particularly useful for automatically summing numerical fields in any table, such as Balance, Amount, Balance (LCY), etc. Here's how to use the NL (“Sum“) function to show the customer amount (LCY) in your report: Join On Point Academy to view all content Join the academy → Log in → Open your Excel report and go to the Jet tab. Retrieve the Customer Name and Number using the NL Rows function Navigate to Tools and click on the NL function. 4. In the pop-up window that appears, select Sum from the What tab. 5. Enter Cust. Ledger Entry in the Table tab. 6. Enter Amount (LCY) in the field tab. 7. On the Filter tab, reference Customer no and lock the column. 8. Once you click on ok, you should have something like this When you run your report, you should see a clear and organized display of customer amounts (LCY), names, and numbers. 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 Master Data Integration? What is the target? The aim of this extension is to implement a common set of data amongst the companies within the group. The most common requirement is to propagate the Chart of Accounts, however the extension may allow the user to use it for any entity within Business Central. Some of the most common entities are: Vendors Customers Dimensions Dimension Values Join On Point Academy to view all content Join the academy → Log in → How does it work? Master Data Company A master data company is created and it will be the main company from which data will be created and propagated to the sister companies. However the user may opt out some of the companies such as the test companies Companies (MDI) It’s to be noted that the connected company do not need to reside within the same instance and the integration may be done even via webservice, which is a very commonly used integration method. Connection Types Available - ERP Business Central Master G/L Accounts The Chart of Accounts area is the only entity which necessitates a different window from the standard window. However from a user perspective, the view will be very similar to the conventional one. Besides the user may choose to which companies the nominal accounts may be propagated. Master G/L Account - Business Central ERP Software Company Matrix - Business Central ERP Software Synchronization Profiles The synchronization profiles act as a gateway to any table within the system, which in turn the data can be propagated to a defined company. Through the profiles the user may define: The table to be replicated The fields to be copied A pre-defined filter for which records are to be synchronised The company to which it is to be synchronised. Synchronization Profile - Business Central ERP Software Table Filtering Criteria - Business Central ERP Software Implementation The implementation of this addon can be done in a very fast manner, ensuring that it will be up and running within a week. Some version restrictions apply and we suggest to get in contact with us to assist you in its implementation. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Hospitality Restaurants and Food Services Point of Sale (POS) An all-in-one POS software solution for restaurants to cater for your needs whether it’s casual or fine dining. Efficient table service Our user friendly and quick to use POS system helps you give your guests a fast an effective service through quick order taking and mobile POS terminals. Data is instantly transferred from the POS to the kitchen display to ensure quick and precise service. Modifications can also be done to cater for the customer’s desired recipes or deals. Unique orders Catering for special requests has never been easier. Our all-in one software solution enables your customers to forward their requests directly to the kitchen staff so there is no room for error when dealing with dietary or allergy requests, ensuring that the right information has reached the chef. Order, transfer and pay easy Split bill? No problem! Orders or parts of the orders can be transferred between different tables or restaurant sections easily and quickly. Customers can contain orders from both the bar and their dining table, simply and without the risk of errors. Orders can even be transferred between different restaurants. Get your kitchen and floor staff connected Display order status for each table and set warnings in case of delays. The easy to use graphical interface enables you to cater for your customers accurately. Facilitate your management by having an error-free environment even if having the largest restaurant floor. Keep track of your customers and bookings to handle them professionally. Precise table handling Table and guest management doesn’t have to be complicated. Through the use of our intuitive visuals and displays, information on the status of each dining table is displayed. Different colours show different status such as availability, preparation progress, number of guests registered and which staff members are currently serving which tables,. Plan your meals easily Create menus with our software solution which can then be shared from the central office throughout the business, down to every PO. With our centralized system, planning and purchases have never been so easy. Highly customizable meals can be made valid for specific days only or in particular establishments. The intuitive system also assists with calculating the right amount of ingredients needed to purchase and produce your meals. 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 ?​ ​ From stand-alone POS system to an all encompassing restaurant management system, you can enhance your operations and effortlessly claim control over your business activities form one central location. Let our software solution help you thrive to excel in your industry. Loyalty programmes Design highly customised loyalty programs and send them straight to your customers’ mobiles. Reduced administration costs Our centrally maintained system allows you to use fewer staff members to perform the same tasks, easier and faster. Slash your restaurant's losses Increase your margins by reducing your waste of food. Our system helps you decide how many dishes to prepare, as well as which ingredients to order. Increase the pace of your restaurant operations, without breaking a sweat Speed up your staff and register operations thanks to our intuitive cash and POS graphic interface. Loss prevention tools Prevent loss of revenue as our system warns you in case of unauthorized discounts and invalid returns. Have a bird’s eye view of your business Check and analyze your performance in real time with our all-in-one system for front- and back-of-house operations. Receive orders and payments from bar-side to table-side Offer your customers an omni-channel experience with a breadth of mobility solutions, from online ordering to take-out, to mobile payment processing Timely orders, correct orders Prepare dishes timely and in the right order thanks to the clear and highly intuitive kitchen management system. Keep your customers smiling Our system’s fast and accurate automatic data replication assures that your customers’ requests are sent directly from the server’s POS to the kitchen, reducing the risk of human error. Accurate stock control Let our system find the perfect product mix for your store, meet sales goals and increase your margins. Powerful Reports Visualize your business data, understand patterns, run reports and take data-based decisions using the powerful BI tools. For International Hotels & Enterprises Our solution is available in multiple languages and supports various currencies, tax structures and rules.

Jet Reports Aged Account Receivables "Aged accounts receivable refers to the outstanding or unpaid invoices owed to a company by its customers or clients. It represents the amounts that are due to the company for goods sold or services rendered but have not yet been received. The aged accounts receivable report organizes the outstanding receivables based on the length of time they have been outstanding. It typically categorizes the receivables into different age groups or "buckets" such as 30 days, 60 days, 90 days, and so on. This provides an overview of the company's outstanding receivables and helps in assessing the collection status. Join On Point Academy to view all content Join the academy → Log in → By analyzing the aged accounts receivable report, businesses can track their outstanding receivables, identify overdue invoices, and prioritize collection efforts. It enables them to monitor cash flow, assess the effectiveness of their credit policies, and take appropriate actions to ensure timely payments. In this article, I’ll show you how to create an aged account receivables which will include the overdue amount and also the not yet due amount. To create this report, we need information from 2 different tables… Customer Cust. ledger entries Procedure Step 1 know where to pull your data from Step 3 Creating Report Options and date range a) Click on the report options tab and fill in as shown. we only apply look up function for Customer posting group and vendor no. Lookup function for Customer Posting Group Lookup function for Customer no b) Go to cell C4 and reference to report options in cell C2 as shown. you can give it the name “As at filter“ Go to D4 and fill in with NP function as shown below C) Not due Got to cell G7 and fill as shown then use NP function in cell G8 D) 30 days due Go to cell H7 and fill as shown Then use NP function in cell H8 E) 60 days Go to cell I7 and fill as shown Then use the NP function in cell I8 F) 90 days Go to cell J7 and fill as shown Then go to Cell J8 and use the NP function G) Over 90 days Go to cell K7 and fill as shown Then use NP function in cell K8 Step 3 Creating the report The report will be grouped by vendor posting group. The vendor posting group is typically used in financial and accounting systems to determine the default general ledger accounts and posting rules for vendor transactions. It helps streamline the process of recording vendor-related transactions and ensures consistency in accounting practices. vendor posting group can vary depending on the organization's requirements and industry. Common criteria may include vendor types, payment terms, tax rules, purchasing policies, or other relevant factors. a. Filling in the formulas go to cell D14 and fill in for the vendor posting group. b. Go to cell E15 and fill in for Vendor no as shown c. Go to cell F15 and fill in for Vendor name as shown d. Go to cell G15 and fill in for not due as shown e. Go to cell H15 and fill in for 30 days as shown f. Go to cell H15 and fill in for 60 days as shown g. Go to cell I15 and fill in for 90 days as shown h. Go to cell J15 and fill in for over 90 days+ as shown Step 4 Creating balance and totals a. Go to cell M15 and fill in as shown b. To calculate the total for each grouping, go to cell d14 and fill in as shown c. Grand total Go to cell F19 and type in as shown below. Step 5 Run your report Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central How to use Copy document function This document is as a quick reference to use copy document function. Join On Point Academy to view all content Join the academy → Log in → Copy document function We have posted sales invoice but then we´ve found out that there is an error in quantity for example Type Sales credit memo into search box and click on the link Click on +New Click Enter to create blank sales credit memo You can either fill in all customer information or use copy document function to copy information from existing document you want to correct Go to More options → Actions → Functions → Copy Document Insert information about the document you want to correct: Document type Document No. The document has been copied and can be posted Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Setting up Key Personalizations The aim of this change is to allow the user to define a set of personalization which will be utilised by the persons using the same profile. A very important note here is that the personalization is define at profile level. Join On Point Academy to view all content Join the academy → Log in → Approaches to Personalization Directly from Settings Profile (Roles) Directly from Settings Click on the settings button on the top right corner of the screen. Then from the drop-down menu click on Personalize. This process allows the user to personalize the page that is currently opened. To extend the options, you might need to click on more, for more options. The user can click on “+ Field” to add new fields on the page. Also, when the mouse is hovered around a field, an arrow appears at the top right corner of the field and from there the user can either freeze the pane, move it to preferred place, or remove it entirely. When personalization is completed, click on done. However, the user can click on clear personalization to clear the changes that have been made. Profile (Role) The user may choose to set a particular form for a specific role. With this the user must change their current role to the specific role they desire to set a customization for and then customize the pages as they deem it. To change their role, the user must follow the steps below. Starting off the Personalizations The process may be started off by: Clicking on the search button, search for Profiles (Roles) Click on the Profiles (Roles) Click on Related then click on User Personalization List Select the user you want to change the role of Change to role to your needs Important These personlizations will be transferred over to the user who are using the same profile The user may still decide to amend their own personalizations. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central How to Post Shipment and Invoice from Sales order This document is a quick reference to post shipment and invoice from sales order. Join On Point Academy to view all content Join the academy → Log in → Post Shipment and Invoice from a Sales order Go to Sales Order (type Sales Orders in the Search box and click on a link) Find sales order you want to ship and invoice and open it (click) Navigate to the quote line, there are 4 columns: Quantity to Ship, Quantity Shipped, Quantity to Invoice, Quantity Invoiced Quantity to ship means that Customer made an order and we need to ship items he’s ordered. In our example we have an information that we need to ship 10 items. Imagine that we have only 6 items in our warehouse so we will ship 6 items to the cutomer and we will also invoice them right away: Rewrite Quantity to Ship to number of items you want to ship (6) and click on Post (in a Posting tab) Choose Ship and Invoice on a user dialog In case that we only want to ship items and invoice them later, we will choose Ship in a user dialog. We’ve shipped 6 items (Quantity shipped), we’ve invoiced 6 items (Quantity invoiced) and we need to ship and invoice 4 more items To ship the rest of items, click od Post in a Posting tab and choose Ship We’ve shipped 5 items (Quantity shipped) and we need to invoice 2 items (Quantity to invoice) To invoice the rest of items, click on Post in Posting tab and choose Invoice We’ve created Posted Sales Invoices You can find Posted Sales Shipment using Search box Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Using Filters in Business Central Scope Using Business Central without having a good command of the filters is like going for a jog without wearing the running shoes Through this list we aim to provide a comprehensive list of the most popular filtering criteria that may be used within the system. Join On Point Academy to view all content Join the academy → Log in → Filters Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Revaluation of Exchange Rates These adjustments are done to revalue all the customer ledger entries, vendor ledger entries and bank ledger entries. Join On Point Academy to view all content Join the academy → Log in → To perform Revaluation an end of month revaluation of currency. 1. Choose the Search icon, Currencies , and then choose the related link. 2. On the Currencies page, click on Process and Select Adjust Exchange Rate page . 3. On the Adjust Exchange Rate page , Starting Date : Specifies the beginning of the period for which entries are adjusted. This field is usually left blank, but you can enter a date. Note: Best practice is to leave it blank so any adjustments you missed previously can be captured. Ending Date : Specifies the last date for which entries are adjusted. This date is usually the same as the posting date in the Posting Date field. Posting Date: Specifies the date on which the general ledger entries are posted. The posted entries appears at the Exchange Rate Adjustments Registers . This date is usually the same as the ending date in the Ending Date field. Document No: Specifies the document number that will appear on the general ledger entries that are created by the batch job. For example ADJUST MAY EX. Adjust Customer, Vendor and Bank Accounts: Specifies if you want to adjust customer, vendor, and bank accounts for currency fluctuations. Adjust G/L Accounts for Add.-Reporting Currency: Specifies if you want to post in an additional reporting currency and adjust general ledger accounts for currency fluctuations between LCY and the additional reporting currency. 4. Click on OK. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Approval Workflow Setup for Purchase Documents In Business Central, you can set up an approval workflow for purchase documents, such that the document will go through a process that requires someone to sign off on the data at a certain stage. Approval workflows might require multiple checks throughout the process and from a variety of different stakeholders. Business Central comes predefined with workflow templates that can be combined with the approval user setup to achieve the approval workflow business process. You can use the workflow templates to define workflows for purchase documents including quotes, orders, invoices, and credit memos. Workflows are carried out based on events and actions i.e. for every event, an action can be defined. The principle of actions and events can be used to define rules for workflows to meet common business process requirements. Join On Point Academy to view all content Join the academy → Log in → To set up an approval workflow for purchase documents; Define the users and approval levels in the Approval User Setup window Define the workflow for the purchase documents by using the Workflow Templates Setting up notifications for approval users. Set up users in the Approval User Setup Search for Approval User Setup , and choose the related link. Create a new line on the Approval User Setup page, and then fill the fields as described in the following table. FieldDescription User IDSelect the user ID of the user who is involved in the approval process.Approver IDSelect the user ID of the user who must approve requests made by the user in the User ID field.Purchase Amount Approval LimitSpecify the maximum purchase amount in LCY that the user in the User ID field can approve.Unlimited Purchase ApprovalSpecify that the user in the User ID field can approve all purchase requests regardless of their amount. Repeat steps 2 and 3 for every user who you want to set up as an approval user. Define the workflow for the purchase documents by using the Workflow Templates You save time by creating new workflows from the available workflow templates. Search for Workflows, and choose the related link Choose the Create Workflow from Template action. The Workflow Templates page opens. Select a workflow template for Purchase Order Approval Workflow and then choose the OK button. The Workflow page opens for a new workflow containing all the information of the selected template. Proceed to create the workflow by editing the workflow steps or add new steps. On the header of the Workflow page, select the Enabled checkbox. You can create unique workflows for your business process. For more information see, Create Workflows . Setting up notifications for approval users You can set up how you want an approver to be notified. The user can be notified by an internal note or by email. Search for Approval User Setup , and choose the related link. On the Approval User Setup page, select the line for yourself, and then choose the Notification Setup action. On the Notification Setup page, in the Notification Type field, choose Approval . In the Notification Method field, choose Note . On the Notification Setup page, choose the Notification Schedule action. On the Notification Schedule page, in the Recurrence field, select Instantly . Using the Approval Workflow Now that we have set up the users and approvers, enabled workflow and notifications, we can see how the approval workflow works. In the image above we have two users set up - David and Mark. We have set Mark as David's approver. We have also set a Purchase Amount Approval Limit of 100 for David. To request approval of a purchase invoice, as David Sign in as David Search for Purchase Invoices and choose the related link Create a new purchase invoice with a total invoice amount of 540. On the purchase invoice, choose the Send Approval Request action Notice that the Status field has changed to Pending Approval. To approve the purchase invoice, as Mark Sign in as Mark On the Role Center, in the Self Service area, choose the Requests to Approve tile. On the Requests to Approve page, select the line about the purchase invoice by David, and then choose the Approve action. The value in the Status field on Alicia’s purchase order changes to Released . You have now set up and tested a simple approval workflow based on the first two steps of the Purchase Order Approval Workflow workflow. 📄 : Approval Workflow Setup for Purchase Documents Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Companies management This document is as a quick reference to create, modify, copy or delete Business Central companies. Join On Point Academy to view all content Join the academy → Log in → How to find Type companies into the search box Copying an Existing Company Enter the Companies page as specified above. Select the company which needs to be copied (e.g. some company sample). Click Copy button on the page ribbon. Than specify the name in the New Company Name fied. Creating new empty company In the page ribbon click on New to create a new company. Enter the name of the new company in the Name field and Display Name field respectively. Press OK . Changing the Details of a Company Enter the Companies page as specified above and select the company which needs to be renamed. In the page ribbon click on Edit List to open the Edit-Companies page. Amend the Name field accordingly. You may also change the Display Name field of the selected company. Note that the details of other listed companies can be changed as well. Than you should go to Company Information and add all basic company data. You should fill in some general information about address, VAT registration, bank accounts, communication etc. Keep in mind that these are the data that will be displayed on all documents. Deleting a Company Enter the Companies page as specified above. Select the company which needs to be deleted. In the page ribbon click on Delete to remove the highlighted company. A confirmation will be displayed accordingly. Press Yes . Another confirmation message will be displayed. Press Yes . Be careful! There is no UNDO button. Adding an User Permissions After the company is created, permissions for users with limited authority have to be added. Type Users into the search box a select the result. Find the user you want to add permissions to and click Edit in the Ribbon. Go to User Permissions Set afterwards. Add the new line by choosing Permissions Set level from the list. Eg. SUPER role has all permissions. Than choose Company you want to add permissions for. We will deal with the Permissions types in another user manual. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports Posted Purchase Invoice A purchase invoice can be any receipt or record of a supplier invoice for goods or services, which also include rent and utility bills. The invoice details are entered manually and the invoice lines are matched to outstanding purchase orders. To create this report, you need to pull out information from the following table. Join On Point Academy to view all content Join the academy → Log in → Procedure Step 1 Know where you are pulling your data from Just as shown below, the NL(Rows) will contain our source of data, which will be pulled from the table “VAT Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D7, and the fields will be pulled from below the “$D&“ names as shown. Since we now know where to pull our table, keys, and fields from, I’ll show you how to do that here. Once you are done creating the functions, you can remove the names on the last row. They are just there to guide you on the name to put in the field when filling in the formulas. filling the formulas for the NL function. Fill in as shown below Filling the formulas for the NF function Fill in as shown below. Note: use the same procedure to fill in all the NF functions. the key will be the same, just the field will be different. Filling in the NL Formula for Purch. inv Line. Fill in as shown below. Note that we apply a filter (Document No) here, referencing no. pull from Purch. inv. Header. Filling the formulas for the NF function. After filling in the formulas, it should look like this. Step 3 Running your report. When you run your report, it should look beautiful as shown below. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →