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Microsoft Business Central Sales Invoice & Copy Document You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms. Join On Point Academy to view all content Join the academy → Log in → There are a couple of scenarios where you must use a sales order instead of a sales invoice : If you need to ship only part of an order quantity , for example, because the full quantity is not on hand. If you ship products after you post the corresponding sales invoices . If you sell items that your vendor delivers directly to your customer , known as drop shipment . In all other aspects, sales orders and sales invoices work in the same way. You can negotiate with the customer by first creating a sales quote , which you can convert to a sales invoice when you agree on the sale. To create a sales invoice 1. Choose the search icon , enter Sales Invoices , and then choose the related link. 2. Click on New on the Sales Invoices page . 3. In the Customer field, enter the name of an existing customer. 4. Fill in the remaining fields on the Sales Invoice page as necessary. Hover over a field to read a short description. 5. On the Lines FastTab, in the Type field, select what type of product, charge, or transaction that you will post for the customer with the sales line. 6. In the No. field, select a record to post according to the value in the Type field. You leave the No. field empty in the following cases: If the line is for a comment. Write the comment in the Description field. If the line is for a catalog item. Choose the Select Catalog Items action. In the Quantity field, enter how many units of the product, charge, or transaction that the line will record for the customer. 7. In the Quantity field, enter how many units of the product, charge, or transaction that the line will record for the customer. The value in the Line Amount field is calculated as Unit Price x Quantity . The price and line amounts are with or without sales tax, depending on what you selected in the Prices Including Tax field on the customer card. 8. If you want to give a discount, enter a percentage in the Line Discount % field. The value in the Line Amount field updates accordingly. If special item prices are set up on the Sales Prices and Sales Line Discounts FastTab on the customer or item card, the price and amount on the sales line automatically update if the price criteria is met. 9. In the Invoice Discount Amount field, enter an amount that should be deducted from the value shown in the Total Incl. Tax field. If you have set up invoice discounts for the customer, then the specified percentage value is automatically inserted in the Invoice Discount % field if the criteria are met, and the related amount is inserted in the Inv. Discount Amount Excl. Tax field. 10. When the sales invoice lines are completed, choose the Post action. Copy Document It is used to copy document lines and header information from another sales document to your current document . You can copy a posted sales invoice into a new sales invoice to quickly create a similar document. To create Copy Document in Sales Invoice 1. On the Sales Invoice page , click on Prepare and Go to Copy Document . 2. Proceed to fill the necessary fields of the Sales Document you want to copy. 3. 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 Adding a Date Filter in the Chart of Accounts in NAV This document is a quick reference guide about setting date filters in the Chart of Accounts. Join On Point Academy to view all content Join the academy → Log in → Path to acces [Company]/Departments/Financial Management/General Ledger/Chart of Accounts. You may also use the Search Box . Adding Date Filters Toggling Limit totals In the Chart of Accounts page click the title and press Ctrl + Shift + F3 The Limit Totals to: pane will be displayed Date Filter Setup In the Limit totals to: pane click Add Filter . A Where condition will be displayed with a default menu item set to Budget Filter . Click on the menu item and select Date Filter . Enter a date or a date range in the Enter a value box and press enter. The values illustrated in this document are relevant to a demo NAV installation using the Cronus scenario. Understanding the effect of Date Filters Through standard NAV filtering tools, the user may obtain various types of information. When applied to Date Filters in the Chart of Accounts, one can at once, get a better view of the financial position for all the GL Account list. Furthermore, one can get 3 different interpretations by applying the same filter, as it directly affects the Net Change and the Balance at Date columns in contrast with the Balance column. These columns provide the following information: Net Change : The summation of all the transaction amounts within the Date Filter specified. Balance at Date : The summation of all the transaction amounts, ranging from the very first transaction (irrespective of whether it falls within the Date Filter range) up to the end date of the Date Filter specified. This column might not be visible in the default Chart of Accounts. The user can however insert this through the Choose Columns… functionality. Balance : The summation of all the transaction amounts irrespective of the Date Filter specified. For instance, as per Date Filter illustrated in Figure 3, the interpretation below will be applied: Net Change : all transactions posted from 1st July 2017 till 11th December 2017. Balance at Date : all transactions posted till 11th December 2017. Balance : all transactions posted. 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 Create A New Customer TO CREATE A NEW CUSTOMER 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 “CUSTOMERS”. 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 customer card and spaces with the red indicator on the page. Modify the fields as appropriate on the customer card. Click on the reverse arrow at the top left corner and the customer 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 How To Run Calculate & Post VAT Settlement To determine how much has to be sent to tax authorities, we execute the Calc-post VAT settlement batch job in Business Central. It identifies all VAT entries in the VAT entry window for each VAT posting group combination specified in the batch job filters. It calculates the VAT settlement of open VAT entries from prior accounting periods. Follow the steps below to run the batch job. Join On Point Academy to view all content Join the academy → Log in → STEP 1 : Click on the search icon at the top right and type in “CALCULATE AND POST VAT SETTLEMENT”. Select the related link. STEP 2: An Options window pops up, then fill in the spaces provided as required. OPTIONS Period Date Type Starting Date and Ending Date : Provide the date range of the VAT entries to be settled. Posting Date : Specify the settlement posting date. Document No. : Enter a unique number for the settlement. This field must be filled to run the batch job. Settlement Account : Select the G/L account where the net of the sales and purchase VAT entries will be recorded. Usually, a balance sheet account is selected. Show VAT Entries : Select the check box to display all VAT entries used to calculate the settlement amount for every VAT posting group. Not selecting the check box will display the total settlement for each group. Post : Select the check box to post the VAT settlement. The batch job will only print a test report if the check box is not selected. Show Amounts in Add. Reporting Currency : Check the box to instruct the report to display amounts in previously specified Additional Reporting Currencies. VAT Bus. Posting Group & VAT Prod. Posting Group : Specify the VAT Business and Product posting group in the batch job. STEP 3 : Review or print the VAT settlement by selecting Preview or Print at the bottom of the Options window. STEP 4 : If the Post check box is selected, you will receive a notice enquiring if the VAT Settlement must be calculated and posted. Select YES , then exit the print preview window. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports VAT Entries Report A VAT report is a financial document that summarizes a company’s VAT Transactions over a specific accounting period, helping a company complete its VAT return. In this report, we show you how to create a VAT Report that shows sale and purchase documents. The report is created from the following information. 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 the names as shown. Step 2 Filling in the formulas 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. When all these are done, your report should look just as shown below Step 3 Running your report. When you run your report, it should look something like this. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports Using Report Wizard to Create a Trial Balance Report This report shows a trial balance for each no. and also the total for all. Open your excel report and go to the Jet tab. Join On Point Academy to view all content Join the academy → Log in → You should be able to see all the features. some of the features we will be using are (Design, Run, Jfx, Report options, and Report Wizard). Navigate to Report Wizard. On the pop-out, fill: Data Source (your choice) Company (name of the company you are creating the report for) Table (On the report you’ll like to create) 2. On filling in the necessary data, click on next and select the fields you’ll be using. 3. Apply Filter if necessary 4. You can group by any column order you want 5. You can sort by any column order you want. e.g. (sort by 'Balance' and choose either Ascending or Descending). 6. Always select mark Balance in Total. It allows you to see the Ground Total. 7. On Format, make sure you mark 'Add basic Excel formatting to the report'. 8. Click on Review to recheck and make sure everything has been selected correctly. Then click Finish. 9. After you click finish, this should pop up. 10. Run the report, and then your report is ready If you encounter any problems, please contact habib@onpointserv.com Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports Bank Balance Detailed Report A Bank balance report is a financial report that provides information on the cash balance of a customer, a company, or an organization's bank accounts. it typically includes all details on every transaction that has occurred in a bank account over a specified period, such as deposits, withdrawals, and fees. The report shows the total balance of all transactions that occurred during the period. The aim of creating this report is to give a clearer picture of transaction-by-transaction of the cash position of an organization’s bank accounts. This information can be used to make financial decisions about when to invest surplus funds or borrow to meet cash shortfalls. This report is also useful to reconcile any errors in bank transactions by tracking fund’s movement in and out of a bank. Join On Point Academy to view all content Join the academy → Log in → To create this Bank account analysis report, we need information from 2 different tables… Bank account Bank account ledger entries The following information as shown below will be retrieved from the table. Procedure Step 1 Know where to pull your data from The NL(Rows) will contain our source of data, which will be pulled from the table “Bank Account and Bank Account Ledger Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D%(Bank Account) and $J5(Bank Account Ledger Entry), and the fields will be pulled from the names as shown. Step 2 Creating Report Options I’m applying two filters to my report, “Date filter“ and “Company“ Click on the report options tab in the ribbon, and the pop-out, and fill in as shown. The Company filter is applied in case you want to run the report for a particular company. Note: When Filling in the Date range, you can separate it as “Period Start and Period End“. Each is on a separate line. E.G. Period Start = 1/1/2022 Period End = 12/31/2022. Or use as Date Range as shown here… I want my report to show all transactions from the first one to the selected end date, which speaks to why the formula is (=../02/28/2023) Step 3 Filling in the formulas 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(Rows) Fill in as shown below for the NL for Bank Account, apply the filter for company… referencing to the report Option. Filling the formulas for NF fill in as shown below Note: use the same procedure to fill in for all NF, the only difference will be the field. Go to cell J5, Fill in for NL (Bank Account Ledger Entry) as shown below Apply the date filter and the company filter here also… all referencing the report option. Note that when applying the filter on “No.”, we refer to the No. on our report in cell E5. Fill in for the NF (Bank Account Ledger Entry) Note: use the same procedure to fill in for all NF, the only difference will be the field. When you are done filling in the formulas, your report should look as shown below. Step 4 Run your report. When you run your report, it should be like this. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Retail Electronics Point of Sale (POS) A holistic POS software solution integrating your entire electronics retail business. Know what your customers want and give them what they need Our special ordering management solution increases customer satisfaction. Members of staff can order products which are not in stock right from the POS, which will then be shipped to your location from the warehouse or directly from the manufacturer. Orders can also be quickly and simply done through as per customers' preferences. Easy search and checkout via mobile Sales staff can easily use stationary and mobile POS devices to search for technical and other product information. This provides for a personalized and satisfactory service as your clients truly deserve, making electronics retailers more efficient and cost-effective. No need for warranty receipts Trace your products by using barcodes, general product descriptions, or alternate descriptive identifiers. Your inventory management can be improved permitting your staff to track serial numbers of electronics goods. Returns and warranty lookups are simplified through the use of serial numbers. Effective inventory management Real time data allows retailers to have detailed insight of their stock, helping them make informed inventory decisions. LS Retail’s predictive analytic tools help to increase precise sales and profits and ensure efficiency. Marketing and loyalty app Knowledge is power and it is very much the same with your customers. With LS Retail your sales staff can have quick and easy access to customer purchasing history to provide a personalized service experience. Connect with your customers through meaningful recommendations to help you increase upselling and cross-selling opportunities. Concurrently, LS Omni mobile loyalty solution can help you target customers with tailored offers and promotions and deliver a personal and highly engaging mobile experience directly at their finger tips. Let stock-outs and overstock be a thing of the past LS Retail has the ideal replenishment system for electronics stores. Reach out to discover them and let us assist you through with making the most of of them depending on your particular needs. 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.

Jet Reports Customer Open Invoice Report In this report, we will demonstrate how to create a customer invoice report using Jet. This report contains documents that record the service or product delivered to a customer, the amount paid, and the payment method. A customer invoice report is just a record that shows a transaction between a buyer and a seller. The invoice always specifies and provides valuable information, even if the products are bought on credit. We also show how to add a Report Options page. in this case, (the Date filter) to a report. Our Report will be created from the following tables as shown. Join On Point Academy to view all content Join the academy → Log in → Step 1 Grouping the Report This report will be grouped by the customer no and name (Primary list). To do that, we separate our primary list from our secondary list by moving our secondary list to the next row under our primary list, as shown below. Step 2 Adding Report Options to the report. Navigate to the Ribbon tools and click on Report Options. when you do that, a new Report Option Page will pop up. on the pop-out, you can fill in as shown below. Note: If you want to know more about Report Options, Kindly check our Article on that. Step 3(a) Fill in the formulas for the primary list. I’ll show you how to fill in the formulas for the Primary list and also the secondary list. Filling in for the Primary list Go to cell E9, click on the NL function, and fill in as shown below. Go to cell F9, Click on the NL function, and fill in as shown below. Note: the No. the referencing to cell E9. Step 3(b) Filling in the formulas for the secondary list for the NL (Rows) Note: we only what the report to show an Open invoice. There is an open column on the Cust Ledger Entry, apply the filter here and select true. That’s what determines receivables. (Open invoice). For the NF(s) Fill in for each NF with the same Key as shown in the table above and also with the respective fields. Step 4 Applying a filter to the report I included just the Date as a filter on the Report Options page in this report. Feel free to use as many filters based on the criteria of the report. Note: The NL Rows(primary list) must be filtered to the posting Date from the report options. The NL First Customer name must also be Filtered to the customer no on the report. Cell E9. The NL Rows (secondary list) must be filtered to the Customer no on the report, and also the posting date From the report options. in this case, cell E9. Example: To filter for the “posting date“, make sure your cursor is on the filter box, then click on Insert Report Option. A new page pops out when you do so, click on Date range then click on add. This will add the date to the filter. Filter applied to NL (Rows) Primary list Filter applied to NL(rows) Secondary list Step 5 Adding Subtotal and Grand Total to the report. This empty row is typically selected so that the report can automatically adjust and expand as new data is added to the data range When you run your report, it should look as shown below. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

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Full Time/Part Time Marketing Specialist We are looking for a marketing specialist to join our young and dynamic team in Ghana. The position will be administrative, carrying out marketing tasks to help the marketing team implement marketing campaigns using different digital channels. APPLY FOR VACANCY Are you a creative candidate with a flair for marketing? Main responsibilities Managing social media pages, scheduling of posts, content and artwork for such pages Assisting with content creation such as blogs and artwork for websites, social media etc. Helping with marketing research, analysis and discussions of marketing campaigns Completing weekly related tasks such as coordinating with outside agencies, art services, printers, etc. Ideal Skill-sets Proactive and representative Fluent in English Excellent administrative & creative skills Positive attitude to work, and willingness to learn new things Education and Experience Strong verbal communication skills in English Basic knowledge in digital marketing tools and strategy Advanced computer literacy in Microsoft Office (Excel / Word / Powerpoint) Experiences with Wix and WordPress Familiarity with social media channels What do we offer? A pleasant working environment in a young and dynamic team. Varied work, including possibilities of travelling and working from your home. Full support in any kind of education or self-improvement. Flexible working hours 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.

Microsoft Business Central How To Add A Column The Personalization mode in Business Central provides various customization options to the typical user. Fields can be added, moved or hidden to suit the user's preference. You can open any page to add a column. For the purposes of this illustration, we will use the purchase invoices page. Join On Point Academy to view all content Join the academy → Log in → To add a column or field; STEP 1 : Select the Settings symbol, marked red at the top right corner and then select Personalise . STEP 2 : A tab drop downs, select + Field then an Add Field to Page screen appears on the right with a list of columns to select from. Drag the desired field from the Add Field to Page section and drop at the fields heading section to add. STEP 3 : In this illustration, the Due Date column is added. It is dragged and dropped between the Status and On Hold fields. Select Done at the top right corner to confirm the action and it is done. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →