Power Automate connect to Business central

Power Automate:

Microsoft Power Automate allows a user to automate annoying tasks (Flows) such as syncing files, getting notifications, collecting data, and much more.

Use Power Automate, a powerful, built-in workflow engine, quickly automate your workflows, enable business logic to simplify app building, and model your processes across connected data sources and services.

Using Business Central in an Automated Workflow:

Connect power automate to business central list of trigger is available in power automate.

Example: 

whenever new sales order created in business central register person will notify by mail.

In above screen shot you will select environment, company name and table name of business central.

Whenever new sales order created in business central register person get mail. When we click Show advance button you will see more options.

You will get mail by below image.

Purchase Setup in Business Central

Number Series:

For each company that you set up, you need to assign unique identification codes to things such as general ledger accounts, customer and vendor accounts, invoices, and other documents. Numbering is important not only for identification.

In below example create new number series for vendor.

you can also set a number series up to allow that you manually enter the new number. You specify this with the Manual Nos. check box.

The number series line contains information such as the first and last number in the series and the starting date.

To set up where a number series is used:

1. Choose the search icon, enter purchases&Payable, and then choose the related link.
2. In the purchases&Payable window, on the Number Series Fast Tab, select the desired number series for vendor.

 

Vendor Posting Group:

The primary purpose of posting groups is to identify the balance sheet account for each subsidiary, or supporting ledger.The financial value of any purchase transaction must post to dedicated accounts in the general ledger.

Maps the accounts payable account, payment discount accounts, invoice and application rounding accounts, and interest and fee accounts relating to vendors.

Setup vendor posting group go to purchases&Payable and click Vendor posting Groups Button.

Assign Vendor Posting Groups:

To assign Vendor Posting Groups open the vendor card, expand the invoicing fast tab and In the Vendor Posting Group field, enter the appropriate posting group.

Check Vendor Posting Entry:

Create new purchase Order and click button on post.

After post purchase Order it will open Posted Purchase invoice. In posted purchase invoice click Navigate button to view G/L entry.

After click on navigate button below screen will display and click G/L entry.

Below screen shot you will see Vendor posting group entry in G/L entry.

Check General Posting Entry:

The General Posting Setup page is a matrix that combines business and product posting groups. For each combination of business and product posting groups, users can assign a different set of G/L accounts.

In the Gen. Bus. Posting Group field, enter the relevant business group.  In the Gen. Prod. Posting Group field, enter the relevant product group to complete the combination.  In each relevant account field, enter the G/L accounts used to post transactions for the selected general posting combination.

Assign Gen. Bus. Posting Groups:

G/L entry:  

See above general posting setup purchase G/L account number and in G/L entry G/L account number is same.

Other two entry for direct cost applied for purchase amount one for positive entry and other negative.

Dimension in Business Central

Dimension:

Dimensions are attributes and values that categorize entries so you can track and analyze them. The Dimensions functionality plays an important role in business intelligence, such as when defining analysis views.

Setting Up Dimensions:

you can define global and shortcut dimensions on the General Ledger Setup Page.

Global Dimensions are used as filters, for example, on reports, batch jobs, and Imports. You can use only two global dimensions, so choose dimensions you will use often.

Shortcut Dimensions are available as fields on journal and document lines. You can create up to six of these.

Change Global Dimension:

To change Global Dimension Click Change Global Dimension Action in General setup page.

Set Up a Dimension with Dimension Values:

Each dimension can have an unlimited series of dimension values that are sub units of that dimension. Dimensions and dimension values are user-defined and unlimited, which means dimensions are tailored for each company.

Dimensions and dimension values make it possible to:

 • Gain an accurate picture of a company's activities.

 • Analyze relationships between dimensions and dimension values.

Dimension Page:

On the Application Setup page, under Financial Management, click Dimensions and then click Dimensions again.in Dimension page we can Create new dimension as per our requirement.

Dimension Value:

A dimension value:

 • Is a subset within a dimension.

 • Is used on ledger entries.

 • Can have an infinite number of values, with unique value codes within a Dimension.

Dimension values are set up in the Dimension Values page, located on the Dimensions page by clicking the Related Information menu, pointing to Dimension, and then clicking Dimension Values.

Dimension Combinations:

To avoid posting entries with contradictory or irrelevant dimensions, you can block or limit specific combinations of two dimensions.

On the Dimension Combinations page, choose the field of the dimension combination and select one of the following options.

No limitation: This dimension combination has no restrictions. All dimensions’ values are allowed.

Limited: This dimension combination has restrictions depending on which dimension values that you enter. You must define the limitations on the Dimension Value Combination page.

Blocked: This dimension combination is not allowed.

Choose the search icon, enter Dimension Combinations, and then choose the related link.

Example Dimension use in Sales Order:

In a document such as a sales order, you can add dimension information for both an individual document line and the document itself. For example, on the Sales Order page, you can enter dimension values for the first two shortcut dimensions on the individual sales lines, and you can add more dimension information if you choose the Dimensions button.

Sales Order Page in Navigate Tab click Order Menu You can see Dimension actions and now you can add more dimensions as per requirement.

After add New Dimension Sales Order It ask about update Dimension in Line Level. After click Yes it will automatically update Dimensions.

Add and Show Dimension Line Level

In Line Tab Click Related Information you can see Dimension actions.

After click action You can add and show Dimensions.

BANK ACCOUNT RECONCILIATION

Bank Reconciliation:

Microsoft Dynamics 365 Business Central has the option to do a bank reconciliation without using the built-in Bank Feed. The system will create bank statement lines entries based on the entries that have been posted in your bank ledger.

Microsoft Dynamics 365 Business Central offers automatic methods to reconcile your bank statement; such as importing a file with your bank statement information.

Linking a bank account to your Business Central account:

Link a bank account to Business Central Search bank accounts. Click button link Online Bank Account in Bank Statement service category.

When you click number of bank will saw like below image.

Once complete, you can return to the bank account card and select “Automatic Bank Statement Import Setup” – this will allow you to set the frequency of information imported into Dynamics 365 Business Central.

How to Bank account reconciliation?

To reconcile bank accounts without simultaneously applying payments, use the global search for Bank Account Reconciliation.

Next, click New and select the bank account to reconcile.  Now, enter the statement ending date and ending balance.

The left side, bank statement lines, will display the amounts from your bank statement and  the right side, bank account ledger entries, will display the amounts posted in Dynamics 365 Business Central.

To populate the bank statement lines, they can be imported by going to Bank-Import Bank Statement.

Click on Process > Suggest Lines to have the system create the Bank Statement Lines based on the posted entries.

Enter the date range you are reconciling and mark to include checks. The Exclude reversed entries can be marked if you want to avoid any entries that were voided from being added for reconciling.

The system will then automatically create the entries and mark them as reconciled (bold in green). From here you can delete the entries in the bank statement lines section if the record is not reconciled.

Making Adjustments:

To understand Making Adjustment, in bank account statement there is one more line about $50 so will enter a new line on the bank statement lines section for the $50 fee and then click Process, then Transfer to General Journal.

Select the general journal and batch to use and click OK.  Next, select the GL account to post the fee to.

After Post General Journal, return to bank account reconciliation and choose Matching, Match Automatically (leave transaction date tolerance blank).

It now matched the bank fee that we just entered.

To print and complete this reconciliation, I go to Actions, Post and Print.  Here is the bank account statement report Dynamics 365 Business Central will generate.

This report provides the correct statement ending balance, along with the transactions that have been reconciled and outstanding.

To review this statement in the future, go to bank account and click button Statements in bank account sections.

Click the link to the Bank Account No. for that line and you can see all the details.