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New Microsoft Dynamics 365 Business Central Reports

9 reasons to upgrade to Business Central or enriching your solution

​We are constantly developing our list of reports available within Dynamics 365 BC, and we have just added 9 new reports (see an overview below with descriptions of all the 32 BC report and how they can help you).

Let’s talk about your Business Central needs
Contact us for a short, second opinion about if and when your ERP upgrade or scaling of your current D365 BC solution should take place. We can advise you about business needs, prioritizing, technical setup, budget and timing.

32 reports ready for D365 Business Central

There are now 32 standard external business documents in our Best Practice Package for D365 Business Central within Finance, Inventory, Purchase, Sales and Warehouse – and Service reports will be added too in Q1 2023. The 32 predefined external reports all contain layout, fields and labels for each document.

The document package consists of both configuration and implementation of business documents:

  • Preconfigured configurations
  • Best Practice implementation
  • Script package for easy customization of documents
  • Document package with prepared templates

The document package is aimed at companies that:

  • upgrade ERP system to Dynamics 365 BC
  • continuously need to be able to implement and adapt reports

With the package, you start at 60% instead of 0% on the document part. It ensures that your ERP project goes live on time and budget.

Warehouse reports for Business Central

Are you running Business Central now, and want to add the Warehouse module? Then maybe it’s time!

We now support 6 Warehouse reports:

  • Inventory Pick
  • Shipment
  • Posted Shipment
  • Put-away
  • Receipt
  • Posted Receipt

These reports are especially relevant for you, who has a large warehouse and dreams of seamlessly warehouse handling with great overview of every single process.

When to use which Business Central Report

We have gathered descriptions of all of our Business Central reports to make it easy for you to know, when to use which report. Just click on the arrows to read about the next report.


Remind your customer about overdue payment
Reminders are used to remind customers about overdue amounts. You can set up an unlimited number of reminder terms. Each set of terms is identified by a code.

Each reminder term has predefined reminder levels, and these includes rules about when the reminder will be issued, e.g. how many days after the invoice due date or the date of the previous reminder.

Finance Charge

Inform customer about interest on overdue payment
Finance Charge is used, when a customer does not pay by the due date. You can have finance charges calculated automatically and add them to the overdue amounts on the customer’s account.

You can inform customers of the added charges by sending finance charge memos. But first, you must set up a code that represents each finance charge calculation. Then you can enter this code in the Fin. Charge Terms Code field on customer cards.

Item Label

Print a label based on item
From the Item, you can print a label with barcode, picture etc.

Transfer Order

Move location of items
Transfer Orders are used to move items from one location to another. In Business Central, you can choose where to transfer from and to by selecting the item(s) you want to transfer in the correct quantity.

Transfer Shipment

Transfer of goods
A Transfer Shipment report is used to specify the transfer of goods/products, internally from one warehouse to warehouse and to show freight logistic departments, what is being transferred. It also shows date and quantity of delivery to the customer.

Transfer Receipt

Receipt for item that has been transferred
A Transfer Receipt is used to track that an item has been transferred from one point to another.

Blanket Order

Vendor payment agreement
A Purschase Blanket Order is used to setup a long term agreement with a vendor for a number of items that you want to buy. You buy part of the items now, and purchase the other amount at a later date.


Quote to customer
With a Purchase Qoute, you can send a quote to a customer.


Confirmation to ordering customers
A Purcahse Order is a document used for ordering goods. The document is sent from a vendor that has the quantity, item, and price of the item you’re looking to order.

It’s a formal confirmation letter, sent by from supplier to buyer for the confirmation of the purchase.


Provide buying details
Purchase Invoices are used as a document with the purpose of giving details of price, payment conditions, etc. for the buyer.

Credit Memo

Send back items
A Purchase Credit Memo is used for undoing an acting of something you have bought or sending items back to the vendor and get money refund.

Return Order

Return purchase items
Return Order document is an outbound order used when you’re sending the product back.

Purchase Document – Test

Test if you can post the document
You can test if you can post the Purchase Order, Purchase Blanket Order, Purchase Invoice or Credit Memo. It will warning you and tell you what is wrong and what you need to correct before you can post it.

Blanket Order

Customer payment agreement
A Blanket Order is used for your customer to handle your sales agreements. The agreement states what they’re minimum going to buy from you within a specific period of time.


Record offer to a customer
A Sales Quote is used to register your offer on products or services to a (potential) customer on certain delivery and payment terms.

The sales quote can be sent by email as a PDF attachment or as a prefilled email body with a summary of the quote.


Selling products to customers
A Sales Order is used if you ship parts of an order quantity, sell products that your vendor delivers directly to your customers, or if you ship the order after you post the corresponding sales invoices.


Invoicing your customers
A sales invoice is used to record your agreement with a customer to sell them products or services on certain delivery and payment terms.

Pro Forma Invoice

Get prepayment
A ProForma Invoice is a business document that is a view of a customer or vendor invoice that documents a payment request, but is not an offer or a demand for payment.

It can be used for e.g. to get a prepayment from a customer.

Draft Invoice

Internal use
A draft invoice can’t be sent to a customer, as a proforma invoice is issued to a customer. A draft invoice is a preliminary outline of the sale only for your records.

Credit Memo

Handling customer tasks
A Sales Credit Memo is a document used, if you get complaints from customers or they return items to you.


Requirements for ‘Shipment’
The purpose of this document is to specify the customer’s functional and technical requirements for the “Shipment”.

Pick Instruction

Pack the customer’s order
A Pick Instruction document is an overview of all your items. It’s used when you have Sales Orders with many lines, and you’re working in the Warehouse. Then you can print a Pick Instruction to carry with you in your inventory, and then note the quantities you have picked.

Work Order

The purpose of a Work Order is to provide all the information about a maintenance task or job, and outline a process for completing that task.

Return Order

Returning of order from customer
A Sales Return Order is used when your customer wants to return goods that you need to retieve on your warehouse.

Customer Statement

Show a list of transaction on a customer
Managing receivables includes checking whether amounts due are paid on time. If customers have overdue payments, you can begin by sending the Customer Statement report as a reminder. Alternatively, you can issue reminders.

Return Receipt

Receipt that the item has been returned
If a customer wants to return items or be reimbursed for items or services that you have sold and received payment for, you must create and post a sales credit memo that specifies the requested change.

If you need more control of the sales return process, such as warehouse documents for the item handling, or a better overview when receiving items from multiple sales documents with one sales return, then you can create sales return orders. A sales return order automatically issues the related sales credit memo and other return-related documents, such as a replacement sales order, if needed.

Inventory Pick

Picking to a source document
An Inventory Pick document is used for picking directly to a source document. This process relates directly to a sales order and can be created automatically – this, a warehouse pick cannot do.


Handles the shipment
A Warehouse Shipment document is used to create the warehouse pick to run in the inventory and gather all the items and post them with a warehouse pick into the shipping bin.

Posted Shipment

Gathers shipment
A Posted shipment document is used to apply to your pile of items in the shipping zone or e.g. to follow the truck if you bundle of warehouse shipment is actually going to another country where you want to redistribute it. This will be a joined document for all the lines in the warehouse shipment.

Put-Away List

Warehouse Management
The warehouse activity of putting items away after they are received or output is performed in different ways depending on how warehouse management features are configured.

The complexity can rank from no warehouse features, through basic warehouse configurations for order-by order handling in one or more activities only, to advanced configurations where all warehouse activities must be performed in a directed workflow.


Use for receiving goods within the warehouse
A warehouse receipt is a type of documentation used in the futures markets to guarantee the quantity and quality of a particular commodity being stored within an approved facility.

Posted Receipt

Use for receiving goods within the warehouse
A warehouse receipt is a type of documentation used in the futures markets to guarantee the quantity and quality of a particular commodity being stored within an approved facility.

Get an overview of the possibilities in D365 BC

Want to learn more about the possibilities of using a Document Management solution for D365 Business Central from Tabellae and how we can help your business? Or are you missing reports in BC?

We’ve developed reports like Item Label – and we can probably create the reports you need. Send me an email and I’ll contact you to set up a time for a counseling session that suits you.

Lennart Garbarsch, Partner

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