New Microsoft Dynamics 365 Business Central Reports

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.

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.

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

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 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.

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.

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.

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

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.

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.

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.

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.

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”.

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.

Inform
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.

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.

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.

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.

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.

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.

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.

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.