General Setup#
Standardize documents#
Master reports use a standardized format for document creation in Microsoft Dynamics 365 Business Central1. Covering all relevant areas, they can simplify the editing process, as changes that are made to the layout of one document will be copied to all others of the same type. The following master reports are available for this purpose:
Purchasing
- Purchase Quote
- Purchase – Order
- Purchase Return Order
- Purchase Invoice
- Purchase Credit Memo
- Purchase – Receipt
- Purchase Return Shipment
- Blanket Purchase Order
- Archived Purchase Quote
- Archived Purchase Order
- Archived Purchase Return Order
- Archived Blanket Purchase Order
Sales
- Sales Quote
- Sales Order Confirmation
- Return Order Confirmation
- Sales Invoice
- Sales Credit Memo
- Sales Shipment
- Blanket Sales Order
- Archived Sales Quote
- Archived Sales Order Confirmation
- Archived Blanket Sales Order
- Archived Return Order Confirmation
- Sales Pro Forma Invoice
- Sales Draft Invoice
Service
- Service – Quote
- Service – Order
- Service – Invoice
- Service Pro Forma Invoice
- Service – Credit Memo
- Service – Shipment
- Service Item Worksheet
- Service – Contract
- Service – Contract Quote
Reminders
- Issued Purch. Order Cnfrmn. Reminder
- Issued Delivery Reminder
- Sales Reminder
Transfers
- Transfer Order
- Transfer Shipment
- Direct Transfer
Dispatch
- Posted Dispatch Order
Note
Before you can work with a master report, it must be added to the relevant report selection.
Note
Do not enter the plus-minus sign (±) on any page available in the system, for example, to indicate tolerances in a drawing. If you do, you might no longer be able to use the Print action on the document linked to the entry.
To configure the VAT Amount Specification section on these documents, you can use the VAT Code, a standard Microsoft Dynamics 365 Business Central1 field that originates with VAT Posting Setup.
Add document details#
A tab has been added to the Company Information page. The tab provides you with an array of options for customizing documents in the system.
- Choose the Search icon, enter Company Information, and then choose the related link.
- Go to the Documents FastTab and fill in the fields as described in the following table.
| Field | Description |
|---|---|
| Preprinted Address | Enter your company’s address as it should appear within an envelope window. |
| Text Length (Header) Text Length (Lines) |
These fields are only used for the plain text editor. The editor window is then adjusted in size to the values you specify here. However, any text that you enter in the window is later printed across the entire width of a document unless line breaks are added to it manually. Neither field is required when working with the more recent HTML-based text tool. |
| Line Indent (Pts.) | Specify by how much you want to indent a line to form a bundle or mark the begin-total of a block of lines. |
| Print on Next Page | Specify if you want to print an available subtotal on the next page of a document. You can select if you want subtotals to appear only at the bottom or at the bottom and top of a page. |
| Print Alternate Totals | Turn on this toggle to print alternate totals on sales quotes. For more information, see Alternate Quote Lines. |
| Print Company Letterhead | Turn on this toggle if you want your company’s address to be printed in the form of a letterhead. |
| Default Font | Specify a default font and size for new master documents. The default setting for all is Segoe UI at a size of 9. |
| Default Font Size | A change in either field affects the entire document (that is, both the header and the lines). For an explanation of how to change fonts on lines only, see Format Lines. |
| Default Footer Font Size | Specify the size of the font chosen for the footer. The default size is 7. |
| Heading Right Border Style Heading Line Border Style |
Specify a border style for document information shown to the right of or below the address. |
| Hide Background Color | Turn on this toggle if you want to replace the gray areas on printed documents with a transparent background. |
| Heading Style | Specify where to show contact information, that is the seller’s contact details, on a document. You can display the data in block format on the upper right of a document or as a five-column section below the address. |
| Separator | Specify if you want more space or a divider added between document lines to serve as a visual aid. |
| Print External Lot No. | Turn on this toggle to include on printouts the external lot numbers entered for a standardized document. When you print the document, the numbers will be shown on both the relevant lines and available attachments. |
| Print Expiration Date | Turn on this toggle to include on printouts the expiration dates entered for a standardized document. When you print the document, the dates will be shown on both the relevant lines and available attachments. |
| Print Production Date | Turn on this toggle to include on printouts the production dates entered for a standardized document. When you print the document, the dates will be shown on both the relevant lines and available attachments. |
Format lines#
You can also select a different format for each kind of document line, such as a heading or an alternative line, although you don’t have to. If none is selected, the system will use the default format specified by the designer of the original document.
If you want a different style overall (such as a different font), you can set up a line and enter a report ID of 0. You only need to enter a specific ID if you want a certain type of document formatted in a certain way.
The Default option plays a key role in this. If you want all lines to have the same format, you don’t need to set up more than a line of the Default type.
The font style can also be changed for a document line before printing. In this case, choosing the Default option means that the style will be the same as on a standard line. The system retrieves the format for printouts according to the following sequence:
- Font style on current sales line.
- Report ID of document to print and line type to be printed.
- Report ID of document to print and line type Default.
- Report ID = 0 and line type to be printed.
- Report ID = 0 and line type Default.
- Format according to document design.
Besides the font style, you can specify page breaks on document lines. If you don’t, breaks will be inserted automatically.
Set up a format#
To format document lines:
- Open the Search icon, enter Company Information, and then choose the related link.
- Choose Document Line Format on the ribbon.
- Fill in (or change) the fields as described in the following table.
| Field | Description |
|---|---|
| Report ID | Select the report you want to use the format for. If you leave this field blank, the settings you make in other fields are used for all documents. |
| Report Description | Shows the description of the report. This field is filled in automatically based on the Report ID field. |
| Line Type | Choose the line type for which you want to specify a format. The following options are available: • Default • Beginning Text (Header) – shown as DocHeaderLine • Ending Text (Header) – shown as DocFooterLine • Beginning Text (Line) – shown as PosHeaderLine • Ending Text (Line) – shown as PosFooterLine • Line Dimension • Standard Line • Line (Not Billable) – shown as NullPositionLine • Alternative Line • Shipping Information Line – shown as ShipmentLine • Comment Line • Heading (Line) – shown as HeaderLine • Begin-Subtotal – shown as SubtotalHeader • Bundle – shown as BundleHeader • End-Subtotal/Bundle – shown as SubtotalBundleFooter • Attribute – shown as ItemAttributeLine • Assembly Line • Reminder Line • Item Tracking Heading • Item Tracking Line • Payment Terms/Shipment Methods – shown as PaymentShipmentTerms • Item (Charge) Lines – shown as ItemChargeAssignmentLine • Formatted Text • Amount Line |
| Font | Select the font that you want to use on all documents created from this report. |
| Font Size | Select the font size that you want to use. |
| Font Color | Select the font color that you want to use. |
| Font Style | Choose the font style that you want to use: • Default • Normal • Bold • Italic • Bold Italic |
| Text Decoration | Choose a text decoration if necessary. Options are: • Default • None • Underline • Overline • Strikethrough |
Note
The settings you make here only apply to KUMAVISION reports (ID5XXXXXX) that have been included in the relevant report selections.
If, after you have completed the general setup for all line types, you want to use a different format on a certain type of document, you can copy that line format there and change only what you need. To copy the format:
- Open the Document Line Formats page.
- Select a line format.
- Choose Copy Format on the ribbon.
- Enter the source and target report ID. Choose OK.
Translate footers#
You can set up footer texts for documents in different languages. To set up a translation:
- Open the Search icon, enter Company Information, and then choose the related link.
- Choose Document Text Translation on the ribbon.
- Choose New and fill in the fields as necessary.
The information given at the bottom of document pages is then printed in the language you stored for the relevant vendor or customer.
Note
You don’t need a language code if you set up a footer in the language that you used to install the app. Instead, you can select the Default Language field on the line.
Mandatory fields#
You can use the mandatory field check to see whether a certain field has been filled in when you add or change base data, such as on a customer order.
Application areas#
You can set requirements for field completion across a variety of application areas.
| Setup | Field | |
|---|---|---|
| Item | Inventory Setup | Item Field Check |
| Warehouse receipt (header and lines) Warehouse shipment (header and lines) |
Inventory Setup | Inventory Field Check |
| Customers | Sales & Receivables Setup | Customer Field Check |
| Sales document (header and lines) |
Sales & Receivables Setup | Sales Field Check |
| Vendor | Purchase & Payables Setup | Vendor Field Check |
| Purchase document (header and lines) |
Purchase & Payables Setup | Purchasing Field Check |
| Service document (header and lines) |
Service Management Setup | Service Field Check |
| Dispatch header and lines | Dispatch Carrier Setup | Check Mandatory Fields |
| Actions | Action Setup | Action Data Check |
| Resources | Resources Setup | Check Mandatory Fields |
Make a field mandatory#
To make filling in a field mandatory:
- Choose the Search icon, enter Mandatory Field Setup, and then choose the related link.
- The page that opens shows how many fields will be checked for completion in every table that is entered on the lines. To see the fields, select the No. of Fields hyperlink on a line.
- To add a checking routine or change one that is already available, choose New or Edit List on the ribbon.
- Enter a table number, if needed, and then choose Mandatory Fields on the ribbon.
- Fill in the lines as described in the following.
| Field | Description |
|---|---|
| Field No. | Specify the number of the field that you want users to fill in. Note: Conditions on primary key fields are not supported for technical reasons. |
| Field Caption | Shows the name of the field that you entered a number for. |
| Field No. (Condition) |
If the field only needs to be filled in when a certain condition is met, for example, when the type of the related document is set to Order or the customer’s posting group to Global, the number entered here refers to the field that the condition will be based on. Afterward, you can use the Condition field to specify the exact requirement. |
| Field Caption (Condition) |
Shows the name of the field that decides whether completing the field in this table will be mandatory. |
| Condition | Specify a requirement for the condition field to tell the system when to make filling in the field in this table mandatory. |
| Action | Choose what happens if the field in this table is not filled in. The following options are available: Cancel The relevant process cannot be cancelled until the field is filled in. Notify The system shows a notification when the field remains empty. Users, however, can still process or release documents that the field has been entered on. |
Note
Conditions set on Boolean fields should be ‘True’ or ‘False’ in all cases. Date fields cannot be used as conditions.
The system also only runs checks on sales, purchase, and service document lines where the No. field is filled in.
Mandatory field checks are run when you use End Update or Release actions, such as the End Item Update function on an item card or the Release function on a shipping document.
On the item, vendor, and customer list, you can also choose Actions > Check Mandatory Fields to have the system check the records that you’ve selected for having all the necessary fields filled in. Records that can be released will be during this process, whereas all other sets of data remain blocked.
After you’ve run the End Update action, the relevant record can no longer be edited (although related records, such as comments, can). At the same time, the Update field on the card header is set to Completed.
If you exit a page before all mandatory fields are filled in, you’re asked if you’re sure that you want to do so. To turn off this message:
- Choose My Settings on the top ribbon.
- Select the hyperlink in the Notifications field.
- Clear the relevant notification field.
To change an updated record, you again need to run the edit function from the relevant card.
Note
The mandatory field check integrated into KUMAVISION factory365 differs from the check described here; for more information, see factory365. For a description of how to validate item attributes, see Item Attributes.
Block base data#
You can block the posting of an item based on what it is used for.
- Choose the Search icon, enter Items, and then choose the relevant link.
- Open the card of the item for which you want to limit usage.
- Turn on one (or more) of the toggles described in the following.
Sales Blocked
With the toggle turned on, the item cannot be entered or posted in sales. On sales documents, the check for blocked items is only performed on lines for which there is a quantity available.
| Selected on sales header | Lines checked if |
|---|---|
| Ship and Invoice = Yes | Qty. to Ship <> 0 or Qty. to Invoice <> 0 |
| Ship = Yes but Invoice = No | Qty. to Ship <> 0 |
| Ship = No but Invoice = Yes | Qty. to Invoice <> 0 |
If a line contains an item that is blocked, an error message appears.
Purchasing Blocked
With the toggle turned on, the item cannot be entered or posted in purchase. On purchase documents, the check for blocked items is only carried out on lines for which there is a quantity available:
| Selected on purchase header | Lines checked if |
|---|---|
| Receipt and Invoice = Yes | Qty. to Receive <> 0 or Qty. to Invoice <> 0 |
| Receipt = Yes but Invoice = No | Qty. to Receive <> 0 |
| Receipt = No but Invoice = Yes | Qty. to Invoice <> 0 |
If a line contains an item that is blocked, an error message appears.
The system also treats requisition and planning worksheets this way if you set the replenishment system for either of them to Purchase.
Manufacturing Blocked
With the toggle turned on, the item cannot be added or posted to manufacturing.
Prod. Consumption Blocked
With the toggle turned on, the item cannot be added or posted as consumption to manufacturing.
Service Blocked
With the toggle turned on, the item cannot be added or posted to service.
If a line contains an item blocked in these ways, an error message appears.
Physical Inventory
Independent of the toggles, the system will check fields such as Location and Bin to determine whether the relevant item is part of a physical inventory order or physical inventory recording, and a message stating as much will appear if an attempt is made to post the item.
Note
The toggles are used to block items, not variants; this means checks are performed for items only. When you post an item entry of type Positive or Negative Adjustment to an item journal, the system also checks only for item use in stocktaking, ignoring the limits you set.
Assigned User ID#
The Assigned User ID field that can be found on sales and purchase documents is a standard Microsoft Dynamics 365 Business Central1 field used to identify who set up a sales or purchase document or to filter documents for specific IDs.
The KUMAVISION base industry solution fills in this field automatically with the ID of the user who is currently logged in to the system.
Order types#
To easily identify and manage orders within the system, you can now assign a category to them. They cover:
- Sales (includes service orders)
- Purchases
- Transfers
- Production
You can also set up subcategories, such as standard, rush, VMI, subcontract, or rework orders, on each Order Type page.