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Financial Management#

The following features expand standard Microsoft Dynamics 365 Business Central1 functionality to provide additional options to those working in your organization’s financial department.

Analyze items in transit#

The Items in Transit analysis shows you all shipped but unbilled items—information that might be particularly helpful at the close of a month or year. In-transit analyses are mainly based on the value entries assigned to a certain item, enriched with data from multiple fields found on the item card and on item and general ledger entries.

To run the analysis:

  1. Choose the Search icon, enter Items in Transit, and then choose the related link.
  2. On the Options FastTab, set filters as needed.

To update the analysis, run the Fill Value Entries action. The entry data is then copied to Excel, where you can use one or more filters to customize each workbook (that is, the appearance of the pivot tables it contains).

Cancel asset capitalization#

In medtec365, you can also reverse the capitalization of a fixed asset.

  1. Open a fixed asset card.
  2. Go to the FactBox on the right-hand side, and then choose FA Item Tracking > Cancel Line on the ribbon.

If you turn on the Delete Fixed Asset toggle when you run the action, the card of the fixed asset will be deleted, as will the (item, value, and G/L) entries related to it.

If the toggle is left turned off, the card will be kept whereas the (item, value, and G/L) entries related to the asset will be canceled.

Note

Should you decide to capitalize the fixed asset again later, the existing card will be linked to it by using the serial number previously assigned to the asset.

Note VAT exemptions on sales documents#

Pursuant to Section 14, Paragraph 4.8 of the German Value Added Tax Act (UStG), invoices for tax-exempt deliveries across the European Union must contain a note informing about the exemption while citing Section 4 Subsection 1 Paragraph ‘b’ in conjunction with Section 6 UStG.

For this purpose, you need to set up a footer text and specify the language code and the general and VAT business and product posting groups required for showing this statement.

  1. Choose the Search icon, enter Footer Setup (Sales), and then choose the related link.
  2. Fill in the fields as described in the following table.
Field Description
Entry No. This number is assigned automatically when a text is created.
VAT Bus. Posting Group Specify the VAT business posting group that you want to show the statement for.
VAT Prod. Posting Group Specify the VAT product posting group that will be required for showing the statement.
Gen. Bus. Posting Group Specify the general business posting group that you want to show the statement for.
Gen. Prod. Posting Group Specify the general product posting group that will be required for showing the statement.
Language Code Specify the language that the statement should be used for.
Standard Text Code Assign a standard text code to the statement.
Mark Specify the reference mark for the footnote.

You can then enter the statement that should be shown in the footer on the Footer Text FastTab.

Note

The footer text will only be shown on documents that contain the specified language code and general and VAT business and product posting groups.

Combine shipments on customer ledger entries#

You can now store numbers for combining shipments in the Combine Shpts. Billing No. and Detailed Combine Shpts. Billing No. fields on customer ledger entries, to be used for ledger entry application in the OPplus app.