Supply Chain Accelerator

Auto Populate Dimensions

The dimensions used in the account entry portion associated with a transaction can be automatically set based on data within the transaction.

Auto Post Date updates – Purchase

Automatically update posting date to work date when posting Receipt or Invoice from Purchase Order (option to disable on each transaction if needed).

Auto Post Date Updates – Sales

Automatically update posting date to work date when posting Shipment or Invoice from Sales Order (option to disable on each transaction if needed).

Auto Post Date Updates – Transfer 

Automatically update posting date to work date when posting a Transfer Order (option to disable on each transaction if needed).

Automatic Bank Reconciliation Reporting

This feature creates a custom report for the Automated Bank Reconciliation tool. In this report, entries are organized in various categories, including adjustments, and cleared / uncleared transactions, providing an improved view of the bank reconciliation. All the information found in native reports is included in custom reports.

Available to Ship

Displays Sales Order & Sales Quote Lines with available inventory to ship.

Bulk Email Scheduler

Users can schedule time to send bulk emails for Sales and Purchase Orders.

Cubic Meter Added to PO & SO Screens

In Business Central, Item has an available set up for the Length, Width and Height to come up with its Cubage. This is a useful tool for most distribution companies as they can use this in their planning activities, especially during the delivery of products wherein mostly there is a specific size for the trucks they are using during their distribution. Set up in item unit of measure per item.

Carrier Quote Number on SO & Shipments

Free text field in the Sales Order where you can input delivery/shipment details that will be forwarded in Posted Sales Shipment document.

Display Item Image on Quotes

System ability to Capture Image of the Item(s) transacted in the Sales Quote Print-Out either in PDF or Word output.

Display General Product Posting Group

Native Business Central does not display the general ledger posting when making an entry. This exposes the General Product Posting Group to allow users to change the P&L GL posting on a transaction (i.e. Purchase Order, Purchase Invoice, Purchase Credit Memo, Sales Quote, Sales Order, Sales Invoice, Sales Credit Memo).

Duplicate Document Number Posting Prevention

One of the most critical issues in a posted transaction is to avoid duplicate data. To that end, we created a function that prevents sales documents to be posted if the External Document number already exists and is posted.

Expose Document Date on Vendor Ledger Entries

Enhancement in Vendor Ledger Entries where Document Date is reflected for proper references.

Inventory Quantity Precision

This option allows users to set and enforce the number of decimal places to be used on transactions for an item. This impacts sales and purchasing transactions for an item when entering the quantity, quantity to ship or quantity to receive.

Job Queue Error Notifications

This feature sends email notifications when a Job Queue fails.

Mandatory Field Identifier

Alter fields on sales and purchase documents to require user input. Prevent release or posting actions if required fields are not populated.

Mass Payment Application

Import Payment / Cash receipt details from Excel and simultaneously apply multiple entries to Customer and Vendor account types.

MRP Safety Stock Override

Override due date & recommended Quantity of PO’s created by MRP while there is safety stock violation.

Sales Order Number & External Document Number on Sales Shipment

Additional Information in Posted Sales Shipment list, wherein the Sales Order and its External Document No. is reflected as an additional column.

Shipment Tracking Info on PO & Posted Purchase Receipt

Free text field in the Purchase Order document that you can use in detailing any shipping information that will also be forwarded and in the Posted Purchase receipt document.

Statistical Data Tracker

Track statistical information & easily maintain non-financial records by making general journal entries to specially marked accounts.

Truck Seal Number on Shipment Order

Additional Information for Truck Seal number in sales Shipment documents wherein it is useful tool to monitor details of the Truck used in the delivery.

User Activity Tracker

Allows you to see number of records created by users across many of the common entities in BC, and can be filtered by a date range to analyze activity by user over a specified time period. Data can be viewed in BC or exported to Excel. This is critical during a project to ensure users are testing the system.

Commercial Invoice Print Based on SO Line Reservation

This feature controls the visibility of the commercial invoice print functionality based on the reservation status of Sales Order lines.

Accrue Shipping Costs on Sales Invoice

Additional field in Sales Invoice wherein you can input expected shipping cost that post GL entry to record cost accrual.

Admin Sales Margin

Sets the unit cost on the sales entry to show a custom marked-up value based on a required / default margin. Any sales that drop result in a value below margin notify the user and require a custom approval.

Auto Create Warehouse Shipment from Sales Order

A modification that automatically creates Warehouse Shipment documents upon Release status of the Sales Order Document.

Auto Drop Ship

An additional field to denote the vendor has been added to the Sales Order Line page. This allows users to automatically create a drop-ship purchase order for each sales line via a custom Create Drop Ship button. Data, such as comments, are automatically copied from the sales order line. Further, when the PO is posted, the SO is also posted.

Auto Restocking Fee

An additional feature in Sales Module where there is a set up in the Item Card for Restocking Fee % that automatically reflected in Sales Return Order when such item is selected.

Back Order Auto Creation & Allocation

This feature will automatically reserve inventory that is on a back-ordered sales line based on the shipment date of the sales order using FIFO on the receipts. The feature monitors available inventory in order to continuously reserve inventory until a sales line is fully reserved. All history is maintained and visible on a report or can be emailed to users.

Create Back Order from Remaining Quantity

System enhancement that separates back ordered quantity (quantity not shipped and invoiced) from original sales order by creating a NEW order with a “-1” suffix to the original order number. NEW sales order shipped and invoiced separately.

Discount Percentage (by Item and Category) by Customer

Business Central feature in Item Card where you can set up a Discount Percentage by Item and by Item Category.

Dynamic Assembly Orders

Create outputs based on the full cost of inputs (that are also consumed) within a single, simple window.

Freight Cost Accrual

This functionality takes expected shipping costs and splits them into cost accrual entries. The number of entries created, and their accrued costs, depends on the number of lines included in an order and the quantity of items in each line. This functionality works with Sales Orders and Transfers Orders.

Item Reference Rolldown

Automatically apply Item Reference information to open documents.

Manufacturer Part Number Add-on

Enable manufacturer part number for a purchased item to be visible on all Item screens for lookup, traceability and reporting.

Multi-Currency Aged AR & AP Trial Balance

Uses the document foreign exchange rates to tie to the GL when using multi-currency, creating an aged AR and AP trial balance report.

Sale Freight Threshold

Set a threshold below which freight charges are automatically added to the order.

Credit Card Import

Seamless importing of Credit Card Configuration from Excel into Bank Reconciliation.

3PL Integration Export of Sales Orders

Customized functionality that has the capacity to export Sales Line Report, which has the ability to filter based on the available parameters.

Customer Pricing on Jobs

This will automatically set prices on a job card based on the price groups in Business Central.

Expected Receipt Date on PO Line

Customized field of Expected Receipt Date under Purchase Order line.

Future Available Qty to Include In-Transit Inventory

Additional customized field in Item Card for Future Available Quantity that computes under Posted Warehouse less Quantity under Sales plus Quantity Under Purchase Order excluding tagged under Drop Shipment.

Qty Available on Item Card to Include PO In-Transit Qty

Additional customization field in item card where it reflects the quantity of the said inventory in INTRANSIT.

Quick Production Orders

This feature creates released production orders, posts a production journal, and marks the production order as finished in a single entry.

PO In-Transit Tracking for Overseas Shipments

Modification in Item Card to Rename PO INTRANSIT to QTY on PO PWHSE.

Restrict Posting Confirmation of Users

This functionality allows to setup posting restrictions in Sales, Purchase and Warehouse documents on a per User ID assignment.

Auto Add Lines on Credit Service Order

This feature provides the action to allow auto add lines on Credit Service Orders.

Create a PO from a Service Order

Users can create a PO from a service order line and reference back to those POs from the service order.

Multi-Currency Aged AR & AP Trial Balance

Uses the document fx rates to ties to the GL when using multi-currency, creating an aged AR and AP trial balance report.

Resource Costs GL Posting on a Service Order

When posting a Service Order to create a Service Invoice, it will automatically post the Resource cost to GL.

Service Order & Invoice Totals

Displays the Service Order and Service Invoice subtotals and totals with taxes on listed pages/windows. (Service Order List Page etc.)