This article covers multiple new features and it is sorted by MODULE. Included here is everything from system-wide features that are not specific to a certain area of the ERP System to General Ledger, Banking, Accounts Receivable, Accounts Payable, Inventory, Sales Order Processing, Job Costing, and Manufacturing specific features. Please keep scrolling down for more info...
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Version 20 New Features - Released April-May 2022
System-Wide New Features
Shopify Connector
Multiple Shopify shops connected to the same Business Central
Each shop has its own setup, including a collection of products, locations used to calculate inventory, and prices lists.
Bi-directional synchronization of items/products
Sync images, item variants, barcodes, vendor item numbers, extended texts, and tags.
Export item attributes to Shopify.
Use selected customer price groups and discounts to define prices exported to Shopify.
Decide whether items can be created automatically or to only allow updates to existing products.
Synchronization of inventory levels
Choose some or all of the available locations in Business Central.
Update inventory levels on multiple locations in Shopify.
Bi-directional synchronization of customers
Smart-map customers by phone and email.
Use country-specific templates when creating customers, which helps ensure that tax settings are correct.
Import of Orders from Shopify
Create customers on-the-fly, or use fixed retail customer to keep customer data in Shopify.
Include orders created in other channels, such as Shopify POS or Amazon.
Shipping costs, gift cards, tips, shipping and payment methods, transactions, and risk of fraud.
Receive payout information from Shopify Payments.
Send fulfillment information to Shopify
Include item tracking information.
Log emails using a shared mailbox and Graph API
After setting up a shared mailbox and mail flow rules in Exchange Online and enabling Feature Update: Email logging using the Microsoft Graph API, you can go to the Assisted Setup page and start the Set up email logging guide to setup email logging in Business Central using a shared mailbox and Graph APIs. There are three simple steps in the guide:
Confirm you've set up a shared mailbox and mail flow rules for email logging.
Enter the shared mailbox to use for email logging and validate the connection.
Finish the guide and start logging email interactions between your salespeople and your contacts.
Alternatively, you can use Email Logging page to review and validate your setup and view email logging activities.
Map to Dataverse option sets such as payment terms, freight terms, and shipping agents without code
You can manually map payment terms, freight terms, shipping methods, and shipping agents between Business Central and Microsoft Dataverse.
If you enable the Feature Update: Map to option sets in Dataverse without code feature in Feature Management in Business Central, you will no longer need to do code customizations to synchronize payment terms, shipment methods, and freight terms. The feature update will add integration table mappings for payment terms (PAYMENT TERMS), shipment methods (SHIPMENT METHOD), and shipping agents (SHIPPING AGENT).
Because payment terms, shipment methods, and shipping agents are handled as standard integration table mappings, you can view which payment terms, shipment methods, and shipping agents are coupled using the Coupled in Dataverse column.
You can synchronize payment terms, shipment methods, and shipping agents data by using the Synchronize action, set up or delete coupling by choosing the Coupling, Set up coupling or Delete coupling actions, or do a match-based coupling by choosing the Match-Based Coupling action.
Outlook add-in – add email attachments to Business Central records
The Outlook add-in now offers the option to copy email attachments to the record displayed in the add-in. For example, the add-in will automatically display the contact record that matches the current email sender, from which you can navigate to that customer's latest sales order. Once you have identified the order that the email relates to, the attachments feature can be used to copy files from the current email to that order.
Review and choose some or all of the email attachments to add to the record.
After attaching a file, coworkers can instantly download and view the file from the Attachments FactBox in any of their Business Central clients. Or, they can open the file in OneDrive to share and collaborate with their department.
The feature is available for any records that use the Attachments FactBox, such as a vendor, customer, purchase invoice, or sales order.
Alternatively, purchase invoices can be sent to the incoming documents feature for processing.
Share a file through Microsoft OneDrive - Sharepoint
To share a report from the Report Inbox or to share an attachment to a record, you can now choose the Share action. This action copies the file from Business Central to OneDrive for Business, then displays the file sharing dialog in Business Central with numerous options. At launch, these options include:
Sharing a link to the document with one or more internal or external recipients.
Copying a link to the document, so that you can send it using your preferred application.
Adjusting whether recipients can view or edit the document.
Preventing download of the file.
Specifying the people who can use the link, such as only people in your organization with the link.
Setup Printers for Web Browser, Teams App, and Mobile App
To support your print needs, Business Central offers the following features:
Web client: Mobile appApp for TeamsUniversal PrintUniversal Print is a printer management solution available as a cloud service from Microsoft. With this feature, you can set up your printers in Universal Print, then register them for use in Business Central. This feature requires a Universal print subscription and the Universal Print Integration extension
Email Print: This feature lets you set up email-enabled printers. Business Central then sends print jobs to a printer using the printer's email address. This feature requires email-enabled printers and the Send to Email Printer extension.
Browser printing: Print jobs are handled by the print functionality of the user's browser. If a cloud printer isn't installed and set up, or if an installed printer fails, then the printing will default to the printing options for the browser. The Printer field on the report request page will display (Handled by the browser).
General Ledger & Banking Features
Ability to check posting errors while you work
If your administrator enables Feature: Check documents and journals while you work on the Feature Management page, Business Central will validate the data you enter on documents and journals while you work. If you're just reviewing documents while approving them, this capability may not be of use to you. If that's the case, your admin can turn off the Enable Data Check toggle on the General Ledger Setup page.
Prevent the ability to DELETE a General Ledger Account:
This is an existing capability of Business Central that you can use to track entries that are generated during the posting of specific transactions. The Find Entries feature has been available on most pages that display posted document or document entries, but now it's also available on all Role Centers.
You can easily access the Find Entries feature by using the Ctrl+Alt+Q shortcut key combination anywhere in Business Central.
Pages for posted documents and ledger entries, such as the Posted Sales Invoice or Customer Ledger Entries pages, show the general ledger entries related to a specific document or entry, even without using Find Entries page.
Deferral Posting
You can define periods during which you allow people to post deferrals for specific users on the G/L Setup page, and for users on the User Setup page by entering dates in the Allow Deferral Posting From and Allow Deferral Posting To fields. This lets people post deferral entries in a future period, even though the Allow Posting From/To fields block other entries.
For deferral templates, you now have an option to specify Beginning of Next Calendar Year as the starting date.
Intercompany Auto-Acceptance of GL Journals
New fields in the Intercompany Setup page mean that you can set up the company for automatic creation of received intercompany transactions from intercompany partners, posted through the intercompany general journal.
In this release wave, we add a new Intercompany Setup page, and we deprecate the older one. The new feature must be enabled in the Feature Management page.
The new Intercompany Setup page has fields to specify where received intercompany journal transactions are created:
Default IC Gen. Jnl. Template
Default IC Gen. Jnl. Batch
The entries are not posted, only created in the journal.
BANKING - PAYMENT RECONCILIATION: The payment reconciliation journal has been improved with the following capabilities: