- 9 minutes ago
💁Video Type : Concept Overview.
👉Agenda of the Video: We can turn on Real-Time validation (via. enabling "Data Check" feature, i.e.; Journal Check & Document Check) in Dynamics 365 Business Central by configuring the setting on the "General Ledger Setup" (page) and enabling User Notifications (under "My Notifications", page/task).
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👉Steps to "Enable Data Check" (Feature): -
✅ Step 1: For Enabling "Journal Check" in Journals.
📝Go to "General Ledger Setup" (page/task): ✔️Search for General Ledger Setup, expand the General group by clicking Show More, and turn on the toggle for "Enable Data Check".
✅ Step 2 : For Enabling "Document Check" in Orders, Invoices, Memos and Return Order Documents.
📝Go to User or "My Notifications" (page/task):
✔️Navigate to the My Notifications page and select the checkboxes to activate "Enable Data Check".
✔️Check for Journals, and Show the Payment Journal and General Journal.
✔️Check Fact Box for other Documents... like; Orders, Invoices, Memos and Return Orders etc.
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💁Hint:- Accept Prompt... When opening a document or journal for the first time, click Enable this for me on the notification prompt that appears at the top of the page.
------------
🚨 STOP POSTING. CHECK THIS FIRST! ⚡
Tired of finding errors after preview posting in Business Central? 😩
👉 Enable Data Check and catch potential issues before they become costly mistakes.
💡 Faster checks.
🎯 Better accuracy.
🚀 Smarter Business Central.
🎥 Watch the quick tutorial & enable it today!
▶️ • Enable Data Check (Feature) in Business Ce...
📯 NexERP Solutions | Making Business Central Work Smarter.
-------------------
📬 Mail Us at : info@nexerpsolutions.com | 🕸️ Website : www.nexerpsolutions.com
------------------------------
👉Agenda of the Video: We can turn on Real-Time validation (via. enabling "Data Check" feature, i.e.; Journal Check & Document Check) in Dynamics 365 Business Central by configuring the setting on the "General Ledger Setup" (page) and enabling User Notifications (under "My Notifications", page/task).
----------
👉Steps to "Enable Data Check" (Feature): -
✅ Step 1: For Enabling "Journal Check" in Journals.
📝Go to "General Ledger Setup" (page/task): ✔️Search for General Ledger Setup, expand the General group by clicking Show More, and turn on the toggle for "Enable Data Check".
✅ Step 2 : For Enabling "Document Check" in Orders, Invoices, Memos and Return Order Documents.
📝Go to User or "My Notifications" (page/task):
✔️Navigate to the My Notifications page and select the checkboxes to activate "Enable Data Check".
✔️Check for Journals, and Show the Payment Journal and General Journal.
✔️Check Fact Box for other Documents... like; Orders, Invoices, Memos and Return Orders etc.
-----------
💁Hint:- Accept Prompt... When opening a document or journal for the first time, click Enable this for me on the notification prompt that appears at the top of the page.
------------
🚨 STOP POSTING. CHECK THIS FIRST! ⚡
Tired of finding errors after preview posting in Business Central? 😩
👉 Enable Data Check and catch potential issues before they become costly mistakes.
💡 Faster checks.
🎯 Better accuracy.
🚀 Smarter Business Central.
🎥 Watch the quick tutorial & enable it today!
▶️ • Enable Data Check (Feature) in Business Ce...
📯 NexERP Solutions | Making Business Central Work Smarter.
-------------------
📬 Mail Us at : info@nexerpsolutions.com | 🕸️ Website : www.nexerpsolutions.com
------------------------------
Category
📚
LearningTranscript
00:12Hello friends, welcome to my channel. I am Flanser Madhvi.
00:16As you can see on the screen,
00:19General Journals page is open.
00:22You will have used it many times.
00:25Today we will talk about FastApp.
00:26This is the option of FastApp.
00:32When you use it,
00:34Expand the Fact-box-pan.
00:39FastApp or Fact-box-pan,
00:42which is familiar with words.
00:46This is the information that is related to the lines.
00:51Basic information,
00:54which is related to the transaction.
00:55If you have a text or an entry,
00:59then you will see the information here.
01:02The details of the line,
01:02the details of the posting group,
01:06etc.
01:07Balancing account,
01:09account number,
01:10which is related to this section.
01:12In this section,
01:14the details of the channel.
01:15Dimensions are related.
01:16Dimensions are related.
01:17Incoming document file,
01:19if you have a check document,
01:22or vendor-related,
01:23or vendor-related,
01:25or vendor-related,
01:27or vendor-related,
01:28then you will see the Incoming document file.
01:31If you have attached to your application,
01:33then you will see that.
01:34If you have uploaded documents,
01:35etc.
01:38which is related to the feature,
01:41that you will use,
01:42the Fact-box-pan section,
01:46the information will be available.
01:47The main motive is that,
01:49you don't need to preview posting.
01:53no etwas less is.
01:54In the first place,
01:58the information on the screen is not necessary.
02:00The first thing you can see is the information on the screen.
02:02It's easy to see.
02:04It is easy to see that,
02:04you can see an error as well.
02:07So you can see that,
02:08before clicking the preview posting option.
02:11So,
02:12if you see an error on the screen,
02:14so,
02:14it will be beneficiary.
02:17We can say time saving,
02:18you can say what is the problem of entry and what is the problem of line. If you are forgetting
02:25something, if you are forgetting about accounting or financial entry, then the basic accounting
02:29concept of line-related information will be available. Now, I have a line that I have
02:37created. Document number, date, jail account, expenses, and I have a balance account because
02:45I have a batch program set, I have a general batches. Balance account auto-updated
02:50is set up, so I will take it auto. So, I will take it to my attention. I will take
02:57it
02:58but if it is manual, it will be related to your screen. So, if you think about it,
03:06I will leave the amount. If I want to preview posting before, I will create a line
03:14and create the amount. So, accounting entry-related error is a single entry line
03:20in which I have a debit account with expenses, which is legal accounting services.
03:27Balance account is a payment account. It is a bank through payment.
03:34So, the amount, give it to your account, which is legal to give it a payment.
03:39It will then be a payment account. If you return to your account number-up
03:45in a payment account, then the amount is a payment. You have to be able to
03:52establish the amount to a payment. I will work for the financial registry. So, if you've
04:02But this is the information that you can see on the screen.
04:04So, how can you see this?
04:06What do you want to do with this?
04:17Sorry, General Laser Setup.
04:20General Laser Setup needs to be taken.
04:23General Laser Setup has one option.
04:32Enable Data Check.
04:34Specifies whether Business Central validates the data you enter in documents and journals while you type.
04:40For documents, you can turn on the check and messages will be shown in the document check fact box.
04:48For journals, messages are always shown in general check fact box.
04:53So, journals related to documents, you will get the word journal check fact box.
04:58And if there is invoice or order screen, you will get the document check fact box.
05:04But for invoice and order screens, you can see notifications, minor notifications,
05:12such features, you will check the invoice and order screen.
05:17So, you will see invoices and order screen.
05:28So, you can use them to use them.
05:31Okay?
05:32Transaction based entries.
05:34Other than order and invoicing format.
05:38In which you have to use items.
05:40So, we will talk about the journals where you have to use item related integrator.
05:47Right?
05:48So, here we will activate the journals.
05:51This section will activate the journals.
05:55Now, we will come back.
05:56We have activated it.
05:57We have activated it.
05:57This way we have activated it.
05:59Enable it.
06:00Now, we will be here.
06:02Now, here we will refresh it.
06:04We will refresh it.
06:08We will refresh it.
06:09We will refresh the system.
06:18We will refresh it.
06:19We will refresh it.
06:21We will refresh it.
06:22We will refresh it.
06:23Here.
06:24Here.
06:25You will see a section.
06:27Which is written.
06:30Journal check.
06:31Now, lines checked.
06:33One line is in single entry mode.
06:36Specify the number of journal lines that have been checked for potential issues.
06:41How many lines have been issued?
06:42One line is.
06:43One line is.
06:43Okay?
06:44And if you have 10 lines here.
06:45Then you can write that.
06:46You have 10 lines checked.
06:47One line is.
06:49Then you can write that.
06:49Issues line with issues one.
06:52Total.
06:53How many lines have been issued?
06:54You can write the number of total.
06:56You can refresh it.
06:57If you think you need to refresh it.
07:00But what is the problem?
07:02What is the problem?
07:02The system is telling you.
07:03The amount must have a value.
07:05General.
07:06General line.
07:06General template name.
07:07General batch.
07:09Delhi.
07:10Delhi.
07:12Delhi.
07:12And then, line number 10,000.
07:13It cannot be zero or empty.
07:16Line number 10,000.
07:16It means the first line.
07:18Just as you can use the next line.
07:21As you can use the next line.
07:21Document number change.
07:22If you have single line.
07:24Entry.
07:25Plus.
07:26Every line.
07:27Plus 10,000.
07:28Plus 10,000.
07:29Plus 10,000.
07:29Then you can get the next line.
07:31Next.
07:3120,000.
07:32Then you can get the first line.
07:33Number.
07:3310,000.
07:34Now, here.
07:37Document number.
07:38Same.
07:39And single entry mode.
07:41According.
07:42Balance account type.
07:45Balance account type.
07:47Account number.
07:48Account number.
07:50Debit account and credit account.
07:52Both.
07:53Debit account.
07:54Account number.
07:54Balance account number.
07:56Here.
07:57Balancing.
07:57Balancing.
07:59Problem.
07:59Balancing.
08:00We are not saying.
08:01Amount must have a value.
08:03Amount.
08:04Not.
08:05Now.
08:06Debit.
08:07Amount.
08:08Amount.
08:08Amount.
08:11Line.
08:12Check.
08:13One line.
08:14Check.
08:15No.
08:17No.
08:18No.
08:19No.
08:19Yes.
08:20See.
08:22Right.
08:26Ailer.
08:29Call us.
08:30Amount.
08:33And now.
08:35In is this.
08:35Kindly.
08:35Based to our account.
08:36account had added document number test 26-27
08:43number series 100 number document is out of balance by 10,000
08:48out of balance amount word use not to use
08:52if amount word use means that amount missing
08:54but out of balance
08:56that means that you don't have any debit or credit side of the deal
09:02you don't have to use account number or balance number
09:06and you don't have to use account number
09:08out of balance by
09:09you don't have to use it
09:13so you have to use it
09:14and then you have to use the current line
09:18no issue form
09:20so this means that you have to use account number
09:26because the balance is the debit and credit
09:29equalize
09:30and the other one will have to use it
09:32so you have to use the debit and
09:33every debit has a corresponding credit
09:36rule
09:36not to use it
09:37so you will be able to use it
09:39if you will be able to use the line
09:41create
09:42but before the previous
09:43preview posting
09:44I have to know that
09:48what is the problem
09:49what is the problem
09:50you can use it
09:51you can use it
09:52you can use it
09:52you can use it
09:54I have now
09:55if you have a short message
09:56that was, ah worked working date
09:57you can change the value
10:00back on working date
10:04from the account number
10:05am putting in over
10:05admishraamps
10:05order
10:05is
10:06if they need to log in
10:07to ask working date
10:09fake Honda
10:10video
10:12what are the problems
10:15have the issues
10:18come up
10:19if you want to use it
10:22if you don't have a
10:24This is our practice that we check the test report.
10:27In the test report, if you have a previous posting
10:33and you have a previous posting error,
10:35then we check the test report.
10:37Here we have an error indicate.
10:39Here we have an error.
10:41Now you can see the screen here.
10:43Yes, but you will not resolve all these problems.
10:47If you understand,
10:49you will have a document type invoice.
10:50You have a document type invoice.
10:54The entire entry is the payment type.
10:59The account type, account number,
11:03balance account type, balance account number
11:05is the payment entry according to the document type.
11:09If the other field is visible or false,
11:13then you will not know the document type invoice.
11:18This is the general journal.
11:20Same as payment journal.
11:22The entry is the general check.
11:25The accounting system,
11:26the accounting policy,
11:28the accounting method,
11:32the financial method,
11:34the error prompt.
11:36If you have the error given.
11:38So this is the exact error,
11:39The error is the same.
11:45The error is the name.
11:48The error also is the error.
11:51The error is the error.
12:00the same thing if you want to purchase order, sales order, purchase invoice, sales invoice
12:06to do this, then you can only do this with general leadership stuff.
12:15You can also use my notification page.
12:20You can enable my notification task.
12:27You can also use my notification task to enable data check.
12:30Same functionality, same option name.
12:35This is your purchase order, purchase invoice, quotation, sale order, sale invoice.
12:44That means you can add many examples like this, like purchase invoice, credit, sales credit, returns,
12:58If you want to activate, enable data check, click here and click on the one-time effort.
13:07Now, if you want to see any sales or purchase, if you want to check the invoice, you can check
13:21the order code.
13:23I will check the invoice order.
13:29Invoice, I will show you the error in the invoice.
13:33I will show you the lines, I will check the invoice order.
13:42I will show you the document check, general check, here is the document check.
13:50Invoice order, you can see all the ducument check word 레niej
13:53and payment journal journal journal journal
13:57This page on the screen
13:59journals word
14:00journal journal check
14:03here is the section
14:05now here
14:07invoice
14:09I will check on this page
14:13which page will prompt me
14:15quantity to invoice
14:17this one
14:25Now you can see that we will start updating the error.
14:27There is one error, just as I click on it, there will be two errors.
14:3322 invoice must be equal to 5 in sales document line invoice, document number 102199, line number 10,000, current
14:42value is 0.
14:44For example, I have said selection. If I click on the other line, it will give you information for the
14:52other line.
14:54It will keep two errors. If we take two errors in the second line, I have clicked on the first
15:00line.
15:01But it will show the two errors. The first number is for 10,000 and the second number is for
15:0720,000.
15:0922 invoice must be equal to 7 in sales line document type invoice.
15:14Document number is the same, because in one document there are multiple lines.
15:18Line number is 20,000, because it is the next line.
15:2120,000, current value is 0.
15:23This means that the second line is for 10,000 plus 10,000 plus 10,000,
15:3020,000, 20,000, 30,000.
15:32This means that the other line is for 10,000, 20,000, 30,000.
15:34This means that the two line have been assigned to the other line.
15:36In this case, there are two lines.
15:36As I see that in two lines, notice that there are two lines,
15:37Invoice document, and if you blank it in quantity to invoice,
15:40you blank it will show the system document.
15:43You can see the system document.
15:44This means that the two issues were made,
15:47You can see that there are two issues.
15:50Invoice missing.
15:51is
15:53that
15:54the
15:55data
15:57data
15:57data
15:57data
15:58data
15:58data
15:59data
16:09data
16:09reporting
16:09data
16:10data
16:10data
16:10data
16:10data
16:10data
16:10Look, this is a different thing, but this way you will get to know that if you don't like it,
16:17we will check the main quantity of the main quantity.
16:27Now, because it is an invoice document, it is not an order document.
16:34If you have a normal invoice, you will get the whole quantity to invoice.
16:41But there is no other case, other scenario.
16:44So, in this way, you can check your issues.
16:49You can see a document in the sales port.
16:54The sales port is on the first page.
16:57I am using this in the Kronos system.
17:00You can also check the sales port or purchase port.
17:02You can also check the purchase port.
17:06You can check the other documents.
17:08Now, in the purchase port, there is no open entry.
17:16Let's open the sales port.
17:20Let's check here.
17:24Let's check that section is coming.
17:29Okay?
17:31So, I am not showing the quotation in the quotation.
17:34Okay?
17:36No issue.
17:38Now, let's check the quotation.
17:40Because we normally do a proposal,
17:45then you can see that you can check the design.
17:48You can check the sales order.
17:51Because the system is not in the same place.
17:52You will not get the same.
17:53You will not get the same.
17:54Because we have a normal feature activated.
17:58The programming,
17:59where you can write the coding,
18:02you will show the same thing.
18:04You will show the same.
18:06This is the sales order.
18:08You will show the purchase order.
18:10I will show the purchase order.
18:15I will show the purchase order.
18:17Sorry.
18:18The purchase order,
18:19you can see here.
18:20One time, we will check the blanket.
18:23These are the agreements based documents.
18:31These are the agreements based documents.
18:41You can see here.
18:43The purchase order documentation.
18:44The purchase order documentation.
18:45The purchase orders documentation.
18:46The purchase invoice documentation.
18:47The sales invoice documentation.
18:49As long as you can see,
18:50the orders are in terms of the invoice mountain.
18:51Then there is a normal rule available.
18:53And also,
18:54the lemmos of the lemmos target.
18:55Now, I also check a blanket order,
18:57I can check a blanket order.
19:00That's the memo on.
19:03If someone has a dummy data, I need a dummy data to create time waste now.
19:14If you have a sample company, you can check it on your screen.
19:23If you have one, you can open the screen and see it.
19:30If you have a sample company, you can check it on your screen.
19:37Blanket Purchase Order screen is not visible.
19:42Quotation and Blanket Purchase Order screen is not visible.
19:46Purchase and Sales Order are one way activated.
19:49So, if you want to think about Sales Order, then Purchase Order not visible.
19:52If Sales Code is not visible, then Purchase Code is not visible.
19:55If you want to see it, then Purchase Blanket Order will not visible.
19:59Now, we have a memo.
20:05Check it out.
20:07Click the new button and check it out.
20:11You can see it on the screen.
20:13I need to see it on the screen that it is not visible.
20:17This means that this is the Purchase Credit memo.
20:21That is the Purchase Credit memo.
20:23If you've used the return, then you can check it out.
20:29We have the purchase return, we can check the receipt and document.
20:36We can see the post-it document.
20:38We can check the document.
20:41We can check the maximum document.
20:46We can check the post-it and purchase receipt.
20:49We can check the post-it document.
20:51We can check the document.
20:52We have to view it because it is already posted.
21:02I don't see the post-it purchase receipt.
21:07Let's check the post-it purchase invoice.
21:12If we have the post-it purchase invoice, then we can check the sale invoice.
21:17We have to view it.
21:20We have to view it.
21:20We have to view it.
21:21We just see the information.
21:26Now what happens to the post-it document,
21:29it's a bad thing to do.
21:31We can check the error when the document is created.
21:33When the error was created,
21:35the error came before we have to do it.
21:41The post-it document,
21:43I don't have a question in the document because it's not logically correct because you have
21:50the issue in the creation of the document and the creation of the document has resolved
21:54and then post it.
21:56So when it's solved, it doesn't have to store it.
21:59If it doesn't have to store it, it doesn't have to show it in the poster document.
22:05So in this way, you have to create a document where you create a document,
22:09you have to create a document where you have to create a document,
22:14whether it's an item related document, invoice, order,
22:19this type of document memo, return order,
22:22purchase related or sales related,
22:24if it's a journal related, then it's a journal related.
22:28But if it's a voucher on the screen,
22:30then you can check it out.
22:31So if I can check it out on the journal voucher,
22:36then you can check it out on the journal voucher.
22:45You can check it out on the journal page.
22:47If you see if you find this voucher,
22:48then you can check it out on the journal page.
22:50Here you can check it out on the journal page.し
22:52Tremplate name, general, journal, then
22:57you can check it out on the journal page. If
23:00you find this word, then
23:02you can check this documentário-
23:05voucher screen
23:08on the screen.
23:08I checked the general one.
23:10One more check.
23:12Maximum payment journal,
23:16payment voucher
23:19or
23:25general voucher use.
23:27Bank payment, cash payment.
23:29I'm checking the sector.
23:31I'm using the bank.
23:32The most used.
23:36You can check the bank received,
23:38cash received voucher.
23:40You can check the contra voucher.
23:42You can check the voucher screen.
23:43You can check the voucher screen.
23:44I have already
23:46set up to activate it.
23:51General check, document check.
23:53There are two words.
23:54For journals,
23:55where there are entries, accounting entries,
23:57create single entry mode or double entry mode.
24:00Excluding any
24:02item related
24:03information there.
24:06Also,
24:08to do
24:10journal check,
24:11section will be here.
24:13Fact, box,
24:13area and there.
24:17You can check the journal check option.
24:33foreign
24:40foreign
24:59If you can work on any screen,
25:03then you can activate it.
25:07For voucher interface,
25:10you can check on vouchers.
25:11For example, I have shown you bank payment, bank receipt,
25:16cash payment, cash receipt, contract,
25:19all of them are not shown.
25:20Because their template is a journal journal
25:24or a payment journal.
25:26In the journal journal setup,
25:28clearly mentioned information.
25:31I will show you.
25:35Here is a clear information.
25:39It will show you where you are.
25:46Specifies whether business central validates the data
25:49you enter in documents and journals.
25:52While you type for documents,
25:53you can turn on check and messages will be shown in the document.
25:58Check fact box.
25:59So documents, items related,
26:02invoice order, memo, written order,
26:05you can go to my notification,
26:08enable data check.
26:09And for journals,
26:12the book for journals.
26:14This information is for journals.
26:17For journals.
26:22Journals.
26:23Messages are always shown in journal check.
26:26Fact box.
26:28This way you will get it.
26:31Okay?
26:32Bye.
26:34Bye.
26:35Bye.
26:37Bye.
26:39Bye.
26:44Bye.
26:45Bye.
26:46Bye.
26:46Bye.
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