Configuring Microsoft Dynamics Business Central

Microsoft Dynamics Business Central. So we're following the MBA 800 exam structure where we we are still in setup business central business 2025 and creating and configuring a new company. The next step we're going to explore is create journal opening balance. So the business center includes several batch jobs that are provided to help in the transfer of legacy account. balances to a newly configured company and you can easily transfer this to the app with the customer journal or vendor journal or the item channel or gl account journal so it's the same topic we'll be using configuration packages to transfer data from one company to another one so i'm i'm gonna use the same company cronos to transfer or you can say to create a journal opening balance will export from this company and put into a new company which is totally brand new and we'll see how it works so first of all we need to go to the tell me option and then we go to config pack configuration package and then we can create a new package let's say my pack our name is well my pack now I'm gonna look for item channel if you click three dots you can go to the that out and you search for a item journal line and then click Next so if you see that we've got so many uh fields included and obviously everything's okay so i'm just going to import the whole thing so we can learn how to export export sorry i'm going to explore the whole thing and then we're going to how to import into another company you can click click this and see is that there that's in regards to items and it is an item journal it gives you different dates Entry type, documents number, item number, description, location code, quantity and received and everything. You can just go over it and it will tell you what it is for. That's like a tooltip. So we go back and then export to Excel. Compact one. Yeah. export it so now we're going to go to the other company we created as with no data As usual I've created the same company like create new no data except that Open the new data company. All right. So now we're going to go to configuration package again click there add a new package my pack um we can try again from here to just import the package straight away um let's see what it does to my packs there import and apply data there must be errors obviously we just imported and exported the data so we need to fix those errors once we know what we did so here if we click double package records if you click that you will see some information so this information is imported from the other side which we exported from corners company and you can see the dates um already saying posting date was these and to type is this document number and description navigation etc if you go right you will see loads of other things quantity invoice quantity etc etc etc press ok so i've deleted this one now we're gonna go to the other side uh the other way about how we done the previous ones so if you go there search for item channel lines and click that and then if you import now again let's see what it does so if you import and for the same file here we go that's our data which was imported from a table from corner's website so the class website that is there so this is how we create the journal opening balances importing and exporting sorry so we'll go to the next side of the same this item journal lines but before that we have to apply that package this is how we import and export that from one company to another company um for item journal lines so if we go to talmy and let's say item journal line it's going to ask for uh to create a new general line so what what kind of line we're creating sales purchase positive add adj empty or negative so we'll keep to sales just for any document number at the moment obviously we're just learning posting date 11th of 10th and document type is this and what we're doing is item journal default and then standard item journal that's okay you item created right if you go back on the main screen and search for item journals so we can see the journal this is the journal we exported from other side of the company and you can see the posting that shows is um the day it was posted that means these items are posting balance was whatever was their amount it was on that day that day would be let's say if you're moving from coronas to new company uh that it should be that day uh date uh specifically uh because that is your opening balance and then because it hits uh on one side the opening balance um it goes to different accounts it goes to GL accounts and chart of accounts as well so and then it goes plus minus when you buy something or sell something or whatever the amount goes up and down positive negative and balance it up but you need to have opening balance first obviously when you start a new company to provide the basic information so the first thing is you need to have journals window customer item or GL to provide the first opening balance which is very important and you should have a date so that when you pull it down to different entries through different posting groups then at least you have the base that where you started your fiscal year from this amount and then you can see on chart of accounts it gives you different amounts for the time being our chart of account in this new company we see it's uh it should be empty yeah it's empty because it's a brand new company and we just uh importing and exporting data from different companies to just starting our company so um the important thing is uh just make sure you always check the date and what item obviously the name of the item and details and the amount of the opening balance. You can also see the if you create a journal line. So item journal line. So let's create a new one. We start from here let's see. Entity type is sale, document number, that's for unique one and posting date I'm gonna put it to 1st of November and document type it goes for that, that's fine. Item and best time default and standard item journal we are using what we created. It's just a random one I've created so now we need the item, which item you want to create. So... let's put the screw one true and static group truce random number let's find the vendor number i'll put the first one that's okay one will be running not valid check the front correct the immediate okay screw is not valid for the static group okay we need to get a group um okay let's see that try empty so we tried it empty out of the new line successfully created okay if we go to configuration worksheet now so we can see the line item down lines there so we just assign the package yup and then apply that The next thing then you go back to where you were before Journal and then what have you done you a new line of our just do the post Yeah This is another of a major of you know major in some of this so once it's fixed it will go through the account but the problem is it is just the understanding of important next point at the moment uh but when you have set up the chart of accounts and your accounts uh then you can actually force that data to uh through your accounts as well and then it goes to chart of guns so thank you for watching my video and we'll go to the next topic in the next video which is managed security so we go towards the how to create users set up users and assign permissions and security etc

You can just go over it and it will tell you what it is for. That's like a tooltip. So we go back and then export to Excel. Compact one.

Yeah. export it so now we're going to go to the other company we created as with no data As usual I've created the same company like create new no data except that Open the new data company. All right. So now we're going to go to configuration package again click there add a new package my pack um we can try again from here to just import the package straight away um let's see what it does to my packs there import and apply data there must be errors obviously we just imported and exported the data so we need to fix those errors once we know what we did so here if we click double package records if you click that you will see some information so this information is imported from the other side which we exported from corners company and you can see the dates um already saying posting date was these and to type is this document number and description navigation etc if you go right you will see loads of other things quantity invoice quantity etc etc etc press ok so i've deleted this one now we're gonna go to the other side uh the other way about how we done the previous ones so if you go there search for item channel lines and click that and then if you import now again let's see what it does so if you import and for the same file here we go that's our data which was imported from a table from corner's website so the class website that is there so this is how we create the journal opening balances importing and exporting sorry so we'll go to the next side of the same this item journal lines but before that we have to apply that package this is how we import and export that from one company to another company um for item journal lines so if we go to talmy and let's say item journal line it's going to ask for uh to create a new general line so what what kind of line we're creating sales purchase positive add adj empty or negative so we'll keep to sales just for any document number at the moment obviously we're just learning posting date 11th of 10th and document type is this and what we're doing is item journal default and then standard item journal that's okay you item created right if you go back on the main screen and search for item journals so we can see the journal this is the journal we exported from other side of the company and you can see the posting that shows is um the day it was posted that means these items are posting balance was whatever was their amount it was on that day that day would be let's say if you're moving from coronas to new company uh that it should be that day uh date uh specifically uh because that is your opening balance and then because it hits uh on one side the opening balance um it goes to different accounts it goes to GL accounts and chart of accounts as well so and then it goes plus minus when you buy something or sell something or whatever the amount goes up and down positive negative and balance it up but you need to have opening balance first obviously when you start a new company to provide the basic information so the first thing is you need to have journals window customer item or GL to provide the first opening balance which is very important and you should have a date so that when you pull it down to different entries through different posting groups then at least you have the base that where you started your fiscal year from this amount and then you can see on chart of accounts it gives you different amounts for the time being our chart of account in this new company we see it's uh it should be empty yeah it's empty because it's a brand new company and we just uh importing and exporting data from different companies to just starting our company so um the important thing is uh just make sure you always check the date and what item obviously the name of the item and details and the amount of the opening balance. You can also see the if you create a journal line.

So item journal line. So let's create a new one. We start from here let's see. Entity type is sale, document number, that's for unique one and posting date I'm gonna put it to 1st of November and document type it goes for that, that's fine. Item and best time default and standard item journal we are using what we created.

It's just a random one I've created so now we need the item, which item you want to create. So... let's put the screw one true and static group truce random number let's find the vendor number i'll put the first one that's okay one will be running not valid check the front correct the immediate okay screw is not valid for the static group okay we need to get a group um okay let's see that try empty so we tried it empty out of the new line successfully created okay if we go to configuration worksheet now so we can see the line item down lines there so we just assign the package yup and then apply that The next thing then you go back to where you were before Journal and then what have you done you a new line of our just do the post Yeah This is another of a major of you know major in some of this so once it's fixed it will go through the account but the problem is it is just the understanding of important next point at the moment uh but when you have set up the chart of accounts and your accounts uh then you can actually force that data to uh through your accounts as well and then it goes to chart of guns so thank you for watching my video and we'll go to the next topic in the next video which is managed security so we go towards the how to create users set up users and assign permissions and security etc

Transcript for:Configuring Microsoft Dynamics Business Central

Transcript for:
Configuring Microsoft Dynamics Business Central