Comments
We have a lot customer convert from GP to BC. GP's management reporter is very easy to use. But in BC they have to consider JetReport (with extra cost) or PowerBI (need developer help them), majority we can use Financial Report (Prior NAV's Account schedule) to build. But formula in BC/NAV is really not user friendly. Also, many function with MR (such as add Vendor ID/Customer ID into drill down detail, or group by vendor ID for expense, group by customer ID for sales etc.) can't do with BC Financial report.Hope Microsoft can get MR work with BC (Similar as FO or prior GP). Or improve Financial report function.
Although BC default has Dimension correction tool. Our customer still asked us to create customization for them to modify Dimension value. From Customer ledger, Vendor ledger or Item ledger, select the line they want to change. Click on Edit dimension (customized button), they can change value, then click on update. The change will flow to GL and other subledger tables.
For our customers, there are 2 option.Manual: change PO or SO line Qty to Same as posted shipment/invoice, change remainning Qty = 0 Create Customization: add a button 'Mass Close SO' ' Mass Close PO'. In Pop up window, type in range. The selected range will show in SO list or PO list. Click on 'Process'. Customization will do, Change remainning Qty to 0. Move SO/PO from open list to Archived SO/PO. Move Sales line/Purchase line to Archived Sales line/Purchase line.