• Michael Intravartolo

A Shot of Business Central and A Beer - Episode 5

Updated: Jun 1


S4E5 A Shot of Business Central and A Beer



Intro

Ken and Michael here for Episode 5 of a Shot of Business Central and A Beer. Today we’re talking a little Business Central news, we’re taking a look at Business Central Apps for tracking expenses, we have a listener submitted Stump Ken question, and will be talking about a few manufacturing things. So if you are in the manufacturing industry, I’d stick around. But before we get into the Business Central things it looks like my co-host Ken has brought an interesting beer for us today. Tell us a little bit about this beer Ken.


Contents Section

  • Beer Review Segment: 32 second mark

  • A Shot of Business Central Segment: 7 minute 42 seconds mark

  • Business Central Feature - Assembly vs Manufacturing Segment: 24 minute 08 seconds mark

  • Business Central Apps Segment - Expense Reporting: 44 minute 14 seconds mark

  • Stump Ken Question Segment: 50 minute 35 seconds mark




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Show Notes

Segment 1 – Craft Beer


Beer: OHH-MEGA Haze

  • BrickStone Brewery – Bourbonnais, IL

  • Hazy, New England, IPA

  • Creative collaboration with the Omega Yeast Crew. Brewed with heavy oats and Omega KVEIK yeast, then double dry hopped with Cryo Citra and Mosaic.

  • Beer Reviews: Ken = 90 rating, Michael = 86 rating




Segment 2 – A Shot of Business Central with Ken Sebahar

  • Cumulative Update 10 for Microsoft Dynamics 365 Business Central on-premises released.

  • Multiple windows release in October version.




Segment 3 – Business Central Feature: Assembly Orders Vs Production Orders (Manufacturing)

  • Production Orders and Assembly Orders are internal orders


About Production Orders (Job or Work Orders)

Production orders are used to manage the conversion of purchased materials into manufactured items.

Production orders route work through various work or machine centers (facilities) on the shop floor.


Before proceeding with production, most companies perform supply planning, typically once a week, to calculate how many production orders and purchase orders to execute to fulfill that week’s sales demand.


Purchase orders supply the components that are required according to the production BOM to produce the end items.


Production orders are the central components of the program's manufacturing functionality and they contain the following information:

  • Products planned for manufacturing

  • Materials required for the planned production orders

  • Products that have just been manufactured

  • Materials that have already been selected

  • Products that have been manufactured in the past

  • Materials that were used in previous manufacturing operations

Production orders are the starting points for:

  • Planning future manufacturing

  • Controlling current manufacturing

  • Tracking of finished manufacturing

Limitations on Production Order Creation


Production orders are automatically reserved and tracked to their source when:

  • Created from the Planning Worksheet

  • Created with the order function in the Sales Order Planning window

  • Created from the Order Planning window

  • Using the Replan function on Production Orders


About Assemble to Order


An assembly BOM defines which items and resources are required to assemble the parent item. A resource cannot be a machine or work center.


You do not need to have a resource defined, meaning the assembly BOM will simply contain a list of sub-components. If a customer requests a slightly different version of an item, you have the flexibility to modify the assembly order on a per-sales order basis. This is a good option if you only need to plan for the combination of simple components, without the need for manufacturing.


You typically use assemble to order for items that you do not want to stock because you expect to customize them to customer requests or because you want to minimize the inventory carrying cost.


The supporting Business Central functionality includes:

  • Ability to customize assembly items when taking a sales order.

  • Overview of availability of the assembly item and its components.

  • Ability to reserve assembly components immediately to guarantee order fulfillment.

  • Function to determine profitability of the customized order by rolling up price and cost.

  • Integration to the warehouse to make assembly and shipping easier.

  • Ability to assemble to order at the point of making a sales quote or a blanket sales order.

  • Ability to combine inventory quantities with assemble-to-order quantities.

In the assemble-to-order process, the item is assembled in response to a sales order and with a one-to-one link between the assembly order and the sales order.


When you enter an assemble-to-order item on a sales line, an assembly order is automatically created with a header that is based on the sales line and with lines that are based on the item’s assembly BOM multiplied by the order quantity. You can use the Assemble-to-Order Lines page to see the linked assembly order lines to support you in customizing the assembly item and in a delivery date that is based on component availability information.



Segment 4 – Featured Business Central Apps: Expense Reporting

Important Expense Features

  • Ability to capture receipts

  • Ability to add Expenses and mileage

  • Ability to Approve Expenses from anywhere


Continia Expense Management 365

  • Free Trial Available

  • Took 5 Minutes to install

  • Installed 3 total apps: Expense Management, Document Capture, and Core.

  • Two Expense Management Apps in Apple Store – confusing as to which one to use.

  • Appears to be really well integrated with Business Central


Zetadocs Expenses

  • Free Trial Available

  • Installed in two minutes

  • Can take pictures of receipts using the separate App

  • Has an Expenses Customer Portal

  • Not as integrated within Business Central as other Apps


OmniFY Expense Reports

  • Free Trial Available

  • Installed in two minutes

  • Does not have a separate mobile app so can’t take pictures of receipts and documents.

  • Simple setup.


Segment 5 - Stump Ken Question:


This week we have a submission from a listener named Cheryl. Cheryl wants to know is it possible to use the Copy Document function in Business Central even when some lines are blocked?


For Example: You want to use the Copy Document function (on a Sales Order) to create a new document based on an existing document. Are you able to do this if the existing document lines have any items or resources blocked?


Answer: Not yet. It's a feature coming in the October Business Central release. Learn more about using the Copy document function even when some lines are blocked here.


Closing Statement

  • Thanks for listening everyone and just like last week let us know what you like, didn’t like or want to see going forward. Also, don’t forget to subscribe to the podcast.


Do you have some questions regarding Microsoft Dynamics 365 Business Central? Let us know below or click here to schedule a phone chat!



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