diff --git a/business-central/LocalFunctionality/France/france-local-functionality.md b/business-central/LocalFunctionality/France/france-local-functionality.md index dfc446a70c..fa87d1472b 100644 --- a/business-central/LocalFunctionality/France/france-local-functionality.md +++ b/business-central/LocalFunctionality/France/france-local-functionality.md @@ -1,21 +1,18 @@ --- title: France Local Functionality -description: The following topics describe the various local functionality in the French version of Business Central. +description: This article describes the various local functionalities in the French version of Business Central. author: sorenfriisalexandersen - - -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na -ms.search.keywords: -ms.date: 06/18/2021 ms.author: soalex +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: conceptual +ms.date: 12/21/2022 +ms.custom: bap-template --- # France Local Functionality -The following topics describe local functionality that is unique to the French version of [!INCLUDE[prod_short](../../includes/prod_short.md)]. +The following articles describe local functionality that is unique to the French version of [!INCLUDE[prod_short](../../includes/prod_short.md)]. ## Feature Availability @@ -23,7 +20,7 @@ The following topics describe local functionality that is unique to the French v * [Export General Ledger Entries for Tax Audits](how-to-export-general-ledger-entries-for-tax-audits.md) **Available Now** * [Export General Ledger Entries to an XML File](how-to-export-general-ledger-entries-to-an-xml-file.md) **Available Now** * [Requirements for Reporting Declaration of Trade in Goods](requirements-for-reporting-declaration-of-trade-in-goods.md) **Available Now** - * Reporting Declaration of Services DES **2022 release wave 2** + * [Reporting Declaration of Services DES](../../finance-how-setup-use-service-declaration.md) **Available Now** * Banking & Payments * [Set Up Payment Addresses](how-to-set-up-payment-addresses.md) **Available Now** diff --git a/business-central/LocalFunctionality/Italy/electronic-invoicing.md b/business-central/LocalFunctionality/Italy/electronic-invoicing.md new file mode 100644 index 0000000000..7bb81d7a4f --- /dev/null +++ b/business-central/LocalFunctionality/Italy/electronic-invoicing.md @@ -0,0 +1,39 @@ +--- +title: Electronic Invoicing [FatturaPA] +description: Business Central supports FatturaPA so that you can export sales invoices and credit memos as electronic documents in accordance with Italian rules. +author: altotovi +ms.author: altotovi +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 12/21/2022 +ms.custom: bap-template + +--- +# Electronic Invoicing (FatturaPA) in the Italian Version + +This article provides information that will help you to get started with Electronic invoicing for Italy in [!INCLUDE[prod_short](../../includes/prod_short.md)]. +Electronic invoice in Italy is named as FatturaPA. **FatturaPA** stands for **Fatturazione Elettronica verso la Pubblica Amministrazione** and translated means: “Electronic invoice to the public administration”. The term covers all technical and organizational measures for electronic invoicing to public administration. Authorities only accept e-invoices through the Sistema di Interscambio (SDI) platform, which is the official exchange system. + +## To set up electronic invoicing + +1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fattura Setup**, and then choose the related link. +2. On the **Fattura Setup** page, on the **General** FastTab, in the **Self-Billing VAT Bus. Group** field, specify the **VAT Business Posting Group** that is used for VAT entries related to self-billing documents. +3. In the **Company PA Code** field, specify the code to be reported in the **CodiceDestinetario XML** node for self-billing documents. +4. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fattura Document Type List**, and then choose the related link. +5. Create the different type of electronic documents using the following columns: + + |Field|Description| + |------------------------------------|---------------------------------------| + |**No.**| Specifies the document type code that will be exported to the XML file.| + |**Description**|Specifies a description of the document type. You can enter a maximum of 250 characters, both numbers and letters.| + |**Invoice**|Specifies the document type that is the default for invoices.| + |**Credit Memo**|Specifies the document type that is the default for credit memos.| + |**Self-Billing**|Specifies the document type that is the default for self-billing documents.| + |**Prepayment**|Specifies the document type that is the default for prepayments.| + +[!INCLUDE[footer-include](../../includes/footer-banner.md)] + +## See Also + +[Italy Local Functionality](italy-local-functionality.md) diff --git a/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md b/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md index f11dcd9690..d50a13ee1f 100644 --- a/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md +++ b/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md @@ -1,18 +1,15 @@ --- + title: Generate Electronic Invoices [MX] description: After you post a sales invoice in the Mexican version, you must generate an electronic invoice that will be sent to the customer. -author: edupont04 - +author: altotovi +ms.author: altotovi +ms.reviewer: bholtorf ms.service: dynamics365-business-central -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na -ms.search.keywords: +ms.topic: how-to +ms.date: 12/21/2022 +ms.custom: bap-template ms.search.form: 132, 25 -ms.date: 06/01/2022 -ms.author: edupont - --- # Generate Electronic Invoices in the Mexican Version @@ -60,6 +57,35 @@ Mexican companies must be able to receive payments in accordance with CFDI Withh 2. Find a payment that you applied to the electronic invoice, and then select this line. 3. Choose the **Send** action, and then specify if you want to also request a digital stamp for the payment. +## Registering export (Comercio Exterior Complement) + +The Comercio Exterior Complement is an annex to the electronic invoice. It identifies importers and exporters and improves the description of the merchandise that is traded. The Comercio Exterior Complement is a key obligation for taxpayers who export merchandise. + +To set up Comercio Exterior Complement, follow these steps: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **General Ledger Setup**, and then choose the related link. +2. On the **Electronic Invoice** FastTab, in the **USD Currency Code** field, choose the USD currency you want to use. It can be different than *USD*. For example, it might be *USD-CFDI*. +3. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Units of Measure**, and then choose the related link. +4. In the **SAT Customs Unit** field, choose the unit of measure from the **SAT Custom Units** table for foreign trade operations. + +To create Comercio Exterior Complement: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Sales Invoices**, and then choose the related link. +2. Create a sales invoice with all details ready for export. +3. In the **CFDI Export Code** field, choose a value related to your type of export. Validation of this field sets values on the **Foreign Trade** FastTab, but you can change it. For example, if the **CFDI Export Code** contains **04** as a value. The **Foreign Trade** is also used for **Carta Porte Complement**. +4. If you configure a foreign trade invoice, you must fill in the following fields. + + |Field|Description| + |------------------------------------|---------------------------------------| + |**Transit-to Location**|Specifies the customer’s location with their address and postal code.| + |**SAT International Trade Terms (Incoterms)**|You can specify one of the options from the new Incoterms catalog.| + |**Exchange Rate USD (reversed value for Currency Factor)**|This value is assigned from the **USD Currency Code** exchange rates. You can change this value if needed.| + +5. After posting the document and getting a stamp, you will get an XML file with the Comercio Exterior Complement. + +> [!NOTE] +> If you want to create an invoice for foreign trade, the **CFDI Export Code** field must be different from **01** because that value is used for domestic invoices only. + ## See Also [Set Up Electronic Invoicing](how-to-set-up-electronic-invoicing.md) diff --git a/business-central/LocalFunctionality/Russia/how-to-set-up-tax-register-sections.md b/business-central/LocalFunctionality/Russia/how-to-set-up-tax-register-sections.md index 835c0fdbb7..14e293206e 100644 --- a/business-central/LocalFunctionality/Russia/how-to-set-up-tax-register-sections.md +++ b/business-central/LocalFunctionality/Russia/how-to-set-up-tax-register-sections.md @@ -46,7 +46,7 @@ The following procedure shows how to set up tax register sections. 8. In the **Tax Register Names**window, you can add new registers to the list. To create a new tax register, do one of the following: 1. Place the cursor in an empty line at the end of the register list and enter the information on the new register. - 2. Place the cursor on the register you want to create the new one after. Then press F3 and enter the information on the new register. + 2. Place the cursor on the register you want to create the new one after. Then select F3 and enter the information on the new register. 9. Enter the fields described in the following table. diff --git a/business-central/LocalFunctionality/Russia/item-general-ledger-turnover.md b/business-central/LocalFunctionality/Russia/item-general-ledger-turnover.md index cf91b72c1b..c4bbe281cc 100644 --- a/business-central/LocalFunctionality/Russia/item-general-ledger-turnover.md +++ b/business-central/LocalFunctionality/Russia/item-general-ledger-turnover.md @@ -51,7 +51,7 @@ The window contains fields with the information listed in the following table. Y To display the selected item card -- Choose the **Item** button and then **Card** (Shift+F5 Hot Key). +- Choose the **Item** button and then **Card** (Shift+F5 key). To print the **Item Turnover (Qty.)** or **Item Turnover Checklist** reports. diff --git a/business-central/LocalFunctionality/Russia/russian-payables-reports.md b/business-central/LocalFunctionality/Russia/russian-payables-reports.md index cf5a18a52c..c061da83dd 100644 --- a/business-central/LocalFunctionality/Russia/russian-payables-reports.md +++ b/business-central/LocalFunctionality/Russia/russian-payables-reports.md @@ -40,7 +40,7 @@ The lines of the window contain the information listed in the following table. The following procedure shows how to access the window with the option for the **Vendor** action. -- Choose the **Vendor** action, choose the **Vendor G/L Turnover** action, and then choose the **Card** action (SHIFT+F5 Hot Key) to view the vendor card for the selected line. +- Choose the **Vendor** action, choose the **Vendor G/L Turnover** action, and then choose the **Card** action (Shift+F5 keys) to view the vendor card for the selected line. ## Vendor General Ledger Turnover Report (Report 12451) diff --git a/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md b/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md index f60440c743..9a18d62f79 100644 --- a/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md +++ b/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md @@ -18,7 +18,7 @@ Her Majesty's Revenue and Customs (HMRC) has implemented the first steps of *Mak * Keeping records digitally - Businesses must now keep all their records digitally. For users of finance systems, such as [!INCLUDE [prod_short](../../includes/prod_short.md)], this requirement will not have any impact since they already keep their records digitally in these systems. + Businesses must now keep all their records digitally. For users of finance systems, such as [!INCLUDE [prod_short](../../includes/prod_short.md)], this requirement is already met because they already keep their records digitally. * Submit VAT return electronically using [software recognized by HMRC](https://www.gov.uk/guidance/software-for-sending-income-tax-updates). Since 2021, the electronic statements must also include information that helps prevent fraud. For more information, see [Send Fraud Prevention Data](fraud-prevention-data.md). @@ -27,7 +27,7 @@ Since 2021, the electronic statements must also include information that helps p ## Making Tax Digital for VAT capabilities in Dynamics 365 Business Central -In [!INCLUDE[prod_short](../../includes/prod_short.md)] you can use the VAT Return report for creating VAT reports. The Making Tax Digital VAT features extend this capability to communicate with HMRC. For example, the Making Tax Digital VAT extension lets you: +In [!INCLUDE[prod_short](../../includes/prod_short.md)], you can use the VAT Return report for creating VAT reports. The Making Tax Digital VAT features extend this capability to communicate with HMRC. For example, the Making Tax Digital VAT extension lets you: * Retrieve VAT obligations from HMRC * Get reminded about VAT obligations that are approaching or already past due @@ -41,18 +41,14 @@ In [!INCLUDE[prod_short](../../includes/prod_short.md)] you can use the VAT Retu The *Making Tax Digital* integration uses a service connection to communicate with HMRC. To make it easy to establish communications, [!INCLUDE[prod_short](../../includes/prod_short.md)] provides the **HMRC VAT Setup** service connection, which contains most of the information needed to communicate with HMRC. To finish the connection, you must give the **Dynamics 365 Business Central MTD VAT** application the authority to interact with HMRC on your behalf. Microsoft manages the **Dynamics 365 Business Central MTD VAT** application on the HMRC web site, and the application is a requirement for the connection. You give permission by requesting an authorization code from HMRC, and then copying the code to the service connection. The following steps describe how to set up the service connection. > [!NOTE] -> If you are using [!INCLUDE [prod_short](../../includes/prod_short.md)] on-premises, there are some additional steps to set up the features for Making Tax Digital. In [!INCLUDE [prod_short](../../includes/prod_short.md)] online, these happen automatically. For more information, see the [Additional Setup Requirements for On-Premises Versions](#additional-setup-requirements-for-on-premises-versions) section. +> The following procedure describes the steps to set up Making Tax Digital in [!INCLUDE [prod_short](../../includes/prod_short.md)] online. If you're using [!INCLUDE [prod_short](../../includes/prod_short.md)] on-premises, there are some additional steps. For more information, see the [Setup requirements for on-premises versions](#setup-requirements-for-on-premises-versions) section before you start to set up the service connection. 1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Service Connections**, and then choose the related link. 2. On the **Service Connections** page, choose **HMRC VAT Setup**. - - > [!NOTE] - > If you use [!INCLUDE[prod_short](../../includes/prod_short.md)] on-premises, you must also provide a client ID and client secret. If you are not sure what these are, contact your partner. - 3. To open a GOV.UK website and request an authorization code, choose **Process**, then **Request Authorization Code**, and then choose **Continue**. 4. Sign in with your HMRC credentials. To allow the **Dynamics 365 Business Central MTD VAT** application to interact with HMRC on your behalf, choose **Grant authority**. 5. A confirmation page displays "Authorization granted" and an authorization code. To copy the authorization code, choose **Copy**. -6. Return to the service connection you are setting up, and paste the authorization code in the **Enter Authorization Code** field. Then choose **Enter**. Note, that the authorization code is valid for 10 minutes and must be entered into [!INCLUDE[prod_short](../../includes/prod_short.md)] before expiry in order to set up the connection correctly. +6. Return to the service connection you are setting up, and paste the authorization code in the **Enter Authorization Code** field. Then choose **Enter**. Note that the authorization code is valid for 10 minutes. To set up the connection, you must enter the code in [!INCLUDE[prod_short](../../includes/prod_short.md)] before it expires. > [!NOTE] > [!INCLUDE[prod_short](../../includes/prod_short.md)] will use the authorization code to test whether the service connection can communicate with HMRC. If the connection is successful, a confirmation page prompts you to verify your VAT registration number. To open the **Company Information** page and verify the number is correct, and the one you have used to register with HMRC, choose **Yes**. @@ -62,7 +58,7 @@ You must also fill in the fields on the **VAT Report Setup** page. [!INCLUDE [to > [!IMPORTANT] > Starting in March 2022, the **User IP Address Service** must specify an endpoint for the service that your company uses to extract and submit the IP address of the user who sends the VAT report. For more information, see [IP addresses](fraud-prevention-data.md#ip-addresses). -### Additional setup requirements for on-premises versions +### Setup requirements for on-premises versions 1. You must add a VAT report configuration on the **VAT Reports Configuration** page. @@ -83,6 +79,12 @@ You must also fill in the fields on the **VAT Report Setup** page. [!INCLUDE [to e. Optional: If you want to automatically update the information about VAT obligations, specify how often to do so in the **Update Period Job Frequency** field, and then specify codeunit **10535** in the **Auto Receive Codeunit ID** field. f. Fill in the remaining fields as necessary. [!INCLUDE[tooltip-inline-tip](../../includes/tooltip-inline-tip_md.md)] +3. Create an application registration for Business Central in Azure portal. For more information, see [Registering Business Central On-Premises in Azure AD for Integrating with Other Services](/dynamics365/business-central/dev-itpro/administration/register-app-azure). When you set up the service connection in [!INCLUDE [prod_short](../../includes/prod_short.md)], you'll need the following information from the registration: + + * Client ID + * Client Secret + * Redirect URL + ## VAT obligations HMRC maintains a list of VAT obligations for companies, which are the periods for which they must report VAT and the due date for the report. HMRC exposes this information through their APIs, which enables [!INCLUDE[prod_short](../../includes/prod_short.md)] to retrieve the obligations. [!INCLUDE[prod_short](../../includes/prod_short.md)] stores VAT obligations as **VAT Return Periods**, and uses them to: @@ -103,7 +105,7 @@ The VAT obligations are now retrieved from HMRC and you can view them on the **V ## VAT Returns -Use this report to submit VAT for sales and purchase documents, such as purchase and sales orders, invoices, and credit memos. +Use this report to submit VAT for sales and purchase documents. For example, purchase and sales orders, invoices, and credit memos. ### To create and submit a VAT return @@ -151,10 +153,10 @@ This integration to HMRC and support of Making Tax Digital for VAT does not incl * Group VAT scenarios - If your [!INCLUDE[prod_short](../../includes/prod_short.md)] submits VAT on behalf of a group of companies that share a VAT registration number (Group VAT), there is no built in mechanism for retrieving VAT entries from other companies in the group. There are currently no plans to support Group VAT, and we refer to Microsoft partners to add this functionality. + If you submit VAT on behalf of a group of companies that share a VAT registration number (Group VAT), there isn't a built-in way to retrieve VAT entries from companies in the group. There are currently no plans to support Group VAT, and we refer to Microsoft partners to add this functionality. * Agent services - Agents can submit VAT returns on behalf of their customers and HMRC has solutions for that. This is currently not supported by [!INCLUDE[prod_short](../../includes/prod_short.md)]. + Agents can submit VAT returns on behalf of their customers, and HMRC has agent services. [!INCLUDE[prod_short](../../includes/prod_short.md)] does not support agent services. ## Connection errors with HMRC @@ -164,7 +166,7 @@ If you experience "The operation has timed out" errors on an on-premises install Due to a limitation at HMRC, it is not possible to send test submissions of VAT Returns and test the integration in non-production scenarios. You can only send real VAT returns. -Certain online documentation at HMRC refers to the term *Sandbox*. This term refers to an environment for software developers such as Microsoft and others for testing their features during development. This environment is not intended for customer testing, and it is unrelated to [!INCLUDE[prod_short](../../includes/prod_short.md)] sandboxes. +Some online documentation at HMRC uses the term *Sandbox*. A sandbox is an environment that software developers, such as Microsoft and others, can use to test features during development. This environment is not intended for customer testing, and it isn't related to [!INCLUDE[prod_short](../../includes/prod_short.md)] sandboxes. ## See also diff --git a/business-central/TOC.md b/business-central/TOC.md index 621811b66e..afee69bb37 100644 --- a/business-central/TOC.md +++ b/business-central/TOC.md @@ -152,7 +152,7 @@ #### [Display Lists in Different Ways](across-display-lists-different-views.md) ### Run and Print Reports #### [Run and Print Reports](ui-work-report.md) -#### [Set Up Printers](ui-specify-printer-selection-reports.md) +#### [Set Up Default Printers](ui-specify-printer-selection-reports.md) #### [Schedule a Report to Run](ui-work-report.md#ScheduleReport) #### [Manage Saved Settings](reports-saving-reusing-settings.md) #### [View Test Reports Before Posting](ui-how-view-test-reports-posting.md) @@ -1649,7 +1649,11 @@ ### [Company Information](admin-company-information.md) ### [Create Number Series](ui-create-number-series.md) ### [Set Up Base Calendars](across-how-to-assign-base-calendars.md) -### [Set Up Printers](ui-specify-printer-selection-reports.md) +### Set Up Printers +#### [Overview](admin-printer-setup-overview.md) +#### [Universal Print Printers](admin-printer-setup-universal-print.md) +#### [Email Printers](admin-printer-setup-email.md) +#### [Set Up Default Printers](ui-specify-printer-selection-reports.md) ### [Set Up Online Maps](across-online-maps-setup.md) ### [Get Business Central on Your Mobile Device](install-mobile-app.md) ### [Get Business Central on Your Desktop](install-desktop-app.md) diff --git a/business-central/across-field-mapping-when-importing-sepa-camt-files.md b/business-central/across-field-mapping-when-importing-sepa-camt-files.md index 417473dde2..aed640dccf 100644 --- a/business-central/across-field-mapping-when-importing-sepa-camt-files.md +++ b/business-central/across-field-mapping-when-importing-sepa-camt-files.md @@ -1,22 +1,20 @@ --- - title: Field Mapping When Importing SEPA CAMT Files | Microsoft Docs - description: In European markets, you can import bank statement files in the regional SEPA standards (Single Euro Payments Area). - author: SorenGP - - - ms.topic: conceptual - ms.devlang: na - ms.tgt_pltfrm: na - ms.workload: na - ms.search.keywords: - ms.date: 04/01/2021 - ms.author: edupont +title: Field Mapping When Importing SEPA CAMT Files | Microsoft Docs +description: In European markets, you can import bank statement files in the regional SEPA standards (Single Euro Payments Area). +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: conceptual +ms.date: 01/06/2023 +ms.custom: bap-template --- # Field Mapping When Importing SEPA CAMT Files + [!INCLUDE[prod_short](includes/prod_short.md)] supports the regional SEPA standards (Single Euro Payments Area) for importing SEPA bank statements (CAMT format). For more information, see [Use the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md). - The SEPA CAMT standard itself has local variations. Therefore, you may have to modify the generic data exchange definition (represented by the **SEPA CAMT** code on the **Posting Exchange Definitions** page) to adapt it to a local variation of the standard. The following tables show the element-to-field mapping for tables 81, 273, and 274 in the SEPA CAMT implementation in [!INCLUDE[prod_short](includes/prod_short.md)]. + The SEPA CAMT standard itself has local variations. Therefore, you may have to modify the generic data exchange definition (represented by the **SEPA CAMT** code on the **Data Exchange Definitions** page) to adapt it to a local variation of the standard. The following tables show the element-to-field mapping for tables 81, 273, and 274 in the SEPA CAMT implementation in [!INCLUDE[prod_short](includes/prod_short.md)]. For information about creating or adjusting a data exchange definition, see [Set Up Data Exchange Definitions](across-how-to-set-up-data-exchange-definitions.md). @@ -59,9 +57,10 @@ > In an import of CAMT bank statements, [!INCLUDE[prod_short](includes/prod_short.md)] expects each transaction to be unique, which means that the **Transaction ID** field that comes from the *Stmt/Ntry/NtryDtls/TxDtls/Refs/EndToEndId* tag in the CAMT file, must be unique within the open bank account reconciliation. If the information is not present, [!INCLUDE[prod_short](includes/prod_short.md)] ignores the payment. If an earlier bank reconciliation on the same bank account was posted with the same transaction ID as on the current import, the current transaction will not automatically reconcile but can still be imported. ## See Also + [Setting Up Data Exchange](across-set-up-data-exchange.md) [Exchanging Data Electronically](across-data-exchange.md) -[Use the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md) +[Use the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md) [Use XML Schemas to Prepare Data Exchange Definitions](across-how-to-use-xml-schemas-to-prepare-data-exchange-definitions.md) [Reconcile Payments Using Automatic Application](receivables-how-reconcile-payments-auto-application.md) diff --git a/business-central/across-inspect-page.md b/business-central/across-inspect-page.md index 305ab3a30a..73a9efa6d3 100644 --- a/business-central/across-inspect-page.md +++ b/business-central/across-inspect-page.md @@ -20,7 +20,7 @@ The page inspection feature enables you to get details about a page, providing i ## Work with page inspection -You start page inspection from the **Help & Support** page. Choose the question mark in the top right corner, choose **Help & Support**, and then choose **Inspect pages and data**. Or, you can just use the keyboard shortcut **Ctrl+Alt+F1**. +You start page inspection from the **Help & Support** page. Choose the question mark in the top right corner, choose **Help & Support**, and then choose **Inspect pages and data**. Or, you can just use the keyboard shortcut Ctrl+Alt+F1. The **Page inspection** pane opens on the side. When the pane first opens, it shows information that pertains to the main page object. diff --git a/business-central/across-search-contacts-teams.md b/business-central/across-search-contacts-teams.md index d4025df2fb..64ba2550ab 100644 --- a/business-central/across-search-contacts-teams.md +++ b/business-central/across-search-contacts-teams.md @@ -78,7 +78,7 @@ The advantage of using the message compose box is that you can add a contact car 1. Instead of using the **Business Central** icon, type **@Business Central** directly in the message compose box. 2. Enter your search terms in the box. -3. Use the up and down arrow keys on the keyboard to choose a contact, then press Enter to select it. +3. Use the up and down arrow keys on the keyboard to choose a contact, then select Enter to select it. ## Viewing contact card details diff --git a/business-central/across-share-data-features.md b/business-central/across-share-data-features.md index 1805db99c4..34b18364c2 100644 --- a/business-central/across-share-data-features.md +++ b/business-central/across-share-data-features.md @@ -60,7 +60,7 @@ For more information, see [Viewing and Editing in Excel](across-work-with-excel. ![Supported](media/check.png) Business Central Online ![Supported](media/check.png) Business Central On-premises -You can share one or more records in a list. Just press the Ctrl+C keyboard shortcut to copy to your clipboard. Then paste what you copied into another application by pressing Ctrl+V. For example, copying three sales orders and pasting that into an email will display the orders in a nicely formatted table. +You can share one or more records in a list. Just select the Ctrl+C keyboard shortcut to copy to your clipboard. Then paste what you copied into another application by pressing Ctrl+V. For example, copying three sales orders and pasting that into an email will display the orders in a nicely formatted table. For more information, see [Copy and Paste FAQ](faq-copy-paste.yml). diff --git a/business-central/across-share-onedrive.md b/business-central/across-share-onedrive.md index 93bad80bee..1aa1f82d59 100644 --- a/business-central/across-share-onedrive.md +++ b/business-central/across-share-onedrive.md @@ -59,10 +59,9 @@ The sharing feature in Business Central is based on OneDrive. Learn more about O When you use the **Open in OneDrive** or **Share** action for the first time, [!INCLUDE[prod_short](includes/prod_short.md)] does the following things: 1. Opens the **Please review terms and conditions** page. Read the page, and if you agree with the terms and conditions, select **Agree** to continue. -2. Opens the **Pick an account** page. Select your account or **use another account** if you don't see your own, then enter the appropriate user name and password when prompted. -3. Creates a folder named [!INCLUDE[prod_short](includes/prod_short.md)] in OneDrive. -4. Within the [!INCLUDE[prod_short](includes/prod_short.md)] folder, it creates a folder with the same name as the company you're working in. If you work in more than one company, [!INCLUDE[prod_short](includes/prod_short.md)] creates a folder for each company you're working in when you use the **Open in OneDrive** or **Share** action. -5. Puts a copy of the file you selected in the company name folder, and then opens the file. +2. Creates a folder named [!INCLUDE[prod_short](includes/prod_short.md)] in OneDrive. +3. Within the [!INCLUDE[prod_short](includes/prod_short.md)] folder, it creates a folder with the same name as the company you're working in. If you work in more than one company, [!INCLUDE[prod_short](includes/prod_short.md)] creates a folder for each company you're working in when you use the **Open in OneDrive** or **Share** action. +4. Puts a copy of the file you selected in the company name folder, and then opens the file. Then, the next time you use the **Open in OneDrive** or **Share** action, [!INCLUDE[prod_short](includes/prod_short.md)] only copies and opens the file. diff --git a/business-central/across-work-with-excel.md b/business-central/across-work-with-excel.md index ec46e1b8ec..e07eebb33a 100644 --- a/business-central/across-work-with-excel.md +++ b/business-central/across-work-with-excel.md @@ -6,7 +6,7 @@ author: jswymer ms.topic: conceptual ms.devlang: na ms.tgt_pltfrm: na -ms.workload: na +ms.search.form: 1480 ms.search.keywords: accountant, accounting, financial report ms.date: 04/01/2021 ms.author: jswymer diff --git a/business-central/admin-archive-data.md b/business-central/admin-archive-data.md index 24cd82ef8e..34e776fdc3 100644 --- a/business-central/admin-archive-data.md +++ b/business-central/admin-archive-data.md @@ -2,37 +2,35 @@ title: The Data Archive Extension description: Archiving data creates a low-cost backup of your records. author: brentholtorf - - +ms.author: bholtorf +ms.reviewer: bknudsen ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na +ms.date: 01/30/2023 +ms.custom: bap-template ms.search.form: 630 -ms.date: 06/14/2021 -ms.author: bholtorf - --- # The Data Archive Extension + Over time, your business will accumulate a substantial amount of data, and as an administrator, it's probably a good idea to have a strategy for archiving data. Having lots of data can slow things down, for example, it might take slightly longer to generate reports, or even lock records. Additionally, large amounts of data can lead to increased storage costs. -The Data Archive extension provides a basic framework for archiving and backing up data as part of date compression. When you use date compression, related entries are consolidated into a single entry, and the originals are deleted. For more information, see [Compress Data with Date Compression](admin-manage-documents.md#compress-data-with-date-compression). However, there might be value in keeping that data, so rather than deleting it, you can archive it for later use. +The Data Archive extension provides a basic framework for archiving and backing up data as part of date compression. Date compression consolidates related entries into a single entry and deletes the originals. Learn more at [Compress Data with Date Compression](admin-manage-documents.md#compress-data-with-date-compression). However, there might be value in keeping that data, so rather than deleting it, you can archive it for later use. ## Start Archiving Data -The extension is pre-installed and available on the **Extension Management**, so you don't need to do anything to get started. The extension is also available on Microsoft AppSource. -Your data archives are listed on the **Data Archive List** page. Each archive can contain data from multiple tables, and can hold up to 10,000 records. If there are more than 10,000 records in a table, a second archive will be created for the next 10,000 records, and so on. For example, if you archive 10,100 G/L entries, Business Central creates one "G/L Entry" archive for the first 10,000 entries, and then a second archive for the remaining 100 entries. +The extension is pre-installed and available on the **Extension Management**, so you don't need to do anything to get started. The extension is also available on AppSource. + +Your data archives are listed on the **Data Archive List** page. Each archive can contain data from multiple tables, and can hold up to 10,000 records. If there are more than 10,000 records in a table, a second archive will be created for the next 10,000 records, and so on. For example, if you archive 10,100 G/L entries, Business Central creates one "G/L Entry" archive for the first 10,000 entries, and then a second archive for the remaining 100 entries. After you archive data, you can explore it using Microsoft Excel or as a CSV file. * If you use the Excel option, the workbook will contain one worksheet for each data archive table. -* If you use the CSV option you'll get a ZIP file with one CSV file for each data archive table. +* If you use the CSV option, you'll get a ZIP file that contains one CSV file for each data archive table. > [!TIP] -> The Excel and CSV options make it easier to use another app or service to move the data to another location, such as Azure Blob storage, or analysis tool, such as Microsoft Power BI. +> The Excel and CSV options make it easier to use another app or service to move the data to another location, such as Azure Blob storage, or an analysis tool, such as Microsoft Power BI. -The Data Archive extensions is used by the following batch jobs for date compression. +The Data Archive extension is used by the following batch jobs for date compression. |Batch jobs | |---------| @@ -53,7 +51,9 @@ The Data Archive extensions is used by the following batch jobs for date compres To start archiving data when you run one of the batch jobs, turn on the **Archive Deleted Entries** toggle. ## Storage Considerations -The archived data is stored in the **Tenant Media** table. This table is not included when database size is calculated, according to your license terms. Instead, it counts as file storage. However, we recommend that you export old archives to, for example, a CSV file and then delete the old archive records. + +The archived data is stored in the **Tenant Media** table. We recommend that you export old archives to, for example, a CSV file and then delete the old archive records. ## See Also + [Manage Storage by Deleting Documents or Compressing Data](admin-manage-documents.md) diff --git a/business-central/admin-company-information.md b/business-central/admin-company-information.md index 05b1d1fc12..09ad33848d 100644 --- a/business-central/admin-company-information.md +++ b/business-central/admin-company-information.md @@ -27,7 +27,7 @@ Once you have completed filling in the information, you can close the page. If your [!INCLUDE [prod_short](includes/prod_short.md)] includes multiple companies, your users might want to use *company badges* to help them quickly identify and keep track of which company they're currently working in. For more information, see [Display a company badge](#badge). -There are a few features you can use to switch among companies as you work, like the company switcher (Ctrl+O). Learn more at [Switch to Another Company or Environment](ui-organization-switch.md). +There are a few features you can use to switch among companies as you work, like the company switcher (Ctrl+O). Learn more at [Switch to Another Company or Environment](ui-organization-switch.md). ## Display a company badge @@ -38,7 +38,7 @@ When there's more than one company or environment, you'll see the company switch Using the **Company Information** page, you can replace the standard company icon with a custom badge on a per-company basis if the company badge makes it easier for users to identify the company they're working in. 1. On the **Company Badge** FastTab, fill in the fields as necessary. [!INCLUDE[tooltip-inline-tip](includes/tooltip-inline-tip_md.md)] -2. When done, refresh the browser (press Ctrl+F5) to update the badge in the client. +2. When done, refresh the browser (select Ctrl+F5) to update the badge in the client. > [!NOTE] > The company switcher was introduced in 2022 release wave 2, version 21. In earlier releases, the company badge isn't used for switching companies. It's shown in the upper-right corner of most pages, even when there's only one company. Selecting it will show the full company name and environment name. diff --git a/business-central/admin-deploy-excel-addin.md b/business-central/admin-deploy-excel-addin.md index 9d735842c3..8d2140726d 100644 --- a/business-central/admin-deploy-excel-addin.md +++ b/business-central/admin-deploy-excel-addin.md @@ -6,7 +6,7 @@ author: jswymer ms.topic: conceptual ms.devlang: na ms.tgt_pltfrm: na -ms.workload: na +ms.search.form: 1480 ms.search.keywords: Excel, add-in, centralized deployment, M365 admin center, individual acquisition, appsource ms.date: 10/07/2021 ms.author: jswymer @@ -113,7 +113,7 @@ The add-in is now connected to [!INCLUDE [prod_short](includes/prod_short.md)], ## Prepare devices and network for the Excel Add-In -Network services such as proxies or firewalls must allow routing between each client device on which the add-In is installed and many service endpoints. For a list of endpoints, see [Preparing your network for the Excel Add-In](/dynamics365/business-central/dev-itpro/administration/configuring-network-for-addins). +Network services such as proxies or firewalls must allow routing between each client device on which the add-in is installed and many service endpoints. For a list of endpoints, see [Preparing your network for the Excel Add-In](/dynamics365/business-central/dev-itpro/administration/configuring-network-for-addins). ## Troubleshooting @@ -121,7 +121,7 @@ Sometimes, users run into problems with the Excel add-in. This section gives som |Problem |Solution or workaround |Comments | |---------|---------|---------| -|The add-in doesn't start|Check whether the add-in is deployed centrally. Or, check whether the user is blocked from installing it locally. | The admin can configure Office so that users can't acquire add-ins. In those cases, the admin must deploy the add-in centrally. For more information, see [Deploy add-ins in the admin center](/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide&preserve-view=true).| +|The add-in doesn't start

For example, the user gets the message "Add-in Warning: This add-in is no longer available." when trying to use the add-in. This particular problem can happen if centralized deployment is configured correctly, but the user wasn't assigned access.|Check whether the add-in is deployed centrally. Or, check whether the user is blocked from installing it locally. | The admin can configure Office so that users can't acquire add-ins. In those cases, the admin must deploy the add-in centrally. For more information, see [Deploy add-ins in the admin center](/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide&preserve-view=true).| |Data doesn't load into Excel|Test the connection by opening another list in Excel from [!INCLUDE [prod_short](includes/prod_short.md)]. Or, open the workbook in Excel in a browser.|If the user has specified a company name that contains special characters, the add-in can't connect. | |Data can't publish back to [!INCLUDE [prod_short](includes/prod_short.md)].|Test the connection by opening the workbook in Excel in a browser. |Sometimes an extension can block the publishing job. If the page is extended or customized, remove the extensions, and then try again.| |The dates are wrong |Excel might show times and dates in a different format than [!INCLUDE [prod_short](includes/prod_short.md)]. This condition doesn't make them wrong, and the data in [!INCLUDE [prod_short](includes/prod_short.md)] won't get messed up.| | diff --git a/business-central/admin-how-setup-email.md b/business-central/admin-how-setup-email.md index ba1ee55ab2..d912ef715f 100644 --- a/business-central/admin-how-setup-email.md +++ b/business-central/admin-how-setup-email.md @@ -121,11 +121,9 @@ There are two ways to specify the limit: * When you use the Set Up Email assisted setup guide to create a new account, specify the limit in the **Rate limit per minute** field. * For existing email accounts, specify the limit in the **Email rate limit** field on the account. - - ## Set up reusable email texts and layouts -You can use reports to include key information from sales, purchase, and service documents in texts for emails. This procedure describes how to set up the **Sales - Invoice** report for posted sales invoices, but the process is similar for other reports. +You can use reports to include key information from sales, purchase, and service documents in texts for emails. Report layouts define the style and the content of the text in the email. For example, the content might include texts such as a greeting or instructions that precede the document information. This procedure describes how to set up the **Sales - Invoice** report for posted sales invoices, but the process is similar for other reports. > [!NOTE] > To use the layout to create content for email messages, you must use the Word file type for your layout. @@ -133,11 +131,11 @@ You can use reports to include key information from sales, purchase, and service 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Report Selections - Sales**, and then choose the related link. 2. On the **Report Selection - Sales** page, in the **Usage** field, select **Invoice**. 3. On a new line, in the **Report ID** field, select, for example, standard report 1306. -4. Select the **Use for Email Body** check box. +4. Select the **Use for Email Body** checkbox. 5. Choose the **Email Body Layout Description** field, and then select a layout from the list. - - Report layouts define the style and the content of the text in the email. For example, the content might include texts such as a greeting or instructions that precede the document information. If your organization has many layouts, you can choose **Select from full list** to access all available report layouts. -6. To view or edit the layout that the email text is based on, select the layout on the **Custom Report Layouts** page, and then choose the **Update Layout** action. +6. To view or edit the layout that the email text is based on, select the layout on the **Custom Report Layouts** page, and then choose the **Export Layout** action. If you customize the layout, use the **Import Layout** action to upload the new layout. + > [!NOTE] + > To customize a standard report layout, such as 1306, you must make a copy of the report. [!INCLUDE [prod_short](includes/prod_short.md)] will help you create a copy when you import a custom layout for a standard report. The name of your new custom report layout will be prefixed with "Copy of." 7. If you want to let customers use a payment service, such as PayPal, you'll need to set up the service. Afterward, the PayPal information and link are inserted in the email text. For more information, see [Enable Customer Payments Through PayPal](sales-how-enable-payment-service-extensions.md). 8. Choose the **OK** button. @@ -196,7 +194,12 @@ Next, you connect [!INCLUDE[prod_short](includes/prod_short.md)] with Exchange O ### Create an app registration for Business Central in Azure portal -The steps to register [!INCLUDE[prod_short](includes/prod_short.md)] in Azure portal are described in [Register an application in Azure Active Directory](/dynamics365/business-central/dev-itpro/administration/register-app-azure#register-an-application-in-azure-active-directory). The settings that are specific to the email capabilities are the delegated permissions that you grant to your app registration. The following table lists the minimum permissions. +The steps to register [!INCLUDE[prod_short](includes/prod_short.md)] in Azure portal are described in [Register an application in Azure Active Directory](/dynamics365/business-central/dev-itpro/administration/register-app-azure#register-an-application-in-azure-active-directory). + +> [!NOTE] +> To use the email features, your app registration must use a multi-tenant configuration. + +The settings that are specific to the email capabilities are the delegated permissions that you grant to your app registration. The following table lists the minimum permissions. |API / Permission Name |Type |Description | |---------|---------|---------| diff --git a/business-central/admin-printer-setup-email.md b/business-central/admin-printer-setup-email.md new file mode 100644 index 0000000000..89aa99e2a9 --- /dev/null +++ b/business-central/admin-printer-setup-email.md @@ -0,0 +1,58 @@ +--- +title: Set Up Email Printers #Required; page title displayed in search results. Don't enclose in quotation marks. +description: How-to description #Required; article description that's displayed in search results. Don't enclose in quotation marks. Do end with a period. +author: jswymer #Required; your GitHub user alias, with correct capitalization. +ms.author: jswymer #Required; your Microsoft alias; optional team alias. +ms.reviewer: jswymer #Required; Microsoft alias of content publishing team member. +ms.service: dynamics365-business-central #Required; per approved Microsoft taxonomy (https://taxonomy.docs.microsoft.com/TaxonomyServiceAdminPage/#/taxonomy/detail/2022-04-07T09:00:02.5587920Z!a892accc-6925-4c06-8723-fb5e30ba7ca3/product). +ms.topic: how-to #Required; don't change. +ms.date: 01/26/2023 +ms.custom: bap-template #Required; don't change. +--- +# Set up Email Printers + +This article explains how to set up email-enabled printers in [!INCLUDE[prod_short](includes/prod_short.md)]. With these printers, [!INCLUDE[prod_short](includes/prod_short.md)] sends print jobs to the printer using the printer's email address. + +> [!TIP] +> To learn about other printer possibilities, go to [Printer Management Overview](admin-printer-setup-overview.md). + +## Prerequisites + +- [!INCLUDE[prod_short](includes/prod_short.md)] 2020 release wave 1 or later +- **Send to Email Printer** extension is installed + + This extension is installed by default. Learn more about installing extensions at [Installing and Uninstalling Extensions in Business Central](ui-extensions-install-uninstall.md). +- Email functionality is set up. + + Learn more at [Set Up Email](admin-how-setup-email.md). + +## Add an email printer + +The **Printer Management** page shows you the printers currently set up. The page also enables you to access the **Settings** page for each printer to edit an existing setup or set up a new printer. + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Printer Management**, then select the related link. +2. Select **Email Print**, then choose **Add an email printer**. +3. On the **Email Printer Settings** page, fill in the fields as necessary. [!INCLUDE[tooltip-inline-tip](includes/tooltip-inline-tip_md.md)] + + > [!NOTE] + > You must manually select the appropriate paper size for a printer as no local printer or user settings can be stored. + > + > Be aware that the Email Printer extension is set to **A4** paper size by default, which isn't suited in North America, for example. + +## Privacy Notice + +If you use the Email Printer extension, all or some print jobs are sent to the email address configured for the printer. We strongly recommend that a unique email ID is tied to a printer device using only the official services provided by the hardware manufacturer, such as HP ePrint, KonicaMinolta EveryonePrint, or Epson Email Print. + +Take all necessary privacy precautions, including ensuring that the email printing solution has properly configured permissions, privacy settings, and retention policies. It is your responsibility to provide a correct, verified, and operational email address. Learn more at [Microsoft Privacy Statement](https://privacy.microsoft.com/privacystatement). + +## Next steps + +[Set Up Default Printers](ui-specify-printer-selection-reports.md) + +## See also + +[Printer Management Overview](admin-printer-setup-overview.md) +[Set Up Universal Print Printers](admin-printer-setup-universal-print.md) +[Printing a Report](ui-work-report.md#PrintReport) +[Work with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md) +[Run Batch Jobs](ui-how-run-batch-jobs.md) diff --git a/business-central/admin-printer-setup-overview.md b/business-central/admin-printer-setup-overview.md new file mode 100644 index 0000000000..591ceaf675 --- /dev/null +++ b/business-central/admin-printer-setup-overview.md @@ -0,0 +1,39 @@ +--- +title: Printer Management +description: Learn what the different printer opportunities in Business Central +author: jswymer #Required; your GitHub user alias, with correct capitalization. +ms.author: jswymer #Required; your Microsoft alias; optional team alias. +ms.reviewer: jswymer #Required; Microsoft alias of content publishing team member. +ms.service: dynamics365-business-central #Required; per approved Microsoft taxonomy (https://taxonomy.docs.microsoft.com/TaxonomyServiceAdminPage/#/taxonomy/detail/2022-04-07T09:00:02.5587920Z!a892accc-6925-4c06-8723-fb5e30ba7ca3/product). +ms.topic: overview #Required; don't change. +ms.date: 01/26/2023 +ms.custom: bap-template #Required; don't change. +--- + +# Printer Setup Overview + +Printing documents and reports from [!INCLUDE[prod_short](includes/prod_short.md)] is an important task for business users. You'll typically want to send print jobs directly to one of your organization's printers—no matter the [!INCLUDE[prod_short](includes/prod_short.md)] client or app you're using. Because [!INCLUDE[prod_short](includes/prod_short.md)] online is a cloud service, it can't directly reach local printers connected to users' devices, but you can connect it to cloud-enabled printers. + +## What are your printer possibilities in Business Central + +To support your print needs, [!INCLUDE[prod_short](includes/prod_short.md)] offers the following features: + +|Feature|Description|Web client| Mobile app|App for Teams| +|-------|-----------|----------|-----------|--------------| +|Universal Print|Universal 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 [!INCLUDE[prod_short](includes/prod_short.md)]. This feature requires a Universal Print subscription and the **Universal Print Integration** extension.|![works online.](media/check.png)|![works online.](media/check.png)|![works online](media/check.png)| +|Email Print|This feature lets you set up email-enabled printers. [!INCLUDE[prod_short](includes/prod_short.md)] 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.|![works online.](media/check.png)|![works online](media/check.png)|![works online](media/check.png)| +|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 printing will default to the printing options for the browser. The **Printer** field on the report request page will display *(Handled by the browser)*.|![works online](media/check.png)||| + +Most of the work for setting up printers can be done from the **Printer Management** page in [!INCLUDE[prod_short](includes/prod_short.md)]. Although with Universal Print printers, you may also have to work in in Microsoft 365 admin center or the Azure Portal. + +## Custom printer extensions + +[!INCLUDE[prod_short](includes/prod_short.md)] supports other custom printer extensions that add even more print features. So if you have any custom printer extensions installed, your application may include print features not described in this article. + +If you're an AL developer and want to learn about how to create printer extensions, go to [Developing Printer Extensions in Business Central](/dynamics365/business-central/dev-itpro/developer/devenv-reports-printing). + +## Next steps + +- [Set Up Universal Print Printers](admin-printer-setup-universal-print.md) +- [Set Up Email Printers](admin-printer-setup-email.md) +- [Set Up Default Printers](ui-specify-printer-selection-reports.md) \ No newline at end of file diff --git a/business-central/admin-printer-setup-universal-print.md b/business-central/admin-printer-setup-universal-print.md new file mode 100644 index 0000000000..a5a9435844 --- /dev/null +++ b/business-central/admin-printer-setup-universal-print.md @@ -0,0 +1,227 @@ +--- +title: Set Up Universal Print Printers #Required; page title displayed in search results. Don't enclose in quotation marks. +description: Learn how you can use Universal Print to provide cloud printing in Business Central. #Required; article description that's displayed in search results. Don't enclose in quotation marks. Do end with a period. +author: jswymer #Required; your GitHub user alias, with correct capitalization. +ms.author: jswymer #Required; your Microsoft alias; optional team alias. +ms.reviewer: jswymer #Required; Microsoft alias of content publishing team member. +ms.service: dynamics365-business-central #Required; per approved Microsoft taxonomy (https://taxonomy.docs.microsoft.com/TaxonomyServiceAdminPage/#/taxonomy/detail/2022-04-07T09:00:02.5587920Z!a892accc-6925-4c06-8723-fb5e30ba7ca3/product). +ms.topic: how-to #Required; don't change. +ms.date: 01/26/2023 +ms.custom: bap-template #Required; don't change. +--- + +# Set Up Universal Print Printers + +Universal Print is a Microsoft 365 subscription-based service that runs entirely on Microsoft Azure. It gives you centralized printer management through the Universal Print portal. [!INCLUDE[prod_short](includes/prod_short.md)] makes printers set up in Universal Print available to client users through the **Universal Print Integration** extension. + +![Universal Print setup.](media/Universal-Print-arch.png) + +The complete setup requires you work in both Microsoft Azure, using the [Azure portal](https://portal.azure.com), and in [!INCLUDE[prod_short](includes/prod_short.md)]. The setup is divided between two main tasks as described in this article: + +1. In Microsoft Azure, set up Universal Print and add the printers you want to use in Business Central to a print share. Go to [this section](#set-up-universal-print-and-printers-in-microsoft-azure). +2. In [!INCLUDE[prod_short](includes/prod_short.md)], add the printers from the print shares in Universal Print. Go to [this section](#add-printers-in-business-central-online) for online or [here](#add-printers-in-business-central-on-premises) for on-premises. + +## Prerequisites + +- Supported printers + + [!INCLUDE[prod_short](includes/prod_short.md)] supports the same printers as Universal Print, which can be either Universal Print–compatible or non-compatible printers. Non-compatible printers can't communicate with Universal Print directly, so they require extra connector software, which is provided by Universal Print. Some older printers may not be supported. + +- Universal Print: + + - A Universal Print subscription/license for your organization. + + Learn more at [License Universal Print](/universal-print/fundamentals/universal-print-license). + + - You have the **Printer Administrator** (or Printer Manager) and **Global Administrator** roles in Azure. + + To manage Universal Print, your account must have **Printer Administrator** (or Printer Manager) and **Global Administrator** roles in Azure AD. These roles are only needed for managing Universal Print. They aren't required by people setting up and the printers from [!INCLUDE[prod_short](includes/prod_short.md)]. + +- [!INCLUDE[prod_short](includes/prod_short.md)] online and on-premises: + + - [!INCLUDE[prod_short](includes/prod_short.md)] 2021 release wave 1 or later. + - **Universal Print Integration** extension is installed. + + This extension is published and installed by default as part of [!INCLUDE[prod_short](includes/prod_short.md)] online and on-premises. You can verify whether it's installed on the **Extension Management** page. Learn more at [Installing and Uninstalling Extensions in Business Central](ui-extensions-install-uninstall.md). +- [!INCLUDE[prod_short](includes/prod_short.md)] on-premises only: + - Azure Active Directory (AD) or NavUserPassword authentication is configured. + > [!NOTE] + > Universal Print extension doesn't support service-to-service (S2S) authentication. It requires a signed-in user to send print jobs to the Universal Print service through Graph API. + - An application for Business Central is registered in your Azure AD tenant and [!INCLUDE[prod_short](includes/prod_short.md)]. + + Like other Azure services that work with [!INCLUDE[prod_short](includes/prod_short.md)], Universal Print requires an app registration for [!INCLUDE[prod_short](includes/prod_short.md)] in Azure AD. The app registration provides authentication and authorization services between [!INCLUDE[prod_short](includes/prod_short.md)] and Universal Print. + + Your deployment may already use an app registration for other Azure services, like Power BI. If so, then use the existing app registration for Universal Print as well, instead of adding a new one. The only thing you'll need to do, in this case, is modify the app registration to include the relevant print permissions for Microsoft Graph API: **PrinterShare.ReadBasic.All**, **PrintJob.Create**, and **PrintJob.ReadBasic.** + + To register an app and set the proper permissions, follow the steps described in [Register an application in Azure Active Directory](/dynamics365/business-central/dev-itpro/administration/register-app-azure#register-an-application-in-azure-active-directory). + +## Set up Universal Print and printers in Microsoft Azure + +Before you can start managing Universal Print printers in Business Central, there are several tasks to get Universal Print up and running in Azure with the printers you want to use. + +For detailed instructions on how to get set up, see [Get started: Set up Universal Print](/universal-print/fundamentals/universal-print-getting-started) in the Universal Print documentation. Here's an overview of the steps you'll need to complete. Most of these steps are done in the Azure portal. + +1. Assign Universal Print licenses to yourself and other users. + + How you assign the license depends on whether you're integrating with Business Central online or on-premises. + + - With [!INCLUDE[prod_short](includes/prod_short.md)] online, you assign licenses using the Microsoft 365 admin center. + + Learn more at [Microsoft Admin Center Help - Assign licenses to users](/microsoft-365/admin/manage/assign-licenses-to-users). + + - With [!INCLUDE[prod_short](includes/prod_short.md)] on-premises, you assign licenses in your Azure tenant using the Azure portal. + + Learn more at [Azure Directory - Assign or remove licenses in the Azure Active Directory portal](/azure/active-directory/fundamentals/license-users-groups). + +2. Install the Universal Print connector for registering printers that can't communicate with Universal Print directly. + + Most in-market printers can't communicate with Universal Print directly, so you'll need to install the Universal Print connector. Learn more at [Installing the Universal Print Connector](/universal-print/fundamentals/universal-print-connector-installation). + +3. Register your printers in Universal Print. + + Registering a printer makes Universal Printer aware of the printer. + + - For printers that can communicate directly with Universal Print, follow the steps provided by the printer manufacturer. + + - For other printers, register the printers by using the Universal Print connector. + + Learn more at [Printer registration](/universal-print/fundamentals/universal-print-connector-printer-registration). + +4. Change printer properties (optional) + + After a printer is registered, you can view and modify printer properties, such as default preferences. + + Learn more at [Managing Printer Settings using the Universal Print Portal](/universal-print/portal/configure-printer-settings). + +5. Share the printers with users. + + Any printer you want to use in [!INCLUDE[prod_short](includes/prod_short.md)] will need to be added to a *printer share* in Universal Print. Any user who needs access to the printer must be added as a member of the printer share. Learn more at [Share a Printer](/universal-print/portal/share-printers). + + > [!TIP] + > You can always add or remover users later. Learn more at [Printer Permissions](/universal-print/portal/share-printers#configure-user-permissions-for-a-printer-share). + +6. Enable document conversion. + + Universal Print renders content for print in XPS format. Some legacy in-market printers don't support XPS content rendering—in many cases, only PDF format. Printing to these printers will fail unless Universal Print is set up to convert documents to the printer-supported format. + + Learn more at [Document Conversion Overview](/universal-print/portal/document-conversion). + +Now, you're ready to add the printers to [!INCLUDE[prod_short](includes/prod_short.md)], set up default printers for reports, and print. + +## Add printers in Business Central online + +After printers are set up and shared in Universal Print, you're ready to add them to [!INCLUDE[prod_short](includes/prod_short.md)] for use. There are two ways to add Universal Print printers. You can add the printers all at once or individually, one at a time. + +Adding printers individually let's you set up the same Universal Print printer in [!INCLUDE[prod_short](includes/prod_short.md)] more than once. Then, for each added printer, you can change the print settings, like paper tray, size, and orientation. This way, you can set up printers for different reports and documents with special output requirements. + +> [!NOTE] +> Are you using [!INCLUDE[prod_short](includes/prod_short.md)] on-premises? If so, go to the [next section](#add-printers-in-business-central-on-premises), the first time setup is slightly different. + + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Printer Management**, then select the related link. +2. Select **Universal Print**, then choose one of the following options: + + - **Add all Universal Print printers** to add all printers not already added. You can use this option even if there are already printers added. + - **Add a Universal Print printer** to add a specific printer. +3. Follow the on-screen instructions. + + - If you chose **Add all Universal Print printers**, then the **Add Universal Print Printers** setup starts. + + - If you chose to **Add a Universal Print printer**, then the **Universal Printer Settings** page appears. Fill in the **Name** field, then select **...** next to the **Print Share in Universal Print** field to select the printer share that contains the Universal Print printer. Fill in the remaining fields as needed. [!INCLUDE[tooltip-inline-tip](includes/tooltip-inline-tip_md.md)]. + +After a printer has been added, you can view and change its settings from the **Printer Management** page. Just select the printer, then choose **Edit printer settings**. + +## Add printers in Business Central on-premises + + + +Before a user can add or use Universal Print printers Business Central, they have to authorize access to the Azure services used by Universal Print and grant it to permission to data and operations like: + +- Signing in and reading user profile +- Reading basic print job information +- Creating print jobs + +This is typically done the first time they connect to the Azure registered app used for Universal Print. In Business Central online does, this authorization flow is done seamlessly, with no user interaction. But Business Central on-premises operates differently. It requires that you, or any other user who wants to use Universal Print printers, initiate the authentication flow—usually, one time only. The most direct way is described in the following steps. A less direct way is by connecting to another integrated service that uses the same Azure registered app, like Power BI or OneDrive. Each user typically only has to do this task once. + +> [!NOTE] +> If you're an admin, we recommend you complete this task before other users. Then afterwards, inform users who will need to use Universal Print printers how to do it. If the Azure registered app for Universal Print requires admin consent for API permissions, it's easier if you grant consent on behalf of the organization. You can grant admin consent from the Azure Portal or when you run the steps that follow. + + +### Connect to Universal Print for the first-time + +Complete these steps to connect to the Universal Print service for the first-time. + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Printer Management**, then select the related link. +2. Select **Universal Print** > **Add all Universal Print printers** to start the **Add Universal Print Printers** assisted setup guide (wizard). +3. Follow the on-screen instructions until you get to the AZURE ACTIVE DIRECTORY SERVICE PERMISSIONS page. + + + + ![Shows the AZURE ACTIVE DIRECTORY SERVICE PERMISSIONS page](media/azure-ad-services-permissions.png "Shows the AZURE ACTIVE DIRECTORY SERVICE PERMISSIONS page") + +4. Select the **Authorize Azure Services** link. + + 1. If the **Permission Requested** page appears, read it carefully and select **Accept** to agree and continue. If you're running as an admin, you can select **Consent on behalf of organization** if you want to consent for all users. + + ![Shows the Azure request permissions page](media/azure-ad-permissions-requested.png "Azure request permissions page"). + + 2. If you're prompted, sign in using your name and password. + +5. When authorization completes successfully, you're returned to the **Add Universal Print Printers** page. Select **Next** > **Finish** to complete the setup. + +After a printer has been added, you can view and change its settings from the **Printer Management** page. Just select the printer, then choose **Edit printer settings**. + +Once you complete the initial sign-in, you can use the Universal Print printers to print reports and other print jobs. For more information, go to [Printing a Report](ui-work-report.md#PrintReport). If you want to add, remove, or change any printers, just go back to the **Print Management** page and select **Universal Print**. + +## Common problems and resolutions + +In this section, you'll learn about the common problems that users may experience when trying to set up or use Universal Print printers. + +### You don't have access to the printer \. + +If a user gets this message when trying to print a document to a Universal Print printer, it may be caused by one of the following conditions: + +- The user doesn't have Universal Print licensed assigned to their Microsoft 365 or Azure Active AD account. +- The user isn't assigned to the printer share in Universal Print. +- (On-premises) The Azure app registration used for Universal Print isn't working or has recently changed since the last time the user signed in. +- (On-premises) The user hasn't yet signed in to Azure registered app for Universal Printer app and consented for the first time. + +## There was an error fetching printers shared to you. + +If a user gets this message when trying to add a Universal Print printer from the **Printer Management** page, it's typically because they haven't yet signed in to Azure registered app for Universal Printer app and consented for the first time. + + +## Next steps +[Set Up Default Printers](ui-specify-printer-selection-reports.md). + +## See also + +[Printers Overview](admin-printer-setup-overview.md) +[Set Up Email Printers](admin-printer-setup-email.md) +[Printing a Report](ui-work-report.md#PrintReport) +[Work with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md) +[Run Batch Jobs](ui-how-run-batch-jobs.md) + +[!INCLUDE[footer-include](includes/footer-banner.md)] \ No newline at end of file diff --git a/business-central/admin-setup-and-administration.md b/business-central/admin-setup-and-administration.md index 65535293ad..ed828e99ec 100644 --- a/business-central/admin-setup-and-administration.md +++ b/business-central/admin-setup-and-administration.md @@ -1,17 +1,13 @@ --- title: Administrative tasks in Business Central description: Some tasks in Business Central requires central administration and setup. See what they are and learn what to do. -author: SorenGP - - +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bholtorf +ms.service: dynamics365-business-central ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na -ms.search.keywords: -ms.date: 07/23/2021 -ms.author: edupont - +ms.date: 01/11/2023 +ms.custom: bap-template --- # Administration Tasks @@ -55,7 +51,7 @@ Internal and delegated admins have access to the [!INCLUDE [prod_short](includes |------------|-------------| |Learn about the tools that are available to you to help you troubleshoot.|[Technical Support](/dynamics365/business-central/dev-itpro/technical-support)| |Monitor usage and troubleshoot sessions|[Environment Telemetry in the Business Central administration center](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-telemetry)| -|Manage user sessions, including canceling a session if the user is blocked.|[Manage Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-environments#managing-sessions)| +|Manage user sessions, including canceling a session if the user is blocked.|[Manage Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-manage-sessions)| |Configure the tenant to send telemetry data to Azure Application Insights for better analysis and troubleshooting.|[Enable Sending Telemetry to Application Insights](/dynamics365/business-central/dev-itpro/administration/telemetry-enable-application-insights)| ## See related [Microsoft training](/training/paths/deploy-configure-dynamics-365-business-central/) diff --git a/business-central/admin-teams-troubleshooting.md b/business-central/admin-teams-troubleshooting.md index 46eb03b252..d90afe0119 100644 --- a/business-central/admin-teams-troubleshooting.md +++ b/business-central/admin-teams-troubleshooting.md @@ -128,7 +128,7 @@ For more information on how languages work between Teams and [!INCLUDE [prod_sho ## I edited a field in the details window, but my change wasn't saved -Changes you make to a field in the details windows are automatically saved when you leave the field. Before you close the window after changing a field, be sure to press the Tab key or click/tap outside the field. +Changes you make to a field in the details windows are automatically saved when you leave the field. Before you close the window after changing a field, be sure to select the Tab key or click/tap outside the field. ## A new tile appeared in the App Launcher. How do I remove it? diff --git a/business-central/admin-users-profiles-roles.md b/business-central/admin-users-profiles-roles.md index 39b36e112b..23e7955aa1 100644 --- a/business-central/admin-users-profiles-roles.md +++ b/business-central/admin-users-profiles-roles.md @@ -1,28 +1,41 @@ --- + title: Manage users and roles description: Learn how to manage user profiles and Role Centers in Business Central. Profiles allow administrators to centrally define and manage what users can see and do. -author: SorenGP - - -ms.topic: conceptual -ms.search.keywords: profiles, users +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 01/11/2023 +ms.custom: bap-template ms.search.form: 9171 -ms.date: 06/14/2021 -ms.author: edupont - --- # Manage User Profiles -All users of [!INCLUDE[prod_short](includes/prod_short.md)] are assigned a profile that reflects their business role, the department they work in, or another categorization. Profiles allow administrators to define and manage centrally what different user types can see and do in the user interface so they can perform their business tasks efficiently. +Assign all users to profiles that reflect: + +* Their business role +* The department they work in +* Another type of categorization + +Profiles allow administrators to centrally define and manage what different types of users can access in [!INCLUDE[prod_short](includes/prod_short.md)]. > [!NOTE] > The typical business use of a profile is a role. A profile is therefore named *Profile (Role)* in the UI. -As an administrator, you create and manage profiles on the **Profiles (Roles)** page. Each profile has a card where you manage various settings for the related role, such as the role name, the user settings, and which Role Center the profile uses. For more information about user settings and Role Centers, see [Change Basic Settings](ui-change-basic-settings.md). +As an administrator, you create and manage profiles on the **Profiles (Roles)** page. Each profile has a card where you manage settings for the related role. For example, the card contains the following information: + +* Name of the role +* User settings +* The Role Center that the profile uses + +For more information about user settings and Role Centers, see [Change Basic Settings](ui-change-basic-settings.md). -Before you can administrate users' profiles, the users must be created and added, through the Microsoft 365 Admin Center. Then you can assign permissions to each user or user group to define which features they are allowed to view and/or edit. For more information, see [Assign Permissions to Users and Groups](ui-define-granular-permissions.md). +Before you can manage user profiles, you must create and add the users through the Microsoft 365 Admin Center. You can then assign permissions to each user or user group. Permissions define the features that users can access. For more information, see [Assign Permissions to Users and Groups](ui-define-granular-permissions.md). ## Page Customization + You can customize page layouts for a profile so that all users assigned the profile will see the customized pages. As an administrator, you customize pages by using the same functionality as users do when they personalize. For more information, see [Customize Pages for Profiles](ui-personalization-manage.md). ## To create a profile @@ -37,6 +50,7 @@ If you cannot copy an existing profile, you can create a new one manually. > If you want a particular profile to be available only for very specific users, you can set the **Description** field to `Navigation menu only.`. This way, the profile is excluded from the list of available roles in **My Settings**. ## To copy a profile + To save time, you can create a new profile by copying an existing one. Copy one that has similar settings to the one you want to create. > [!NOTE] @@ -47,12 +61,14 @@ To save time, you can create a new profile by copying an existing one. Copy one 3. On the **Profiles (Roles)** page, open the newly created profile card, and then edit other fields as necessary. ## To edit a profile + You can edit a profile by changing the fields on the **Profile (Role)** page. However, the changes will not be visible to user assigned the profile until they sign out and back in. > [!Caution] > Do not rename a profile while users assigned the profile are signed in as users may experience that the product freezes and must be restarted. ## To assign a profile to a user + Users can assign themselves a role (representing a profile) by choosing the **Role** field on the **My Settings** page. As an administrator, you can do the same through the **Profiles (Roles)** page. 1. On the **Profiles (Roles)** page, select the profile that you want to assign, and then choose the **User Personalization List** action. @@ -63,9 +79,10 @@ Users can assign themselves a role (representing a profile) by choosing the **Ro > If you assign another profile to a user, any personalizations made by the user with the previous profile are preserved. ## To define user settings for a profile + On the **My Settings** page, users can define basic behavior of their account, such as the Role Center, the language, and which notifications they get. For more information, see [Change Basic Settings](ui-change-basic-settings.md). -As an administrator, you can define these setting for a profile and thereby apply the settings to all users of the related role. +As an administrator, you can define settings for a profile. The settings will apply to all users assigned to the role. 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Profiles (Roles)**, and then choose the related link. 2. Select the line for the profile that you want to change user settings for, and then choose the **User Personalizations List** action. @@ -73,22 +90,26 @@ As an administrator, you can define these setting for a profile and thereby appl 4. On the **User Personalization Card** page, edit the fields as necessary. ## To activate a profile -When a profile is created, you can select different check boxes that define if, where, and how the profile and its information is made available to users. -* On the **Profile (Role)** page, select the following check boxes: - - **Enabled** to specify if the related role is visible in the **Available Roles** page for users to choose from. - - **Use as default profile** to specify the profile that applies to users who are not assigned a specific role. - - **Disable personalization** to specify if users of the related role can personalize their workspace. - - **Show in Role Explorer** to specify if actions to business features included in the profile are shown in the extended view of the role explorer, a feature overview. For more information, see [Finding Pages with the Role Explorer](ui-role-explorer.md). +When you create a profile, you can define if, where, and how the profile and its information are available to users. + +On the **Profile (Role)** page, select the following checkboxes: + +* **Enabled** to specify if the related role is visible in the **Available Roles** page for users to choose from. +* **Use as default profile** to specify the profile that applies to users who are not assigned a specific role. +* **Disable personalization** to specify if users of the related role can personalize their workspace. +* **Show in Role Explorer** to specify if actions to business features included in the profile are shown in the extended view of the role explorer, a feature overview. For more information, see [Finding Pages with the Role Explorer](ui-role-explorer.md). ## To export profiles -You can export profiles from [!INCLUDE[prod_short](includes/prod_short.md)], for example to reuse them in another tenant. The profiles are exported to a zip file containing .al files that can be reused to develop extensions. For more information, see [Use the Client to Create Profiles and Page Customizations](/dynamics365/business-central/dev-itpro/developer/devenv-design-profiles-using-client). + +You can export profiles from [!INCLUDE[prod_short](includes/prod_short.md)], for example to reuse them in another tenant. The profiles are exported to a zip file that contains AL files. You can reuse the AL files to develop extensions. For more information, see [Use the Client to Create Profiles and Page Customizations](/dynamics365/business-central/dev-itpro/developer/devenv-design-profiles-using-client). * On the **Profiles (Roles)** page, choose the **Export Profiles** action. -A zip file with the .al files for all profiles is exported. + This action exports a zip file that contains AL files for all profiles. ## To import profiles + You can import profiles that have been exported from [!INCLUDE[prod_short](includes/prod_short.md)]. The steps are more or less the opposite of the steps to export profiles. For more information, see [To export profiles](admin-users-profiles-roles.md#to-export-profiles). 1. On the **Profiles (Roles)** page, choose the **Import Profiles** action. @@ -97,17 +118,19 @@ You can import profiles that have been exported from [!INCLUDE[prod_short](inclu If you only want to import selected profiles, use the **Selected** check box to indicate which to import. 3. Choose the **Import selected** button. -A zip file with .al files for the selected profiles is imported. + This action imports a zip file that contains AL files for the selected profiles. ## To delete a profile + You can delete a profile by choosing the **Delete** action on the **Profiles (Roles)** page. However, the following limitations apply: -- You cannot delete a profile that is assigned to a user or a user group. -- You cannot delete profiles that originate from extensions. The extension must first be uninstalled. -- You can only delete one profile at a time. +* You cannot delete a profile that is assigned to a user or a user group. +*-* You cannot delete profiles that originate from extensions. The extension must first be uninstalled. +*-* You can only delete one profile at a time. ## To delete all personalizations made by a user -You can delete all changes that a user has made to pages that make up their workspace. This may be useful, for example, if an employee has changed role and no longer needs the personalizations. Deleting users' personalizations changes the page layout back to what is defined by the profile. + +You can delete all changes that a user has made to pages. Deleting changes can be useful, for example, if an employee has changed role and no longer needs them. Deletions revert the page layout back to what's defined by the profile. 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **User Personalizations**, and then choose the related link. @@ -121,7 +144,8 @@ The user will see the changes the next time they sign in. You can also delete all page customizations for a profile. For more information, see [To delete all customizations for a profile](ui-personalization-manage.md#to-delete-all-customizations-for-a-profile). ## To delete personalizations for specific pages -You can delete personalizations that one or more users have made to specific pages that make up their workspace. This may be useful, for example, if a changed business process means that a personalization must no longer be used by users. Deleting users' personalizations changes the page layout back to what is defined by the profile. + +You can delete personalizations that one or more users have made to specific pages. Deleting personalizations can be useful, for example, if a business process change means that a personalization can't be used. Deletions revert the page layout back to what's defined by the profile. 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **User Page Personalizations**, and then choose the related link. @@ -138,7 +162,7 @@ You can also delete individual page customizations for a profile. For more infor ## Managing user sessions -As the administrator of [!INCLUDE[prod_short](includes/prod_short.md)] online, you can manage user sessions in the administration center. For more information, see [Managing Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-environments#managing-sessions) in the administration content. +As the administrator of [!INCLUDE[prod_short](includes/prod_short.md)] online, you can manage user sessions in the administration center. For more information, see [Managing Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-manage-sessions) in the administration content. For [!INCLUDE[prod_short](includes/prod_short.md)] on-premises, you can manage sessions using SQL Server Management Studio, for example. For more information, see [SQL Server technical documentation](/sql/sql-server). diff --git a/business-central/bank-how-reconcile-bank-accounts-separately.md b/business-central/bank-how-reconcile-bank-accounts-separately.md index e9fb36caa1..159afbe12e 100644 --- a/business-central/bank-how-reconcile-bank-accounts-separately.md +++ b/business-central/bank-how-reconcile-bank-accounts-separately.md @@ -111,7 +111,7 @@ You can investigate the basis for matches by using the **Match Details** action. > When matching lines and entries manually, the **Show All**, **Show Reversed Entries**, **Hide Reversed Entries**, and **Show Nonmatched** actions can make it easier to get an overview. By default, the bank account ledger entries don't include unmatched reversed entries. To include these entries in the list and match them manually, choose the **Show Reversed Entries** action. If you choose to hide reversed entries after you've made one or more matches, the matched entries are still shown. 1. On the **Bank Acc. Reconciliation** page, select a non-applied line in the **Bank Statement Lines** pane. -2. In the **Bank Account Ledger Entries** pane, select one or more banks account ledger entries that can be matched with the selected bank statement line. To choose multiple lines, press and hold the CTRL key and then choose the lines. +2. In the **Bank Account Ledger Entries** pane, select one or more banks account ledger entries that can be matched with the selected bank statement line. To choose multiple lines, select and hold the CTRL key and then choose the lines. > [!TIP] > You can also manually match multiple bank statement lines with one bank account ledger entry. For example, this might be useful if your bank deposit contained several payment methods, such as credit cards from different issuers, and your bank lists those as separate lines. diff --git a/business-central/bi-create-reports-with-xbrl.md b/business-central/bi-create-reports-with-xbrl.md index d350520d02..f3281356d7 100644 --- a/business-central/bi-create-reports-with-xbrl.md +++ b/business-central/bi-create-reports-with-xbrl.md @@ -107,7 +107,7 @@ When a taxonomy changes you need to update the current taxonomy accordingly. The 2. On the **XBRL Taxonomies** page, choose the **Schemas** action. 3. To update a schema, select the schema you want to update, then choose the **Import** action. 4. To update or add a new linkbase, choose the **Linkbases** action. -5. Select the relevant linkbase or press Ctrl+N for a new line, select the type of linkbase, then insert a description. +5. Select the relevant linkbase or select Ctrl+N for a new line, select the type of linkbase, then insert a description. 6. To import the linkbase, choose the **Import** action. 7. Choose **Yes** to apply the linkbase to the schema. diff --git a/business-central/faq-copy-paste.yml b/business-central/faq-copy-paste.yml index ccac920d3d..e9378309da 100644 --- a/business-central/faq-copy-paste.yml +++ b/business-central/faq-copy-paste.yml @@ -7,7 +7,7 @@ title: Copy and Paste FAQ summary: | You can copy one or more rows (records) from a list or a single field on a page, and then paste what you copied into the same page, another page, or an external document (like Microsoft Excel and Outlook email). - In short, to copy, you press CTRL+C (cmd+C in macOS) on your keyboard. To paste, you press CTRL+V (cmd+V in macOS). There are several other keyboard shortcuts for copying and pasting that help you save time when entering data. For more information about these, see [Keyboard Shortcuts](keyboard-shortcuts.md#CopyRows). This article answers common questions you might have about copying and pasting. + In short, to copy, you select Ctrl+C (cmd+C in macOS) on your keyboard. To paste, you select Ctrl+V (Cmd+V in macOS). There are several other keyboard shortcuts for copying and pasting that help you save time when entering data. For more information about these, see [Keyboard Shortcuts](keyboard-shortcuts.md#CopyRows). This article answers common questions you might have about copying and pasting. sections: - name: General questions: @@ -25,17 +25,17 @@ sections: - question: How do I copy a row? answer: | - To copy a single row, select it, and then press Ctrl+C. + To copy a single row, select it, and then select Ctrl+C. If you want to copy more rows, you can: - - Press Ctrl+Click on another row or press Shift+Click to select the row and all rows in between. See [Keyboard Shortcuts](keyboard-shortcuts.md#CopyRows) for more mouse and keyboard combinations for selecting rows. - - Select ![Show more options](media/show-more-options-icon.png "Show more options icon") in the first column, choose **Select More**, select the check box next to each row that you want to copy, and then press Ctrl+C. + - select Ctrl+Click on another row or select Shift+Click to select the row and all rows in between. See [Keyboard Shortcuts](keyboard-shortcuts.md#CopyRows) for more mouse and keyboard combinations for selecting rows. + - Select ![Show more options](media/show-more-options-icon.png "Show more options icon") in the first column, choose **Select More**, select the check box next to each row that you want to copy, and then select Ctrl+C. - question: How do I paste rows? answer: | - Select an empty row, with focus in any cell, and then press Crtl+V. + Select an empty row, with focus in any cell, and then select Ctrl+V. - If you want to replace existing rows, select the rows, and then press Crtl+V. In this case, you can only paste the same number of rows that you selected. + If you want to replace existing rows, select the rows, and then select Ctrl+V. In this case, you can only paste the same number of rows that you selected. > [!NOTE] > The list that you are pasting into must be editable. diff --git a/business-central/finance-define-and-allocate-costs.md b/business-central/finance-define-and-allocate-costs.md index d4c6ea8f7b..64404cd2b8 100644 --- a/business-central/finance-define-and-allocate-costs.md +++ b/business-central/finance-define-and-allocate-costs.md @@ -59,7 +59,7 @@ The dynamic allocation method is based on changeable values. For example, the nu ### Setting Filters -The following table shows which filters are possible for different allocation bases and which values are valid in the **No. Filter** and **Group Filter** fields. Press F1 in the **Date Filter Code** field to read detailed descriptions. +The following table shows which filters are possible for different allocation bases and which values are valid in the **No. Filter** and **Group Filter** fields. Select F1 in the **Date Filter Code** field to read detailed descriptions. |**Base**|**No. Filter**|**Date Filter Code**|**Cost Center Filter**|**Cost Object Filter**|**Group Filter**| |--------------|----------------------------------------|----------------------------------------------|------------------------------------------------|------------------------------------------------|------------------------------------------| @@ -86,7 +86,7 @@ This topic describes how to define three new allocation target cost objects for 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Cost Allocation**, and then choose the related link. 2. On the **Cost Allocation** page, choose the **New** action. -3. In the **ID** field, press Enter or enter an ID. +3. In the **ID** field, select Enter or enter an ID. 4. In the **Level** field, enter **1**. 5. In the **Valid From** and **Valid To** fields, enter appropriate dates. 6. In the **Cost Center Code** field, enter **PROD**. @@ -124,7 +124,7 @@ This topic shows an example of how to define allocations by using the dynamic al 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Cost Allocations**, and then choose the related link. 2. On the **Cost Allocation** page, choose the **New** action. -3. In the **ID** field, press Enter or enter an ID. +3. In the **ID** field, select Enter or enter an ID. 4. In the **Level** field, enter **1**. 5. In the **Valid From** and **Valid To** fields, enter appropriate dates. 6. In the **Cost Center Code** field, enter **SALES**. diff --git a/business-central/finance-how-setup-report-intrastat.md b/business-central/finance-how-setup-report-intrastat.md index 980235f355..8adc2ab484 100644 --- a/business-central/finance-how-setup-report-intrastat.md +++ b/business-central/finance-how-setup-report-intrastat.md @@ -1,15 +1,15 @@ --- title: Set Up Intrastat Reporting description: Learn how to set up Intrastat reporting features to report trade with companies in other EU countries. -author: altotovi -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na +author: altotovi +ms.author: altotovi +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 12/20/2022 +ms.custom: bap-template ms.search.keywords: electronic document, Intrastat, trade, EU, European Union ms.search.form: 308, 309, 310, 311, 325, 326, 327, 328, 405, 406, 4810, 4811, 8451, 12202, 31077 -ms.date: 09/02/2022 -ms.author: altotovi --- # Set Up Intrastat Reporting @@ -127,7 +127,7 @@ To set mandatory fields and/or values on the **Intrastat Report** page: > [!NOTE] > When you open the **Filter Page** from the **Filter Expression** line, you can use all standard filter expressions related to the specific field you want to filter. > -> Be careful with setting up validation rules, as they can differ from country to country. +> Be careful when you set up validation rules. They can differ from country to country. ## Use custom codeunits in Intrastat reporting @@ -138,9 +138,9 @@ If you want to change how Intrastat works and the default configuration is not e 3. On the **VAT Report Type** field, choose the **Intrastat Report** option. 4. On the **VAT Report Version** field, specify the version of the report. 5. After that, you can add your codeunits for the following options: - a. On the **Suggest Lines Codeunit ID** field, specify the new codeunit for suggesting lines in the Intrastat report lines. - b. On the **Content Codeunit ID** field, specify the new codeunit for exporting data as a file using a Data Exchange Definition. - c. On the **Validate Codeunit ID** field, specify the new codeunits for validating results inside Intrastat report lines. + a. In the **Suggest Lines Codeunit ID** field, specify the new codeunit for suggesting lines in the Intrastat report lines. + b. In the **Content Codeunit ID** field, specify the new codeunit for exporting data as a file using a Data Exchange Definition. + c. In the **Validate Codeunit ID** field, specify the new codeunits for validating results inside Intrastat report lines. > [!IMPORTANT] > @@ -198,8 +198,8 @@ To set up all necessary information related to Intrastat on item cards: 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Items**, then choose the related link. 2. Select the item you want to configure. -3. Expand the **Costs & Posting** FastTab and fill the **Tariff No.**, **Supplementary Unit of Measure**, and **Country/Region of Origin Code** fields. -4. Expand the **Inventory** FastTab and enter the decimal value in the **Net Weight** field. +3. On the **Costs & Posting** FastTab, fill the **Tariff No.**, **Supplementary Unit of Measure**, and **Country/Region of Origin Code** fields. +4. On the **Inventory** FastTab, enter the decimal value in the **Net Weight** field. > [!NOTE] > You can use different units of measure as your supplementary unit of measure. If this is not the same as the **Base Unit of Measure**, you need to configure this unit of measure on the **Item Units of Measure** page. @@ -210,7 +210,7 @@ To set up all necessary information related to Intrastat on fixed assets cards: 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fixed Assets**, then choose the related link. 2. Select the fixed asset you want to configure. -3. Expand the **Intrastat** FastTab and fill the **Tariff No.**, **Net Weight**, and **Supplementary Unit of Measure** fields. +3. On the **Intrastat** FastTab, fill the **Tariff No.**, **Net Weight**, and **Supplementary Unit of Measure** fields. > [!NOTE] > You can use different units of measure as your supplementary unit of measure. But whatever **Unit of Measure Code** you choose, its **Quantity** in Intrastat reports will always be 1. @@ -222,7 +222,7 @@ Before using a vendor in Intrastat reporting, you must have a dedicated **Countr 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Vendors**, then choose the related link. 2. Select the vendor you want to configure. 3. On the **Intrastat** FastTab, you can set default values for the **Default Trans. Type**, **Default Trans. Type - Returns**, and **Default Transport Method** fields. -4. Expand the **Payments** FastTab, and choose the option in the **Intrastat Partner Type** field to specify if the vendor is a person or a company in Intrastat reporting. +4. On the **Payments** FastTab, in the **Intrastat Partner Type** field, specify whether the vendor is a person or a company. #### Customer cards @@ -231,7 +231,7 @@ Before using a customer in Intrastat reporting, you must have a dedicated **Coun 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Customers**, then choose the related link. 2. Select the customer you want to configure. 3. On the **Intrastat** FastTab, you can set default values for the **Default Trans. Type**, **Default Trans. Type - Returns**, and **Default Transport Method** fields. -4. Expand the **Payments** FastTab, and choose the option in the **Intrastat Partner Type** field to specify if the vendor is a person or a company in Intrastat reporting. +4. On the **Payments** FastTab, in the **Intrastat Partner Type** field, specify whether the vendor is a person or a company. #### Exclude items and fixed assets from Intrastat reporting @@ -241,19 +241,67 @@ If there is a reason for a specific item or fixed asset to be excluded from Intr 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Items**, then choose the related link. 2. Select the item you want to configure. -3. Expand the **Cost & Posting** FastTab, then select the **Exclude from Intrastat Report** field. +3. On the **Cost & Posting** FastTab, select the **Exclude from Intrastat Report** field. ##### Exclude a fixed asset from Intrastat reporting 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fixed Assets**, then choose the related link. 2. Select the fixed asset you want to configure. -3. Expand the **Intrastat** FastTab, then select the **Exclude from Intrastat Report** field. +3. On the **Intrastat** FastTab, select the **Exclude from Intrastat Report** field. ## Country-specific Intrastat setup - +The Intrastat requirements are similar in all member states of the EU, although there are important exceptions. In theory, the rules should be uniformly applied in all member states. However, there are differences in implementation because some member states provide guidelines on how to apply the general principles in the regulation in specific situations. For example, commercial samples, return of goods, and so on. These guidelines can produce different results for various situations in EU member states. Because of that, some countries have some extra specific information that's separate from other countries. They also use a different file format for reporting. + +### Austria + +Intrastat reporting in Austria requires two different files for receipts and shipments. To verify that your setup is correct, follow these steps: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intrastat Report Setup**, and then choose the related link. +2. O the **Reporting** FastTab, check whether **Split Receipts/Shipments Files** is selected. Related to that, you will find two separate **Data Exch. Def, Codes** configured. The **Zip File(-s)** field is also selected to ensure that report files will be added to zip file. + +The process of working with Intrastat Reports is the same as the global feature. + + + +### Czech Republic + +The new Intrastat Report experience for the Czech Republic will be available from 2023 release wave 1. In the meantime, you can continue to use the **Intrastat Journal** feature. + +### Finland + +In Finland, there are a few additional steps to set up Intrastat. Intrastat reporting in Finland requires two different files for receipts and shipments. Related to that, you will find two separate **Data Exch. Def, Codes** configured. + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intrastat Report Setup**, and then choose the related link. +2. On the **Intrastat Report Setup** page, on the **File Setup** FastTab, fill fields as described in the following table: + + |Field|Description| + |------------------------------------|---------------------------------------| + | **Custom Code**|Specifies a custom code for the Intrastat file setup information. | + | **Company Serial No.**|Specifies a company serial number for the Intrastat file setup information. | + +3. On the **Reporting** FastTab, check whether **Split Receipts/Shipments Files** is selected. + +The process of working with Intrastat Reports is the same as the global feature. + + + +### Italy + +New Intrastat Report experience for Italy will be available from February 2023. In a meantime, you can continue to use the **Intrastat Journal** feature. + + + +### Sweden + +Intrastat reporting in Sweden requires two different files for receipts and shipments. To verify that your setup is correct, follow these steps: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intrastat Report Setup**, and then choose the related link. +2. On the **Reporting** FastTab, check whether **Split Receipts/Shipments Files** is selected. Related to that, you will find two separate **Data Exch. Def, Codes** configured. + +The process of working with Intrastat Reports is the same as in global feature. -The Intrastat requirements are similar in all member states of the EU, although there are important exceptions. In theory, the rules should be uniformly applied in all member states. However, there are differences in implementation because some member states provide guidelines on how the general principles in the regulation should be applied in specific situations (for example, commercial samples, return of goods, etc.). These guidelines may produce different results for various situations in EU member states. Because of that, some countries have some extra specific information separate from other countries, and they also have a different file format for reporting. + ## See related training at [Microsoft Learn](/learn/modules/process-intrastat-dynamics-365-business-central/index). diff --git a/business-central/finance-how-setup-use-service-declaration.md b/business-central/finance-how-setup-use-service-declaration.md index 302da88807..2b4db850a0 100644 --- a/business-central/finance-how-setup-use-service-declaration.md +++ b/business-central/finance-how-setup-use-service-declaration.md @@ -1,15 +1,16 @@ --- + title: Set Up and Use the Service Declaration Extension description: Learn how to set up and use Service Declaration (Intrastat for Services) features to report service trade with companies in other EU countries. author: altotovi -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na +ms.author: altotovi +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 12/21/2022 +ms.custom: bap-template ms.search.keywords: electronic document, Intrastat, trade, EU, service, declaration, ms.search.form: 30, 76, 5010, 5022, 5023, 5024, 5800 -ms.date: 11/23/2022 -ms.author: altotovi --- # The Service Declaration Extension @@ -146,14 +147,14 @@ Grouping required by authorities will be provided in the exported file. You must ### Using services in document lines -When you create a purchase or sales invoice, you'll find two fields related to service declarations on their lines. Both fields are filled in with the default values from your item, resource, or item charge set ups. +When you create a purchase, sales, or service invoice, you'll find two fields related to service declarations on their lines. Both fields are filled in with the default values from your item, resource, or item charge set ups. - **Service Transaction Type Code** - Specifies the code for a service transaction type. - **Applicable For Service Declaration** - Specifies whether an item or resource is applicable for a service declaration. You can change the values in these fields, but if you select the **Applicable For Service Declaration** field, you must specify a value in the **Service Transaction Type Code** field. If you don't, you can't post the document. -If you specify a value in the **Service Transaction Type Code** field but don’t select the **Applicable For Service Declaration** field, you can post the document but the line won't be calculated when you do. +If you specify a value in the **Service Transaction Type Code** field but don’t select the **Applicable For Service Declaration** field, you can post the document, but the line won't be calculated when you do. ## See related training at [Microsoft Learn](/learn/modules/process-intrastat-dynamics-365-business-central/index). diff --git a/business-central/finance-how-to-create-prepayment-invoices.md b/business-central/finance-how-to-create-prepayment-invoices.md index 240b352e2b..5a697d6b97 100644 --- a/business-central/finance-how-to-create-prepayment-invoices.md +++ b/business-central/finance-how-to-create-prepayment-invoices.md @@ -1,23 +1,19 @@ --- title: Create Prepayment Invoices description: Handle situations where you or your vendor require prepayment. Use the default percentages for each sales or purchase line or adjust the amount as necessary. -author: edupont04 - - -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bhielse +ms.topic: how-to +ms.date: 02/02/2023 +ms.custom: bap-template ms.search.form: 42, 50, 9305, 9307 -ms.date: 12/02/2021 -ms.author: edupont - --- # Create Prepayment Invoices If you require customers to pay before you'll ship their order, you can use the prepayment features. The same applies if your vendor requires you to pay before they ship an order to you. -You can start the prepayment process when you create a sales or purchase order. If you have a default prepayment percentage for an item on the order, or for the customer or vendor, the percentage will be included in the prepayment invoice. You can also specify a prepayment percentage to the entire document. +You can start the prepayment process when you create a sales or purchase order. The default prepayment percentage for an item on the order, or for the customer or vendor, will be included in the prepayment invoice. You can also specify a prepayment percentage to the entire document. After you create a sales or purchase order, you can create a prepayment invoice for it. Either use the default percentages for each sales or purchase line, or adjust the amount. For example, you might specify a total amount for the entire order. @@ -39,6 +35,14 @@ The following procedure describes how to invoice a prepayment for a sales order. The due date for the prepayment is calculated automatically based on the value of the **Prepmt. Payment Terms Code**. + > [!NOTE] + > When some lines on an invoice require 100% prepayment and other lines don't, and there's VAT on the prepayment account, the rounded amount might cause an error when you create a prepayment invoice. The error occurs because the prepayment invoice amount is higher than the amounts on the document lines. To fix the problem, change the amounts on one or all of the lines that require 100% prepayment. The change will recalculate the VAT amount rounding and use the accumulated rounding difference on the last modified line. + > + > Two more ways to fix the problem are: + > + > * Create a separate VAT product posting group and a VAT posting setup with a separate VAT identifier and use that for the items or lines that require 100% prepayment. Rounding is done for each VAT identifier, so separate rounding will be done for items that are assigned to the VAT product posting group. + > * Use a separate invoice for the items or lines that do and don't require 100% prepayments. + 3. Fill in the sales lines. If you've specified a default prepayment percentage either for the customer or on the **Prepayment** FastTab on this document, this value is copied to each line. You can change the contents of the **Prepayment %** field on the line. diff --git a/business-central/includes/ua-get-help.md b/business-central/includes/ua-get-help.md index 27008145e6..886c7972a4 100644 --- a/business-central/includes/ua-get-help.md +++ b/business-central/includes/ua-get-help.md @@ -5,4 +5,4 @@ ms.topic: include ms.date: 04/08/2022 ms.author: edupont --- -[!INCLUDE[prod_short](prod_short.md)] includes tooltips for fields and actions that can help guide you through the various business processes. Some pages also have teaching tips and tours to help you. On each tooltip and teaching tip, choose the **Learn more** link to open the Help pane where you find information about the current page and related tasks. On all pages, use *Ctrl+F1* on your keyboard to open the Help pane. On any device, use the question mark in the upper right corner to get to the Help. +[!INCLUDE[prod_short](prod_short.md)] includes tooltips for fields and actions that can help guide you through the various business processes. Some pages also have teaching tips and tours to help you. On each tooltip and teaching tip, choose the **Learn more** link to open the Help pane where you find information about the current page and related tasks. On all pages, use Ctrl+F1 on your keyboard to open the Help pane. On any device, use the question mark in the upper right corner to get to the Help. diff --git a/business-central/keyboard-shortcuts-cheatsheet.md b/business-central/keyboard-shortcuts-cheatsheet.md index 81ef9c06cb..9b38b3ceaa 100644 --- a/business-central/keyboard-shortcuts-cheatsheet.md +++ b/business-central/keyboard-shortcuts-cheatsheet.md @@ -16,79 +16,79 @@ ms.author: jswymer #### General -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Alt+F2|Show and hide the FactBox pane| -|Alt+N|Create a new record| -|Alt+Shift+N|Close a newly created record and create a new one| -|Alt+O|Add a new note for the selected record| -|Alt+Q|Open **Tell me**| -|Ctrl+Alt+Q|Open **Find Entries**| -|Alt+Up|Open tooltip or validation error| -|Alt+Down Arrow|Open a drop-down or look up| -|Alt+T|Open the **My Settings** page| -|Alt+Shift+W|Open the current card or document in a new window| -|Ctrl+Insert|Insert a new line on a document| -|Ctrl-Delete|Delete the line on a document, journal, or worksheet| -|Ctrl+Shift+F12|Maximize the line items part on a document page| -|Ctrl+F1|Open the help pane or a help article| -|Ctrl+Click|Navigate when personalizing and customizing| -|Ctrl+O|Switch company or environment| -|Shift+F12|Open the role explorer, a feature overview| -|F5/Ctrl+F5|Refresh/reload page| -|Tab/Shift+Tab|Move focus to the next/previous element| -|F6/Shift+F6|Move to next FastTab/part| +|Alt+F2|Show and hide the FactBox pane| +|Alt+N|Create a new record| +|Alt+Shift+N|Close a newly created record and create a new one| +|Alt+O|Add a new note for the selected record| +|Alt+Q|Open **Tell me**| +|Ctrl+Alt+Q|Open **Find Entries**| +|Alt+Up|Open tooltip or validation error| +|Alt+Down Arrow|Open a drop-down or look up| +|Alt+T|Open the **My Settings** page| +|Alt+Shift+W|Open the current card or document in a new window| +|Ctrl+Insert|Insert a new line on a document| +|Ctrl-Delete|Delete the line on a document, journal, or worksheet| +|Ctrl+Shift+F12|Maximize the line items part on a document page| +|Ctrl+F1|Open the help pane or a help article| +|Ctrl+Click|Navigate when personalizing and customizing| +|Ctrl+O|Switch company or environment| +|Shift+F12|Open the role explorer, a feature overview| +|F5/Ctrl+F5|Refresh/reload page| +|Tab/Shift+Tab|Move focus to the next/previous element| +|F6/Shift+F6|Move to next FastTab/part| #### Navigate & Select Rows -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Home/End|Go to first/last field| -|Ctrl+Home/End |Go to first/last row| -|Ctrl+Up/Down|Navigate without losing selection| -|Ctrl+A |Select all| -|Ctrl+Space|Toggle row selection| -|Ctrl/Shift+Click|Add the row/rows to the selection| -|Shift+Up/Down|Add row above/below to selection| -|Shift+Page Up/Down|Select visible rows above/below| -|Ctrl+Enter|Focus out of the list| +|Home/End|Go to first/last field| +|Ctrl+Home/End|Go to first/last row| +|Ctrl+Up/Down|Navigate without losing selection| +|Ctrl+A|Select all| +|Ctrl+Space|Toggle row selection| +|Ctrl/Shift+Click|Add the row/rows to the selection| +|Shift+Up/Down|Add row above/below to selection| +|Shift+Page Up/Down|Select visible rows above/below| +|Ctrl+Enter|Focus out of the list| #### Copy & Paste -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Ctrl+C/V|Copy/paste rows| -|F8|Copy field above into current row| +|Ctrl+C/V|Copy/paste rows| +|F8|Copy field above into current row| #### Search, Filter, & Sort -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Alt+F7|Sort column in ascending/descending order| -|F3|Toggle search| -|Shift+F3|Toggle filter pane; focus on field filters| -|Alt+F3|Filter on selected cell value| -|Shift+Alt+F3|Add filter on selected field| -|Ctrl+Alt+Shift+F3|Reset filters| +|Alt+F7|Sort column in ascending/descending order| +|F3|Toggle search| +|Shift+F3|Toggle filter pane; focus on field filters| +|Alt+F3|Filter on selected cell value| +|Shift+Alt+F3|Add filter on selected field| +|Ctrl+Alt+Shift+F3|Reset filters| #### Quick Entry -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Ctrl+Shift+Enter|Go to next Quick Entry field outside a list| -|Enter/Shift+Enter|Go to next/previous Quick Entry field| +|Ctrl+Shift+Enter|Go to next Quick Entry field outside a list| +|Enter/Shift+Enter|Go to next/previous Quick Entry field| ##### Report Preview -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Ctrl+Home/End|Go to the first/last page| +|Ctrl+Home/End|Go to the first/last page| #### Numeric Keypad -|Press these keys|To do this| +|Select these keys|To do this| |-|-| -|Alt+Decimal Separator|Toggle output of decimal separator key on numeric keypad| +|Alt+Decimal Separator|Toggle output of decimal separator key on numeric keypad| > [!TIP] > For a graphical, print-friendly version, choose the following image and download the PDF file. diff --git a/business-central/keyboard-shortcuts.md b/business-central/keyboard-shortcuts.md index d4e94656d8..8228505653 100644 --- a/business-central/keyboard-shortcuts.md +++ b/business-central/keyboard-shortcuts.md @@ -32,40 +32,40 @@ Keyboard shortcuts aid accessibility and can make it easier and more efficient t Most of the shortcuts are the same whether the operating system is Windows or macOS. However, some shortcuts differ for macOS. These shortcuts are indicated with brackets in the following sections. > [!NOTE] -> In addition to the global keyboard shortcuts described in this article, a number of business-specific shortcuts are available. For example, in the generic version of [!INCLUDE[prod_short](includes/prod_short.md)], F9 posts a document and Ctrl+F7 shows the ledger entries for a record when you open the record in a card. This article includes some of the more common business-specific shortcuts, which are shown in italics. Be aware that the actual shortcuts may be different in your solution. In the user interface, the keyboard shortcut is shown in the tooltip for the action in question. +> In addition to the global keyboard shortcuts described in this article, a number of business-specific shortcuts are available. For example, in the generic version of [!INCLUDE[prod_short](includes/prod_short.md)], F9 posts a document and Ctrl+F7 shows the ledger entries for a record when you open the record in a card. This article includes some of the more common business-specific shortcuts, which are shown in italics. Be aware that the actual shortcuts may be different in your solution. In the user interface, the keyboard shortcut is shown in the tooltip for the action in question. ## General Keyboard Shortcuts The following table describes keyboard shortcuts for navigating and accessing different elements of a page. Elements include things like actions, drop-down lists, lookups, and more. For details about keyboard shortcuts for navigating records once you get inside a list, see the next section. -|Press these keys
(in macOS)|To do this| +|Select these keys
(in macOS)|To do this| |--------------------------------|----------| -|Alt+Down Arrow|Open a drop-down list or look up a value for a field.| -|Alt+Up Arrow|Show tooltip for a field or a column header of a table. If the field has validation errors, press Alt+Up Arrow to show the validation error. Press Esc or Alt+Up Arrow to close the tooltip.| -|F2|Toggle between selecting the entire field value or placing the cursor at the end of the field value.| -|Alt+F2|Show and hide the FactBox pane.| -|Alt+Shift+F2|Shift between **Details** and **Attachments** in the FactBox pane.| -|Alt+O|Add a new note for the selected record, even if the FactBox pane isn't open.| -|Alt+Q
(Ctrl+Option+Q)|Open the **Tell Me** window. For more information, see [Finding Pages and Information with Tell Me](ui-search.md).| -|Ctrl+Alt+Q
(Ctrl+Option+Cmd+Q)|Open the **Find Entries** page to find documents and entries related to each other based on common information, like document number or posting date. For more information, see [Finding Related Entires for Posted Documents](ui-find-entries.md)| -|Alt+N |Open a page to create a new record. (Similar to choosing the **New** and **+** actions.)| -|Alt+Shift+N |Close a newly created page and open a new one to create a new record. Similarly, Alt+F9 posts a document and creates a new one.| -|Alt+T|Open the **My Settings** page.| -|Alt+Right Arrow|Look up additional information or underlying values for a field that contains the ![AssistEdit.](media/assist-edit-icon.png "AssistEdit button") button. Used when the usual drop-down button (Alt+Down Arrow) in the same field is used for another purpose.| -|Ctrl+Alt+Shift+C|Display information in the company badge. This shortcut was discontinued in Business Central 2022 release wave 2 (version 21) and replaced by Ctrl+O. | -|Ctrl+Alt+F1|Open and close the page inspection pane. The page inspection pane shows information about the page, like its source table, fields, filters, extensions, and more.

For more information, see [Inspecting Pages](across-inspect-page.md).| -|Ctrl+C |Copy the value of field. If the field is in focus, and you haven't selected any text in the field, this will copy the entire value. If you've selected any text in the field, then it will copy the selected text only.| -|Ctrl+F1|Open the [help pane](product-help-and-support.md#help-pane) or a Business Central help article on [Microsoft Learn](/dynamics365/business-central/), depending on your Business Central version.| -|Ctrl+F12|Switch between wide and narrow layout view.| -|Ctrl+Click|Navigate during personalizing or customizing when the action is highlighted with an arrowhead. For more information, see [Personalize Your Workspace](ui-personalization-user.md).| -|Ctrl+F5|Reload the [!INCLUDE[prod_short](includes/prod_short.md)] application. (Similar to selecting refresh/reload in the browser.)| -|F5|Refresh the data on the current page.

Use this key to ensure that the data on the page is up to date with any changes that others have made while you're working.| -|Ctrl+O|Open the **Available Companies** pane for switching to another company or environment. For more information, see [Switching to Another Company or Environment](ui-organization-switch.md).| -|Enter|Enable or access the element or control that is in focus.| -|Esc|Close the current page or drop-down list.| -|Tab|Move focus to the next control or element on a page, such as actions, buttons, fields, or list headings.| -|Shift+Tab|Move focus to the previous control or element on a page, such as actions, buttons, fields, or list headings.| -|Y and N|Activate **Yes** and **No** buttons in dialog boxes. Actual keys will vary based on your current language specified in **My Settings**. For example, press J to activate the **Ja** button when using German language.| +|Alt+Up Arrow|Open a drop-down list or look up a value for a field.| +|Alt+Up Arrow|Show tooltip for a field or a column header of a table. If the field has validation errors, select Alt+Up Arrow to show the validation error. Select Esc or Alt+Up Arrow to close the tooltip.| +|F2|Toggle between selecting the entire field value or placing the cursor at the end of the field value.| +|Alt+F2|Show and hide the FactBox pane.| +|Alt+Shift+F2|Shift between **Details** and **Attachments** in the FactBox pane.| +|Alt+O|Add a new note for the selected record, even if the FactBox pane isn't open.| +|Alt+Q

(Ctrl+Option+Q)|Open the **Tell Me** window. For more information, see [Finding Pages and Information with Tell Me](ui-search.md).| +|Ctrl+Alt+Q

(Ctrl+Option+Cmd+Q)|Open the **Find Entries** page to find documents and entries related to each other based on common information, like document number or posting date. For more information, see [Finding Related Entires for Posted Documents](ui-find-entries.md)| +|Alt+N |Open a page to create a new record. (Similar to choosing the **New** and **+** actions.)| +|Alt+Shift+N |Close a newly created page and open a new one to create a new record. Similarly, Alt+F9 posts a document and creates a new one.| +|Alt+T|Open the **My Settings** page.| +|Alt+Right Arrow|Look up additional information or underlying values for a field that contains the ![AssistEdit.](media/assist-edit-icon.png "AssistEdit button") button. Used when the usual drop-down button (Alt+Up Arrow) in the same field is used for another purpose.| +|Ctrl+Alt+Shift+C|Display information in the company badge. This shortcut was discontinued in Business Central 2022 release wave 2 (version 21) and replaced by Ctrl+O. | +|Ctrl+Alt+F1|Open and close the page inspection pane. The page inspection pane shows information about the page, like its source table, fields, filters, extensions, and more.

For more information, see [Inspecting Pages](across-inspect-page.md).| +|Ctrl+C |Copy the value of field. If the field is in focus, and you haven't selected any text in the field, this will copy the entire value. If you've selected any text in the field, then it will copy the selected text only.| +|Ctrl+F1|Open the [help pane](product-help-and-support.md#help-pane) or a Business Central help article on [Microsoft Learn](/dynamics365/business-central/), depending on your Business Central version.| +|Ctrl+F12|Switch between wide and narrow layout view.| +|Ctrl+Click|Navigate during personalizing or customizing when the action is highlighted with an arrowhead. For more information, see [Personalize Your Workspace](ui-personalization-user.md).| +|Ctrl+F5|Reload the [!INCLUDE[prod_short](includes/prod_short.md)] application. (Similar to selecting refresh/reload in the browser.)| +|F5|Refresh the data on the current page.

Use this key to ensure that the data on the page is up to date with any changes that others have made while you're working.| +|Ctrl+O|Open the **Available Companies** pane for switching to another company or environment. For more information, see [Switching to Another Company or Environment](ui-organization-switch.md).| +|Enter|Enable or access the element or control that is in focus.| +|Esc|Close the current page or drop-down list.| +|Tab|Move focus to the next control or element on a page, such as actions, buttons, fields, or list headings.| +|Shift+Tab|Move focus to the previous control or element on a page, such as actions, buttons, fields, or list headings.| +|Y and N|Activate **Yes** and **No** buttons in dialog boxes. Actual keys will vary based on your current language specified in **My Settings**. For example, select J to activate the **Ja** button when using German language.| ## Keyboard Shortcuts in Lists @@ -76,175 +76,175 @@ The following table describes the keyboard shortcuts that you can use on a list --> ### General -|Press these keys
(in macOS)|To do this in a list view|To do this in a tile view | +|Select these keys
(in macOS)|To do this in a list view|To do this in a tile view | |--------------------------------|-------------------------|--------------------------| -|Alt+F7 |Sort the selected column in ascending or descending order.|Not applicable.| -|Alt+N|Insert a new line in an editable list, such as the **G/L Budgets** page.|Same.| -|Shift+F9|Post and print a document.|Same.| -|Shift+F10 |Open a menu of options that are available for the selected row.|Same.| -|Alt+D|Open the dimension set entries.|Same.| -|Ctrl+F7|Open ledger entries, logs entries, cost entries, and so on.| -|Ctrl+F9|Release document.|Same.| -|*F7*|Open statistics.|Same.| -|*F9*|Post, issue, register, or reverse document.|Same.| -|*Shift+Ctrl+F*|Send suggested lines on the cash flow worksheets page.|Not applicable.| -|*Shift+Ctrl+I*|View serial and lot numbers assigned to the line item on the document or journal.|Not applicable.| +|Alt+F7 |Sort the selected column in ascending or descending order.|Not applicable.| +|Alt+N|Insert a new line in an editable list, such as the **G/L Budgets** page.|Same.| +|Shift+F9|Post and print a document.|Same.| +|Shift+F10 |Open a menu of options that are available for the selected row.|Same.| +|Alt+D|Open the dimension set entries.|Same.| +|Ctrl+F7|Open ledger entries, logs entries, cost entries, and so on.| +|Ctrl+F9|Release document.|Same.| +|*F7*|Open statistics.|Same.| +|*F9*|Post, issue, register, or reverse document.|Same.| +|*Shift+Ctrl+F*|Send suggested lines on the cash flow worksheets page.|Not applicable.| +|*Shift+Ctrl+I*|View serial and lot numbers assigned to the line item on the document or journal.|Not applicable.| ### Navigating Between Rows and Columns Grids containing rows and columns exist on many page types in [!INCLUDE[prod_short](includes/prod_short.md)], such as list pages and **Lines** parts on documents. Moving from one cell to another across a grid is fully keyboard-enabled. -| Press these keys
(in macOS) | To do this in a list view | To do this in a tile view | +| Select these keys
(in macOS) | To do this in a list view | To do this in a tile view | |--|--|--| -| Ctrl+Home
(Fn+Ctrl+Left Arrow) | Select the first row in the list; focus remains in the same column. | Move to the first tile in the first row. | -| Ctrl+End
(Fn+Ctrl+Right Arrow) | Select the last row in the list; focus remains in the same column. | Move to the last tile in the last row. | -| Home
(Fn+Left Arrow) | Move to the first field in the row. | Move to the first tile in the row. | -| End
(Fn+right Arrow) | Move to the last field in the row. | Move to the last tile in the row. | -| Enter | Open the record that is associated with the field.

Only relevant if a card page is associated with the record. | Opens the record.

Only relevant if a card page is associated with the record. | -| Ctrl+Enter | Move focus to the next element outside the list. | Move focus to the next element outside the list. | -| Page Up
(Fn+Up Arrow) | Scroll to display the set rows above the current rows in view. | Scrolls to display the set of tiles above the current tiles in view. | -| Page Down
(Fn+Down Arrow) | Scroll to display the set rows below the current rows in view. | Scroll to display the set of tiles below the current tiles in view. | -| Down Arrow | Move in the same column to the field in the row below. | Move in the same column to the tile in the row below. | -| Up Arrow | Move in the same column to the field in the row above. | Move in the same column to the tile in the row above. | -| Right Arrow | In a view-only list, move in the same row to the next field to the right.

In an editable list, move to the right within the current field. | Move in the same row to the next tile to the right. | -| Left Arrow | In a view-only list, move in the same row to the previous field to the left.

In an editable list, move to the left within the current field. | Move in the same row to the previous tile to the left. | -| Tab | In editable list, move in the same row to the next field to the right. | Not applicable. | -| Shift+Tab | In editable list, move in the same row to the previous field to the left. | Not applicable. | +| Ctrl+Home

(Fn+Ctrl+Left Arrow) | Select the first row in the list; focus remains in the same column. | Move to the first tile in the first row. | +| Ctrl+End

(Fn+Ctrl+Right Arrow) | Select the last row in the list; focus remains in the same column. | Move to the last tile in the last row. | +| Home

(Fn+Left Arrow) | Move to the first field in the row. | Move to the first tile in the row. | +| End

(Fn+Right Arrow) | Move to the last field in the row. | Move to the last tile in the row. | +| Enter | Open the record that is associated with the field.

Only relevant if a card page is associated with the record. | Opens the record.

Only relevant if a card page is associated with the record. | +| Ctrl+Enter | Move focus to the next element outside the list. | Move focus to the next element outside the list. | +| Page Up

(Fn+Up Arrow) | Scroll to display the set rows above the current rows in view. | Scrolls to display the set of tiles above the current tiles in view. | +| Page Down

(Fn+Up Arrow) | Scroll to display the set rows below the current rows in view. | Scroll to display the set of tiles below the current tiles in view. | +| Up Arrow | Move in the same column to the field in the row below. | Move in the same column to the tile in the row below. | +| Up Arrow | Move in the same column to the field in the row above. | Move in the same column to the tile in the row above. | +| Right Arrow | In a view-only list, move in the same row to the next field to the right.

In an editable list, move to the right within the current field. | Move in the same row to the next tile to the right. | +| Left Arrow | In a view-only list, move in the same row to the previous field to the left.

In an editable list, move to the left within the current field. | Move in the same row to the previous tile to the left. | +| Tab | In editable list, move in the same row to the next field to the right. | Not applicable. | +| Shift+Tab | In editable list, move in the same row to the previous field to the left. | Not applicable. | ### Selecting, Copying, and Pasting -|Press these keys
(in macOS)|To do this in a list view |To do this in a tile view | +|Select these keys
(in macOS)|To do this in a list view |To do this in a tile view | |--------------------------------|--------------------------|--------------------------| -|Ctrl+Click
(Cmd+Click)|Extend the selection of rows to include the row that you click.|Not applicable.| -|Shift+Click|Extend the selection of rows to include the row that you click and all the rows in between.

You can use this after using Ctrl+Up Arrow or Ctrl+Up Down to expand your selection.|Not applicable.| -|Ctrl+Up Arrow
(Ctrl+Cmd+Up Arrow)|Move focus to the row above and keep the current row selected.|Not applicable.| -|Ctrl+Down Arrow
(Ctrl+Cmd+Down Arrow)|Move focus to the row below and keep the current row selected.|Not applicable.| -|Ctrl+Space Bar
(Ctrl+Cmd+Space)|Extend the selection of rows to include the focused row.

You can use this after using Ctrl+Up Arrow or Ctrl+Down Arrow to expand your selection.|Not applicable.| -|Ctrl+A|Select all rows.|Not applicable.| -|Ctrl+C
(Cmd+C)|Copy the selected rows to the Clipboard.|Yes, but only for a single selected tile.| -|Ctrl+V
(Cmd+V)|Paste the selected rows from the Clipboard into the current page or external document, like Microsoft Excel or Outlook email. You can only do this in editable lists.|Not applicable.| -|Shift+Up Arrow|Extend the selection of rows to include the row above.|Not applicable.| -|Shift+Down Arrow|Extend the selection of rows to include the row below.|Not applicable.| -|Shift+Page Up
(Shift+Fn+Up Arrow)|Extend the selection of rows to include all visible rows above the current selection of rows.|Not applicable.| -|Shift+Page Down
(Shift+Fn+Down Arrow)|Extend the selection of rows to include all visible rows below the current selection of rows.|Not applicable.| -|F8|Copy the field in the same column of the row above, and paste it into the current row. You can only do this in editable lists. Using this shortcut followed by a Tab lets you quickly fill out fields in line items that you want to have the same value as the row above.|Not applicable.| +|Ctrl+Click

(Cmd+Click)|Extend the selection of rows to include the row that you click.|Not applicable.| +|Shift+Click|Extend the selection of rows to include the row that you click and all the rows in between.

You can use this after using Ctrl+Up Arrow or Ctrl+Up Down to expand your selection.|Not applicable.| +|Ctrl+Up Arrow

(Ctrl+Cmd+Up Arrow)|Move focus to the row above and keep the current row selected.|Not applicable.| +|Ctrl+Up Arrow

(Ctrl+Cmd+Up Arrow)|Move focus to the row below and keep the current row selected.|Not applicable.| +|Ctrl+Space Bar

(Ctrl+Cmd+Space)|Extend the selection of rows to include the focused row.

You can use this after using Ctrl+Up Arrow or Ctrl+Up Arrow to expand your selection.|Not applicable.| +|Ctrl+A|Select all rows.|Not applicable.| +|Ctrl+C

(Cmd+C)|Copy the selected rows to the Clipboard.|Yes, but only for a single selected tile.| +|Ctrl+V

(Cmd+V)|Paste the selected rows from the Clipboard into the current page or external document, like Microsoft Excel or Outlook email. You can only do this in editable lists.|Not applicable.| +|Shift+Up Arrow|Extend the selection of rows to include the row above.|Not applicable.| +|Shift+Up Arrow|Extend the selection of rows to include the row below.|Not applicable.| +|Shift+Page Up

(Shift+Fn+Up Arrow)|Extend the selection of rows to include all visible rows above the current selection of rows.|Not applicable.| +|Shift+Page Down

(Shift+Fn+Up Arrow)|Extend the selection of rows to include all visible rows below the current selection of rows.|Not applicable.| +|F8|Copy the field in the same column of the row above, and paste it into the current row. You can only do this in editable lists. Using this shortcut followed by a Tab lets you quickly fill out fields in line items that you want to have the same value as the row above.|Not applicable.| ### Searching and Filtering Lists -|Press these keys
(in macOS)|To do this| +|Select these keys
(in macOS)|To do this| |--------------------------------|----------| -|F3|Toggles the search box.