HALASOFT​
For Business Solutions Inc.​

Learn how Subscription Billing works in Microsoft Dynamics 365 Business Central: sell a $300 device with a connected monthly or annual service, then bill that service on a customer contract with recurring invoices. This step-by-step tutorial uses the CRONUS Canada demo company. In this video you'll learn: • How to set up Subscription Contract Setup, number series and posting accounts • How to create the invoicing item and the monthly and annual subscription packages • How to assign subscription packages to a device item and set subscription line pricing • How selling, shipping and invoicing the hardware creates the subscription automatically • How to create a customer contract, get subscription lines, and create, review and post the recurring contract invoice Who it's for: finance teams, controllers and billing staff who sell products with services, maintenance or SaaS plans and want recurring revenue billed in Business Central. Chapters 0:00 Welcome: a device sold with a subscription 0:50 Step 1: Subscription Contract Setup 1:26 Step 2: Subscription posting accounts 1:50 Step 3: The invoicing item 2:10 Step 4: The monthly subscription package 2:36 Step 5: The annual subscription package 2:56 Step 6: The device item 3:18 Step 7: Assign the packages to the device 3:36 Step 8: Sell the device 3:58 Step 9: The sales order line 4:16 Step 10: Subscription line pricing 4:34 Step 11: Ship and invoice the hardware 4:50 Step 12: The hardware invoice 5:04 Step 13: The subscription is created 5:26 Step 14: Create the customer contract 5:42 Step 15: Get Subscription Lines 5:58 Step 16: The contract lines 6:12 Step 17: Create the contract invoice 6:30 Step 18: Review the contract invoice 6:44 Step 19: Post the subscription invoice 7:02 Step 20: Ready for next month 7:30 Recap and contact Halasoft Related tutorials • Previous: Fixed Assets in Business Central https://youtu.be/FFYYnYzYWRE • Next series (supply chain): Items & Inventory in Business Central https://youtu.be/58Rz-VAAvsE • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLB5lWMEEJ2ic — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #SubscriptionBilling

Learn how to use recurring journals in Microsoft Dynamics 365 Business Central to post the same entries every period, such as fixed rent and monthly payroll, without retyping them. This step-by-step tutorial uses the CRONUS Canada demo company. In this video you'll learn: • How to open Recurring General Journals and set up one batch per routine • How to build a Fixed entry for rent and watch the posting date roll forward • Why payroll uses the Variable method, with costs, withholdings, payables and net pay • How to preview and post, and what stays after posting • How to check the result in the general ledger and the G/L Registers audit trail Who it's for: accountants and bookkeepers who post the same journal entries every month in Business Central. Chapters 0:00 Welcome from Halasoft 0:39 Open Recurring General Journals 1:16 One batch per routine 1:46 Build the fixed rent entry 2:19 Preview before you post 2:48 Post and watch the date roll forward 3:15 Why payroll uses Variable 3:46 Payroll costs: the debit side 4:18 Withholdings, payables and net pay 4:53 Preview the payroll entry 5:24 Post: amounts clear, structure stays 5:49 Check the general ledger 6:16 The audit trail in G/L Registers 6:41 Recap and contact Halasoft Related tutorials • Previous: General Ledger in Business Central https://youtu.be/M_Ugq4ur_kc • Next: Bank Reconciliation in Business Central https://youtu.be/fdq35CF2uTc • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLB5lWMEEJ2ic — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #Accounting

Learn how to run a physical inventory count in Microsoft Dynamics 365 Business Central with the physical inventory journal: calculate expected quantities, print a count sheet, enter what you counted and post the difference. This step-by-step tutorial uses the CRONUS Canada demo company. In this video you'll learn: • How to create a journal batch for the count • How to run Calculate Inventory with the right date, document and items • How to print the count sheet and enter counted quantities • How to preview the posting and check the accounting effect • How to post the count and review physical inventory and item ledger entries Who it's for: warehouse leads and inventory controllers who run cycle counts or year-end counts in Business Central. Chapters 0:00 Welcome from Halasoft 0:40 Create a batch for the count 1:10 Prepare, then Calculate Inventory 1:37 Set the date, document and items 2:13 Read the calculated lines 2:45 Print the count sheet 3:12 Enter the counted quantities 3:47 Preview before you post 4:12 Check the accounting effect 4:47 Post the count 5:09 Physical Inventory Ledger Entries 5:34 Item Ledger Entries 5:58 Recap and contact Halasoft Related tutorials • Previous: Items & Inventory in Business Central https://youtu.be/58Rz-VAAvsE • Next: Receiving, Shipping & Item Tracking in Business Central https://youtu.be/KqUHS-T34rs • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLMAu5AHX1nK0 — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #Inventory

What is Microsoft Dynamics 365 Business Central, and is it right for your business? This overview tours the main areas of Business Central in the CRONUS Canada demo company, so you can see how finance, sales, purchasing, inventory and reporting fit together in one ERP. In this video you'll learn: • How to get around: the Role Center, cues, menus, Role Explorer and Tell Me • How lists, views, filters and card pages work • How finance looks: chart of accounts, G/L entries, bank accounts and financial reporting • How sales, purchasing and inventory look: orders, posted invoices, vendors and items • How to use Excel, Teams, Report Explorer, Power BI and Copilot with Business Central Who it's for: business owners, finance leaders and IT teams evaluating Business Central, and new users getting their bearings. Chapters 0:00 Welcome from Halasoft 0:44 Your Role Center home page 1:18 Cues show your work at a glance 1:50 Menus and the Role Explorer 2:23 Find anything with Tell Me 2:52 Lists, views and filters 3:24 Card pages hold the details 3:58 The chart of accounts 4:30 Drill down to general ledger entries 5:07 Bank accounts 5:44 Financial reporting 6:19 The sales order list 6:52 Inside a sales order 7:30 Posted sales invoices 7:59 Vendors and purchase orders 8:31 Items and inventory 9:06 Open in Excel and share to Teams 9:39 Report explorer and Power BI 10:15 Copilot in Business Central 10:50 Recap and contact Halasoft Related tutorials • Finance series: https://www.youtube.com/playlist?list=PLB5lWMEEJ2ic • Supply chain series: https://www.youtube.com/playlist?list=PLMAu5AHX1nK0 • Start with finance: General Ledger in Business Central https://youtu.be/M_Ugq4ur_kc • Start with inventory: Items & Inventory in Business Central https://youtu.be/58Rz-VAAvsE — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #ERP

Learn how to pay vendors electronically with EFT in Microsoft Dynamics 365 Business Central (Canada). This step-by-step tutorial uses the CRONUS Canada demo company, from bank setup to the EFT file and posted payments. In this video you'll learn: • How to set up the company bank account: Transfer FastTab, CA EFT DEFAULT format and remittance numbering • Where to enter the Federal ID No. on Company Information • How to add a vendor bank account for electronic payments • How to suggest vendor payments and export electronic payments with remittance advice • How to generate the EFT file, read it, post the journal and review vendor ledger entries Who it's for: AP teams and controllers in Canada moving from cheques to electronic vendor payments in Business Central. Chapters 0:00 Welcome from Halasoft 0:49 Open your company bank account 1:15 Fill in the Transfer FastTab 1:47 The CA EFT DEFAULT export format 2:15 Remittance advice numbering 2:34 Federal ID No. on Company Information 2:55 Open the vendor's bank accounts 3:12 Add a new vendor bank account 3:24 Branch, account and transit numbers 3:48 Use for Electronic Payments 3:59 Payment method and preferred bank 4:16 A batch that allows payment export 4:32 Suggest Vendor Payments 4:53 Check the payment lines 5:10 Export Electronic Payments 5:31 The remittance advice 5:45 Payment lines after export 5:57 Generate EFT File 6:11 The Generate EFT Files page 6:31 Inside the EFT file 6:54 Post the payment journal 7:07 Review the vendor ledger entries 7:28 Recap and contact Halasoft Related tutorials • Previous: Accounts Payable in Business Central https://youtu.be/-0jUzj-oOEs • Next: Accounts Receivable in Business Central https://youtu.be/shsIfpa7zX8 • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLB5lWMEEJ2ic — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #EFT

Learn the advanced warehouse flow in Microsoft Dynamics 365 Business Central: set up the location, receive and put away stock, then pick and ship it. This step-by-step tutorial uses the CRONUS Canada demo company. In this video you'll learn: • How to set up warehouse handling on a location, with warehouse employees, zones and bins • How to release a purchase order, create and post the warehouse receipt • How to create and register the put-away • How to release a sales order, create the warehouse shipment and the pick • How to register the pick, post the shipment and review warehouse entries Who it's for: warehouse leads, operations managers and inventory controllers running distribution in Business Central. Chapters 0:00 Welcome from Halasoft 0:42 Warehouse setup on the location 1:29 Warehouse employees 1:54 Zones and bins 2:27 Release the purchase order 3:01 Create the warehouse receipt 3:37 Receipt lines 4:00 Post the receipt 4:19 The put-away document 5:04 Register the put-away 5:45 Release the sales order 6:08 Create the warehouse shipment 6:42 Create the pick 7:09 The pick document 7:44 Register the pick 8:00 Post the shipment 8:25 Warehouse entries 8:57 Recap and contact Halasoft Related tutorials • Previous: Receiving, Shipping & Item Tracking in Business Central https://youtu.be/KqUHS-T34rs • Next series (finance): General Ledger in Business Central https://youtu.be/M_Ugq4ur_kc • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLMAu5AHX1nK0 — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #WarehouseManagement

Learn how to receive and ship items with serial and lot number tracking in Microsoft Dynamics 365 Business Central. This step-by-step tutorial uses the CRONUS Canada demo company. In this video you'll learn: • How item tracking codes work, including SNALL and LOTALL • How to receive a purchase order and assign serial and lot numbers • How to post the receipt and invoice and review tracking entries • How to ship a sales order and select the tracked serial numbers and lot • How to trace serial and lot numbers with Item Tracing Who it's for: warehouse, purchasing and sales teams that need traceable inventory in Business Central. Chapters 0:00 Welcome from Halasoft 0:45 Item tracking codes 1:20 SNALL and LOTALL 1:57 Set up the items 2:33 Create the purchase order 3:04 Open item tracking lines 3:27 Assign serial numbers 4:04 Enter a lot number 4:34 Post the receipt 5:01 Post the purchase invoice 5:25 Tracking entries after receipt 5:57 Create the sales order 6:28 Select serial numbers 7:03 Select the lot 7:30 Ship and invoice 7:57 Tracking entries after the sale 8:26 Trace serial and lot numbers 9:09 Recap and contact Halasoft Related tutorials • Previous: Physical Inventory Count in Business Central https://youtu.be/IhbtqTAkZCs • Next: Warehouse Management in Business Central https://youtu.be/Iz9GjTarDXo • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLMAu5AHX1nK0 — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #Inventory

Learn how to set up items and keep inventory accurate in Microsoft Dynamics 365 Business Central. We create an item from a template, set costing, posting, pricing and replenishment, organize it with categories and attributes, and adjust, count and move stock. Recorded in the CRONUS Canada demo company. In this video you'll learn: • How to create an item from a template and fill in general information • How to set costs and posting, prices and replenishment • How to organize items with categories and attributes • How to adjust stock with Adjust Inventory and the item journal • How to count stock with the physical inventory journal and move it with the item reclassification journal Who it's for: inventory controllers, purchasers and operations teams setting up items in Business Central. Chapters 0:00 Welcome from Halasoft 0:40 Finding pages with Search 1:06 The Items list 1:40 Create an item from a template 2:17 General item information 2:50 Costs & Posting 3:27 Prices & Replenishment 4:07 Item categories & attributes 4:42 Adjust Inventory 5:28 Item journal adjustments 6:12 Item ledger entries 6:45 Physical inventory: calculate 7:34 Physical inventory: count & post 8:22 Item reclassification journal 8:57 Review the results 9:32 Recap and contact Halasoft Related tutorials • Next: Physical Inventory Count in Business Central https://youtu.be/IhbtqTAkZCs • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLMAu5AHX1nK0 — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #Inventory

Learn the full life of a fixed asset in Microsoft Dynamics 365 Business Central: create the asset card, acquire it, run depreciation and dispose of it. This step-by-step tutorial uses the CRONUS Canada demo company. In this video you'll learn: • How to create a fixed asset card and classify it, so the subclass brings the posting group • How to set up the depreciation book, start date and useful life • How to use the acquisition wizard, fix journal warnings and post the acquisition • How to run Calculate Depreciation and read the depreciation journal • How to post a disposal and review the FA ledger, including how to fix mistakes Who it's for: accountants and controllers tracking capital assets and depreciation in Business Central. Chapters 0:00 Welcome from Halasoft 0:38 Open the Fixed Assets list 1:04 A new fixed asset card 1:28 Describe and classify 1:52 The subclass brings the posting group 2:14 The General section, complete 2:39 The depreciation book 3:03 Start date and useful life 3:28 Start the acquisition wizard 3:52 Where the money came from 4:12 Cost and acquisition date 4:36 Finish, and open the journal 4:52 Read the journal, fix the warning 5:22 Preview the posting 5:49 Post the acquisition 6:01 The card after acquisition 6:20 Run Calculate Depreciation 6:53 Read the depreciation journal 7:25 Check the statistics 7:47 Enter the disposal 8:14 Preview the disposal 8:47 Statistics after disposal 9:07 The FA ledger, and fixing mistakes 9:35 Recap and contact Halasoft Related tutorials • Previous: Accounts Receivable in Business Central https://youtu.be/shsIfpa7zX8 • Next: Subscription Billing in Business Central https://youtu.be/_cDxK5xW3s8 • New to Business Central? What Is Business Central? Full Overview https://youtu.be/QPoS_3R3yDQ • Full series playlist: https://www.youtube.com/playlist?list=PLB5lWMEEJ2ic — Halasoft helps Canadian businesses implement, customize and support Microsoft Dynamics 365 Business Central, Dynamics GP and Dynamics 365 CRM. Website: https://www.halasoft.ca Email: info@halasoft.ca Phone: 416-223-8166 Subscribe: https://www.youtube.com/@Halasoft-BSI?sub_confirmation=1 Demo data: CRONUS Canada sample company in a Business Central sandbox. Screens and features can vary by version, localization and permissions. #BusinessCentral #Dynamics365 #FixedAssets