A company adds a user to Microsoft 365.
Existing user groups do not have the required permission sets for newly added users.
You need to assign a Dynamics 365 Business Central user group and permissions to the user and the company.
Which five actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:
Select Get New Users from Microsoft 365 / Update Users from Microsoft 365.
Create a user group.
Select the user from the user list.
Assign the user group to the user.
Assign the user to the company.
You set up a new company for a customer. The customer provides you with the chart of accounts and the preferred grouping of items, vendors, and customers.
You must ensure that item posting corresponds with the grouping preferences and chart of accounts for the customer.
You need to create the posting groups and setup.
Which type of posting groups should you create?
To answer, drag the appropriate posting group types to the correct entities. Each posting group type may be used once, more than once, or not at all.
You are performing actions on posted sales invoices. You need to correct any identified errors.
Which actions should you perform?
To answer, drag the action buttons to the correct requirements.
Each action button may be used once, or not at all. You may need to drag the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Reference:https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-correct-cancel-sales-invoice
You have a sales order with a quantity of 100 items. You need to post a shipment with a quantity of 50 items from the sales order.
Which four actions should you perform in sequence?
To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select the sales order.
Set the Qty. To Ship to 50.
Select the Post action.
Choose the Ship option.
You are implementing Dynamics 365 Business Central for a company. The accounting manager provides you the chart of accounts. You are setting up the posting groups for the accounting department.
You must use a standard costing method and post any differences between actual purchase costs and the standard cost.
You need to set up a general ledger account for posting any differences in costs. What should you use?
Reference:
https://docs.microsoft.com/en-us/learn/modules/posting-groups-dynamics-365-business-central/4-configure
A company uses Dynamics 365 Business Central.
You need to ensure that the company can bulk edit data by using the Edit in Excel feature.
What should you use?
To answer, select the appropriate options in the answer area.
https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/configuring-excel-addin
A company uses Dynamics 365 Business Central to manage accounts payables. The company uses exact cost reversing when returning products to vendors.
Returns use current costs at the time of the return. Exact cost reversing must be enforced manually for current orders and automatically applied to all future orders.
You need to configure the system.
Which configuration options should you use?
https://community.dynamics.com/business/b/navvlogbypittis/posts/exact-cost-reversing-mandatory-explained-in-dynamics-365-business-central
A company is negotiating with a vendor for better prices on several items. The company has made late payments to the vendor in the past.
You need to configure the system to help ensure that all future payments will be made on time.
What should you do?
https://docs.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-prioritize-vendors
You are setting up a new company for a customer.
The customer wants you to filter the view to show all customers in the My Customers list and calculate the year-to-date sales.
You need to apply the filter.
Which four actions should you perform in sequence? To answer, move the appropriate entities from the list of actions to the answer area and arrange them in the correct order.
NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters
Open the customer list.
Open the filter pane. Then select the No. field and set the filter to %MYCUSTOMERS.
Add the Date Filter as a Filter total. Enter Y for year.
Save the view by naming it Sales for my customers this year.
A company uses Dynamics 365 Business Central. When users create sales documents, the system must display an alert that shows the customer's remaining credit. The alert must also notify the user if the customer has any overdue payments. You need to configure a credit limit and overdue payment warning.
Correct Answer: C 🗳️ Business Central enables you to determine how you want users to be informed when a customer is over their credit limit. To begin, search for and pull up the “Sales & Receivables Setup”. Under the General FastTab, locate 'Credit Warnings.' Within this field, you can determine if you want a notification to display at the top of the Sales Order for:
(1) Credit Limits
(2) Overdue Balance
(3) Credit Limits and Overdue Balance
(4) No notifications
You configure a cloud-based printer in Dynamics 365 Business Central. Purchase orders printed by users must automatically print to the cloud-based printer. You need to create a setup record for the user, report, and printer combination.
On which page should you create the setup record?
You are implementing Dynamics 365 Business Central Online. Users must be added to Business Central for the first time. You need to add the users.
Which action should you use?
Info:
The function used to be called “Get Users…” but Microsoft recently changed it to “Update Users…”. That’s why we have updated our Booster content. Apparently, Microsoft hasn’t yet updated MS Learn.
You set up a new company for a customer. The customer provides you with a Microsoft Excel file that contains master data. You need to import the master data by using configuration packages. Which four actions should you perform in sequence?
https://docs.microsoft.com/en-gb/dynamics365/business-central/admin-how-to-prepare-a-configuration-package https://docs.microsoft.com/en-gb/dynamics365/business-central/admin-how-to-configure-new-companies
Create a configuration package !
Export an Excel template and populate the data
Import a populated Excel temlate into the package data
Apply the data
You are setting up approval workflows in Dynamics 365 Business Central. You need to configure approver limits.
Which approver limit types should you use? To answer, drag the appropriate approver limit types to the correct requirements.
Each approver limit type may be used once, or not at all. You may need to drag the split bar between panes or scroll to view content.
https://ebs.com.au/blog/how-approver-limit-type-works-for-purchase-order-workflows-in-microsoft-dynamics-365
A company uses Dynamics 365 Business Central. The company wants to print financial statements by using a cloud-based printer. You need to recommend the type of printer the customer should install.
Which type of printer should you recommend?
You create a test instance of Dynamics 365 Business Central and enter transactions for testing purposes. You create a production company instance in the same Business Central environment.
You need to copy the setup and master data from the test instance to the production instance without copying transaction data.
What are two possible ways to achieve the goal?
Each correct answer presents a complete solution.
You are implementing Dynamics 365 Business Central for a customer.
You need to explain the primary functions of the Adjust Cost — Item Entries batch job.
What are three primary purposes of the Adjust Cost — Item Entries batch job?
Each correct answer presents part of the complete solution.
https://docs.microsoft.com/en-gb/dynamics-nav-app/design-details-cost-adjustment
You are creating companies for multiple customers in the cloud-based version of Dynamic 365 Business Central by using the assisted setup guide. You need to create new companies.
Which templates should you use? To answer, drag the appropriate templates to the correct requirements.
Each template may be used once, more than once, or not at all.
You may need to drag the split bar between panes or scroll to view content.
https://docs.microsoft.com/en-gb/dynamics365/business-central/about-new-company
The customer wants to upload starting entries for all master data through a general journal on the last day of the current month.
You need to upload the data according to this requirement.
Which three functions should you select?
You are setting up and testing a workflow with approval hierarchy in Dynamics 365 Business Central.
In Approval User Setup, you configure the following users:
You create and enable an approval workflow. You configure the workflow to use the approver limit type Approver Chain.
To test the workflow, User1 creates a purchase order for $1,100 and runs the Send Approval Request function.
You need to identify the actions that occur when the workflow runs.
Which set of actions occurs?
Die Konfiguration des Approval User Setup und die Auswahl des Approver Chain Typs bedeuten, dass das Genehmigungsverfahren eine Hierarchie von Genehmigern durchläuft, bevor es abgeschlossen ist. Hier ist eine Erklärung, wie die Aktionen ablaufen:
User1 erstellt einen Einkaufsauftrag über $1.100.
User1 führt die "Send Approval Request" Funktion aus, um den Genehmigungsprozess zu starten.
Da die Konfiguration den "Approver Chain" Typ hat, beginnt der Prozess mit User2, da er in der Hierarchie als erster Genehmiger steht.
User2 erhält eine Genehmigungsanfrage und kann diese akzeptieren oder ablehnen. Falls er die Anfrage ablehnt, endet der Genehmigungsprozess.
Wenn User2 die Anfrage akzeptiert, wird User3 automatisch eine Genehmigungsanfrage erhalten.
User3 hat dann die Möglichkeit, die Anfrage zu akzeptieren oder abzulehnen. Wenn er ablehnt, endet der Genehmigungsprozess.
Wenn User3 die Anfrage akzeptiert, wird der Genehmigungsprozess abgeschlossen und der Einkaufsauftrag wird freigegeben.
Die korrekte Reihenfolge der Genehmiger in dieser Hierarchie ist also: User2 -> User3. Sobald beide Genehmiger die Anfrage akzeptiert haben, wird der Einkaufsauftrag freigegeben, und die Antwortmöglichkeit C beschreibt dies korrekt.
A company implements Dynamics 365 Business Central.
The database contains very few posted entries. You observe that Global Dimension 1 is configured incorrectly.
You need to run the Change Global Dimensions function in Sequential mode to replace Global Dimension 1.
Open general ledger setup
Select the Prepare action.
Select the Change Global Dimensions action.
Select the new dimension.
Select the Start action.
Sign out of Business Central, and the sign back in.
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-dimensions#to-set-up-global-and-shortcut-dimensions
Info: Sign out and sign in to Business Central is not necessary for Sequential. It's only required for Parallel, because you perform the Start action after you sign back in - https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-dimensions
Open general ledger setup.
A customer has premium licenses for Dynamics 365 Business Central.
You need to make all actions and fields for the Manufacturing and Service modules available to users.
You manage several companies within one Dynamics 365 Business Central database. Most users work in only one of these companies, where they have a specific role.
You need to set up security according to company requirements.
Which setup should you use?
To answer, drag the appropriate setups to the correct requirements.
Each setup may be used once, more than once, or not at all.
You are implementing Dynamics 365 Business Central.
You are unable to view some expected functionality in the system.
You need to demonstrate the use of difierent options for assigning profiles to users.
In which three places can you assign profiles to users?
The purchasing manager wants to implement an approval system by using email notifications.
You need to set up the notification system.
Which setup should you use? To answer, drag the appropriate setup to the correct actions. Each setup may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view
content.
https://docs.microsoft.com/en-gb/dynamics365/business-central/across-how-to-set-up-approval-users https://docs.microsoft.com/en-gb/dynamics365/business-central/across-how-to-specify-when-and-how-to-receive-notifications
A customer is using Dynamics 365 Business Central.
The customer is currently sending quotes and invoices using postal services. The customer wants to begin sending quotes and invoices by email directly from Business Central.
You need to configure outbound email.
What are two possible ways to achieve the goal? Each correct answer presents a complete solution.
A company uses Dynamics 365 Business Central to record payments for vendors. All payment records include similar data elements.
You are onboarding a new vendor. You must create a unique number series for payments from the vendor.
No other vendors will use the new number series.
A company is implementing Dynamics 365 Business Central.
You need to create a new company that is configured similarly to an existing company. The existing company has data that must be used as a template for the new company.
Which tools should you use? To answer, drag the appropriate tools to the correct requirements. Each tool may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-get-ready-business https://docs.microsoft.com/en-us/dynamics365/business-central/admin-gather-customer-setup-values https://docs.microsoft.com/en-us/dynamics365/business-central/admin-set-up-a-company-with-rapidstart
You are implementing Dynamics 365 Business Central Online for a company. The company is migrating from a previous version of Business Central.
The company wants to migrate historical financial information from the previous fiscal year into the new database, including all analytical information.
You need to migrate data, including analytical information, by using a configuration package.
Which three steps should you use?
You need to configure security for Dynamics 365 Business Central objects.
Which permission or set of permissions is allowed for each type of object? To answer, drag the appropriate permissions to the correct object types. Each permission set may be used once, more than once, or not at all.
https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/properties/devenv-accessbypermission-property
You are configuring Dynamics 365 Business Central. You have a file containing balances for all general ledger accounts as of December 31, 2018.
You import the data into a General Journal batch. You enable the Force Doc. Balance option for the template.
When you attempt to post the batch, the following error message displays:
Out of balance - You need to resolve the error.
Which three actions should you perform? Each correct answer presents a part of the solution.
The company uses Dynamics 365 Business Central. You create several dimensions that will be used to perform cost analyses.
Some dimension value combinations are not allowed when posting purchase transactions.
You need to set up dimension combinations.
In which order should you perform the actions?
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-dimensions
You are implementing Dynamics 365 Business Central. You create a role center page for all users.
Users must not be allowed to personalize the page.
Which three actions should you perform? Each correct answer presents part of the solution.
https://docs.microsoft.com/en-us/dynamics365/business-central/admin-users-profiles-roles
The accounting manager wants to set up a complete Purchase Document Approval system with an approval hierarchy that meets the following requirements:
✑ Sara processes all purchase orders. Any purchase orders that Sara processes must be approved.
✑ Michelle can approve purchase orders up to $10,000.
✑ Shawn can approve the orders up to $50,000.
✑ Purchase orders above $50,000 must be approved by Remy.
You need to create the hierarchy.
Which hierarchy setup should be used for each limit?
https://docs.microsoft.com/en-us/previous-versions/dynamicsnav-2013/dd338778(v=nav.70)?redirectedfrom=MSDN
You are configuring default reports and layouts in Dynamics 365 Business Central.
You must add new data items to the report and change the layout associated with the default Purchase Order report.
A developer creates and deploys a new report object that includes the new data items and layout.
You need to congure Business Central to use the new report object as the system default when printing purchase orders.
Solution: On the Report Selection - Purchase page, set the value of the Usage option to Order. Update the Report ID shown on the page to reect the new report object.
Does the solution meet the goal?
https://docs.microsoft.com/en-gb/dynamics365/business-central/across-report-selections
You need to configure Business Central to use the new report object as the system default when printing purchase orders.
Solution: On the Report Selection - Service page, set the value of the Usage option to Order. Update the Report ID shown on the page to reflect the new report object.
Solution: On the Custom Report Layouts page, select the new report object. Use the Update Layout function to force Business Central to use the current report design.
Solution: On the Report Selection Purchase page, set the value of the Usage option to Order. Update the Report ID shown on the page to reect the new report object.
You need to create a user account for a new salesperson. The account must have the same permissions as other salespeople.
How should you configure the system?
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-how-users-permissions
Box 1: Update users from Microsoft 365To add users or update user information and license assignments in Business Central
After you add users or change user information in the Microsoft 365 Admin Center, you can quickly import the user information to Business Central. The import includes license assignments.
1. Sign in to Business Central using an administrator account.
2. Choose the Lightbulb that opens the Tell Me feature. icon, enter Users, and then choose the related link.
3. Choose Update Users from Microsoft 365.For new users, the next step is to assign user groups and permissions.
Box 2: Assign user to a User group.
You need to customize sales invoice printouts to meet the following requirements:
✑ Display the customer city and then the postal code.
✑ Display the company logo to the right of the customer address information.
Where should you make the configuration change? To answer, select the appropriate options in the answer area.
Box 1: Local Address Format in General Ledger Setup page:
Here you can specify the format in which addresses must appear on printouts. ie, Post Code+City, City+Post Code, City+County+PostCode, Blank Line+Post Code+City,formats.
Note: The General Ledger Setup page specifies how you handle many different accounting issues in your company. For example, you use this page to specify invoice rounding details, the currency code for your local currency, address formats, and whether you want to use an additional reporting currency.
Box 2: it is asked for the position of the logo, not wher the logo sholud be uploaded! Logo is uploaded to Company info but the logo location is specified in the Sales & Rec. Setup
A company uses Dynamics 365 Business Central. You assign a purchasing profile to all users in the purchasing department.
A user moves from the purchasing department to another department. You need to remove all personalizations in the user's profile.
Which three actions should you perform in sequence?
Select User Settings and the select the related link.
Open the User Settings Card
Select Clear Personalized Pages
A company creates blanket purchase orders from inbound documents that are sent to Dynamics 365 Business Central by purchasing agents.
When a new blanket purchase order is created with a certain item, the system must send a procurement supervisor a request to approve the purchase order.
Purchase orders must not be posted until the procurement supervisor approves the purchase order.
https://docs.microsoft.com/en-us/dynamics365/business-central/across-how-to-create-workflows https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/key-tasks-change-management-for-purchase-orders
Box 1: Business Central workflowsChange management introduces a managed workflow that makes sure that purchase orders are locked when they have been approved. The purchase orders cannot be changed until you start the change request workflow.
Note: A workflow represents a business process. It defines how a document flows through the system and indicates who must complete a task or approve a document.
Box 2: Then Response -Box 3: When Event -The workflow is divided into three sections:
1. When Event This is where the trigger is selected. Examples of trigger could be:
A master data record is changed -A journal line is created -an Incoming document is created or releasedApproval of a document is requested
2. On Condition of - The conditions are related to the event and opens for creating filters for when the event is triggered
3. Then Response - The Responses responds to what the next step in the work are.
A company is implementing Dynamics 365 Business Central. You need to create posting details for the master data.
Which setting should you use? To answer, drag the appropriate settings to the correct requirements. Each setting may be used once, more than once, or not at all.
https://docs.microsoft.com/en-us/dynamics365/business-central/finance-posting-groups
Box 1: General Prod. Posting GroupsGeneral Product Posting Groups: Assign this group to items and resources to specify what you sell, and what you buy.
Box 2: General Bus. Posting GroupGeneral Business Posting Groups: Assign this group to customers and vendors to specify who you sell to, and who you buy from.
Box 3: General Bus. Posting GroupGeneral Business Posting Groups: Assign this group to customers and vendors to specify who you sell to, and who you buy from.
You complete the sales invoicing process for a company.
You need to validate the setup.
Which setup should you check for each process? To answer, select the appropriate options in the answer area.
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-create-number-series https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-setup-document-send-profiles
Box 1: No. Series -No. Series: For each company that you set up, you need to assign unique identification codes to things such as general ledger accounts, customer and vendor accounts, invoices, and other documents. Numbering is important not only for identification. A well-designed numbering system also makes the company more manageable and easy to analyze, and can reduce the number of errors that occur in data entry.
Box 2: Document Sending Profiles: You can set each customer up with a preferred method of sending sales documents, so that you do not have to select a sending option every time you choose the Post and Send action. On the Document Sending Profiles page, you set up different sending profiles that you can select from in the Document Sending Profile field on a customer card.
You are creating payment terms.
A company processes standard vendor payments on the seventh day of the next month.
You need to set up payment terms for the vendor.
Which date formula should you use?
A company purchases items by using cash. You register a vendor payment when you a post a purchase invoice for a cash vendor.
You are creating a new cash vendor.
You need to set up the vendor so that payments post automatically when you post a purchase invoice.
Which type of setup should you use?
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-how-to-settle-purchase-invoices-promptly
You need to configure a new journal template.
What should you do? To answer, drag the appropriate fields to the correct requirements.
Each field may be used once, more than once, or not at all.
Reference:https://docs.microsoft.com/en-us/learn/modules/general-journal-templates-dynamics-365-business-central/1-templates
Monetary amounts for local currency must always display three decimal places.
In General Ledger Setup, you need to configure the appropriate setup field with the appropriate value.
The two threes in 3:3 mean a minimum of three decimal places and a maximum of 3 decimal places. In other words, it will always display three decimal places.
You need to configure Dynamics 365 Business Central to allow for receipt of quantities of items greater than the quantity ordered.
A bank is implementing Dynamics 365 Business Central.
Each bank account must be configured to a unique G/L Account.
You need to set up the first bank account.
How should you configure the system? To answer, select the appropriate options in the answer area.
Reference:https://usedynamics.com/business-central/finance/general-ledger-setup/ https://docs.microsoft.com/en-gb/dynamics365/business-central/bank-how-setup-bank-accounts
A company has been using Dynamics 365 Business Central for many years.
A new accounting manager for the company reviews the chart of accounts. The manager wants to remove some general ledger accounts.
The Check G/L Account Usage field is selected in the General Ledger Setup.
You need to assist with the account deletions.
What is one requirement that enables deletion of a general ledger account?
https://yzhums.com/7344/
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-setup-chart-accounts
Reference:https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-setup-chart-accounts
The general ledger account for accounts receivable must match the sum of all balances on the customer cards.
You need to set up the general ledger account card for accounts receivable to meet this requirement.
Which configuration should you use?
The company wants to automate sales credit memo processing.
You need to configure the system to meet the requirements.
You are implementing Dynamics 365 Business Central. The accounting manager of the company provides you with the chart of accounts.
You need to set up specific posting groups according to the chart of accounts.
Which setup should you use? To answer, drag the appropriate setup to the correct action.
https://docs.microsoft.com/en-us/learn/modules/posting-groups-dynamics-365-business-central/1-set-up
You copy a General Posting Setup from an instance of Dynamics 365 Business Central.
You must configure the General Posting Setup. You assign a category and subcategory to each account.
You need to complete the configuration as efficiently as possible.
What are three ways to complete the configuration?
The accountant must be able to report discounts received on purchased items separately from costs.
You need to configure the system to meet the requirement.
https://docs.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-record-purchase-price-discount-payment-agreements
The company needs to post monthly general journal batches for purchase expenses incurred throughout the month. The posted entries must have unique, incremental document numbers. The numbers must increment by one and be sequential.
A- Because of the requirement for incremental document number
B- Ofcourse, you have to create the number series to be used.
D. Since this is General Journal which must be used for Purchase expense, the type has to be Purchase.
You are creating an expense account for office supplies in the chart of accounts. The account may be used for purchase invoice transactions as well as general journal transactions.
You need to configure the remaining options for the account.
Which values should you use?
You are implementing Dynamics 365 Business Central Online.
Users must be added to Business Central for the first time.
You need to add the users.
You are implementing Dynamics 365 Business Central for a customer. The local currency code (LCY) for the company is set to US dollars ($).
The customer plans to set up a bank account. The customer provides the following information for the account:
✑ Account number
✑ Name
✑ Address
✑ Bank account posting group
The account must meet the following requirements:
✑ Use US dollars.
✑ Use 9075 as the number of the next bank account statement for reconciliation in Business Central.
You need to set up the account for the customer.
Currency for the Bank if it is the Default currency of the company you leave the currency code blank.
https://docs.microsoft.com/en-gb/dynamics365/business-central/bank-how-reconcile-bank-accounts-separately
You are setting up Dynamics 365 Business Central.
You need to define the Direct Cost Applied account.
Where should you define the accounts for Direct Cost Applied?
A company plans to verify that purchase invoices use agreed-upon prices and discounts.
The company is configuring settings on a vendor card. The company receives a validation error when creating a purchase order for the vendor.
You need to find out which setting is causing the validation error.
Which configuration option on the vendor card must you populate?
You are setting up the general journals and batches for an accounting department.
The accounting department has multiple users who will work simultaneously within different general journals.
You need to set up the different journal templates and batches for each user according to the company's requirements.
Which options should you use? To answer, drag the appropriate options to the correct requirements. Each option may be used once, more than once, or not at all.
You need to configure payment terms with the correct due date calculation formula.
What should you do? To answer, drag the appropriate values to the correct requirements. Each value may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-enter-date-ranges
A company uses Dynamics 365 Business Central for their receivables.
The company wants to mark any automatically matched payments to open invoices as not requiring a review if they match the highest degree of confidence that the two transactions are a match.
You need to configure payment matching rules.
Which three criteria should you configure?
The accounting manager for the company provides you with a chart of accounts.
You need to set up the general ledger accounts correctly.
Which setups should you use?
You set up a sales module for a company. The manager provides you with the company sales price list.
The correct net price for products must display when the sales team creates sales orders.
Which field is used to calculate the Due Date based on the Payment Terms?
A company uses Dynamics 365 Business Central. All activity in the system is based on the company's local currency.
Sales invoice amounts must be rounded to the nearest interval based on amount.
You need to complete the configuration.
Where should you configure the setup?
A company uses Dynamics 365 Business Central. You manage customer master data for the company.
You need to create new customers.
What are three possible ways to achieve the goal?
References:
https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-register-new-customers https://docs.microsoft.com/en-gb/dynamics365/business-central/admin-use-templates-to-prepare-customer-data-for-migration
You must create a general ledger account and define the general ledger account as a purchase account for general journal transactions.
To configure a general ledger account as a purchase account for general journal transactions, you must select Purchase as the value for the Gen. Posting Type field. This will ensure that the account is used to record purchases made by the company.
The other options are not correct. Assigning a general product posting group or a general business posting group will not affect the way that the account is used for general journal transactions. Linking a combination of the general business posting group and general product posting group is also not necessary.
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-posting-groups
You are setting up new customers and items in Dynamics 365 Business Central.
Which posting group should you use? To answer, drag the appropriate posting groups to the correct use cases. Each posting group may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
Box 1: Gen. Bus.
General Business -
The revenue posting (income statement) is determined by the combination of the general business posting group and the general product posting group.
Box 2: Customer -
The accounts receivable posting (balance sheet) is determined by the customer posting group.
Box 3: Gen. Prod.
General product -
The cost of goods sold posting (income statement) is determined by the combination of general business posting group and general product posting group.
Box 4: Inventory -
The inventory posting (balance sheet) is determined by the inventory posting group
You need to create a new payment terms record to meet the following requirements:
✑ Ensure that the due date for all vendor invoices is 30 days.
✑ Grant vendors a two percent discount if an invoice is paid within 10 days.
Which three actions should you perform?
B: Discount Date Calculation Specify the formula that is used to calculate the date that a payment must be made in order to obtain a discount.
10 days - 10D.
C: Discount % - Specify the discount percentage that is applied for early payment of an invoice amount.
D: Due Date Calculation - Specify the formula that is used to calculate the date that a payment must be made.
For example, if the payment must be made in one installment after two weeks, enter 14D.
https://docs.microsoft.com/en-us/dynamics365/business-central/localfunctionality/italy/how-to-set-up-payment-terms
Vendor open balances need to be posted to the general ledger (G/L) account directly by using the general journal.
You need to configure the G/L account to allow users to post vendor open balances to payables accounts.
Which setting should you use?
Direct posting is a very important field. It is used to enable or disable posting directly to the account. How? So, there are G/L accounts that you assign to posting groups like the receivables account, the payables account, and so on, and you would clear the field. In short, direct posting is not allowed there because of the choice you made. You can only post through a posting group.
https://www.gestisoft.com/blog/create-a-g-l-account-in-dynamics-365-business-central
A user posts a Sales Invoice document that has an incorrect dimension value.
You need to update general ledger entries with the correct dimension value without inserting new ledger entries.
Which option should you use?
On the General Ledger Entries page, the Correct Dimensions action lets you correct dimensions on posted entries by editing the dimension value, adding new dimensions, or removing them. Administrators can also lock dimensions for corrections, specify that corrections must respect closed accounting periods, and view a change log for a given G/L entry in order to revert the entry to its original value.
https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/smb/dynamics365-business-central/dimension-corrections-gl-entries
A company uses Dynamics 365 Business Central. You are recording incoming payments from customers.
You must record a payment of $500 for customer 2030 with a posting date of November 16, 2022.
The payment must be recorded against bank account No. 1010 with general ledger (G/L) account No. 10100.
You need to populate the cash receipt journal batch in Business Central to properly record the incoming payment to a bank account.
Which value should you use?
https://docs.microsoft.com/en-us/learn/modules/enter-payments-dynamics-365-business-central/2-apply
Box 1: Customer -
In the Account Type field, enter Customer.
You must record a payment of $500 for customer 2030 with a posting date of November 16, 2022. The payment must be recorded against bank account No. 1010 with general ledger (G/L) account
You need to configure the system to meet the following requirements for a purchasing agent:
✑ Create and post purchase documents including purchase receipt lines.
✑ Do not allow agents to read general ledger (G/L) or bank balances.
✑ Restrict access to view G/L amounts.
✑ Ensure that purchasing agents can select G/L codes on purchase documents.
You need to restrict access to view G/L amounts.
https://www.boyerassoc.com/blog/how-to-use-permission-set-filtering-in-dynamics-365-business-central/
Select the permissions sets that you want to modify.
Update the user permission sets in Dynamics 365 Business Central, removing the current permission set and adding the new permission set.
Remove page permissions for chart of accounts, G/L entries and G/L account card.
Assign a permission set to a user.
You set up a new company for a customer.
The customer requires that two global dimensions be automatically checked at transaction when income statement accounts are used.
You need to set up the requirements for all income statement accounts at once.
Navigate to Chart of Accounts and select the Filter option in the income/Balance column.
Select all income statement acounts.
Navigate to Account and select Dimensions-Multiple.
Define the dimension code and change Value Posting to Code Mandatory.
A company uses Dynamics 365 Business Central. You are creating a general ledger (G/L) for a checking account in the chart of accounts.
You need to populate the fields on the G/L account card.
Which value should you select?
A checking account is typically considered an asset in accounting. This is because it represents money that the company has and can use to pay expenses or invest in its operations.
in learn4d (Expense)
A company uses Dynamics 365 Business Central. The company has a customer that will also be a vendor for the company in the next financial year.
The company plans to consolidate the customer and vendor balances to reduce unnecessary payments on receipts and reduce the amount of transaction fees.
You need to configure the contact card.
Which option should you configure first?
A company records vendor-wise item descriptions.
You need to set up vendor-specific descriptions for items.
What should you set up?
https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-use-item-cross-refs
A furniture manufacturing company is creating new items in Dynamics 365 Business Central. The company currently searches for the products by material, color, and size.
You must expand the search capabilities for the items. Not all the items will have the same searchable characteristics. Some new search characteristics may need to be added.
You need to configure the system to automatically recommend additional search criteria for items.
Which features should you use?
https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-work-item-attributes
A company uses Dynamics 365 Business Central. The company has three sites.
The company needs to track inventory separately for each site.
You need to configure the system to meet this requirement.
What should you configure?
https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-setup-locations
A company operates from India. The company procures materials from Sweden.
You need to set up invoice discount terms for a vendor based in Sweden.
Which three pieces of information should you enter? Each correct answer presents part of the solution.
A company configures special prices for a combination of an item number and a vendor.
You need to configure optional criteria for special pricing to calculate the best price for the combination.
Which three criteria should you use?
You are implementing Dynamics 365 Business Central for a customer who has two warehouses.
The customer requires the following:
✑ different item pricing and vendors set up for items in each warehouse
✑ transactions tied to a specific location
You need to configure Business Central per the customer requirements.
Which three entities should you configure?
Each correct answer presents part of the solution.
https://usedynamics.com/business-central/inventory/items-using-sku/
Explanation:
C. Stockkeeping units: Stockkeeping units (SKUs) in Business Central allow you to manage inventory at a more granular level. You can set up different SKUs for the same item at different locations (warehouses), each with its own vendor and pricing information.
D. Item card: The item card is where you set up the basic information about an item. This includes the item's number, description, unit of measure, and other details. You can also link the item to its corresponding SKUs here.
E. Locations: Locations in Business Central represent physical or logical storage places, such as warehouses. You need to set up a location for each warehouse, and then tie transactions to these locations. This allows you to track inventory, sales, and purchases by location.
Which three criteria should you use? Each correct answer presents a complete solution.
You are implementing Dynamics 365 Business Central. You create items for infinite items such as water, electricity, and natural gas that are used in manufacturing processes.
You need to set up the items.
Which item type should you use for infinite items?
https://dynamicsuser.net/nav/b/peik/posts/using-infinite-components-in-a-dynamics-365-bc-production
A customer requests that the company always use their preferred shipping provider for all sales orders.
INFO:
A shipping agent is a company that provides shipping services.
In Dynamics 365 Business Central, you can define a shipping agent by entering the name of the company, the address, and the contact information. You can also specify the type of shipping service that the company provides. Once you have defined a shipping agent, you can select it when you create a sales order. This will ensure that the customer's preferred shipping provider is used for all sales orders. The other options are not correct. Shipping Advice is a document that is used to inform the customer of the details of a shipment. A Ship-to code is a code that is used to identify the shipping address for a customer. A Responsibility center is a department or division within a company that is responsible for a specific area of operations.
The customer wants to manually add many similar items.
You need to help the customer create copies of existing items.
Which three actions must be performed? Each correct answer presents part of the solution.
You are configuring Dynamics 365 Business Central for a company.
You need to create items.
Which item types should you use? To answer, drag the appropriate item types to the correct scenarios. Each item type may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-about-item-types
You receive a comprehensive price list from the customer. The customer wants you to set up the best price feature for sales by using the standard discount and pricing functionality in Business Central.
You need to set up this feature.
Which three components are part of the best price calculation feature? Each correct answer presents a complete solution.
The question specifically states the pricing is for SALE, not for purchase. Hence vendor or unit cost do not come into the picture at all. Try it in CRONUS on an Item that does not have a Unit Price on the Item Card or any special price/discounts set up but does have costs. Create a Sales Order/Invoice and you will see that the Unit Price will remain as zero.
The customer wants to sell items in boxes and pallets, but refer to the items as pieces. Each box contains 12 pieces. Each pallet contains 144 pieces.
You need to assign the unit of measures to items.
How should you assign the unit of measures?
A vendor needs to use a default warehouse location and invoice a different vendor for a purchase order.
Which controls should you use?
The customer wants to understand the structure of the elements involved in inventory posting.
You need to describe the relationship between elements in a basic inventory setup.
What is the hierarchical order of the elements included in inventory posting beginning with the master data?
To answer, move the appropriate three entities from the list of actions to the answer area and arrange them in the correct order.
Items
Items Ledger Entries
Value Entries
You are setting up a new item in Dynamics 365 Business Central. The item is a tangible good with an inventory asset value. The item is acquired by purchase specifically for each new instance of demand from an order.
You need to configure the Type, Replenishment System, and Reordering Policy fields on the item card to achieve the stated requirements.
How should you configure each field? To answer, drag the appropriate values to the correct fields. Each value may be used once, more than once, or not at all.
https://usedynamics.com/business-central/product-dev/replenishment-system/ https://usedynamics.com/business-central/product-dev/reordering-policy/
You create a new item in Microsoft Dynamics 365 Business Central.
You need to configure item settings.
Which item settings should you use? To answer, select the appropriate options in the answer area.
Items must be interchangeable
Variants
Cross references
Substitutions
Indetifiers
Multiple characteristics can be assigned to an item
Item category
Attributes
Items may be grouped and arranged
Stockkeeping unit
Different locations may be replenished in different ways
Item attributes
https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-work-item-attributes https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-categorize-items https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-to-set-up-stockkeeping-units
A customer wants to sell items that are not normally counted in the company's warehouse.
You complete Payment Registration setup. The following options are enabled:
✑ Use this account as default
✑ Auto Fill Date received
You need to process a single full payment from a customer against the amounts due for two invoices by using customer payment registration.
What four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
https://docs.microsoft.com/en-gb/dynamics365/business-central/receivables-how-reconcile-customer-payments-list-unpaid-sales-documents
Open Payment Registration
Select the Paxment Made option for lines that represent the first invoice
Select the Payment Made option for lines represent the second invoice
Select Post As Lump Payment
https://docs.microsoft.com/en-gb/dynamics365/business-central/warehouse-how-receive-items
You have multiple, unpaid posted purchase invoices to reverse. Some invoices require complete reversal while others need partial reversal.
You need to process credit memos from the posted purchase invoices page.
To answer, drag the appropriate action buttons to the correct requirements. Each action button may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
https://docs.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-process-purchase-returns-cancellations https://docs.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-correct-cancel-unpaid-purchase-invoices
https://docs.microsoft.com/en-us/learn/modules/receive-invoice-dynamics-d365-business-central/3a-correct
The company's funds are limited and some invoices that are due cannot be paid on time.
You need to prioritize vendors when you suggest vendor payments.
https://docs.microsoft.com/en-us/learn/modules/suggest-vendor-payments-dynamics-365-business-central/2-priority
Set Vendor Priority on the Vendor card using the lowest number, except zero, for the highest priority.
Select Use Vendor Priority when you run the Suggest Vendor Payments batch job.
Enter Available Amount (LCY) when you run the Suggest Vendor Payments batch job.
You have a Microsoft Excel file that includes journal entry data that must be imported into Dynamics 365 Business Central. This file was previously imported into a
General Journal batch.
You receive an updated version of the file that includes corrections, deletions, and new journal entries.
Which three (two) actions can you perform by using the Edit in Excel feature?
A user reports that they cannot create or view sales quotes in Dynamics 365 Business Central.
You need to help the user create and view sales quotes. From which three cards can the user perform the required activities?
You are implementing Dynamics 365 Business Central for a company.
The company must perform inventory valuation according to the following business rules:
* Use the first in, first out (FIFO) costing method for all items.
* Include received items that are not yet invoiced on balance sheets.
* Lock inventory value by closing the month.
You need to recommend a process for the company's accounting department to use.
Which three actions should you recommend be performed in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-how-to-work-with-inventory-periods
Perform the Adjust Cost - Item entries batch job
Perform the Post Inventory Cost to G/L batch job
Close the inventory period
The accounts payable department of a company processes purchase invoices throughout the month. A vendor sends an invoice at the end of each week that combines all deliveries.
The company wants to know how to process this invoice.
You need to explain the steps involved in purchase invoicing.
In which order should the steps be performed? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
https://docs.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-to-combine-receipts
Create a new purchase invoice for the vendor and use the Get Receipt Lines action.
On the purchase invoice lines, make the necessary adjustments for example regarding received quantity or
prices.
From the purchase order, post receipts for the items
Post the purchase invoice
Delete fully invoiced purchase orders
You receive a comprehensive price list from the customer. The customer wants you to set up the best
price feature for sales by using the standard discount and pricing functionality in Business Central.
Which three components are part of the best price calculation feature? Each correct answer presents
a complete solution.
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
You are implementing Dynamics 365 Business Central for a company. The company provides subscription services to their customers. The subscription invoices are almost identical each month.
The company wants to set up recurring sales lines for subscription invoices.
You need to create systems for creating subscription invoices.
Solution: Create a blanket order. Add the necessary lines to the blanket order. Create the monthly sales order. Then, create the invoice.
https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-work-standard-lines
You are a functional consultant working on purchase returns in Dynamics 365 Business Central.
A customer orders 100 pieces of an item from a vendor. After receiving them into inventory and posting the invoice, the customer determines that only 50 pieces are needed.
You create a purchase return order to return 50 pieces of the item. The vendor has authorized the return.
You need to apply the return to the original purchase.
List the remaining 2 items at the end.
https://docs.microsoft.com/en-gb/dynamics365/business-central/purchasing-how-process-purchase-returns-cancellations#to-create-a-purchase-return-order- based-on-one-or-more-posted-purchase-documents
Run the "Get Posted Doc... to Reverse..." function
Enable the "Show Reversible Lines Only" option
Set the "Document Type" filter to "Posted Invoices" and select the correct line
Set the purchase return order's line "Quantity" to 50 pieces
"Post" the purchase return order
Solution: Create a new recurring sales line. Open the relevant customers and attach the Recurring Sales Lines code to the customer. Then, run the Create
Recurring Sales Invoices batch to create the invoices.
Solution: Create a sales quote for each customer. Add the sales lines to the quote. Then, use the Copy Document feature to create a new invoice.
Solution: Create a new recurring sales line code. Then, run the Create Recurring Invoices batch to create the invoice.
Two cash receipts were applied to a posted sales transaction. The first receipt was applied in error.
You need to remove the first cash receipt from the posted sales transaction.
Which set of steps should you perform?
https://docs.microsoft.com/en-us/learn/modules/enter-payments-dynamics-365-business-central/3-unapply
A company uses the average costing method and inventory periods. Automatic Cost Posting is not enabled.
You close the inventory period for July 2020. You set the value of the Allow Posting From field in General Ledger Setup to August 1, 2020.
You receive and post a purchase invoice for freight charges on August 8, 2020 against a purchase invoice that was posted on July 15, 2020. You run the Adjust cost `" Item entries batch job for August.
You need to identify the adjustment entry related to July after running the batch job.
Which date is automatically selected for the value entry by batch job?
https://docs.microsoft.com/en-gb/dynamics365/business-central/design-details-inventory-adjustment-value-entry-posting-date
You use infinite items such as water, electricity, and natural gas.
You set up a new company in Dynamics 365 Business Central.
You need to demonstrate Page Inspection functionality.
Which features should you use? To answer, drag the appropriate page inspection features to the correct display requirements. Each page inspection feature may be used once, more than once, or not at all. You may need to drag the split bar between panes or scroll to view content.
You are creating a filtered view of a Chart of Accounts page.
The page must be filtered to display Net Change values only for transactions between a specific date range. You must save the filtered view for future use.
You need to filter on transactions occurring between January 1, 2020 and January 31, 2020.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
https://usedynamics.com/business-central/finance/chart/
Add a "Filter totals by" filter.
Select "Date Filter".
Set the date range to 01/01/20..01/31/20 and save the view.
The company needs to receive more items than they ordered from a vendor.
You need to configure over-receipt functionality on the items purchased.
In which two places should you configure the over-receipt functionality? Each correct answer presents part of the solution.
A company implements Dynamics 365 Business Central. You record the following vendor ledger entries for a vendor. You record dates by using the following format: month/date/year.
The company takes advantage of any payment discounts. You use the Suggest Vendor Payments batch job in the Payment Journal to identify payments that must be made. You ensure that any available payment discounts will be automatically subtracted from the amount to be paid to the vendor.
You need to ensure that the invoices and credit memos for the vendor are included in the results of the Suggest Vendor Payments batch job.
Which report filters should you use? To answer, select the appropriate options in the answer area.
https://docs.microsoft.com/en-us/learn/modules/suggest-vendor-payments-dynamics-365-business-central/1-suggest
The company often invoices multiple shipments on one invoice.
You need to train the accounting staff how to process these sales invoices.
In which two ways should you train the staff to create invoices? Each correct answer presents a complete solution.
You are using the Suggest Vendor Payments batch job to create payment lines for vendors.
You have a vendor invoice. The payment date must be two days before the invoice due date.
You need to pay the purchase invoice.
Which two fields should you configure? Each correct answer presents part of the solution.
https://navhelp90.fenwickcloud.com.au/main.aspx?lang=en&content=tskMakeSurePaymentLinesUseDueDateCalculatePostingDate.htm
CASE STUDY
You need to configure the purchase order process to meet the auditor's requirements.
Which four actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Change the Purchase Order to a Status of "Released"
Create a warehouse receipt
Add items, including Quantity, to the lines
Select "Post and Receive"
You need to report profitability by business line.
You need to ensure that any transaction that uses a customer account always includes the customer source dimension.
https://stoneridgesoftware.com/how-to-set-up-required-dimensions-in-dynamics-365-business-edition/
Create a dimension code to identify the customer source
Create dimension values for the customer source dimension code
From the Dimension Code, select the Account Type Default Dimension list
Add the Customer table
Set the Value Posting to Code Mandatory
The answer from lear4d doesn't seem correct.
Step 2 from COA does not flow logically to step 3, as the the Account Type Default Dimension is not opened from COA.
If the answer is trying to assign specific Default Dimension Value against specific G/L Account, then step 3 should be "open Default Dimensions and select the customer source dimension code", which is not an option.
You need to configure the new customer creation process.
Which two areas must you configure? Each correct answer presents part of the solution
You need to design a process to resolve the broker issues for Accounts.
Which three actions should perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
https://docs.microsoft.com/en-gb/dynamics365/business-central/ui-create-number-series https://docs.microsoft.com/en-gb/dynamics365/business-central/admin-use-templates-to-prepare-customer-data-for-migration
Create a No. Series.
Create the Data template.
Define the No. Series on the configuration template.
You need to configure reporting.
What should you do? To answer, select the appropriate options in the answer area.
You need to enforce restrictions for salespeople and regions to meet the requirements for Commission.
You need to configure sales for the cash and carry desk.
What should you select?
You need to configure the sales invoices to show the discounts.
You need to resolve the reconciliation issues.
How should you complete the setup? To answer, select the appropriate options in the answer area.
You need to set up payment terms for buying groups.
Which two actions should you perform? Each correct answer presents part of the solution.
You need to set up a new fiscal year and restrict posting for all users to the current fiscal year.
Which options should you use? To answer, select the appropriate options in the answer area.
You need to configure purchase order discounting and history.
You need to configure the system to meet the requirements for sending invoices.
You need to configure discounting for sales.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area.
Configure Discount Posting in Sales & Receivables Setup
Create a Customer Discount Group
Define the Sales Line Discounts
A customer in the restaurant buying group purchases olive oil on the date of the overstock special.
You need to verify the sales price of the product for the customer.
Which price will the system generate?
Discussion:
Given the pricing information provided:
Regular price: $20 per unit
Buying group price (restaurants): $18 per unit
Autumn promotion price: $19 per unit
Overstock special: 15% discount off the regular price
Since the customer is in the restaurant buying group and is purchasing the olive oil on the date of the overstock special, the lowest price should apply. To calculate the overstock special price, apply a 15% discount to the regular price:
$20 * (1 - 0.15) = $20 * 0.85 = $17
So, the system will generate the sales price of the product for the customer as:
C. $17.00
You need to set up units of measure for an item to meet the requirements.
You need to configure the system to meet the requirements for received items.
https://docs.microsoft.com/en-gb/dynamics365/business-central/design-details-expected-cost-posting
You need to configure the system for receiving produce from the vendors.
https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave1/dynamics365-business-central/receive-more-items-than-ordered
You need to create the process for salespeople.
https://docs.microsoft.com/en-gb/dynamics365/business-central/inventory-how-availability-overview https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-make-offers
Cross referneces
Identifiers
You need to configure sales invoicing.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
https://usedynamics.com/business-central/sales/import-shipment-lines/
To answer, move the appropriate three entities from the list of actions to the answer area and arrange them
in the correct order.
Item Ledger Entries
The company wants to print financial statements by using a cloud-based printer.
You need to recommend the type of printer the customer should install.
Last changeda year ago
