A company uses Dynamics 365 Business Central.
You grant the financial bookkeeper the D365 ACCOUNTANTS permission set.
An auditor plans to perform an annual accounting audit. The auditor must have access to the same data as the bookkeeper but with view-only permission.
You need to create the permission set for the auditor.
In which order should you perform the actions? To answer, move all actions from the list of actions to the answer area and arrange them in the correct order.
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CASE STUDY
You need to advise the company on how to process existing sales orders.
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.
Select and Place:
Reference:
https://docs.microsoft.com/en-us/learn/modules/ship-invoice-items-dynamics-365-business-central/1-ship https://docs.microsoft.com/en-us/learn/modules/ship-invoice-items-dynamics-365-business-central/2-invoice
A Warehouse employee preforms Post and Ship.
A warehouse employee changes the Posting Date to match the actual shipping date
An office employee performs Post and Invoice only
You need to configure the system to address the costing adjustment concerns.
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.
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-how-to-work-with-inventory-periods
Set up inventory periods
Run the Adjust Cost - Item Entries batch job
Run Post Inventorys Cost to G/L
Close the inventory period
You need to undo an incorrectly posted purchase receipt from a related purchase order.
https://bondconsultingservices.com/2018/09/06/microsoft-dynamics-365-business-central-purchase-order-receipt-reversal/ https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-how-reverse-journal-posting
Open the purchase order that is with the Receipt
Choode Receipt and then open the incorrectly posted reseipts
Select a line to be cancelled from the posted purchase reseipt
Select Undo Receipt
In Latest version there should be only three steps,
No need of any fourth action.
An accountant posts bank entries at month end. The accountant must manually reconcile customer and vendor payment entries.
You need to reconcile the entries.
Which two pages should you use? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
The company plans to process purchase order documents based on the following requirements:
• The system must automatically archive purchase order documents.
• The system must ensure the default value of the quantity received on a purchase order is set to the remaining quantity on the purchase order.
You need to configure purchases and payables options.
Which tools should you use? To answer, select the appropriate options in the answer area.
The purchasing department needs to use over-receipts in the system.
You need to describe how to set up this functionality.
What should you use? To answer, select the appropriate options in the answer area,
A company uses Dynamics 365 Business Central. There are three departments (ADM, PROD and SALES) that are set up as dimensions.
A customer wants to speed up the purchase invoice entry process for building materials by having the AP clerks fill purchase invoices without using dimensions. Monthly building expenses can vary between $5,000-$7,000 per month. The allocation of building expenses is as follows:
Allocation of the monthly building expense between dimensions is required at the end of each month.
You need to configure the system to automatically allocate building expense total balances each month between dimensions.
How should you configure recurring general journals?
Https://learn.microsoft.com/en-us/training/modules/periodic-journal-entries-dynamics-365-business-central/1-recurring
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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 configure Business Central to use the new report object as the system default when printing purchase orders.
Solution: On the Report Layout Selection page, select the new report object. Update the value to Custom Layout and select the updated layout.
Does the solution meet the goal?
The solution does not meet the goal because it does not update the Report Selections. To set a custom report as the default for printing purchase orders, you need to update the Report Selections.
The company has two finance managers.You need to configure approval workflow for purchase orders. Only one manager is required to approve a purchase order.
How should you complete the configuration?
To answer, drag the pages to the correct requirements. Each page 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 group salespeople into teams and assign each team a Salesperson code. A salesperson reports that they can see the sales orders for other sales team members. You need to ensure that sales team members can only see sales orders that they create.
Select the Premession set and select Premessions
Select the Security Filter column in Sales Header row
Select the field number dor the Salesperson code
Enter the Salesperson code
I do not see it possible to do it that way. With Security Filters it would be also very unusual. The way I would do it:
1. Open Customer Card (Not in options).
2. Enter Sales Responsibility Center. (in means assign to the Customer).
3. Open the User Setup (Not in options).
4. Assign the respective Responsibility Center to the Field "Sales Resp. Ctr. Filter" (Not in options).
You are implementing Dynamics 365 Business Central for a client.
You need to ensure that the user interface (UI) meets the client’s requirements.Which approach should you use?
To answer, drag the appropriate approaches to the correct requirements. Each approach 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.
The sales department requires an approval process for new products. A sales order of more than $10,000 must be approved by the sales director.
You need to set up a sales approval workflow.
Which page should you use?
To answer, drag the appropriate pages to the correct requirements. Each page 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.
"On the Workflow User Groups page, you can set up users in workflow user groups, and specify the users' number in a process sequence, such as an approver chain." https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users
Workflow User Groups only provide the sequence of approval
The company plans to implement a cash receipt journal batch based on the following requirements:
• The cash receipt journal batch must use a bank account by default.
• The cash receipt customer payments must be archived automatically in the posted journals.
The company uses the accrual basis for accounting. You need to configure the cash receipt journal batch.
Which options should you use?
To answer, select the appropriate options in the answer area.
A company is using Dynamics 365 Business Central. The finance manager creates a new general ledger (G/L) account.
You need to configure the system to include the G/L account in the general journal reconciliation window.
What should you do?
You are a functional consultant configuring items in Dynamics 365 Business Central.
You are configuring multiple units of measure for an item that has a base unit of measure of PCS and an additional unit of measure of BOX. One BOX holds 20 PCS of an item.
You need to define the relationship between the units of measure.
Which value should you populate on the Item Units of Measure page for the item?
You need to duplicate a company based on the existing Dynamics 365 Business Central company.
Which four actions should you perform in sequence?
Open the Companies Page
Select a company to copy
Select the Copy function
Add the new company name
The company plans to use multiple unit prices for the same items from different vendors.
You need to configure the purchase price of the items.
In which two locations can you configure the purchase price? Each correct answer presents a complete solution.
The purchase price of an item can be configured on the Item card or on the Vendor card.
On the Item card, you can set the purchase price for all vendors. On the Vendor card, you can set a specific purchase price for a particular vendor.
If you set a purchase price on the Vendor card, that price will override the purchase price on the Item card for that vendor.
The purchase price cannot be configured on the Purchase order, Resource prices, or Customer card.
A client plans to implement Dynamics 365 Business Central.
You need to configure the system.
Which value posting type should you use? To answer, select the appropriate options in the answer area.
Option A should be Code Mandatory; no code means the user cannot inform that dimension
You set up a new company for a client. The client provides you with a Microsoft Excel file that contains master data for vendors and vendor bank accounts details.
You need to import vendor master data and relevant bank account details by using a configuration package.
To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Create a configuration package
Define the Vendor tables as a parent in Parent Table ID for VendorBankAccount table
Import one Excel template theat contains vendor and vendor bank account data
Select Apply package on the header
A company implements Dynamics 365 Business Central.
The company must import the following opening balances into Dynamics 365 Business Central:
• Item
• Bank
• Customer
You need to implement tools to import opening balances.
Which components should you use?
To answer, drag the appropriate components to the correct opening balances.
The company stores master data for vendor opening balances in an Excel file. Most of the vendors use a foreign currency for open balances. The balancing account is preselected on the journal batch.
You need to import the vendor opening balances by using configuration packages.
Create a configuration package for table 81 Gen. Journal Line
Export to Excel from the configuration package and populate the data
Select the fields in the following processing order: Account Type, Account No., Posting Date, Document No., Description, Currency Code, Amount and Amount (LCY)
Import the Excel file and validate the relationship. Then apply the data and post to the general journal
A company uses Business Central. The company recently restructured. The company has only a few posted entries.
You need to change the Global Dimensions in Business Central to reflect the restructure.
Which three actions should you perform in sequence?
On the General Ledger Setup page, select Change Global Dimensions
Update Global Dimensions in sequential order
Select new dimension codes in the dimension fields
oder
A company uses Dynamics 365 Business Central to manage receivables.
You must import a series of payments from a bank account and automatically match the payments against similar ledger entries already entered in Business
Central.
You need to import and apply the payments to the ledger entries that are automatically matched by the system.
Which form should you use?
You must regularly reconcile your bank, receivables, and payables accounts by applying payments recorded in the bank to their related open (unpaid) invoices and credit memos or other open entries in Business Central.You can perform this task on the Payment Reconciliation Journal page, for example, by importing a bank statement file or feed to quickly register the payments.Payments are applied to open customer or vendor ledger entries based on matches between payment text and entry information.Note: The Payment Reconciliation Journal page specifies payments, either incoming or outgoing, that have been recorded as transactions on your online bank account or on a payment service and that you can apply to their related open customer, vendor, and bank account ledger entries. The lines in the journal can be filled in by importing a bank statement as a bank feed or file or by manually entering transactions that you make on your payment service.Reference:https://docs.microsoft.com/en-us/dynamics365/business-central/receivables-how-reconcile-customer-payments-list-unpaid-sales-documents
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?
Disallowing direct posting to the accounts receivable general ledger account would ensure that all entries to this account come from the customer cards. This would help to maintain the integrity of the accounts receivable balance, as it would always match the sum of the balances on the customer cards.
An accountant discovers inconsistencies between financial statements and balances in the chart of accounts.
You suspect that the discrepancies might be a result of missing categories and subcategories.
You need to ensure that the financial statements match the chart of accounts.
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-general-ledger
Create subcategories for each category.
Add the missing categories and subcategories to the general ledger accounts.
Verify that the financial statements match the chart of accounts.
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.
https://docs.microsoft.com/en-gb/dynamics365/business-central/finance-posting-groups
An accountant must post sales services in a journal by using a predefined alphanumeric sequence. The accountant is using multiple general journal batches.
You need to configure invoice numbers for the journal.
Which two fields should you populate?
You are configuring Dynamics 365 Business Central for a client.
Invoice amounts in the local currency code must be rounded to hundredths.
You need to configure the Inv. Rounding Precision (LCY) field in General Ledger Setup.
Which value should you use?
The company plans to configure a customer card based on the following requirements:
• Process payments through a bank account.
• Bill a different customer for invoices.
• Print invoices in a specific language.
You need to configure the customer card.
Which components should you use? To answer, select the appropriate options in the answer area.
A company based in the United States uses Dynamics 365 Business Central.
A customer agrees to buy raw materials in the MXN (Mexican Peso) currency.
You need to set up the currency and exchange rates for this purchase.
In this case, you should:
B. Configure the currency MXN, then set up the Currency Exchange Rate Service to upload currency rates automatically.
This option allows you to add the MXN (Mexican Peso) currency to Dynamics 365 Business Central and configure it for use in transactions. Setting up the Currency Exchange Rate Service to upload currency rates automatically will ensure that you have accurate and up-to-date exchange rates for converting between the local currency (USD) and the foreign currency (MXN).
A finance manager needs to import a bank statement CSV file into Dynamics 365 Business Central.
You need to configure the system for the file import.
Which three pages should you use to complete the configuration?
INFO:
To configure the system for the file import, you will need to use the following pages:
Bank Account Card: This is where you will specify the bank account that the file will be imported into.
Bank Export/Import Setup: This is where you will specify the file format and the import settings.
Data Exchange Definition: This is where you will specify the mapping between the fields in the file and the fields in Dynamics 365 Business Central.
The company plans to automatically create vendor payments based on posted purchase invoices. The payments should be summarized based on the vendor invoices.
You need to configure the vendor payments.
Navigate to Payment Journals
On the Prepare tab, select Suggest Vendor Payments
On the Optionts page, enter the posting date and enable the Summarize per Vendor option
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 setup types should you use?
To answer, drag the appropriate setup types to the correct scenarios.
Each setup 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://usedynamics.com/business-central/sales/item-sales-prices/
A company sells and services landscaping equipment.
The company wants to calculate an item's sales unit price based on a flat profit rate of 20 percent.
You need to adjust the item's unit price.
What are two possible ways to achieve the goal?
https://docs.microsoft.com/en-us/dynamics365/business-central/inventory-how-adjust-item-costs https://ebs.com.au/blog/sales-price-worksheet-tips-to-save-you-time
A purchaser receives a price list workbook from a vendor.
You need to upload prices to the system.
Which two types of price data can you load? Each correct answer presents part of the solution.
The accounting manager wants partially shipped and invoiced sales orders that will not be fulfilled to not be displayed on the active page (Open Sales Order list). Deleted sales orders must be available for reporting of ordered and delivered quantities.
You need to configure sales orders.
In which order should you perform the actions?
Enable Archive Sales Orders in Sales & Receivables Setup
Change the sales order to status Open
Reduce the sales order quantity to match the shiped quantity
Change the sales order to Released
Run the Delete Invoices Sales Order job.
You need to configure the system to automatically add any appropriate sales invoice discounts to sales documents.
A vendor delivers items within one week after the company orders the items. The vendor ships the items by using a train.
You need to configure the vendor card.
B. Lead time calculation: This is the time it takes for the vendor to deliver the items after the company orders them. In this case, it would be set to one week. D. Shipment method code: This is the method by which the vendor ships the items. In this case, it would be set to train.
The company bills thousands of sales invoices for recurring subscription services on a monthly basis.
You need to ensure recurring sales invoices are automatically created for the same subscription services.
Open the Customer List page and select the customer for recurring billing service. Cllick on the customer, select Related Sales and then Recurring Sales Lines.
Assign the Standard Sales Lines Card to recurring subscribtion service.
Update the Insert Rec. Lines on Orders on Invoices to Automatic.
Run the Create Recurring Sales Invoices task batch job.
I was puzzled as well. I surmise that they wanted to ask this question, provided the recurring sales lines are already in place, and we created. If so, then all that needs to be done is assignment of these recurring sales lines to the customer: 1. Open Customer Card -> Related->Sales->Recurring Sales Lines 2. Drop box and assign the recurring sales line/-s to the customer 3. In the same window of recurring sales lines see last three columns on the right where you pick up the "automatic". 4. Search tool= Tell me tool -> type "Create Recurring Sales Invoices"->batch job window is populated -> run the batch job If I think this question is only about recurring sales lines assignment , and not their creation, then it will do.
A user creates two accounts for the same vendor. Both accounts have open vendor ledger entries.
You need to merge any open entries from the second vendor account to the first vendor account and then delete the second vendor account.
On the Vendor Card page, choose the Merge With Action
Select the duplicate customer in the Merge With field.
On the Merge Duplicated page, choose the Merge action.
You need to ensure that sales invoice discounts are calculated automatically.
What should you configure?
The company requires the following discount setup:
• The system must calculate the discounts given on individual items that are sold.
• The system must post the discounts to a specific general ledger account.
Which settings should you configure?
The company plans to automatically post inventory-related documents simultaneously when posting sales transactions.
You need to configure sales and receivables.
Which two settings should you use?
Each correct answer presents a complete solution.
To automatically post inventory-related documents simultaneously when posting sales transactions in Dynamics 365 Business Central, you should configure the following settings: A. Return Receipt on Credit Memo: This setting allows the system to automatically post a return receipt when a credit memo is posted. This affects inventory levels as the returned items are added back into inventory. D. Shipment on Invoice: This setting allows the system to automatically post a shipment when an invoice is posted. This reduces inventory levels as the shipped items are removed from inventory. The other options, Stock warning (B) and Document Default Line Type (C), are not directly related to automatically posting inventory-related documents when posting sales transactions. Stock warning is a setting that alerts users when inventory levels are low, and Document Default Line Type determines the default line type for new lines in sales and purchase documents.
Antwort ohne Gewähr:
Users in the purchasing and accounts payable departments require the following information about vendors and vendor ledger entries:
• Balance (LCY) for vendor
• Remaining amount for ledger entry
• Amount for application entry
You need to retrieve the vendor and vendor ledger entry information.
Where should you navigate to find the information?
Balance (LCY) for vendor: This information can be found on the Vendor Card. To navigate to the Vendor Card, go to Vendors > Vendors List, and then select the specific vendor. The Balance (LCY) field displays the current balance for the vendor in the local currency.
Remaining amount for ledger entry: This information can be found in the Vendor Ledger Entries. To navigate to the Vendor Ledger Entries, go to Vendors > Vendor Ledger Entries, and then select the specific ledger entry. The Remaining Amount field displays the amount that has not yet been paid or applied.
Amount for application entry: This information can also be found in the Vendor Ledger Entries. In the Vendor Ledger Entries, select the specific ledger entry and then go to Navigate > Application Entries. The Amount field in the Application Entries displays the amount that has been applied to the ledger entry.
A maintenance manager buys weekly cleaning supplies from a local hardware store and would like to automate purchase order entries.
You need to configure the system to add a default general ledger (G/L) account to the hardware store purchase orders.
Configure Standard Purchase Code and set up relevant G/L account.
Choose Standard Purchase Code for the selected vendor as a recurring purchase line.
Change the Insert Rec. Lines on Orders to Automatic anf then close the window.
You are setting up a new company for a customer.
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?
The customer wants to sell items in D, but refer to the items as pieces. Each box contains 12 pieces. Each pallet contains 144 pieces.
A global trading company maintains records of customer information in Business Central. The company frequently conducts international trade and works with customers who operate in different currencies.
You need to configure the system to invoice customers who use foreign currency.
Which two areas should you configure? 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 must streamline monthly invoicing by automating repetitive entries for monthly charges when managing subscriptions.
You need to add default general ledger (GL) accounts to a Customer Card.
Solution: Configure a Document Layout on the Customer Card.
Solution: Apply a Microsoft Word template on the Customer Card.
Solution: Configure the Standard Sales Lines Card and assign it to the Customer Card.
A company is replacing their current solution with Dynamics 365 Business Central.
During the user acceptance testing, you identify several gaps in the solution.
You must add new functionality to the accounts receivable role center to allow order entry clerks to view the number of sales orders that they have created for the month to date. Clerks must be able to move the new role center element to another position on their interface.
Accounts receivable clerks each have a specific order in which they enter sales order data. You must optimize the order entry process for these users.
Which features should you use? To answer, drag the appropriate features to the correct requirements. Each 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.
https://docs.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-inclient-designer https://www.wipfli.com/insights/articles/tc-dynamics-365-business-central-april-new-features-part2
Box 1: Designer -The changes you make in Designer will apply to all users.Here is a quick overview of capabilities in Designer:
Box 2: Personalization -Use of Quick Entry in combination with Personalization to streamline the tab order for fields in the Sales Order page.Launch Personalization and adjust the Quick Entry setting.
You need to create filters for ledger entries.
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters
Box 1: Views -
Some lists include the Views section. Views are variations of the list that have been preconfigured with filters. You can define and save as many views as you want per list. The views will be available to you on any device you sign into.
Box 2: Filter list by -
Filter list by: This section is where you add filters on specific fields to reduce the number of displayed records. To add a filter, choose the + Filter action. Then, type the name of the field that you want to filter the list by or pick a field from the drop-down list.
Box 3: Filter totals by -
Some lists that display calculated fields, such as amounts and quantities, will include the Filter totals by section where you can adjust various dimensions that influence calculations.
A company is using Dynamics 365 Business Central. You manually import bank transactions daily.
You need to streamline operations and implement automated processes that connect banks with Dynamics 365 Business Central.
Which two tools can you use? Each correct answer presents a complete solution.
https://yzhums.com/11072/
https://appsource.microsoft.com/en-us/product/dynamics-365-for-finance-and-operations/pubid.microapps
You need to configure the system for new customers.
https://docs.microsoft.com/en-us/dynamics365/business-central/ui-define-customer-vendor-document-layouts https://docs.microsoft.com/en-us/dynamics365/business-central/sales-how-setup-document-send-profiles
Box 1: Document Layouts -
You define a document layout for a customer or vendor
Box 2: Document Sending Profile -
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.
Last changed2 years ago
