Thursday, January 19, 2023

Business Central Simple Tip #4: Exporting Leading Zeroes to Excel and then CSV- It works fine!

by Steve Endow

This may seem obvious to some, but I've learned through many painful lessons that unless I actually test a scenario and see for myself that it works exactly as desired, it can be dangerous to make assumptions about software functionality and offer promises to customers...


ERP users regularly need to export data to CSV files, and then send or use those CSV files somewhere else. 

A common problem with working with CSV files is that leading zeroes can sometimes be removed by Excel.  This typically occurs when a user opens an existing CSV file, makes a change, and then saves the CSV file.  During that CSV editing process, Excel will typically remove all leading zeroes from field values.

A customer recently asked us to create a custom file export to send to their bank.  They need a list of payments created in Business Central, as well as all of the purchasing invoices that were paid by that payment--essentially a remittance file.

To keep things simple at first, we're looking to create a custom Business Central List Page that has all of the fields the customer needs for their bank.  A user can then just click on the Open in Excel action from the list page to save the data to a file.

Open in Excel from a List Page

Tuesday, January 17, 2023

Business Central Simple Tip #3: Those Role Center "Square Things" - Cues and Action Tiles

by Steve Endow

I was recently researching those "square things" that are displayed on the Business Central Role Center "home" page.

You know, the square things:

"Square Things"

After searching my memory, I recalled they were called "Cues".  As in they provide a visual "cue" with information.

But when I started to research them and how I could create a custom Cue, found an article that mentioned both "Cues" and "Action Tiles".

What?

Business Central Simple Tip #4: Exporting Leading Zeroes to Excel and then CSV- It works fine!

by Steve Endow This may seem obvious to some, but I've learned through many painful lessons that unless I actually test a scenario and s...