There are countless posts about all new features included in latest Business Central 2023 Wave 1 release.
Most of these posts are based in official MSFT release notes and unfortunately some of them don't have a real match with typical business cases.
This post will be a first experience releasing a brand new section in this blog called BC Shots.
BC Shot will detail a function, feature, combination of features in order to map with a business case.
Business Case
Retail Business with physical stores with a 3rd Party POS solution outside Business Central
Sales integration between 3rd Party POS and Business Central G/L
Requirements
KPI Sales per Num. Stores
KPI Sales per Headcount
KPI Sales per Retail Space
High Level Solution Design
Sales generated in 3rd Party POS
Integration to Business Central G/L via Journal Line API -> https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/api/dynamics_journalline_create
Statistical Accounts to support data for Num. Stores, Headcount and Retail Space
Financial Report to create the KPI combining G/L Data and Statistical Accounts
Features
Statistical Accounts released in Business Central 2023 Wave 1
Journal Line API
Financial Reports (previously known as Account Schedules)
How To
1. Create three new Statistical Accounts to support Num. Stores, Headcount and Retail Space.
2. Use Statistical Accounts Journal to import to BC the values of the Statistical Accounts per Date
Last step should be Register.
3. Use Statistical Account Balance to explore the variation of a specific Statistical Account.
(Screen shot with Balance at Date for Num. Stores)
4. Setup KPIs
Using Financial Reports (formerly Account Schedules), it's possible to config a new Report combining G/L Entries data and Statistical account data.
Row Definition example
Column Definition example
Financial Report with three KPIs
Thanks for reading!
Already preparing the next BC Shot