Final answer:
To manage various tasks in Microsoft Dynamics 365 Business Central, you will need to navigate through several modules such as 'Finance', 'Financial Management', and 'Purchasing'. Each task requires accessing specific features like 'Chart of Accounts', 'General Ledger Setup', 'Vendors', and 'Purchase Orders'. Following the steps provided will lead to creating templates, adding vendors, posting journal lines, and managing ledger entries.
Step-by-step explanation:
To achieve the tasks you've described in Microsoft Dynamics 365 Business Central, follow these detailed steps:
- Setting up the General Ledger: Navigate to 'Finance' and select 'Chart of Accounts'. Edit the G/L Account and under 'Posting' tab, set the 'Unit Amount Decimal Places' between two to four as required.
- Defining new global dimensions: Go to 'Financial Management', then 'Finance' and choose 'General Ledger Setup'. Locate 'Global Dimension 1' or 'Global Dimension 2', and assign new dimensions as needed.
- Creating a new Canadian vendor template with 30 days Payment Terms Code: Under 'Vendors', select 'Templates', create a new template, and specify 'Payment Terms Code' as 30 days.
- Adding a new vendor using the template: In the 'Vendors' list, choose 'New' and apply the newly created template. Fill out the remaining vendor details and save.
- Creating a new purchase order: Navigate to 'Purchasing' and 'Purchase Orders'. Create a new order, select the vendor, and add a line selecting a G/L Account to specify the purchase details.
- Posting journal lines: Enter the necessary information in the journal lines, then use the 'Post' action to commit the entries to the ledger.
- Finding and printing posted entries: To view posted entries, go to the relevant Ledger Entries page, select the entries, and use 'Print' to save as PDF.
- Opening posted ledger entries in Excel in Edit mode: Use the 'Export to Excel' feature available in the Ledger Entries page, which will enable you to open and edit them in Excel.