Merge pull request #1680 from MicrosoftDocs/master

Bug fixes, Issues answered, other updates

Author: edupont04

business-central/across-faq.yml

@@ -6,7 +6,7 @@ metadata:
   ms.service: dynamics365-business-central
   ms.topic: conceptual
   ms.search.keywords: "FAQ, email, Microsoft 365, subscription, subscribe, trial, plan, application area, experience, support, buy, upgrade, extend"
-  ms.date: 04/01/2021
+  ms.date: 08/24/2021
   ms.author: edupont
 
 title: Frequently Asked Questions about Using Business Central
@@ -129,6 +129,11 @@ sections:
         answer: |
           [!INCLUDE [service-terms](includes/service-terms.md)]
           
+      - question: |
+          How often does [!INCLUDE[prod_short](includes/prod_short.md)] online get updated?
+        answer: |
+          [!INCLUDE[prod_short](includes/prod_short.md)] online is a service that consists of a Microsoft-maintained platform and business functionality. Many Microsoft partners provide extra business functionality, such as to address specific industry or localization needs. Both business functionality and service components are monitored continuously and updated as appropriate. You can always refer to the [release plan](/dynamics365/release-plans/) for an overview of new and upcoming functionality. For more information, see [Service Overview for Business Central Online](/dynamics365/business-central/dev-itpro/service-overview)(in English only) and [New and Planned](product-news.md).
+
       - question: |
           Our administrator has moved me to another plan to give me another role, but I still see the same Home screen in Business Central?
         answer: |

business-central/admin-how-setup-email.md

@@ -41,6 +41,8 @@ The following table describes the email extensions that are available by default
 
 > [!NOTE]
 > The **Microsoft 365** and **Current User** extensions use the accounts you set up for users in the Microsoft 365 admin center for your Microsoft 365 subscription. To send email using the extensions, users must have a valid license for Exchange Online. 
+>
+> Additionally, external users, such as delegated admins and external accountants, cannot use these extensions to send email messages from [!INCLUDE[prod_short](includes/prod_short.md)].
 
 > [!VIDEO https://www.microsoft.com/en-us/videoplayer/embed/RE4JsUk]
 

business-central/admin-how-to-set-up-a-dynamics-crm-connection.md

@@ -108,15 +108,16 @@ The following video shows the steps to connect [!INCLUDE[prod_short](includes/pr
 > [!NOTE]
 > This section is relevant only for Business Central online tenants that are hosted by Microsoft. Online tenants hosted by ISVs, and on-premises installations, are not affected.
 
-In April, 2022, [!INCLUDE[cds_long_md](includes/cds_long_md.md)] is deprecating the Office365 authentication type (username/password). For more information, see [Deprecation of Office365 authentication type](/power-platform/important-changes-coming#deprecation-of-office365-authentication-type-and-organizationserviceproxy-class-for-connecting-to-dataverse). Additionally, in March, 2022, [!INCLUDE[prod_short](includes/prod_short.md)] is deprecating the use of client secret based service-to-service authentication for online tenants, and will require the use of certificate-based service-to-service authentication for connections to [!INCLUDE[cds_long_md](includes/cds_long_md.md)]. [!INCLUDE[cds_long_md](includes/cds_long_md.md)] online tenants that are hosted by ISVs, and on-premises installations, can continue to use the Office365 authentication that is set up by their Microsoft partner.
+In April, 2022, [!INCLUDE[cds_long_md](includes/cds_long_md.md)] is deprecating the Office365 authentication type (username/password). For more information, see [Deprecation of Office365 authentication type](/power-platform/important-changes-coming#deprecation-of-office365-authentication-type-and-organizationserviceproxy-class-for-connecting-to-dataverse). Additionally, in March, 2022, [!INCLUDE[prod_short](includes/prod_short.md)] is deprecating the use of client secret based service-to-service authentication for online tenants, and will require the use of certificate-based service-to-service authentication for connections to [!INCLUDE[cds_long_md](includes/cds_long_md.md)]. [!INCLUDE[prod_short](includes/prod_short.md)] online tenants that are hosted by ISVs, and on-premises installations, can continue to use client secret authentication to connect to [!INCLUDE[cds_long_md](includes/cds_long_md.md)].
 
 To avoid disrupting integrations, _you must upgrade_ the connection to use certificate-based authentication. Although the change is scheduled for March, 2022, we strongly recommend that you upgrade as soon as possible. The following steps describe how to upgrade to certificate-based authentication. 
 
 ### To upgrade your Business Central online connection to use certificate-based authentication
+
 > [!NOTE]
 > Certificate-based authentication is available in Business Central 2021 release wave 1 and later. If you are using an earlier version, you must schedule an update to Business Central 2021 release wave 1 before March, 2022. For more information, see [Scheduling updates](/dynamics365/business-central/dev-itpro/administration/update-rollout-timeline#scheduling-updates). If you experience issues, contact your partner or support.
 
-1. In the [Business Central administration center]/dynamics365/business-central/dev-itpro/administration/tenant-admin-center), verify that you are using Business Central 2021 release wave 1 or later (version 18 or later).
+1. In the [Business Central administration center](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center), verify that you are using Business Central 2021 release wave 1 or later (version 18 or later).
 2. Depending on whether you integrate with Dynamics 365 Sales, do one of the following:
    * If you do, open the **Microsoft Dynamics 365 Connection Setup** page.
    * If you don't, open the **Dataverse Connection Setup** page.

business-central/assembly-how-to-sell-items-assembled-to-order.md

@@ -8,8 +8,8 @@
     ms.devlang: na
     ms.tgt_pltfrm: na
     ms.workload: na
-    ms.search.keywords: kit, kitting
-    ms.date: 06/14/2021
+    ms.search.keywords: kit, kitting, substitute items
+    ms.date: 07/29/2021
     ms.author: edupont
 
 ---
@@ -53,12 +53,15 @@ In this procedure, you process the sale of an item that will be assembled accord
 10. On the sales order, choose the **Release** action to notify the assembly department that the assembly process can start.  
 11. In the assembly department, perform the steps of assembling the items that are sold in this procedure. For more information, see [Assemble Items](assembly-how-to-assemble-items.md).  
 
+> [!NOTE]  
+> Be aware that item substitutions will not automatically cause an item to be replaced by another item, for example when creating a sales order or in a BOM. Instead, you will be alerted to the fact that a substitution is available to you.
+
 ## See Also  
 [Assembly Management](assembly-assemble-items.md)  
 [Work with Bills of Material](inventory-how-work-BOMs.md)  
 [Inventory](inventory-manage-inventory.md)  
 [Design Details: Warehouse Management](design-details-warehouse-management.md)  
-[Working with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md)
-
+[Working with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md)  
+[Register New Items](inventory-how-register-new-items.md)
 
 [!INCLUDE[footer-include](includes/footer-banner.md)]

business-central/design-details-inventory-adjustment-value-entry-posting-date.md

@@ -9,7 +9,7 @@ ms.devlang: na
 ms.tgt_pltfrm: na
 ms.workload: na
 ms.search.keywords:
-ms.date: 07/27/2021
+ms.date: 08/19/2021
 ms.author: edupont
 
 ---
@@ -90,7 +90,7 @@ First allowed posting date is the first day in the first open period. September
 |Register Time:       |         |
 |Local Address Format:|   Post Code      |  
 
- First allowed posting date is the date stated in field Allow Posting From: September 1, 2020.  
+ First allowed posting date is the date stated in field Allow Posting From: September 10, 2020.  
  If both Inventory Periods and allowed posting dates in General Ledger Setup are defined, the later date of the two will define the allowed posting date range.  
 
  Step 3: Assignment of an allowed posting date;  
@@ -160,7 +160,7 @@ Sorting: User ID
 
 |User ID  |Allow Posting From  | Allow Posting To  |
 |---------|---------|--------|
-|<name> |  2020-09-11      |2020-09-30      |
+|USERNAME |  2020-09-10      |2020-09-30      |
 
  Assigning the user a wider (or same) allowed posting date range as in Inventory Period or General Ledger Setup, mentioned conflict will be avoided. The Adjustment Value Entry with Posting Date September 10th will be posted successfully with this setup.
 

business-central/intercompany-how-setup.md

@@ -15,9 +15,9 @@ ms.author: edupont
 ---
 # Set Up Intercompany Transaction Posting
 
-To send a transaction (such as a sales journal line) from one company and have the corresponding transaction (such as a purchase journal line) automatically created in the partner company, the companies involved must agree on a common chart of accounts and set of dimensions for use on intercompany transactions. The intercompany chart of accounts can be, for example, a simplified version of the parent company's chart of accounts. Each company maps their full chart of accounts to the shared intercompany chart of accounts, and each company maps their dimensions to the intercompany dimensions.  
+To send a transaction (such as a sales journal line) from one company and have the corresponding transaction (such as a purchase journal line) automatically created in the partner company, the companies involved must agree on a common chart of accounts and set of dimensions to use with intercompany transactions. The intercompany chart of accounts can be, for example, a simplified version of the parent company's chart of accounts. Each company maps their full chart of accounts to the shared intercompany chart of accounts, and each company maps their dimensions to the intercompany dimensions.  
 
-You must also set up an intercompany partner code for each partner company, which is agreed upon by all of the companies, and then assign them to customer and vendor cards respectively by filling in the **Intercompany Partner Code** field.  
+You must also set up an intercompany partner code for each partner company, which is agreed upon by all of the companies, and then assign that to customer and vendor cards respectively by filling in the **Intercompany Partner Code** field.  
 
 If you create or receive intercompany lines with items, you can either use your own item numbers, or you can set up your partner's item numbers for each relevant item, either in the **Vendor Item No.** field or in the **Common Item No.** field on the item card. You can also use the **Item Cross Reference** function to map your items' numbers to your intercompany partners descriptions of the items, open the card of each item, and then choose the **Cross References** action to set up cross-references between your item descriptions and those of the intercompany partner. For more information, see [Use Item Cross References](inventory-how-use-item-cross-refs.md). 
 
@@ -30,7 +30,7 @@ If you will make intercompany sales transactions that include resources, you mus
 ## To set intercompany partners
 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intercompany Partners**, and then choose the related link.
 2. Choose the **New** action.
-3. On the **Intercompany Partner** page, fill in the fields as necessary.[!INCLUDE[tooltip-inline-tip](includes/tooltip-inline-tip_md.md)]
+3. On the **Intercompany Partner** page, fill in the fields as necessary. [!INCLUDE[tooltip-inline-tip](includes/tooltip-inline-tip_md.md)]
 
 > [!NOTE]
 > In [!INCLUDE[prod_short](includes/prod_short.md)] online, you cannot use file locations to transfer transactions to your partners because [!INCLUDE[prod_short](includes/prod_short.md)] does not have access to your local network. Therefore, if you choose **File Location** in the **Transfer Type** field, the **Folder Path** field is not available. Instead, the file will be downloaded to the Downloads folder on your computer. You then send the file to someone in the partner company, for example, by email. For a more direct process, we recommend that you choose **Email** instead.
@@ -47,7 +47,7 @@ In order for a group of companies to make intercompany transactions, they must a
 
 If your company is the parent company and has the defining intercompany chart of accounts that your group will use as a common reference, follow the [To set up the defining intercompany chart of accounts](intercompany-how-setup.md#to-set-up-the-defining-intercompany-chart-of-accounts) procedure.  
 
-If your company is a subsidiary company and you receive an XML file containing the common intercompany chart of accounts, follow the [To Import the intercompany chart of accounts](intercompany-how-setup.md#to-import-the-intercompany-chart-of-accounts) procedure.  
+If your company is a subsidiary company and you receive an XML file containing the common intercompany chart of accounts, follow the [To import the intercompany chart of accounts](intercompany-how-setup.md#to-import-the-intercompany-chart-of-accounts) procedure.  
 
 ### To set up the defining intercompany chart of accounts
 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intercompany Chart of Accounts**, and then choose the related link.
@@ -61,7 +61,7 @@ To allow your intercompany partners to import the defining chart of accounts, yo
 3. Specify the file name and the location where you want to save the XML file, and then choose the **Save** button.  
 
 ### To import the intercompany chart of accounts  
-When a file exists for the defining intercompany chart of accounts, intercompany partners can import it to make sure they have the same accounts.  
+When a file exists for defining the intercompany chart of accounts, intercompany partners can import it to make sure they have the same accounts.  
 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intercompany Chart of Accounts**, and then choose the related link.  
 2. On the **Intercompany Chart of Accounts** page, choose the **Import** action.  
 3. Select the file name and location of the XML file, and then choose the **Open** button.  
@@ -78,7 +78,7 @@ If the accounts in the intercompany chart of accounts have the same numbers as t
 3. For each intercompany general ledger account that was not mapped automatically, fill in the **Map-to G/L Acc. No.** field.  
 
 ## To set up default intercompany partner general ledger accounts  
-When you create an intercompany sales or purchase line to send as an outgoing transaction, you enter an account from the intercompany chart of accounts as a default for which account in your partner's company the amount is posted to. On the **Chart of Accounts** page, for accounts that you often use on outgoing intercompany sales or purchase lines, you can specify a default intercompany partner general ledger account. For example, for your receivables accounts, you can enter the corresponding payables accounts from the intercompany chart of accounts.  
+When you create an intercompany sales or purchase line to send as an outgoing transaction, you enter an account from the intercompany chart of accounts as a default for which account in your partner's company the amount is posted to. On the **Chart of Accounts** page, for accounts that you regularly use on outgoing intercompany sales or purchase lines, you can specify a default intercompany partner general ledger account. For example, for your receivables accounts, you can enter the corresponding payables accounts from the intercompany chart of accounts.  
 
 Then, when you enter a general ledger account in the **Bal. Account No.** field on an intercompany line with **Intercompany Partner** in the **Account Type** field, the **IC Partner G/L Account** field is automatically filled in.