Velrada’s V-Bulk app seamlessly integrates within Microsoft Dynamics 365 Business Central (D365 BC), significantly enhances efficiency by enabling bulk processing.
vBulk Licence
To utilize vBulk within Microsoft Dynamics 365 Business Central (D365 BC), licenses must be purchased and assigned to users. Organizations can choose between two types of licenses: Test, which offers a limited period for exploring the features and functionalities, and vBulk, which provides ongoing access to the full suite of capabilities. Both licenses empower users to maximize vBulk’s tools effectively, ensuring streamlined operations and enhanced productivity within the Microsoft 365 environment.
It’s easy to sign up and get started, by downloading the App from the Microsoft AppSource.
1. From the Role Centre, choose the search icon, enter Extension Marketplace, and choose the related link.
2. In the search bar, enter vBulk
3. Select vBulk and click View on AppSource
4. Click on Buy Now
5. Follow the checkout process and complete the purchase until you reach the below page
6. Search for the Users in your organisation to assign the license.
Assigning vBulk licenses is a crucial step to ensure seamless usage of the app within (D365 BC). The licenses should be assigned to every active D365 BC user in the organization. License administrators are responsible for the assignment during user onboarding and offboarding activities. If an active D365 BC user does not have the vBulk license, they will face restrictions in accessing and creating records at various points and will receive the following error.
7. Click on Install this Product
8. Select the D365 BC environment
With vBulk, Users get access to the following functions:
| Functionality | Status |
|---|---|
| Dimension Manager | Included |
| Bulk Conversion of Quotes | Included |
| Bulk Conversion of Items to Fixed Assets | Included |
| Bulk Emailing | Included |
Assign Permission Sets
Installation of vBulk will creates the following Permission Sets which are to be assigned to the Users as per the below table:
| Permission Set | Functions | User |
|---|---|---|
| VRD VBULK EDIT | All | Configurator; System Admin |
| VRD VBULK READ | All | Business User |
| VRD VBULK DIM:EDIT | Dimension Manager | Configurator; System Admin |
| VRD VBULK DIM:READ | Dimension Manager | Business User |
| VRD VBULK FA EDIT: Item to Fixed Asset | Item to Fixed Asset | Configurator; System Admin |
| VRD VBULK FA READ: Item to Fixed Asset | Item to Fixed Asset | Business User |
| VRD VBULK EMAIL-EDIT | Bulk Emailing | Business User |
Bulk Conversion functionality is incorporated in all the standard D365 BC Permission Sets which have Execute Permission to all the Codeunits and Reports, since it does not rely on Custom Table Data and cannot be controlled by Permission. Sets.
vBulk enhances the User interface of D365 BC by extending certain pages, adding new pages, fields and tables, and Permission Sets to provide the functionality at User’s fingertips.
New Pages
Extended Pages
Additional fields will be visible to the User without a vBulk license, allowing the User to modify these fields on the extended table
Dimensions are a powerful tool used to categorize and analyse financial data. They act as markers that can be assigned to entries, such as transactions, to group them by various characteristics like departments, projects, regions, or product. However, a limitation within D365 BC is that dimensions must be manually created and linked to the master data record. vBulk addresses this by introducing automatic creation and attachment of dimensions to the master record, enabling users to analyse financial reports based on dimensions derived from key tables.
The Set-up Bulk Dimensions Assisted Setup guide provides a set of step-by-step setup elements to get you to configure the functionality.
1. Using the magnifying glass or Alt+Q, search for Assisted Setup and click on the link
2. Click on the magnifying glass on the top left of the page and type Dimension and click on Set up Bulk Dimensions.
3. Click Next to navigate to the next screen.
4. vBulk Dimension Manager requires a mapping to be created between a table that holds master data and Dimension Code for which the values are to be created, for example Customer Table with Customer Dimension.
5. Click into the cell under column Table No. and select Customer Table.
6. Click into the cell under Dimension Code and select Customer Dimension. Pre-requisite is for the specific Dimension Code to pre-exist for mapping.
7. Next Step is to select the Code/No. Field and Name/Description Field resulting in creating a mapping for Dimension Value Code and Dimension Value Name. Caption columns will be automatically populated.
8. Value Posting to remain Blank. Setting Value Posting to blank enables a specific usage scenario. This allows master records, such as FA cards or Projects, to be created as templates. These templates can then be used to create new records using the Copy FA or Copy Project Function. Specifying “Same Code” or “Code Mandatory” for Value Posting can cause conflicts in certain situations. This is particularly true when:
9. Value Type to remain Standard
10. Click on Enabled
11. Ensure there is tick on Assign Default Dimension to auto assign the newly created Dimension Value Code to the master record.
12. Set Suppress Project Dimension Dialog to True (recommended if businesses use the Projects module) and click Next
13. Initial Setup is complete for one entity.
14. To modify the setup or to add more entities such as Vendors, Fixed Assets, Projects, Items to the Dimension Setup, in the search bar, type Bulk Dimension and click on the link.
15. To re-create Dimension Values, Users should use the Recreate button which only recreates the Dimension Value for the line selected (one record at a time).
V-Bulk’s emailing functionality requires following key setups to be in place:
These setups are standard and native to D365 BC implementation and comprehensively covered by Microsoft Learn.
These screenshots are strategically placed to give a visual guidance on the expected setup
Email Account
Outlook REST API
Allow HTTP Client Requests are only required in the sandbox environment. Users should avoid sending bulk emails from the sandbox to protect data integrity and ensure that no unintended data breaches occur. The sandbox is designed for testing and development purposes, and maintaining data integrity is crucial during these processes.
Document Sending Profile
Assignment of Document Sending Profile to the Customer Card
Report Selection Sales (an example for Pro Forma Invoice)
Document Layout on the Customer Card
Configure Bulk Inventory to Fixed Asset Fasttab on Fixed Asset Setup:
Fixed Asset Template Card
Navigate to Extension Management using the Global Search
Search for vBulk
Click on Manage and Uninstall
Do not toggle on Delete Extension Data. Click on Uninstall.
Confirmation notification
Progressing on the setup of the automatic Dimension creation and assignment for the Customer table, D365 BC will create a new Dimension Value Code for the Customer Dimension and assign it to the newly created Customer record.
Recreate Dimension Values can be used to refresh the Dimension Value codes in scenarios where there is change of name for the Customer record.
If a master record is deleted, the Dimension Value code will also be deleted, but only if it hasn’t been used in a Dimension Set Entry. If the code is in use, D365 Business Central will mark it as Blocked instead.
1. In the search bar, type Purchase Quotes and click on the link.
2. To convert Purchase Quotes into Purchase Orders / Invoices, select the records.
Click on Home > Make Orders – Bulk
Should an active Workflow exist, Purchase Quotes should be Approved and in a Released Status to be converted by vBulk. If there is no active Workflow, Purchase Quotes in Open Status will be converted.
3. Click OK to proceed
4. Click Yes to Proceed
5. Click OK
Selecting Make Invoices – Bulk will facilitate the conversion of Purchase Quotes to Purchase Invoices
1. In the search bar, type Sales Quotes and click on the link.
2. To convert Sales Quotes into Sales Orders / Invoices, select the records.
Click on Home > Make Orders – Bulk
Should an active Workflow exist, Sales Quotes should be Approved and in a Released Status to be converted by vBulk. If there is no active Workflow, Sales Quotes in Open Status will be converted.
3. Click OK to proceed
4. Click Yes to Proceed
5. Click OK
Selecting Make Invoices – Bulk will facilitate the conversion of Sales Quotes to Sales Invoices
vBulk extends the native emailing functionality available on the Posted Sales Invoice page under the “Send” action button.
vBulk allows Users to select and bulk email the following documents:
It is a pre-requisite that the setup steps covered in Setting Up Bulk Email are in place for this functionality to deliver the expected outcomes.
1. In the search box, type Sales Order
2. Select the Orders which are to be emailed and click on Print/Send and Send
3. Select the Business Document
4. Select the best suited prompt
The conversion process is initiated when an Item Journal Batch with specific fields is posted.
Fields on the Item Journal Batch where Item Tracking on Lines is set to true:
Posting of the Item Journal will result in:
Part A Reduction in the Inventory
Part B Creating of the Fixed Asset Card and allocation of the Cost
Fixed Asset Card
Dimensions on the Fixed Asset Card*
FA Ledger Entries
* The Item to Fixed Asset (FA) conversion process creates the FA Card without generating the FA Dimension, enabling users to recreate and assign dimensions later.
To complete the setup, users must use the ‘Recreate Dimension Values’ function on the Bulk Dimension Setup page for the Fixed Asset line. This crucial step should be done before posting any transactions that impact the Profit and Loss statement, such as Depreciation or Disposal, to ensure accurate financial reporting.
