Auto generate GST rates in Business Central (Indian Localization)

-


Hello Readers, Greetings to you.

This is my first blog on Business Central. I have been working on Business Central for approx. 2 years and so far, I have done 3 end to end implementation projects in India. By qualification I am a Chartered Accountant and specializes in Finance, Fixed Assets, SCM, Marketing, Warehouse and Setup & configuration modules of Business Central.

From the very first day of my learning of Business Central ERP, I had keen interest in knowing its database infrastructure and AL programming. Thanks to this interest, I learned about objects in Business Central and later on I started learning AL programming from basics. I am not from IT background, but I learned few things about AL from various sources. After learning it was time to test my skills and hence, I decided to do some coding and what is the better way than to create an extension which is easy to develop but useful to most of the Business Central users.

In these three implementations during my tenure, I found that users are having trouble creating GST rates in Business Central. Though Microsoft has removed the HSN/SAC code from mandatory field it is still tough for those clients who has locations in multiple States or are dealing with entities in multiple States in India and outside India. Hence, I have developed a solution and I have showcased the same in this blog.

GST Rates Functionality:

1. To use this functionality, you need to define your GST rates against each GST Group Code. So, I usually suggest the clients to create GST Group Codes, GST rate wise only as it is much easier for both implementation team and users, such that if for any goods 5% is applicable then user easily knows which group code needs to be selected.

2. I have added one field on GST Group Code master to specify rate for the group. You can specify any rate in decimal format that is applicable under GST laws.





 

3. Then on the same page I have added three actions.

GST Excel Report - This function will run the report and generate the excel file containing all the GST Rates in the format that can be directly imported into system.

Delete All - This is same standard action available in GST Rates page. This will delete all the existing rates from GST Rates page. Make sure to delete all the existing rates before you import rate file because if there will be any duplicates, system will not allow you to import the generated file.

Import from Excel - This is the same standard function available in GST Rates page. This will help to import the file that is generated in excel.

4. When you click on GST Excel Report action system will open report run page. Here you need to specify starting and ending date for your GST rates. In Second tab of Specific rate, if you want to generate GST rates for all Group codes then keep it blank but if you want to generate rates for specific HSN/SAC code then you can turn on Create HSN Specific Boolean and provide GST Group Code, and HSN/SAC code to generate rates for that HSN/SAC code only.





5. When you click on Ok, system will generate Excel which will include all the GST rates.

6. Now click on Import from Excel action and import the file that is generated.



7. System will verify the file and import all the rates. You can view all the imported rates in GST Rates page.











End of functionality.

I hope the blog and this functionality both will be useful for everyone. As this functionality is easy to develop, I am not sharing screenshots of the AL code but if you need the same you can email me at dhirennagar97@gmail.com and I will provide you AL code files for the same.

I will keep posting knowledge sharing blogs whenever I find any interesting topic on Business Central till then Happy Reading! Thank you for your time.

Location: Ahmedabad, Gujarat, India

Comments

Post a Comment

Popular posts from this blog

Security Filter in Business Central and its limitations

-
Image
Greetings Readers, Today I'll write about a very useful functionality of Business Central - Security Filter in Permission set. Introduction: In Business, many times we come across scenarios where user's rights are restricted to Enter, Access, Modify and Delete, all or some of the data in ERP. These requirements arise during implementation of Standard operating procedures and Delegation of Authority decided by Business and Management. Business central provides Permission set, Profile, Security Group, User setting etc. features to make sure these requirements are taken care of during the implementation. As all these options takes care of Objects and data that a user can access or profiles of the user there is a very important functionality of Security Filter which helps to restrict access to only certain records based on some predefined filter values. Business Use Case: If a business wants to restrict a user's access to customer data then Customer table rights can be restrict...
Read more

Multi-Environment Consolidation - New feature in Business Central

-
Image
Greetings, Readers, Recently I read about this new feature by Microsoft in Business Central which enables Consolidation between multiple environments. This is one big update by Microsoft. If you check the earlier version of Business Central, it requires you to export Database file from Subsidiary company and import it in the Consolidated company to run the consolidation. This was a time consuming and manual task that user needs to perform. Developers were customizing and automating this process through different methods. In recent update Microsoft came up with method of using APIs to transfer data from Subsidiary company to Consolidate company. It requires user to do some basic setup and grant permission through login to environment of the Subsidiary company and your whole process of exporting file and importing to run the consolidation is out of the picture. If you look at Business value this update saves a lot of time and money for the organizations using Consolidation functionality....
Read more

Configure Bank Statement Import through Data Exchange Definition Part 1

-
Image
Hello Readers, Greetings to you. Time for new blog and new learning! In this blog I am going to showcase you the process to configure Bank Statement Import functionality in Business Central through Data Exchange Definition. In Business Central when user is required to perform Bank Reconciliation process, user needs to enter bank statement lines manually. There is an option of "Suggest Lines", but it will just copy the Bank Account ledger entries on Bank Statement lines. If there is any difference in bank statement and Bank Account ledger entries, then user needs to manually enter, delete or change the amount as needed to post the reconciliation. Through Bank Statement Import setup you can import CSV file of bank statement that is provided by your bank directly into Business Central. This functionality is available in both Bank Account Reconciliation and Payment Reconciliation Journal pages. User can decide which of the two methods to use for posting reconciliation. Business C...
Read more