Managing vendor balances efficiently is crucial for maintaining healthy business relationships and ensuring smooth operations. With the introduction of Copilot in Dynamics 365 Business Central, analyzing vendor balances month-wise has become more streamlined and insightful. This blog will guide you through how to leverage Copilot for vendor balance analysis in Business Central, enhancing your financial oversight and decision-making processes.
Understanding Copilot in Business Central
Copilot is an intelligent assistant integrated into Dynamics 365 Business Central. It uses AI to provide contextual insights, automate routine tasks, and enhance data analysis. By leveraging Copilot, you can quickly access detailed information, generate reports, and gain actionable insights without manual intervention.
Step-by-Step Guide to Customer Balance Month-wise Analysis
Setting Up Customer Balance Analysis
- Go to the Customer ledger Entry List: From the main dashboard, navigate to the Customer ledger Entry list.
- Open Analysis: Click on the copilot icon on the left top of the list page and select Analyze list.
- Ask Copilot: “show me what my customer owe us” and click on Generate.
- Transform Report: “remove Amount column and add Due year and month“.
- Transform output: “Show pivot and move the date to the top“. and remove the unwanted columns from the list.
- Expand : Expand the year column and months to see the balances.