Configuration Steps in Business Central
Configuration steps for Business Central
As you grow your business as a reseller of Business Central, you will likely come to rely on a set of company types that you use with most of your Business Central prospects. You can streamline your implementation process by turning these types into configuration packages that are available for reuse.
After you have set up a company in Business Central that suits your needs, you can create a configuration package that contains relevant setup data from this company. You can then use it when you create a new company that is to be configured in the same way.
Contents
Configuration steps for Business Central 11.1 Create And Configure A Company. 2
1.2 Manage Security. 2
1.3 Set Up Core Functionality. 2
1.4 Set Up Dimensions. 2
1.5 Set Up Finance Management 2
1.6 Manage The Chart Of Accounts. 2
1.7 Set Up Posting Groups. 3
1.8 Set Up Journals And Bank Accounts. 3
1.9 Set Up Account Payables. 3
1.10 Set Up Accounts Receivables. 3
1.12 Set Up Inventory. 3
1.1 Create And Configure A Company
• Create a company in the on-premises and cloud-based versions of Business Central
• Create a company by using Assisted Setup to copy data from an existing company.
• Describe the use cases and capabilities of Rapid Start Services
• Create a configuration worksheet.
• Create and use a configuration package.
• Create journal opening balances.
1.2 Manage Security
• Create and manage user profiles.• Set up new users and user groups.
• Create and assign permission sets and permissions.
• Apply security filters.
1.3 Set Up Core Functionality
• Set up company information.• Set up and use job queues.
• Set up email accounts.
• Set up number series.
1.4 Set Up Dimensions
• Set up dimensions and dimensions values.• Set up global dimensions and shortcut dimensions.
• Set up dimensions to master data.
• Set up blocking combinations of dimensions and dimensions values.
• Describe the Dimension Correction Tool
1.5 Set Up Finance Management
• Configure General Ledger setup.• Configure accounting periods.
1.6 Manage The Chart Of Accounts
• Set up G/L Account Card• Create account categories and subcategories.
1.7 Set Up Posting Groups
• Create specific posting groups including bank, customer, vendor, and inventory posting groups.• Create general posting groups.
• Configure General Posting Setup
1.8 Set Up Journals And Bank Accounts
• Set up bank accounts.• Create journal templates.
• Create batches.
• Implement recurring journals.
1.9 Set Up Account Payables
• Create payment terms and related records.• Set up payment information for vendors.
• Configure Purchases & Payables Setup
• Set up payment journals.
1.10 Set Up Accounts Receivables
• Create customer accounts.• Configure Sales & Receivables Setup
• Set up cash receipt journals.
• Set up payment registration.
• Configure customer payment methods.
1.12 Set Up Inventory
• Configure inventory setup.• Manage items.
• Create locations.
• Differentiate between costings methods.
1.13 Configure Master Data For Sales And Purchasing
• Configure core customer settings including shipping agents, locations, and shipping addresses.• Configure core vendor settings including order address, lead time, and locations.
1.14 Configure Pricing and Discounts
• Manage vendor purchase prices.• Manage purchase line and invoice discounts.
• Manage customer sales prices.
• Manage sales line and invoice discounts.
1.15 Process Purchases
• Manage quotations.• Create a purchase order.
• Receive items for a purchase order.
• Describe the over-receipt feature.
• Undo the receipt.
• Create a posted invoice from a purchase order.
• Configure recurring purchase lines.
1.16 Process Sales
• Manage quotation.• Convert a sales quote into a sales order or sales invoice.
• Analyze item availability.
• Ship items for a sales order
• Undo shipments.
• Create a sales invoice from the sale order.
• Configure recurring sales lines.
1.17 Process Financial Documents
• Process purchase invoices• Process purchase credit memos
• Process sales invoices
• Process sales credit memos
• Combine sales shipments into a single sale invoice.
• Combine purchase receipts into a single purchase invoice.
• Correct a posted purchase invoice.
• Correct a posted sale invoice.
• Release and reopen documents.
• Process prepayment invoices for purchases and sales
1.18 Process Payments and Journals
• Process payments by using payment journals.
• Process receipts by using the cash receipts journal.
• Create bank deposits.
• Process payment registrations
• Apply ledger entries and undo applied entries.
• Reverse posted journals.
Configuration Steps in Business Central
Reviewed by Digital World of Technologies
on
August 02, 2024
Rating: 5
Reviewed by Digital World of Technologies
on
August 02, 2024
Rating: 5