Assisted Setup – Get Ready for First Invoice/Setup Outgoing Email
I’m much more of a functional person than technical, so the technicalities of setting up email are not my forte. I usually have an IT person help me. However, when using Office 365 it’s pretty simple! Be sure to read the Microsoft Documentation. In the case of the setting up email topic, the Microsoft document […]
Assisted Setup – Setup Your Company – Fetch Users from Microsoft 365
You are setting up Business Central which probably means that your system will be used by several persons within your organization. ‘Fetching’ users is the easiest method for completing the initial seertup of users in the database. Description for this assisted setup states “Get the latest information about users and licenses from Microsoft 365.” There […]
New Business Central Financial Reports – Something Everyone Should Know
As most of you know Accounts Schedules are now called Financial Reports in Business Central, version 21 or 2022 Wave 2. The upgrade tool took all the names of Account Schedules and created Financial Reports with those names. Since Financial Reports need a Row definition and a Column Definition, those fields were populated as follows: […]
Business Central Assisted Setup – Setup you Company / Exchange Rate Service Setup
Be sure to read the Microsoft Documentation and watch the video entitled ‘connect to an online service to update currency exchange rate.’ You will want to follow the steps in the video as you setup your exchange rate service. This Assisted Setup option opens the Currency Exchange Rate Services Screen to allow you setup the […]
Business Central Assisted Setup – Update Users from Microsoft 365
There is no documentation listed for this step, it’s title is self explanatory. This topic provides the requisite verification but also prompts you to ‘configure permissions per license.’ If you choose to configure permissions, a License Configuration screen is opened. This screen lists the various license types that can be assigned to users through the […]
Business Central Assisted Setup – Enter Company Details
Be sure to read the Microsoft Documentation. In the case of the company details topic, the Microsoft document is not as specific as it was for our last blog but rather it covers a wide range of topics. As with most of the Assisted Setup topics, the wizard begins with a verification screen. After pressing […]
BC Assisted Setup – New Company
Before you can use Assisted Setup, you must create a company. There is an assisted setup to help you create your new company. There are two steps in the create company wizard. Step One first asks for a company name, and you choose the data that you want Business Central to populate into your new […]
BC Assisted Setup – Sales Tax Setup
MVP Kristen Hosman wrote a great blog in the last month or so about sales tax setup. Please review https://buff.ly/3R3BE6h. I will not cover in this blog what Kristen so eloquently already explained. Before you start any of the Assisted Setup Topics, take the time to Read the Microsoft Documents by simply clicking ‘Read’. This […]
BC Assisted Setup Series – Overview
Have you used Assisted Setup to get started using Business Central? Maybe you used Assisted Setup for a function or two like email setup or bank statement import. It has documents that you can read to understand the purpose of each function on the list. Once you’ve done the reading homework, you can use the […]
Inventory Expected Cost and Subcontractors Purchase Orders, Oh and WIP…
So you use subcontractor work centers in routings for items that you produce and you find that the Planning Worksheet effectively creates your productions orders. Followed by the Subcontract Worksheet creating the associated purchase orders. Receipts from the purchase orders, create output entries against the production orders and life is good. What happens to expected […]