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    • Getting Started
    • Welcome to Business Central
      • What's New
      • Minimum Requirements
      • Frequently Asked Questions
      • Resources for Help and Support
      • Getting Ready for Doing Business
      • Overview of Business Functionality
      • Trying Out a Preview Version
      • Unsubscribe, Remove, or Reset Business Central
      • Troubleshooting Self-Service Sign-Up
      • Your Access to the Intelligent Cloud with Business Central
      • Visit Our Video Library
      • Become a Reseller
      • Extending Business Central
        • Business Central Extensions by Other Providers
    • Working with JustFood
      • Release Notes
        • Spring 2019 Service Pack 1
        • Spring 2019
        • Fall 2018 Update 1
        • Fall 2018
        • 2018
        • 2017 Feature Pack 1
        • 2017
        • 2015 Feature Pack 3
        • 2015 Feature Pack 2 Service Pack 1
        • 2015 Feature Pack 2
        • 2015 Feature Pack 1
        • 2015
      • Applications
        • Application Release Notes
          • 2019 Service Pack 1
          • Spring 2019
          • Fall 2018 Update 1
          • Fall 2018
          • 2018
          • 2017 Feature Pack 1
          • 2017
          • 2015 Feature Pack 3
          • 2015 Feature Pack 2 Service Pack 1
          • 2015 Feature Pack 2
          • 2015 Feature Pack 1
          • 2015
        • Floor
          • Set up Floor
          • Set up Floor by Location
          • Set up Users
          • Set up Screens
          • Customize Menus
          • Set up Guided Interfaces
          • Set up Country of Origin
          • Set up Shipping Agents
        • Plant
          • Create Device Group
          • Create Device
          • Set up Labels
        • Scheduler
          • Create View
      • Setup and Administration
        • Data
          • Generate a Data Dictionary
        • RapidStart
          • Change a Company Status
          • Create a Clean Company
          • Copy Database Data to a Configuration Package
          • Delete Database Data
          • Walkthrough: Populating a New PILOT Company
          • Walkthrough: Working with PILOT Companies
          • Configuration Packages
        • Skype
          • Set Up Skype
          • Launch Skype from JustFood
      • Finance
        • Overhead Rates
          • Assign Overhead Rates
      • Inventory and Warehouse
        • Bins
          • Assign Properties to Bins
          • Set up Locations to use the Day Algorithm
        • Containers
          • Containers Setup
          • View a List of Containers
          • Build a Container
          • Transfer the Contents of a Container to Another Location
          • Transfer the Contents of a Container to Another Container
          • Transfer the Contents of a Container Bin to Another Bin
          • Print a Container Detail Label
        • Dock Staging
          • Install the Dock Staging Extension
          • Turn On Dock Staging for a Location
          • Turn Off Dock Staging for a Location
          • Turn On Dock Staging for a Warehouse Shipment
          • Turn Off Dock Staging for a Warehouse Shipment
          • Validate a Warehouse Shipment that uses Dock Staging
        • Item Recalls
          • Set Up Number Series for Item Recalls
          • Create an Item Recall
          • Post an Item Recall
          • Create an Item Recall Report
          • Create a Posted Item Recall Report
          • Walkthrough: Perform an Item Recall (Original to Usage)
          • Walkthrough: Perform an Item Recall (Usage to Origin)
          • Walkthrough: Set Up and Send a General Notification for a Posted Item Recall
        • Labels
          • Set Up Labels to Print
          • Inventory Label Report
        • Bar Codes
          • Set Up Bar Codes
          • Set Up GS1-128 Bar Codes
          • Set Up Fixed Position Bar Codes
          • Pre-Print Bar Codes Labels
          • Test Parse Bar Codes
          • Test Print Bar Codes
          • Walkthrough: Work with Vendor GS1 Bar Codes
          • Walkthrough: Set up Pre-Printed Bar Codes
        • Lot Properties
          • Assign a Property Code to a Quality Measure Code
          • Walkthrough: Update an Item's Property from a Quality Audit
        • Picks
          • Create a Bulk Pick
          • Walkthrough: Use Bulk Picks in Production
        • Shelf Life
          • Shelf Life for Purchase Orders
          • Shelf Life for Sales Orders
        • Variable Weight
          • Variable Weight Transactions
          • Serial Everywhere
          • Lot Everywhere
          • Lot In/Serial Out
          • Serial In/Serial Out
      • Power BI for JustFood
        • Power BI for JustFood Setup
          • Enable Odata Services
          • View Web Services
          • Connect JustFood Data to Power BI
          • Add a Field to a Power BI Page
          • Create a Custom JustFood Power BI Page
          • Add or Remove Fields to or from a Custom JustFood Power BI Page
        • Microsoft Power BI Guided Learning
        • Change the Type of Visualization
        • Change the Format of the Visualization
        • Publish a Report
        • Refresh the Data for a Report
        • Pin Visualizations to your Dashboard
        • Resize a Dashboard Tile
        • Move a Dashboard Tile
        • Create a Phone View of your Dashboard
        • Share a Dashboard
        • Share a Report
      • Preventative Maintenance
        • Preventative Maintenance Setup
          • Create a Preventative Maintenance Measure Code
          • Create a Preventative Maintenance Measure Code Value
          • Create a Preventative Maintenance Group Code
          • Create a Preventative Maintenance Calculation Method
          • Create a Preventative Maintenance Fault Area Code
          • Create a Preventative Maintenance Fault Code
          • Create a Preventative Maintenance Fault Reason Code
          • Create a Preventative Maintenance Fault Effect Code
          • Create a Preventative Maintenance Fault Resolution Code
        • Create a Preventative Maintenance Procedure
        • Create a Preventative Maintenance Work Order
        • Update a Preventative Maintenance Work Order
        • Post a Preventative Maintenance Work Order
        • Walkthrough: Create a Preventative Maintenance Procedure
        • Walkthrough: Create and Post a Preventative Maintenance Work Order
      • Production
        • Families
          • Set up the Planning Overage Percentage
          • Create Family Groups
          • Create Family BOMs
          • Create a Family with a Header BOM
          • Calculate Family Planning
          • Walkthrough: Work with Families
        • Forecasts
          • Create a Production Forecast using Component History
          • Create a Sales Forecast using Sales History
          • Export Sales History for ForecastX
          • Import ForecastX Data
      • Quality
        • Assign a Property Code to a Quality Measure Code
        • Move an Item on Quality Hold
        • Quality Walkthroughs
      • Rebates
        • Sales Rebates
          • Sales Rebates Setup
          • View a Sales Rebate
          • Create a Sales Rebate Card
          • View Sales Rebate Entries for a Sales Order
          • View Sales Rebate Statistics
          • View the Rebate Entries and the Rebate Ledger Entries for a Sales Rebate
          • View a Sales Rebate Source Document
          • Calculate/Register Sales Rebates
          • View Sales Rebate Ledger Entries
          • View Comments for Sales Rebates
          • Add a Comment to a Sales Rebate
          • Cancel Sales Rebates
          • Post Sales Rebates
        • Purchase Rebates
          • Purchase Rebates Setup
          • View a Purchase Rebate
          • Create a Purchase Rebate Card
          • View Purchase Rebate Entries for a Purchase Order
          • View Purchase Rebate Statistics
          • View the Rebate Entries and the Rebate Ledger Entries for a Purchase Rebate
          • View a Purchase Rebate Source Document
          • Calculate/Register Purchase Rebates
          • View Purchase Rebate Ledger Entries
          • View Comments for Purchase Rebates
          • Add a Comment to a Purchase Rebate
          • View Customers for a Sales-Based Rebate
          • Cancel Purchase Rebates
          • Post Purchase Rebates
      • Sales
        • JustFood Forecasts
        • View a Sales Shipment Summary
        • View Sales Blanket Order Archives
      • Reports
        • Define the Label Layout to Print
        • Reporting Date Feed
        • Set Up Warehouse Documents Reports
      • Walkthroughs
        • Production
          • Families
        • Quality
          • Expired Inventory Quality Audit
          • Manufacturing Quality Audit
          • Pre-Receive Quality Audit
          • Quality Hold Quality Audit
          • Receiving Quality Audit
          • Receiving Quality Audit: Update an Item's Lot Property
          • Receiving Quality Audit using Quality Specifications
          • Shipping Agent Quality Audit
          • Vendor Quality Audit
          • Item Recall: Origin to Usage
          • Item Recall: Usage to Origin)
          • Quality Hold
        • RapidStart
          • Populate a New PILOT Company with Data
          • Work with PILOT Companies and Create a LIVE Company
        • Warehouse
          • Setup: Warehouse Location
          • Bar Codes: Pre-Printed
          • Bar Codes: Vendor GS1
          • Picking: Bulk Picks
          • Variable Weight-Lot Everywhere: Purchase Order
          • Variable Weight-Lot Everywhere: Production Order
          • Variable Weight-Lot Everywhere: Sales Order
          • Variable Weight-Lot In/Serial Out: Purchase Order
          • Variable Weight-Serial In/Serial Out: Purchase Order
        • Workflows
          • General Notification: Blocked Bin
          • General Notification: Item Recalls
          • Approval: Unblock Item
      • Workflows
        • Events
        • Templates
        • Set Up General Notifications for Workflows
        • Approval Workflows
        • Walkthrough: Set up a General Notification for a Blocked Bin
        • Walkthrough: Set up a General Notification for Item Recalls
        • Walkthrough: Set up an Item Approval with Unblock Workflow
    • Working with Business Central
      • Finding Features and Information
      • Tell Me FAQ
      • Sorting, Searching, and Filtering Lists
      • Searching and Filtering FAQ
      • Entering Data
      • Working with Calendar Dates and Times
      • Copying and Pasting
      • Detecting Mandatory Fields
      • Changing Language and Locale
      • Viewing and Editing in Excel
      • Managing Notifications
      • Changing Basic Settings
      • Personalizing Your Workspace
        • Why a Page is Locked from Personalizing
        • Displaying Lists in Different Ways
      • Working with Reports and Batch Jobs
        • Specify Printer Selection for Reports
        • Schedule a Report or Batch Job to Run
        • Managing Saved Settings on Reports
        • View Test Reports Before Posting
        • Run Batch Jobs
      • Managing Report and Document Layouts
        • Updating Report or Document Layouts
        • Making Changes to a Word Report Layout
        • Import and Export a Report or Document Layout
        • Change Which Layout is Currently Used on a Report
        • Add Fields to a Word Report Layout
      • Accessibility and Keyboard Shortcuts
        • Keyboard Shortcuts
        • Keyboard Shortcuts Quick Reference
    • Setting Up Business Central
      • Setting Up Finance
        • Defining Payment Methods
        • Setting Up Posting Groups
        • Prepare Financial Reporting with Account Schedules and Account Categories
        • Work with Payment Tolerances and Payment Discount Tolerances
        • Open a New Fiscal Year
        • Setting Up Calculations and Posting Methods for Value-Added Tax
        • Set Up Unrealized VAT for Cash-Based Accounting
        • Enable Application of Ledger Entries in Different Currencies
        • Set Up an Additional Reporting Currency
        • Update Currency Exchange Rates
        • Set Up Multiple Interest Rates
        • Set Up Invoice Rounding
        • Setting Up the Chart of Accounts
        • Setting Up Cash Flow Analysis
        • Set Up Cash Customers
        • Set Up and Report Intrastat
        • Consolidating Financial Data from Multiple Companies
        • Use Allocation Keys in General Journals
      • Setting Up Banking
        • Set Up Bank Accounts
        • Set Up the Envestnet Yodlee Bank Feeds Service
        • Set Up the Bank Data Conversion Service
        • Define Check Layouts
      • Setting Up Sales
        • Register New Customers
        • Enable Customer Payments Through Payment Services
        • Record Special Sales Prices and Discounts
        • Set Up Salespeople
        • Set Up Document Sending Profiles
        • Send Documents by Email
        • Set Up Shipping Agents
      • Setting Up Purchasing
        • Register New Vendors
        • Record Special Purchase Prices and Discounts
        • Prioritize Vendors
        • Set Up Purchasers
      • Setting Up Inventory
        • Set Up General Inventory Information
        • Work with Responsibility Centers
        • Set Up Locations
        • Register New Items
        • About Item Types
        • Set Up Item Units of Measure
        • Set Up Stockkeeping Units
        • Categorize Items
        • Import Multiple Item Pictures
      • Setting Up Project Management
        • Set Up Resources
        • Set Up Time Sheets
        • Set Up Jobs
      • Setting Up Fixed Assets
        • Set Up General Fixed Assets Information
        • Set Up Fixed Asset Depreciation
        • Define Depreciation Methods
        • Set Up Fixed Asset Insurance
        • Set Up Fixed Asset Maintenance
      • Setting Up Warehouse Management
        • Design Details: Warehouse Overview
        • Set Up Bin Types
        • Create Bins
        • Create Bin Contents
        • Assign Default Bins to Items
        • Set Up Put-away Templates
        • Set Up Warehouse Employees
        • Set Up Locations to Use Bins
        • Convert Existing Locations to Warehouse Locations
        • Set Up Basic Warehouses with Operations Areas
        • Set Up Items and Locations for Directed Put-away and Pick
        • Enable Automatic Breaking Bulk with Directed Put-away and Pick
        • Enable Picking by FEFO
        • Enable Automated Data Capture Systems (ADCS)
        • Restructure Warehouses
      • Setting Up Manufacturing
        • Create Work Center Calendars
        • Set Up Work Centers and Machine Centers
        • Create Routings
        • Create Production BOMs
        • Enable Flushing of Components According to Operation Output
        • Work With Manufacturing Batch Units of Measure
        • Work With Production Families
        • Set Up Standard Routing Lines
        • Subcontract Manufacturing
      • Setting Up Service Management
        • Create Service Items
        • Set Up Standard Service Codes
        • Configure Service Processes
        • Set Up Fault Reporting
        • Set Up Service Offerings
        • Set Up Troubleshooting
        • Set Up Resource Allocation
        • Set Up Pricing and Additional Costs for Services
        • Set Up Service Items and Service Item Components
        • Set Up Work Hours and Service Hours
        • Set Up Statuses for Service Orders and Repairs
        • Set Up a Loaner Program
        • Set Up Service Contracts
      • Setting Up Complex Application Areas Using Best Practices
        • Setup Best Practices: Supply Planning
        • Setup Best Practices: Planning Parameters
        • Setup Best Practices: Global Planning Setup
          • Setup Best Practices: Reordering Policies
          • Setup Best Practices: Planning Parameters
          • Setup Best Practices: Global Planning Setup
        • Setup Best Practices: Costing Methods
        • Setup Best Practices: Reordering Policies
      • Setting Up a Company With RapidStart Services
        • Use the RapidStart Services Implementer Role Center
        • Set Up Company Configuration
          • Manage Company Configuration in a Worksheet
          • Prepare a Configuration Package
        • Apply Configurations to New Companies
          • Create a New Company
          • Configure New Companies
          • Configure a Company with the RapidStart Wizard
          • Copy Data to New Companies
          • Create Journal Opening Balances
        • Gather Customer Setup Data
        • Prepare to Migrate Customer Data
        • Migrate Customer Data
        • Create Custom Company Configuration Packages
        • Tips and Tricks: RapidStart Services
      • Using Business Central as Your Business Inbox in Outlook
        • Synchronize with Contacts in Microsoft Outlook
        • Using Business Central Without Outlook
      • Enabling Your Business Data for Power BI
        • Viewing List Data in Power BI Reports in Business Central
        • Using Business Central as a Power BI Data Source
      • Using Business Central in an Automated Workflow
        • Troubleshooting Integration with Microsoft Flow - Request URL Too Long
      • Connecting to Your Business Central Data to Build a Business App Using PowerApps
      • Changing from a QuickBooks App to Business Central
      • Getting Business Central on Your Mobile Device
      • Bulk Invoicing for Microsoft Bookings
      • Using the same Office 365 account in Business Central and in Microsoft Invoicing
      • Importing Business Data from Other Finance Systems
      • Setting Up Email
      • Creating Number Series
      • Setting Up Base Calendars
    • General Business Functionality
      • Add Comments to Cards and Documents
      • Track Document Lines
      • Send Documents by Email
      • Archive Documents
      • Add Extended Item Text
      • Define User Tasks
      • Add Links to Websites, Documents, or Programs on Records
      • Attaching Files to Cards and Documents
      • Exporting Your Business Data to Excel
      • Posting Documents and Journals
      • Preview Posting Results
      • Working with General Journals
      • Use Job Queues to Schedule Tasks
      • Letting Business Central Suggest Values
    • Administration
      • Understanding Profiles, and Role Centers
      • Managing Users and Permissions
      • Classifying Data Sensitivity
      • Responding to Requests About Personal Data
      • Creating New Companies
      • Logging Changes
      • Using Job Queues to Schedule Tasks
      • Deleting Documents
      • Publishing a Web Service
      • Configuring API Templates
      • Managing Data Encryption
      • Extending Your Trial Version
      • Inspecting Pages
      • Creating a Sandbox Environment
      • Integrating with Dynamics 365 for Sales
        • Setting Up Integration with Dynamics 365 for Sales
        • Set Up a Dynamics 365 for Sales Connection
        • Synchronizing Business Central and Dynamics 365 for Sales
        • Modify Table Mappings for Synchronization
        • Manually Synchronize Table Mappings
        • Schedule a Synchronization
      • Customizing Business Central
        • Customizing Using Extensions
          • Ceridian Payroll
          • Data Replication
          • Dynamics GP Data Migration
          • Essential Business Insights
          • Image Analyzer
          • Intelligent Cloud
          • Microsoft Pay Payments
          • PayPal Payments Standard
          • QuickBooks Data Migration
          • QuickBooks Online Data Migration
          • QuickBooks Payroll
          • Sales and Inventory Forecast
          • WorldPay Payments Standard
          • Yodlee Bank Feeds
          • Accountant Portal for Business Central
          • DK - C5 Data Migration
          • DK - Tax File Formats
          • UK - GetAddress.io UK Postcodes
          • Business Central Extensions by Other Providers
        • Changing Which Features are Displayed
        • Managing Personalization as an Administrator
        • Setting Up a Colored Indicator on Cues
    • Finance
      • Managing Receivables
        • Applying Payments Automatically and Reconciling Bank Accounts
          • Reconcile Payments Using Automatic Application
          • Review or Apply Payments Manually after Automatic Application
          • Reconcile Payments that Cannot be Applied Automatically
          • Map Text on Recurring Payments to Accounts for Automatic Reconciliation
        • Reconcile Customer Payments from a List of Unpaid Sales Documents
        • Reconcile Customer Payments with the Cash Receipt Journal or from Customer Ledger Entries
        • Collect Outstanding Balances
        • Collect Payments with SEPA Direct Debit
        • Block Customers
        • Use Item Charges to Account for Additional Trade Costs
        • Work with Payment Tolerances and Payment Discount Tolerances
        • The Late Payment Prediction Extension
      • Managing Payables
        • Making Payments
          • Working with General Journals
          • Record Payments and Refunds
          • Suggest Vendor Payments
          • Make Check Payments
          • Making Payments with Bank Data Conversion Service or SEPA Credit Transfer
          • Settle Purchase Invoices Promptly
          • Export a Positive Pay file
        • Applying Payments Automatically and Reconciling Bank Accounts
          • Reconcile Payments Using Automatic Application
          • Review or Apply Payments Manually after Automatic Application
          • Reconcile Payments that Cannot be Applied Automatically
          • Map Text on Recurring Payments to Accounts for Automatic Reconciliation
        • Reconcile Customer Payments from a List of Unpaid Sales Documents
        • Reconcile Customer Payments with the Cash Receipt Journal or from Customer Ledger Entries
        • Reconcile Vendor Payments with the Payment Journal or from Vendor Ledger Entries
        • Collect Outstanding Balances
        • Collect Payments with SEPA Direct Debit
        • Block Customers
        • Use Item Charges to Account for Additional Trade Costs
        • Work with Payment Tolerances and Payment Discount Tolerances
        • The Late Payment Prediction Extension
      • Invoicing Prepayments
        • Set Up Prepayments
        • Create Prepayment Invoices
        • Correct Prepayments
      • Managing Bank Accounts
        • Applying Payments Automatically and Reconciling Bank Accounts
        • Reconcile Bank Accounts Separately
        • Transfer Bank Funds
      • Managing Intercompany Transactions
        • Set Up Intercompany
        • Work with Intercompany Documents and Journals
        • Manage the Intercompany Inbox and Outbox
      • Accounting for Costs
        • Terminology in Cost Accounting
        • About Cost Accounting
        • Setting Up Cost Accounting
        • Transferring and Posting Cost Entries
        • Defining and Allocating Costs
        • Creating Cost Budgets
        • Deleting Cost Budget Entries
      • Managing Inventory Costs
        • About Inventory Costing
        • About Calculating Standard Cost
        • Design Details: Inventory Costing
        • Work with Inventory Periods
        • Setting Up Inventory Valuation and Costing
        • Revalue Inventory
        • Adjust Item Costs
        • Handle Inventory and Manufacturing Costs
        • Update Standard Costs
        • Remove and Reapply Item Ledger Entries
        • Close Open Item Ledger Entries Resulting from Fixed Application in the Item Journal
        • Reporting Costs and Reconciling with the General Ledger
          • Reconcile Inventory Costs with the General Ledger
          • Monitor Job Progress and Performance
      • Closing Years and Periods
        • Specify Posting Periods
        • Closing Periods
        • Update Currency Exchange Rates
        • Allocate Costs and Income
        • Report VAT to the Tax Authorities
        • Preparing Pre-Closing Reports
        • Closing Books
        • Preparing Closing Statements
        • Close Accounting Periods
        • Close Income Statement Accounts
        • Post the Year-End Closing Entry
      • Accountant Experiences in Business Central
        • Inviting Your External Accountant to Your Business Central
      • Understanding the General Ledger and the COA
      • Working with Accounting Periods and Fiscal Years
      • Consolidating Financial Data from Multiple Companies
      • Working with Dimensions
      • Create G/L Budgets
      • Post Transactions Directly to the General Ledger
      • Reverse Postings
      • Allocate Costs and Income
      • Use Item Charges to Account for Additional Trade Costs
      • Record and Reimburse Employees' Expenses
      • Defer Revenues and Expenses
      • Import Payroll Transactions
      • Report VAT to Tax Authorities
      • Work with VAT on Sales and Purchases
      • Convert Service Contracts that Include VAT Amounts
      • Analyzing Financial Statements in Excel
      • Analyzing Cash Flows in Your Company
      • Walkthrough: Making Cash Flow Forecasts by Using Account Schedules
    • Business Intelligence
      • Analyze Actual Amounts Versus Budgeted Amounts
      • Prepare Financial Reporting with Account Schedules and Account Categories
      • Set Up and Publish KPI Web Services Based on Account Schedules
      • Analyze Data by Dimensions
      • Create Analysis Reports
      • Create Reports with XBRL
    • Sales
      • Register New Customers
      • Make Sales Quotes
      • Invoice Sales
      • Sell Products
      • Posting Sales
      • Create Recurring Sales and Purchase Lines
      • Make Drop Shipments
      • Create Special Orders
      • Correct or Cancel Unpaid Sales Invoices
      • Process Sales Returns or Cancellations
      • Work with Blanket Sales Orders
      • Combine Shipments on a Single Invoice
      • Calculate Order Promising Dates
      • Track Packages
      • Date Calculation for Sales
      • Create a Forecast
      • Merge Duplicate Records
    • Purchasing
      • Record Purchases
      • Request Quotes
      • Purchase Items for a Sale
      • Posting Purchases
      • Correct or Cancel Unpaid Purchase Invoices
      • Combine Receipts on a Single Invoice
      • Process Purchase Returns or Cancellations
      • Receive and Convert Electronic Documents
      • Date Calculation for Purchases
      • Merge Duplicate Records
    • Inventory
      • Register New Items
      • Work with Bills of Material
      • Categorize Items
      • Work with Item Attributes
      • Work with Catalog Items
      • Count Inventory Using Documents
      • Count, Adjust, and Reclassify Inventory Using Journals
      • View the Availability of Items
      • Transfer Inventory Between Locations
      • Reserve Items
      • Work with Serial and Lot Numbers
      • Use Item Cross References
      • Trace Item-Tracked Items
      • Block Items
      • Work with Responsibility Centers
    • Project Management
      • Create Jobs
      • Use Resources for Jobs
      • Use Time Sheets for Jobs
      • Manage Job Budgets
      • Record Usage for Jobs
      • Manage Job Supplies
      • Understanding WIP Methods
      • Monitor Job Progress and Performance
      • Invoice Jobs
    • Fixed Assets
      • Acquire Fixed Assets
      • Maintain Fixed Assets
      • Insure Fixed Assets
      • Transfer, Split, or Combine Fixed Assets
      • Revalue Fixed Assets
      • Depreciate or Amortize Fixed Assets
      • Dispose of or Retire Fixed Assets
      • Manage Budgets for Fixed Assets
    • Relationship Management
      • Setting Up Relationship Management
      • Managing Contacts
        • Set Up Contacts
        • Create Contacts
        • Merge Duplicate Records
        • Creating Contact Persons
      • Managing Segments
        • Create Segments
        • Add Contacts to Segments
        • Managing Interaction and Segments
      • Managing Interactions
      • Managing Marketing Campaigns
        • Create Interactions on Contacts and Segments
        • Automatically Record Interactions with Contacts
      • Managing Sales Opportunities
        • Set Up Opportunity Sales Cycles and Cycle Stages
        • Create Opportunities
        • Processing Sales Opportunities
      • Use Profile Questionnaires to Classify Business Contacts
      • Using Dynamics 365 for Sales from Business Central
        • Couple and Synchronize Records Manually
        • View the Status of a Synchronization
    • Human Resources
      • Register Employees
      • Manage Employee Absence
    • Planning
      • About Planning Functionality
      • Subcontract Manufacturing
      • Planning With or Without Locations
      • Create a Forecast
      • Create Production Orders from Sales Orders
      • Plan Project Orders
      • Plan for New Demand Order by Order
      • Run Full Planning, MPS or MRP
      • Replan or Refresh Production Orders Directly
      • Track Relations Between Demand and Supply
      • Modify Planning Suggestions in a Graphical View
    • Assembly Management
      • Understanding Assemble to Order and Assemble to Stock
      • Quote an Assemble-to-Order Sale
      • Assemble Items
      • Sell Items Assembled to Order
      • Sell Inventory Items in Assemble-to-Order Flows
      • Sell Assemble-to-Order Items and Inventory Items Together
      • Create Blanket Assembly Orders
      • Undo Assembly Posting
      • Work with Bills of Material
      • Design Details: Assembly Order Posting
    • Manufacturing
      • About Production Orders
      • Create Production Orders
      • Subcontract Manufacturing
      • Post Consumption and Output for One Released Production Order Line
      • Batch Post Consumption
      • Batch Post Output and Run Times
      • Reverse Output Posting
      • Post Scrap
      • View the Load in Work and Machine Centers
      • Post Capacities
      • About Finished Production Order Costs
    • Warehouse Management
      • Receive Items
      • Cross-Dock Items
      • Putting Items Away
        • Put Items Away with Inventory Put-aways
        • Put Items Away with Warehouse Put-aways
        • Put Away Production or Assembly Output
        • Plan Put-Aways in Worksheets
        • Pick and Put Away Without a Source Document
        • Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations
        • Walkthrough: Receiving and Putting Away in Advanced Warehouse Configurations
      • Moving Items
        • Move Items Ad Hoc in Basic Warehouse Configurations
        • Move Items in Advanced Warehouse Configurations
        • Move Components to an Operation Area in Basic Warehouse Configurations
        • Calculate Bin Replenishment
        • Plan Warehouse Movements in Worksheets
      • Picking Items
        • Pick Items with Inventory Picks
        • Pick Items for Warehouse Shipment
        • Pick for Production or Assembly in Basic Warehouse Configurations
        • Pick for Production or Assembly in Advanced Warehouse Configurations
        • Plan Picks in Worksheets
        • Pick and Put Away Without a Source Document
        • Picking By FEFO
        • Split Warehouse Activity Lines
        • Walkthrough: Picking and Shipping in Basic Warehouse Configurations
      • Ship Items
      • Find Your Warehouse Assignments
      • Use Automated Data Capture Systems (ADCS)
    • Service Management
      • Planning Service
        • Service Price Management
        • Service Order Status and Repair Status
        • Allocation Status and Repair Status of Service Items
        • Viewing Service Statistics
      • Fulfilling Service Contracts
        • Multiple Contracts
        • Work with Service Contracts and Service Contract Quotes
        • Change the Annual Amount on Service Contracts or Contract Quotes
      • Delivering Service
        • Create Service Quotes
        • Create Service Orders
        • Create Service Invoices or Credit Memos
        • Allocate Resources
        • Work on Service Tasks
        • Service Posting
        • Post Service Orders and Credit Memos
        • Lend and Receive Loaners
      • Incoming Documents
        • Set Up Incoming Documents
        • Processing Incoming Documents
          • Create Incoming Document Records
          • Use OCR to Turn PDF and Image Files into Electronic Documents
          • Create Incoming Document Records Directly from Documents and Entries
          • Find Posted Documents without Incoming Document Records
          • Manage Many Incoming Document Records
      • Workflow
        • Setting Up Workflows
          • Set Up Workflow Users
          • Set Up Approval Users
          • Setting Up Workflow Notifications
          • Specify When and How to Receive Notifications
          • Create and Modify a Custom Report or Document Layout
          • Set up Email
          • Create Workflows
          • Create Workflows from Workflow Templates
          • Export and Import Workflows
          • Walkthrough: Setting Up and Using a Purchase Approval Workflow
          • Walkthrough: Implementing New Workflow Events and Responses
        • Using Workflows
          • Enable Workflows
          • Use Approval Workflows
          • Restrict and Allow Usage of a Record
          • View Archived Workflow Step Instances
          • Delete Workflows
      • Exchanging Data Electronically
        • About the Data Exchange Framework
        • Setting Up Data Exchange
          • Set Up a Document Exchange Service
          • Set Up Incoming Documents
          • Update Currency Exchange Rates
          • Set Up Electronic Document Sending and Receiving
          • Set Up SEPA Credit Transfer
          • Set Up SEPA Direct Debit
          • Set Up the Bank Data Conversion Service
          • Set Up the Bank Statement Service
          • Set Up Bank Accounts
          • Use XML Schemas to Prepare Data Exchange Definitions
          • Set Up Data Exchange Definitions
        • Exchanging Data
          • Send Electronic Documents
          • Use OCR to Turn PDF and Image Files into Electronic Documents
          • Receive and Convert Electronic Documents
          • Set Up the Envestnet Yodlee Bank Feeds Service
          • Export Payments to a Bank File
          • Making Payments with Bank Data Conversion Service or SEPA Credit Transfer
          • Collecting Payments with SEPA Direct Debit
          • Update Currency Exchange Rates
          • Field Mapping When Importing SEPA CAMT Files
          • Field Mapping When Exporting Payment Files Using Bank Data Conversion Service
    • Business Process Walkthroughs
      • Walkthrough: Conducting a Sales Campaign
      • Walkthrough: Setting Up and Invoicing Sales Prepayments
      • Walkthrough: Setting Up and Using a Purchase Approval Workflow
      • Walkthrough: Receiving and Putting Away in Basic Warehouse Configurations
      • Walkthrough: Receiving and Putting Away in Advanced Warehouse Configurations
      • Walkthrough: Planning Supplies Manually
      • Walkthrough: Planning Supplies Automatically
      • Walkthrough: Selling, Assembling, and Shipping Kits
      • Walkthrough: Managing Projects with Jobs
      • Walkthrough: Calculating Work in Process for a Job
      • Walkthrough: Picking and Shipping in Basic Warehouse Configurations
      • Walkthrough: Tracing Serial/Lot Numbers
      • Walkthrough: Making Cash Flow Forecasts by Using Account Schedules
    • Design Details
      • Design Details: Supply Planning
        • Design Details: Central Concepts of the Planning System
        • Design Details: Reservation, Order Tracking, and Action Messaging
        • Design Details: Balancing Demand and Supply
        • Design Details: Handling Reordering Policies
        • Design Details: Planning Parameters
        • Design Details: Planning Assignment Table
        • Design Details: Demand at Blank Location
        • Design Details: Transfers in Planning
      • Design Details: Inventory Costing
        • Design Details: Costing Methods
        • Design Details: Item Application
        • Design Details: Known Item Application Issue
        • Design Details: Cost Adjustment
        • Design Details: Posting Date on Adjustment Value Entry
        • Design Details: Expected Cost Posting
        • Design Details: Average Cost
        • Design Details: Variance
        • Design Details: Rounding
        • Design Details: Cost Components
        • Design Details: Inventory Periods
        • Design Details: Inventory Posting
        • Design Details: Production Order Posting
        • Design Details: Assembly Order Posting
        • Design Details: Reconciliation with the General Ledger
        • Design Details: Accounts in the General Ledger
        • Design Details: Inventory Valuation
        • Design Details: Revaluation
      • Design Details: Warehouse Management
        • Design Details: Warehouse Overview
        • Design Details: Warehouse Setup
        • Design Details: Inbound Warehouse Flow
        • Design Details: Internal Warehouse Flows
        • Design Details: Availability in the Warehouse
        • Design Details: Outbound Warehouse Flow
        • Design Details: Integration with Inventory
      • Design Details: Item Tracking
        • Design Details: Item Tracking Design
        • Design Details: Item Tracking Posting Structure
        • Design Details: Active versus Historic Item Tracking Entries
        • Design Details: Item Tracking Lines Page
        • Design Details: Item Tracking Availability
        • Design Details: Item Tracking and Planning
        • Design Details: Item Tracking and Reservations
        • Design Details: Item Tracking in the Warehouse
      • Design Details: General Journal Post Line
        • General Journal Post Line Overview
        • Design Details: Posting Interface Structure
        • Design Details: Posting Engine Structure
        • Design Details: Codeunit 12 Changes: Mapping Global Variables for General Journal Post Line
        • Design Details: Codeunit 12 Changes: Changes in General Journal Post Procedures
      • Design Details: Dimension Set Entries
        • Design Details: Dimension Set Entries Overview
        • Design Details: Searching for Dimension Combinations
        • Design Details: Table Structure
    • Local Functionality
      • Australia
        • VAT & Tax
          • Tax
          • Withholding Tax
          • Set Up Withholding Tax
          • Set Up Revenue Types for Withholding Tax
          • Set Up Vendors Without ABN for Calculating the Withholding Tax
          • Calculate and Post Withholding Tax Settlements
          • View Withholding Tax Entries
          • View Posted Tax Invoices
          • View Posted Tax Credit Memos
          • Set Up Goods and Service Tax Posting
          • Calculate Goods and Services Tax on Prepayments
          • Adjust Settlement Exchange Rates for VAT Entries
          • Print Goods and Service Tax Settlement Reports
        • Banking & Payments
          • Compare Bank Cash Flow
          • Create Check Installments
          • Electronic Funds Transfer (EFT)
          • Print Bank Account Reconciliation Reports
          • Print Deposit Slip Reports
        • Core Finance
          • Set Up Business Units for Business Activity Statements
          • Print Balance Sheet Reports
          • Print Income Statements
          • Calculating Distribution Amounts
        • General
          • Addresses
          • Determine Sales Price by Cost Plus Percentage
          • Australian Business Numbers and Adjustment Notes
          • Enter Australian Business Numbers
      • Austria
        • VAT & Tax
          • Create a VAT Statement
          • VAT Reporting
        • Banking & Payments
          • Print Vendor Payments List Reports
        • Purchasing
          • Delivery Reminders
          • Set Up Delivery Reminders
          • Set Up Delivery Reminder Terms, Levels, and Text
          • Assign Delivery Reminder Codes to Vendors
          • Generate Delivery Reminders
          • Create Delivery Reminders Manually
          • Issue Delivery Reminders
          • Print Test Reports for Delivery Reminders
        • General
          • Copy Existing Items to New Items
          • Print General Ledger Setup Information
          • Print Sales and Purchase Orders During Batch Posting
      • Belgium
        • VAT & Tax
          • Belgian VAT
          • Set Up Non-Deductible VAT
          • Make Manual Corrections to VAT
          • Print Periodic VAT Reports
          • Set Up Belgian Tariff Numbers
          • Belgian Intrastat Reporting
          • Set Up Intrastat Establishment Numbers
          • Print the Intrastat Form Report
          • Set Up Declaration Types
          • Export Intrastat Third-Party Declarations
        • Banking & Payments
          • Set Up Bank Accounts for CODA
          • Apply CODA Statements
          • Automatically Transfer and Post CODA Statements
          • CODA Bank Statements
          • Download CODA Files from an Isabel Server
          • Belgian Electronic Banking
          • Set Up Electronic Banking
          • Set Up Export Protocols
          • Belgian Electronic Payments
          • Set Up IBLC-BLWI Transaction Codes
          • Set Up Vendors for Automatic Payment Suggestions
          • Create Payment Journal Templates and Batches
          • Test Electronic Payments
          • Generate Payment Suggestions
          • Isabel 6
          • Upload Payment Files to an Isabel Server
          • Import CODA Statements
          • Manage Electronic Payment Lines
          • Manually Transfer and Post CODA Statements
          • Print Payment Files
          • SEPA Payments
          • Activate SEPA Payments
          • File Non-Euro SEPA Payments
          • File SEPA Payments
          • Direct Debit Using Domiciliation
          • Set Up Domiciliations
          • Edit and Delete Domiciliation Lines
          • Test Domiciliations
          • Export and Post Domiciliations
          • Generate Domiciliation Suggestions
          • Summarizing Payment Lines and General Journal Lines
          • Archive IBS Log Entries
        • Core Finance
          • Apply and Unapply General Ledger Entries
          • Create Financial Journals
          • Export to Accon
        • General
          • Enterprise Numbers and Branch Numbers
          • Limit the Posting Period
          • Set the Work Date as the Posting Date
      • Canada
        • VAT & Tax
          • Reporting Sales Tax and Goods/Services Tax in Canada
          • Reporting Sales Tax in Canada
          • Set Up Unrealized Sales Tax and Sales Payment Discounts
          • Set Up Use Tax and Purchase Tax
        • Banking & Payments
          • Create Deposits
          • Manage Customer Credit Information
          • Make Electronic Payments
        • General
          • Print Troubleshooting Reports
          • Work With GIFI Codes
      • Czech Republic
        • VAT & Tax
          • VAT Control Report
        • Banking & Payments
          • Registration of Sales (EET)
      • Denmark
        • VAT & Tax
          • Print VAT Reconciliation Reports
          • VAT-VIES Reporting
        • Banking & Payments
          • FIK Details in the Payment Reconciliation Journal
          • The Payments and Reconciliations (DK) Extension
        • Electronic Invoicing
          • Overview of OIOUBL Electronic Invoicing
          • Set Up Customers for OIOUBL
          • Set Up OIOUBL Electronic Invoicing
          • The OIOUBL Extension for Electronic Invoicing
          • Create Electronic Documents in an OIOUBL Format
        • Payroll
          • Payroll Data Definitions (DK)
      • Finland
        • VAT & Tax
          • Print Finnish Intrastat Reports
          • Print VAT Information on Invoices
          • VAT-VIES Declaration in Finland
        • Banking & Payments
          • Electronic Banking in Finland
          • Generate Payment Files
          • Set Up Bank Reference Files
          • SEPA Credit Transfer Payments
          • Disregard Payment Discounts
        • Core Finance
          • Set Up Automatic Account Posting Groups
          • Automatic Account Codes
          • Posting Depreciation Differences
      • France
        • VAT & Tax
          • Export General Ledger Entries for Tax Audits
          • Export General Ledger Entries to an XML File
          • Requirements for Reporting Declaration of Trade in Goods
        • Banking & Payments
          • Set Up Payment Addresses
          • Set Up Payment Statuses
          • Set Up Payment Steps
          • Set Up Payment Classes
          • Archive Payment Slips
          • Create Payment Slips
          • Export Payments
          • Export or Import Payment Management Setup Parameters
          • Payment Management
          • Post Payment Slips
        • Core Finance
          • Apply General Ledger Entries
          • Unapply General Ledger Entries
          • Close a Year
          • Close Income Statement Accounts
          • Fiscally Close Accounting Periods
          • Fiscally Close Years
          • Fiscal Periods and Fiscal Years
          • General Ledger
          • Open a New Fiscal Year Duplicate
          • Post the Year-End Closing Entry
          • Overview of Year-End Processes
          • Print General Ledger Reports
          • Reopen Accounting Periods
          • Specify Posting Periods
          • View Ledger Reconciliations
        • Fixed Assets
          • Set Up Accelerated Depreciation
          • Accelerated Depreciation
          • Calculate Accelerated Depreciation
      • Germany
        • VAT & Tax
          • Set Up Reports for VAT and Intrastat
          • Set Up VAT Reports
          • VAT Reporting
          • Create VAT Reports
          • Correct VAT Reports
          • Sales VAT Advance Notifications
          • Create and Submit Sales VAT Advance Notifications
          • Electronic Submission of Sales VAT Advance Notifications to ELSTER
          • Declare VAT-VIES Tax
          • ELSTER Transmission Overview
          • Error Messages of the Elster Transfer Handler
        • Banking & Payments
          • Print Vendor Payments List Reports
        • Core Finance
          • Export and Print Intrastat Reports
          • Post a Negative Entry
          • Process for Digital Audits
          • Set Up Data Exports for Digital Audits
          • Set Up Data Exports for GDPDU
          • Export Data for a Digital Audit
          • GDPDU Filter Examples
          • Upgrade a .DTD Definition File
          • Walkthrough: Exporting Data for a Digital Audit
          • Walkthrough: Exporting GDPDU Data
        • Purchasing
          • Set Up Delivery Reminders
          • Set Up Delivery Reminder Terms, Levels, and Text
          • Delivery Reminders
          • Assign Delivery Reminder Codes to Vendors
          • Create Delivery Reminders Manually
          • Generate Delivery Reminders
          • Issue Delivery Reminders
          • Print Test Reports for Delivery Reminders
        • General
          • Currency Exchange Rates
          • EU Sales List in Germany
          • Include Company Registration Numbers on Sales Reports and Purchase Reports
          • Print Sales and Purchase Orders During Batch Posting
          • Print General Ledger Setup Information
          • Copy Existing Items to New Items
          • Certification of Business Central for German market (document is in German)
      • Iceland
        • VAT & Tax
          • Icelandic Tax Regulations for Conditional Discounts
          • Print VAT Summary Information on Documents
          • Special Data Output and Reports for the Tax Authority
        • Electronic Invoicing
          • Electronic Invoicing Requirement: Issuing Single Copy Invoice
        • General
          • Map IRS Numbers to the Chart of Accounts
          • Deleting Posted Invoices and Credit Memos
      • Italy
        • VAT & Tax
          • Italian VAT
          • Submit VAT Statements
          • Correct VAT Transactions Reports
          • Create Electronic VAT Transactions Reports
          • Export VAT Transactions Reports
          • Update VAT Transactions Data
          • Prepare for VAT Transactions Reports
          • Print and Reprint G/L Books and VAT Registers
          • Print Intrastat Reports for Italy
          • Print Withholding Reports
        • Banking & Payments
          • Set Up Payment Terms
          • Set Up Automatic Payments and Automatic Bills
          • Vendor Payments and Customer Bills Overview
          • Issue Vendor Payments and Customer Bills
        • Core Finance
          • Close a Fiscal Year
          • Define Debit and Credit Amounts
          • Reversing Journal Entries
        • Inventory
          • Set Up Initial Item Costs
          • Fiscal Inventory Valuation
          • Set Up Fiscal Inventory Valuation
        • Fixed Assets
          • Italian Fixed Assets
          • Set Up Compressed Depreciation of Fixed Assets
          • Set Up Alternate Depreciation Methods
          • Create Multiple Fixed Asset Cards
          • Print Depreciation Book Reports
        • General
          • Set Up Company Information
          • Italian Subcontracting
          • Set Up Journal Templates and Batches
          • Report Trade with Customers and Vendors in Blacklist Countries and Regions
      • Mexico
        • VAT & Tax
          • Mexico Sales Tax
          • Set Up Use Tax and Purchase Tax
          • Set Up Unrealized Sales Tax and Sales Payment Discounts
          • Reporting Sales Tax in Mexico
          • Create Deposits
          • Tax Identification Types for Mexico
          • VAT Recalculation
        • Electronic Invoicing
          • Electronic Invoicing
          • Set Up Electronic Invoicing
          • Generate Electronic Invoices
          • Electronic Accounting Regulations in Mexico
          • Make Electronic Payments
        • General
          • Set Up PAC Web Services
          • Print Troubleshooting Reports
      • Netherlands
        • VAT & Tax
          • Create a Audit File for the Tax Authority
          • Set Up VAT Categories
          • Electronic VAT and ICP Declarations
          • Set Up Electronic VAT and ICP Declarations
          • Submitting Electronic VAT and ICP Declarations
        • Banking & Payments
          • Dutch Electronic Banking
          • Telebanking
          • Payment Scenarios
          • Payment Scenario 1 - Domestic Payments (LCY to LCY)
          • Payment Scenario 2 - Foreign Payment (FCY to FCY)
          • Payment Scenario 3 - Foreign Payment (LCY to FCY)
          • Create Proposals
          • Docket Reports
          • Enter and Post Cash and Bank or Giro Journals
          • Print Test Reports for Cash and Bank or Giro Journals
          • Single Euro Payments Area (SEPA)
          • Activate SEPA Payments
          • Submit Vendor Payments Electronically in SEPA ISO 20022 Payment Format
          • Create and Export Payment History
          • Import and Reconcile Bank Statements
        • Core Finance
          • General Ledger
          • Apply and Unapply General Ledger Entries
          • Required Descriptions in G/L Entries
        • Purchasing
          • Check Purchase Amounts
          • Edit Document Amounts in Purchase Invoices and Credit Memos
          • Set Up Validation of Purchase Amounts
        • General
          • CMR Notes
          • Dutch Postal Codes
          • Import Postal Codes
          • Import Postal Code Updates
      • New Zealand
        • VAT & Tax
          • Withholding Tax
          • Set Up Withholding Tax
          • Set Up Revenue Types for Withholding Tax
          • Set Up Goods and Services Tax Posting
          • Set Up Vendors Without ABN for Calculating Withholding Tax
          • Calculate and Post Withholding Tax Settlements
          • View Withholding Tax Entries
          • View Posted Tax Credit Memos
          • View Posted Tax Invoices
          • Adjust Settlement Exchange Rates for VAT Entries
          • Calculate Goods and Services Tax on Prepayments
          • Print Goods and Services Tax Settlement Reports
        • Banking & Payments
          • Compare Bank Cash Flow
          • Create Check Installments
          • Electronic Funds Transfer
          • Print Deposit Slip Reports
          • Print Bank Account Reconciliation Reports
        • Core Finance
          • Calculating Distribution Amounts
          • Print Balance Sheet Reports
          • Print Income Statements
        • General
          • Addresses
          • Determine Sales Price by Cost Plus Percentage
          • Enter New Zealand Business Numbers
          • New Zealand Inland Revenue Department Numbers and Adjustment Notes
      • Norway
        • VAT & Tax
          • Norwegian VAT Reporting
          • Norwegian VAT Codes
          • How to Use One VAT Code in Journals
          • Proportional VAT
          • Calculate Proportional VAT
          • Print a VAT Reconciliation Report
        • Banking & Payments
          • Electronic Banking in Norway
          • Electronic Payments to Vendors in Norway
          • EHF Electronic Invoicing in Norway
          • Set Up Customers for EHF
          • Set Up EHF
          • Create Electronic Documents for EHF
          • Create Manual Remittance Payments
          • Set Up Remittance Agreements
          • Set Up Vendors for Remittance
          • Recipient Reference Codes
          • Set Up Payment Line Information
          • Create Remittance Accounts
          • Test Remittance Payments
          • Create Remittance Suggestions
          • Types of Payment Return Files
          • Import Payment Return Data
          • Remittance Errors
          • View Remittance Error Codes
          • Cancel Payments
          • Delete Remittance Payment Orders
          • Export Remittance Payments
          • Norwegian Giro and OCR-B Font
          • Set Up OCR Payments
          • Import and Post OCR Payments
          • Print the OCR Journal Test Report
        • Core Finance
          • Apply General Ledger Entries in Closed Periods
        • General
          • Recurring Orders
          • Create Recurring Orders
          • Set Up Recurring Groups
          • Set Up Recurring Orders
          • Payroll Data Definitions
          • Import Payroll Transactions
          • Set Up KID Numbers on Sales Documents
          • Set Up Document Printing
      • Spain
        • VAT & Tax
          • VAT Reports
          • Report 340
          • Create Report 340
          • Report 347
          • Create Report 347
          • Report 349
          • Create Report 349
          • Set Up 340 Reports for Small Businesses
          • Create Templates for Telematic VAT Statements in Text File Format
          • Create Templates for Telematic VAT Statements in XML File Format
          • Export VAT Statements in XML Format
          • Export VAT Statements in Text Format
          • Equivalence Charges
        • Banking & Payments
          • Electronic Payments AEB N34.1
          • Electronic Payments – AEB N34.1
          • Set Up Bank Accounts for Electronic Payments
          • Pay Vendors by Using Electronic Payments
          • Export Electronic Payments
          • Void Electronic Payments
          • Set Up Bank CCC Codes
          • Enter CCC Codes
          • Set Up Payment Days and Non-Payment Periods
          • Cash Payments
        • Electronic Invoicing
          • Cartera Module
          • Receivables Cartera Module
          • Payments Cartera Module
          • SII - Invoice and Credit Memo Types in Sales and Purchase Documents
        • Core Finance
          • Set Up and Close Income Statement Balances
          • Indent and Validate Chart of Accounts
          • Ignore Discounts in General Ledger Accounts
          • Export Account Schedules to ASC Format
          • Print Account Book Reports
          • Print Sales and Purchase Invoice Books
          • Transaction Numbers
          • Print and Post All Transactions for a Period
        • General
          • Corrective Invoices
          • Calculating Due Dates
          • Set Up Operation Codes
          • Enter NACE Codes
          • Set Limits for Due Dates
      • Sweden
        • VAT & Tax
          • Set Up EU Third-Party Purchase Transactions
        • Core Finance
          • Automatic Account Codes
          • Set Up Automatic Account Posting Groups
          • Import and Export Data in Standard Import Export Format
          • Print Balance Sheet and Income Statement Reports
      • Switzerland
        • VAT & Tax
          • Create and print a Swiss VAT Statement
          • Print Swiss VAT Statements (Older Versions)
          • Swiss Value Added Tax
          • VAT Rates for Switzerland
        • Banking & Payments
          • QR Code on Swiss Payment Slips
          • Close an LSV Collection
          • Export Payments Using LSV
          • Import ESR Payments
          • Print ESR Invoices
          • Import Swiss Bank Clearing Numbers
          • Post LSV Payments
          • Print Vendor Payments List Reports
          • Process an LSV Collection
          • Swiss Electronic Payments
          • Swiss Electronic Payments Using ESR
          • Swiss Electronic Payments Using LSV
        • Core Finance
          • Swiss General Ledger Accounts
          • Balance
          • Adjust Exchange Rates
          • View Temporary Balances in General Ledger Journals
          • Print General Ledger Setup Information
        • Purchasing
          • Delivery Reminders
          • Set Up Delivery Reminders
          • Set Up Delivery Reminder Terms, Levels, and Texts
          • Assign Delivery Codes to Vendors
          • Create Delivery Reminders Manually
          • Issue Delivery Reminders
          • Generate Delivery Reminders
          • Print Test Reports for Delivery Reminders
        • Inventory
          • Swiss Inventory Management
          • Copy Existing Items to New Items
          • Print an Inventory Picking List from a Sales Order
        • General
          • Import Swiss Post Codes
          • Swiss Purchase Documents and Sales Orders
          • Print Sales and Purchase Orders During Batch Posting
      • United Kingdom
        • VAT & Tax
          • Making Tax Digital - VAT Returns submission
          • Change VAT Setup in Journals
          • Print VAT Audit Reports
          • Print VAT Reports
          • Set Up Reverse Charges on VAT
        • Banking & Payments
          • Print Checks for APACS
          • Print Remittance Advice
        • Fixed Assets
          • Define Accounting Periods for Straight Line Depreciation of Fixed Assets
        • General
          • Set Up a Posting Date Warning
          • Enter Statutory Information
          • The GetAddress.io UK Postcodes Extension
          • Set Up the GetAddress.io UK Postcodes Extension
          • Enter External Document Numbers
          • Print Direct Sales and Purchase Details Reports
      • United States
        • Tax
          • US Sales Tax
          • Reporting Sales Tax in the US
          • Reporting Transactions as 1099 Liable in the US
          • Set Up Use Tax and Purchase Tax
          • Set Up Unrealized Sales Tax and Sales Payment Discounts
        • Banking & Payments
          • Create Deposits
          • Reconcile Bank Accounts
          • Make Electronic Payments
        • General
          • How to Manage Customer Credit Information
          • Print Troubleshooting Reports
      • Submit Regulatory Alerts
    • Compliance
      • Application Compliance
      • Service Compliance
      • Certifications

    Walkthrough: Exporting Data for a Digital Audit

    You can export business data for auditing purposes. How the data export is set up is different for all companies, and you should ask your tax advisor and the tax auditor. The following walkthrough describes the end-to-end process, but it is an example only.

    The sample implementation illustrates a scenario where the auditor has requested that you export data from your general ledger, and information about your customers and vendors. This is not an example that is based on actual requirements from a tax auditor, but it serves to illustrate how to export data for a digital audit (GoBD/GDPdU) in Business Central.

    About This Walkthrough

    This walkthrough illustrates the following tasks:

    • Setting up requirements for the data export.
    • Setting up the source for the data export.
    • Exporting data for the tax auditor.

    Prerequisites

    To complete this walkthrough, you will need:

    • The German version of Business Central with the CRONUS AG demonstraltion company.
    • The .DTD file that is required according to the GDPdU. In this scenario, gdpdu-01-08-2002.dtd.

    Story

    Cassie is an accountant at CRONUS AG. She has been notified by the company’s tax auditor that they want to see a list of purchase and sales transactions in the first quarter of the calendar year 2013. Cassie knows the type of financial data that the auditor wants, but she needs the help of Sean to set up the export.

    Sean is a power user with CRONUS AG. He understands how the data is set up technically with tables and fields. Therefore he usually helps Cassie set up the data exports for the auditors. From other data exports, he knows that the tool that the auditors use has some requirements on what the exported files must contain, but he needs the help of Cassie to establish exactly which data is needed.

    Defining the Requirements

    Cassie sets up the requirements for the data export. The auditors have asked her for transactions with customers and vendors. Therefore she knows that she needs data from the customer ledger, the vendor ledger, and the general ledger.

    To set up the requirements for a data export

    1. Choose the Search for Page or Report icon, enter Data Export, and then choose the related link.
    2. Choose the New action.
    3. On the Data Exports page, fill in the fields as described in the following table.

      Field Description
      Code The unique code for the data export, AUDIT-Q113.
      Description The description for the data export, Data export for Q1 of CY 2013.

      The AUDIT-Q113 code is a container for the data export.

      Next, Cassie adds descriptions of the kind of data that she needs in the export.

    4. On the Data Exports page, choose the Record Definitions action.

    5. On the Data Export Record Definitions page, choose the Record Code field, and then, on the page that appears, choose the New action.
    6. On the Data Export Record Types page, fill in the fields as described in the following table.

      Field Description
      Code The code for the record type, GLCUSTVEND.
      Description The description for the record type, G/L, Cust., Vend..
    7. Choose the OK button.

    8. On the Data Export Record Definitions page, fill in the fields as described in the following table.

      Field Description
      Record Code Select the record code, GLCUSTVEND.
      Description The description for the record type is added automatically, but you can change this to General ledger, customers and vendors, for example.
      Export Path Specify the path where the exported files will be stored.

      In this scenario, C:Exports.

      If the specified folder does not exist, choose the Yes button to create it.

    Next, Cassie specifies the source for the data that will be exported. She knows from previous exports that she wants data from the following tables:

    • G/L Account
    • Customer
    • Vendor

    To specify requirements for the source for the data export

    1. On the Data Export Record Definitions page, choose the Record Source action.
    2. On the Data Export Record Source page, in the Table No. field, enter 15.

      The Table Name field is automatically updated with the name of the G/L Account table.

    3. In the Notes part, choose the link, and then enter the following text:

      I need entries that show the affected accounts, the posting date, the balance, and the net change.

    4. Repeat the two previous steps to add tables 18, Customer, and 23, Vendor to the data export record source.

      For these tables, Cassie asks for data about each customer and vendor and detailed information about each transaction based on the customer ledger and the vendor ledger. She also asks for the net change at the start of the period, during the period, and after the period that the data export is for.

    5. Choose the OK button.

    Cassie has described the kind of data that she needs, and she notifies Sean that she wants his help is setting up the data export.

    Setting Up the Source for the Data Export

    Cassie and Sean have talked about the requirements. Cassie has explained what she means with the comments she has made for the first three tables in the record sources. The next day, Sean can complete the setup for the data export source.

    First, Sean adds the required .dtd file to the data export record definition.

    To add a .dtd file to a record definition

    1. On the Data Exports page, choose the AUDIT-Q113 data export, and then choose the Record Definitions action.
    2. On the Data Export Record Definitions page, choose the line where the Data Export Record Type Code field is set to GLCUSTVEND, and then choose the Import action.
    3. On the Import page, navigate to the location of the relevant DTD file, and then choose the Open button.

    Next, Sean adds the G/L Entry table to the source. Then he adds fields from that table and the G/L Account table.

    To add the G/L Entry table to the data export record source

    1. On the Data Export Record Definitions page, choose the line where the Data Export Record Type Code field is set to GLCUSTVEND, and then choose the Record Source action.
    2. On the Data Export Record Source page, select the line under the line for the G/L Account table, and then choose the New action.
    3. In the Table No. field, enter 17.

      The Table Name field is automatically updated with the name of the G/L Entry table.

    4. Choose the Indent action.

      This indents the G/L Entry table under the G/L Account table. Next, Sean adds a table relationship between the two tables.

    5. Choose the Relationships action.

    6. On the Data Exp. Table Relationship page, fill in the fields as described in the following table.

      Field Description
      From Field No. Contains the number of the field in the parent table. In this scenario, the No. field on the G/L Account table.
      To Field No. Contains the number of the field in the parent table. In this scenario, the G/L Account No. field on the G/L Entry table.
    7. Choose the OK button.

    To add fields from the G/L Account and G/L Entry tables to the data export record source

    1. On the Data Export Record Source page, select the line for the G/L Account table, and then choose the Add action.
    2. Choose the following fields, and then choose the OK button.

      Field number Field name
      1 No.
      2 Name
      4 Account Type.
      31 Balance at Date
      32 Net Change
    3. On the Data Export Record Source page, select the line for the G/L Entry table, and then in the Fields pane, in the toolbar, choose the Add action.

    4. Choose the following fields, and then choose the OK button.

      Field number Field name
      4 Posting Date
      5 Document Type
      17 Amount

    Sean added the Posting Date field from the G/L Entry table because Cassie needs the data to be filtered based on the posting date. Now, Sean will use the field to specify the field on the G/L Entry table that will be used to calculate the period for the data export.

    To add a period filter to a table in a data export source

    1. On the Data Export Record Source page, select the line for the G/L Entry table, and then choose the Period Field No. field.
    2. On the Data Exp. Field List page, choose the Posting Date field, and then choose the OK button.

      The Data Exp. Field List page is filtered to show only the date fields.

    This means that when Cassie exports the data and specifies the start date and the end date for the period that the auditors want, the export will include entries where the Posting Date field is between the specified start date and end date.

    Next, Sean adds the Customer and Vendor tables.

    To add the Customer table

    1. On the Data Export Record Source page, fill in the fields as described in the following table.

      Field Description
      Table No. 18
      Export Table Name Customer
      Export File Name Customer.txt
    2. In the Fields pane, in the toolbar, choose the Add action.

    3. Choose the following fields, and then choose the OK button.

      Field number Field name
      1 No.
      2 Name
      21 Customer Posting Group
      59 Balance (LCY)
      61 Net Change (LCY)
    4. Repeat the previous two steps to add the Balance (LCY) field again.

    5. Choose the line for the first instance of the Balance (LCY) field, and then, in the Datefilter Handling field, choose Startdate.
    6. Choose the line for the second instance of the Balance (LCY) field, and then, in the Datefilter Handling field, choose Enddate.
    7. Choose the line for the Net Change (LCY) field, and then, in the Datefilter Handling field, choose Startdate..Enddate.

      The following table describes the field values for the fields on the Customer table.

      Field No. Field Name Field Class Datefilter Handling Export Field Name
      1 No. Normal No
      2 Name Normal Name
      21 Customer Posting Group Normal CustomerPostingGroup
      59 Balance (LCY) FlowField ..Startdate StartBalanceLCY
      59 Balance (LCY) FlowField ..Enddate EndBalanceLCY
      61 Net Change (LCY) FlowField Startdate..Enddate NetChangeLCYPeriod
      Tip

      To change the order of the fields, select a field, and then choose the Move Up or the Move Down action.

    Sean has added the Customer table to the data export source. Now, he adds the Vendor table.

    To add the Vendor table

    1. On the Data Export Record Source page, fill in the fields as described in the following table.

      Field Description
      Table No. 23
      Export Table Name Vendor
      Export File Name Vendor.txt
    2. Follow the steps in the previous procedure to add fields from the Vendor table to the data export source.

      The following table describes the field values for the fields in the Vendor table.

      Field No. Field Name Field Class Datefilter Handling Export Field Name
      1 No. Normal No
      2 Name Normal Name
      21 Vendor Posting Group Normal VendorPostingGroup
      59 Balance (LCY) FlowField ..Startdate StartBalanceLCY
      59 Balance (LCY) FlowField ..Enddate EndBalanceLCY
      61 Net Change (LCY) FlowField Startdate..Enddate NetChangeLCYPeriod

    Sean has almost completed the setup, but he wants to verify that the data export source meets the technical requirements of the auditors’ tool.

    To validate the data export source

    Choose the Validate action.

    Sean has now completed the setup of the data export based on the requirements from Cassie. He notifies her that she can start exporting data for the tax auditors.

    Exporting Data for the Tax Auditors

    Cassie wants to export data that she can then send to the tax auditors.

    To export data

    1. Choose the Search for Page or Report icon, enter Export Business Data, and then choose the related link.
    2. On the Export Business Data page, on the Options FastTab, fill in the fields as described in the following table.

      Field Description
      Starting Date The start date. In this scenario, 01-01-2018.
      Ending Date The end date. In this scenario, 03-31-2018.
    3. On the Data Export Record Definition FastTab, select filters as described in the following table.

      Field Description
      Data Export Code In this scenario, AUDIT-Q113.
      Data Exp. Rec. Type Code In this scenario, GLCUSTVEND.
    4. To export the data, choose the OK button.

    When the export is completed, Cassie is notified. She can now submit the exported files to the tax auditors. First, she examines the files in the C:Exports folder on her computer. There is a file for each table, and the files have the names that Sean specified in the data export source. There is also an INDEX.XML file that describes the structure of the data export with the names of the tables and fields that Sean specified.

    Next Steps

    When the tax auditors import Cassie’s files into their software, they can read the data that she exported. If the auditors need a new version of the same data export, Cassie can run the export again.

    The next time the tax auditors request new data, Cassie and Sean can collaborate to create a new data export.

    See Also

    Process for Digital Audits
    Set Up Data Exports for Digital Audits
    Export Data for a Digital Audit

    In This Article
    • About This Walkthrough
    • Prerequisites
    • Story
    • Defining the Requirements
      • To set up the requirements for a data export
      • To specify requirements for the source for the data export
    • Setting Up the Source for the Data Export
      • To add a .dtd file to a record definition
      • To add the G/L Entry table to the data export record source
      • To add fields from the G/L Account and G/L Entry tables to the data export record source
      • To add a period filter to a table in a data export source
      • To add the Customer table
      • To add the Vendor table
      • To validate the data export source
    • Exporting Data for the Tax Auditors
      • To export data
    • Next Steps
    • See Also
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