Set up sales prices in Business Central, including line discounts, campaign pricing, and the new pricing experience. With setup steps and examples.

How intercompany transactions work in Business Central: setting up partners, posting sales and purchase orders, use journals and intercompany payments

Delivery dates for sales orders in Business Central: calculate shipping time delivery explained with setup steps.

If you run a business that sells goods or services on credit, you know how important it is to collect payments from your customers on time. However, you also know how challenging and time-consuming it can be to keep track of overdue invoices and send reminders to your customers. Microsoft Business Central customer reminders allow you to create and send messages to customers when their payments are due or overdue. In this blog post, I will explain what customer reminders are,

Business Central's CRM explained | Features, capabilities, core processes and use cases.

For some organisations, Bank reconciliation is an early step in the period close, while for others it is a daily discipline. The Bank Acc. Reconciliation page in Business Central is the main page where you can import a bank statement and match it with your bank account ledger entries. Bank Account Reconciliation in Business Central Importing a bank statement into Business Central A new reconciliation starts from Bank Account Reconciliations > New. Pick the bank account, enter

The Business Central MCP server connects AI clients to your Business Central environment through a standardised interface called the Model Context Protocol. Any MCP-compatible client, such as Copilot Studio, GitHub Copilot, or a third-party tool like Claude, connects to a single endpoint and can query live records or act on your data, depending on how the server is configured. The practical effect is that employees ask questions about Business Central data in natural language

Three-way matching in Business Central verifies a vendor invoice against the purchase order that authorised the spend and the posted receipt that recorded what was delivered. The three documents are the purchase order, the posted purchase receipt, and the purchase invoice. Business Central implements matching through the document flow. A purchase invoice is created by selecting posted receipt lines, which link the invoice to the originating receipts and the PO behind them. Th

Vendor payment runs in Business Central are created by using Suggest Vendor Payments, a batch job on the Payment Journal page that generates payment lines for vendor invoices meeting the criteria you set. The criteria are usually due date and payment discount opportunities, with optional filters by vendor, posting group, or priority. Each generated line is pre-applied to the originating purchase invoice through the Applies-to Doc. No. field. The application is what links the

Item charges in Business Central are additional costs that need to roll into the landed cost of inventory. The standard examples are freight, duty, customs, insurance, broker fees, and physical handling. Without item charges, these costs hit a GL expense account and stay outside inventory valuation, which understates the cost of goods. An item charge has its own master record on the Item Charges page, separate from the Items list. It is not inventory tracked. Each charge code

Fixed assets in Business Central are tracked on Fixed Asset cards. Each FA card represents one asset and carries a description, classification, location, and the depreciation configuration. The structure has three layers. The Fixed Asset card is the asset itself. The depreciation book defines how that asset is depreciated. Each card can be linked to one or more depreciation books for different reporting purposes, such as financial accounts, tax accounts, or group reporting. F

Business Central's approval workflow holds a document or master data change until the approval request is granted or cancelled. While the request is active, the record cannot be posted, released, or modified. Standard templates cover purchase orders, sales documents, vendor and customer master records, journal batches and lines, and item card changes. Setup involves two pages. The Approval User Setup page defines who approves for whom and at what limits. The Workflows page is

Finance managers evaluating Dynamics 365 ask the wrong question about segregation of duties. They ask whether the product supports it. Both products do — but one ships a native rule engine that auditors can test, and the other treats SoD as a design exercise you build into your permission sets. That distinction is a COSO decision, not a technology one.

Work In Process (WIP) in the projects module is a feature that estimates the financial value of transactions for ongoing projects by interacting with project ledger entries for cost and sales. Unlike conventional revenue and expense posting that originates from sales or purchase transactions, WIP operates directly on project ledger entries to derive recognised costs and sales. These elements: WIP calculations, project ledger entries, and general ledger postings, form the buil

In Dynamics 365 Business Central, Projects and Inventory are built as two distinct but interconnected ledgers. This separation is intentional and reflects the different responsibilities each module carries.

ERP systems like Business Central are associated with manufacturing and retail, but they work just as well for professional services and education businesses. At D365 Training, we use Business Central to manage our training business through projects. Resources are how we track trainers' and consultants' time and costs against specific projects and how we invoice for them.

Default dimensions are a control system to ensure financial transactions can be accurately reported in management reports and financial analysis. Rules and setups that control default dimensions in Business Central enforce the reporting and analysis strategy and are more than just master data setup.

Business Central provides flexibility and advanced capabilities to manage production orders, from production planning to costing, that even non-technical teams can learn in just a few days. This post covers a typical production order process flow in Business Central.

Accounts payable is one of the easiest setup areas in Business Central, but also one of the most misunderstood areas of this system. In AP, the system requires minimal configuration to support linear payable processes, where the flow from purchase order to payment is smooth and requires no intervention. In such cases, which are not uncommon, you can find third-party apps for AP automation that can automate part of the AP process. The configuration and setup exceptions happen

Access management vs permissions. The difference between the two has always been a blurred line in Business Central, with User Groups linked to Permission Sets. That was in the old days because in 2023, Microsoft deprecated user groups and replaced them with Azure Security Groups.