Step-by-step guides for common procurement and finance tasks in Microsoft Dynamics 365 Business Central.
Navigate to Purchase Orders, click New, select a vendor, add line items with quantities and prices, then release the order. Or use the Zentriq Agent t...
How-toOpen Purchase Invoices, create a new one, enter the vendor and invoice details, add line items matching the supplier's bill, then post. Or upload the ...
How-toThe Requisition Worksheet is a planning tool that consolidates purchase demand before creating POs. Set up worksheet names, configure vendors and item...
How-toItem References map external codes (vendor SKUs, barcodes) to your internal BC item numbers. Set them up on the Item Card under References, specifying...
How-toInstall the Zentriq AL extension in your BC environment, sign in with your Microsoft Entra ID account, and the AI assistant appears in your BC sidebar...
How-toUse BC's built-in 3-way matching (PO, receipt, invoice) or let Zentriq Document Capture automatically match uploaded invoices against existing POs by ...
How-toEnable a workflow template for PO approvals, configure approvers and spending limits, then test with a sample order. Zentriq Agent creates POs with bu...
How-toOpen Blanket Purchase Orders, select a vendor, add items with agreed total quantities and pricing, set a delivery schedule, then create release orders...
How-toUse the Purchase Orders list with status filters to see open, released, and pending orders. Check receipt and invoice status on each PO, or ask the Ze...
How-toOpen the Vendor Card, navigate to Bank Accounts, add IBAN and SWIFT details, set a preferred bank account, and configure the payment method for accura...
How-toSet up dimension values for departments, projects, and cost centers, configure defaults on vendors and items, then apply them on PO headers and lines ...
How-toCreate a Purchase Return Order referencing the original PO, add return items and quantities, post the return shipment, then create and post a Purchase...
How-toNavigate to Sales Orders, click New, select a customer, add item lines with quantities, then release the order. Or use the Zentriq Agent to create a s...
How-toOpen Sales Invoices, click New, select the customer, add item or G/L account lines, verify totals and VAT, then click Post. Or let the Zentriq Agent d...
How-toTo correct or refund a posted sales invoice, open the posted invoice and use 'Create Corrective Credit Memo', or create a new Sales Credit Memo and pu...
How-toSet up email in BC, then run the Statement report from the Customers list for your date range and choose print, PDF, or email as the output. Ask the Z...
How-toOpen Bank Acc. Reconciliations, create one for your bank account, import the bank statement, then match statement lines against ledger entries and pos...
How-toOpen the Payment Journal, run Suggest Vendor Payments to pull in open vendor invoices that are due, review the proposed lines, export the payment file...
How-toPost all pending documents and journals, run your recurring entries, reconcile bank accounts and subledgers, prepare the VAT statement, then lock the ...
How-toCreate dimensions and their values, promote your two most important ones to global dimensions, add up to six shortcut dimensions, then set default dim...
How-toOpen the Items list, click New, pick an item template if prompted, then set the type (Inventory, Service, or Non-Inventory), the base unit of measure,...
How-toOpen the Item Journal, create a line with entry type Positive Adjmt. or Negative Adjmt., enter the item, quantity, and a reason code, then post. For a...
How-toOpen Financial Reports (formerly Account Schedules), pick the income statement or balance sheet report, set the date filter and the view, and compare ...
How-toSet up a bank statement import format (such as camt.053 or CSV) in Bank Export/Import Setup, assign it to your bank account, then import the file into...