Getting Started
App Installation & Prerequisites
System Requirements
- Microsoft Dynamics 365 Business Central (all supported editions)
- User permissions for app installation from AppSource
- Basic understanding of sales and purchase document workflows
Understanding Business Central’s Extended Text feature would be helpful for setting up Advanced Comments and Work Instructions.
Understanding Business Central’s Standard Sales Lines feature is a prior requirement for setting up Customer/Vendor Listing.
Installation Steps
- Navigate to Extension Management in Dynamics 365 Business Central
- Search for “Business Essentials by Bricklead” in AppSource
- Select Install and accept the terms and conditions
- Wait for installation completion (typically 2-3 minutes)
- Refresh your browser to see new menu items
First Steps with BUS
This section guides you through the essential configuration steps to start using Business Essentials effectively in your sales and purchase processes. By completing the steps below, you will enable the core features of the app and ensure they integrate smoothly into your daily operations.
Define Advanced Comments
- Navigate to Advanced Comments
- Create comments for:
- Customers or Vendors
- Items
- Customer/Item or Vendor/Item combinations
- Define:
- Document Type (Sales or Purchase)
- Level (Header or Line)
- Comment Content
Result
- Comments are automatically inserted into documents
- External communication becomes consistent and standardized
Configure Work Instructions
- Navigate to Work Instructions
- Create instructions per Customer
- Add operational guidance such as:
- Handling requirements
- Delivery preparation steps
- Internal notes for logistics or sales teams
Result
- Users have clear instructions when processing orders
- Internal processes become more consistent and controlled
Set Up Customer / Vendor Listings
- Navigate to Customer/Vendor Listings
- Define allowed items for:
- Customers (Sales)
- Vendors (Purchases)
- Configure validation behavior:
- Warning → User can proceed
- Blocking → User is prevented from continuing
Result
- Ensures compliance with commercial agreements
- Reduces errors during document entry
Review Over-Shipment Usage
- Identify relevant items
- Confirm business rules for:
- Acceptable quantity tolerances
- Operational procedures
Result
- Users can handle real-life logistics scenarios without manual adjustments
- Processes remain controlled while allowing flexibility
Ensure Clean Document Processing
- Process and release documents
- Verify that:
- Zero-quantity lines are removed automatically
Result
- Documents remain clean and easy to review
- Reduces risk of incorrect or unnecessary data being processed
Additional Recommendations
- Review Default Planning Flexibility to ensure consistent behavior across supply documents created manually or through planning.
- Use Hide Lines with Zero Quantity to simplify document views and improve usability when working with recurring or prefilled lines.