Setup
Installation
The “Business Essentials” apps is available on the Microsoft Dynamics 365 Business Central AppSource.
Please review the Extension Installation Procedure for further information.
Permissions
To use this extension, all users need some extra permissions:
(ISATECH-LCM)“License Control Management”, for all users.
For the user of the extension (setup or read) there are some extra permissions sets:
(Business Essentials - Setup)for users that need to setup apps via the Business Essentials Setup page.
Business Essentials Setup
Choose the Lightbulb that opens the Tell Me feature icon, enter Business Essentials SetUp.
You’ll then see that you now have the ability to setup the Business Essentials apps.
Standard Customer Sales Lines
| # | Field | Description |
|---|---|---|
| 1 | Default Standard Sales Line Qty | Specifies the value of the Standard Sales Line Qty field. |
| 2 | Insert Standard Sales Lines on Quotes, Orders, Invoices, Credit Memos | Sets the default value of Insert Recurring Lines on Quotes when creating dynamically Standard Customer Sales Code. |
Clean Zero Quantity Lines on Release
| # | Field | Description |
|---|---|---|
| 3 | Purchase Documents | If enabled, purchase Lines of type item will be deleted from purchase document when releasing document if quantity equal 0. |
| 4 | Sales Documents | If enabled, Sales Lines of type item will be deleted from sales document when releasing document if quantity equal 0. |
Over-Shipment/Receipt
| # | Field | Description |
|---|---|---|
| 5 | Enable Over-Shipments | When enabled, Over-Shipment Code and Over-Shipment Quantity fields will be visible on Item Card, Sales Order and related warehouse documents. |
| 6 | Enable Over-Receipts | When enabled, Over-Receipt Code and Over-Receipt Quantity fields will be visible on Item Card, on Purchase Order and related warehouse documents. |
Permissions
(ISABUS_SETUP)“Business Essentials - Setup”, for users that are able to create, edit and delete Over Shipment Codes.
NOTE: Other users should be able to read Over Shipment Codes and use Over Shipment functionalities with standard Sales / Purchase permission sets.