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Course Description

We have designed our course material in the way that best prepares you to learn.

1 - Business Central essentials

  • Overview of Business Central
  • Work with the Business Central user interface
  • Use essential data functions like filter, search, inspect and navigate

2 - Create and configure a new company

  • Create a new company with assisted setup
  • Migrate data with Assisted Setup
  • Migrate data with RapidStart Services

3 - Manage security

  • Set up a new user
  • Set up a new user group
  • Assign permission sets
  • Manage user profiles

4 - Setup core app functionality

  • Set up company information
  • Set up number series
  • Set up email

5 - Setup posting groups

  • Create specific posting groups
  • Create general posting groups
  • Configure the general posting setup

6 - Setup dimensions

  • Set up dimensions and dimension values
  • Post a document with dimensions
  • Set up global and shortcut dimensions
  • Set up default dimensions
  • Block combinations of dimensions

7 - Setup the chart of accounts

  • Create G/L accounts
  • Create account categories and subcategories

8 - Setup journals

  • Create journal templates and batches
  • Implement no. Series in journals

9 - Setup the finance module

  • Create accounting periods
  • Configure the general ledger setup

10 - Setup accounts payable and receivable

  • Create vendor accounts
  • Create customer accounts
  • Configure the purchases & payables setup
  • Configure the sales & receivables setup
  • Set up payment journals and cash receipt journals

11 - Setup inventory

  • Create items
  • Create locations

12 - Configure prices & discounts

  • Set up special sales prices
  • Set up sales line discounts
  • Set up sales invoice discounts
  • Exclude discounts from special prices
  • Set up special purchase prices
  • Set up purchase discounts

13 - Purchase items

  • Create a purchase order
  • Receive items
  • Post purchase invoices
  • Return purchased items

14 - Sell Items

  • Create sales quotes
  • Analyze the item availability
  • Ship items
  • Post sales invoices
  • Return sold items
  • Correct posted invoices

15 - Process payments and journals

  • Use cash receipt journals to process customer payments
  • The relationship between customers, vendors and ledger entries
  • Use payment journals to pay vendors
  • Run the suggest vendor payments batch job
  • Complete a bank reconciliation
  • Create and process general journal entries

16 - Manage inventory costing

  • Create and manage inventory periods
  • Calculate the inventory value with the adjust cost item entries batch job
  • Set up automatic and expected cost posting

17 - Manage approvals

  • Set up a purchase document approval system
  • Set up a sales document approval system
  • Set up approval notifications
  • Manage document approvals