| Set up Business Central |
20-25% |
Create and configure a new company
- create a new company in the on-premises version of Business Central
- create a new company in the cloud-based version of Business Central by using Assisted Setup
- create a new company by copying data from an existing company
- describe the use cases and capabilities of RapidStart Services
- create a configuration worksheet
- describe the process for migrating data
- create and export a configuration package
- import and apply a configuration package
- create journal opening balances
- migrate on-premises data to a cloud-based version of Business Central
- validate migrated data by using trial balances
Manage security
- create and manage user profiles
- set up a new user and user groups
- create and assign permission sets and permissions
- apply security filters
Set up core app functionality
- set up company information
- set up printers for on-premises and cloud-based installations
- set up report selections
- set up and use job queues
- set up email
- set up number series
Set up dimensions
- set up dimensions and dimension values
- set up global dimensions and shortcut dimensions
- set up default dimension for a single account and for multiple accounts
- set up default dimensions for an account type
- block combinations of dimensions or dimension values
Set up and manage approvals by using workflows
- set up a purchase document approval system
- set up a sales document approval system
- set up document approvals
- set up a notification system
- set up an approval hierarchy
|
| Configure financials |
25-30% |
Set up the Finance module
- create a fiscal year
- define General Ledger Setup options
- create accounting periods
- create payment terms
Configure the chart of accounts
- create general ledger accounts
- configure direct posting
- create account categories and subcategories
Set up posting groups
- create specific posting groups including bank, customer, vendor, and inventory posting groups
- create general posting groups
- configure General Posting Setup
Set up journals and bank accounts
- create journal templates
- create batches
- implement number series in journals
- set up bank accounts
Set up accounts payables
- describe the relationship between vendors, vendor ledger entries, and detailed vendor ledger entries
- create vendor accounts
- define Purchases & Payables Setup
- set up payment journals
- set up payment information for vendors
Set up accounts receivables
- describe the relationship between customers, customer ledger entries, and detailed customer ledger entries
- create customer accounts
- define Sales & Receivables Setup
- set up cash receipt journals
- set up payment registration
- set up payment information for customers
- enable customer payments through payment services
- create document sending profiles
|
| Configure sales and purchasing |
10-15% |
Set up inventory
- create items
- set up units of measure
- create locations
Configure master data for sales and purchasing
- configure core customer settings including lead time, shipping agents, locations, and shipping addresses
- configure core vendor settings including order address, lead time, locations, and delivery terms
- configure core item settings
Configure pricing and discounts
- create vendor-specific purchase prices
- configure purchase line and invoice discounts
- create customer-specific sales prices
- configure sales line and invoice discounts
- configure best price calculations
|
| Perform Business Central operations |
30-35% |
Perform basic tasks in Business Central
- differentiate between designing pages, customizing roles, and personalizing users
- customize roles
- apply and save filters
- find all related entries by using the Navigate action
- use the Inspect pages and data feature
- perform data updates by using the Edit in Excel feature
Purchase items
- create a purchase order
- receive items associated with a purchase order
- describe the over-receipt feature
- undo a receipt
- create a posted invoice from a purchase order
- create purchase returns
- use the Navigate action to view a posted purchase transaction
Sell items
- create quotations
- convert a quotation into an order or invoice
- analyze item availability
- ship items associated with a sales order
- undo shipments
- create an invoice from a sales order
- create sales returns
- configure recurring sales lines
- use the Navigate action to view a posted sales transaction
Process financial documents
- process purchase invoices
- process purchase credit memos
- process sales invoices
- process sales credit memos
- combine order shipments into a single invoiceCorrect a posted purchase invoice
- correct a posted sales invoice
Process payments and journals
- process payment journals
- process cash receipt journals
- process payment registrations
- reverse posted journals
- run the Suggest Vendor Payments action
- remove customer ledger entries
- remove vendor ledger entries
- complete a bank reconciliation
- create and process general journal entries
Manage inventory costing
- create and manage inventory periods
- describe the adjust cost item entries posting process
- set up automatic cost posting
- set up expected cost posting
- describe the relationship between items, item ledger entries, and value entries
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