'Setup' in BaseApp | Dynamics 365 Business Central

Used by O365 Activities (1310) and 6 other pages

Set up the cues (status tiles) related to the role.

Set Up Cues

Used by Config. Worksheet (8632) and 6 other pages

Setup

Used by Small Business Owner RC (9020) and 5 other pages

Define your general policies for sales invoicing and returns, such as when to show credit and stockout warnings and how to post sales discounts. Set up your number series for creating customers and different sales documents.

Sales Receivables Setup

Used by Accounting Manager Role Center (9001) and 2 other pages

Define your general policies for purchase invoicing and returns, such as whether to require vendor invoice numbers and how to post purchase discounts. Set up your number series for creating vendors and different purchase documents.

Purchases Payables Setup

Used by VAT Report (740) and 2 other pages

Specifies the setup that will be used for the VAT reports submission.

Report Setup

Used by Troubleshooting (5990) and 2 other pages

Troublesh.

Used by Depreciation Book Card (5610)
and Depreciation Book List (5611)

Set up how to handle the write-down, appreciation, custom 1, and custom 2 posting types that you use when posting to fixed assets.

FA Posting Type Setup

Used by Gen. Business Posting Groups (312)
and Gen. Product Posting Groups (313)

View or edit how you want to set up combinations of general business and general product posting groups.

Setup

Used by O365 VAT Product Posting Gr. (2143)
and VAT Product Posting Groups (471)

View or edit combinations of VAT business posting groups and VAT product posting groups, which determine which G/L accounts to post to when you post journals and documents.

Setup

Used by Service Connections (1279)
and Service Connections Part (1278)

Get a connection to a service up and running or manage an connection that is already working.

Setup

Used by Incoming Document (189)
and Incoming Documents (190)

Define the general journal type to use when creating journal lines. You can also specify whether it requires approval to create documents and journal lines.

Setup

Used by Flow Selector (6401)
and Power BI WS Report Selection (6322)

Show information for connecting to Power BI content packs.

Connection Information

Used by Troubleshooting (5990)
and Troubleshooting List (5991)

Set up troubleshooting.

Setup

Used by Cash Flow Forecast Chart (869)
and Client Detail Cash Flow Chart (1157)

Opens the assisted cash flow forecast setup

Open Assisted Setup

Used by AAD Application Card (9861)

Grant consent for this application to access data from Business Central.

Grant Consent

Used by API Data Upgrade List (9994)

Schedules an upgrade job queue entry for selected API data upgrades.

Used by API Data Upgrade List (9994)

Reset status of selected scheduled API data upgrade.

Used by API Data Upgrade List (9994)

Disables API data upgrades for the next update.

Used by Chart List (1391)

Specifies setup for this Chart

Setup

Used by Data Subject (1754)

Open the Data Privacy Setup page.

Data Privacy Utility

Used by Small Business Owner RC (9020)

Define your general accounting policies, such as the allowed posting period and how payments are processed. Set up your default dimensions for financial analysis.

General Ledger Setup

Used by Data Migration Wizard (1808)

Open Extension Management

Used by Data Migration Wizard (1808)

Settings

Used by IC Chart of Accounts (605)

Open the setup for the synchronization of the chart of accounts of intercompany.

Synchronization Setup

Used by IC Dimensions (600)

Open the setup for the synchronization of the dimensions of intercompany.

Synchronization Setup

Used by Config. Package Records (8626)

Process

Used by Payment Application Rules (1252)

Opens advanced settings for configuring payment application matching.

Advanced Settings

Used by Payment Rec Match Details (1286)

Set up or improve existing rules that govern how bank statement lines are automatically matched with open ledger entries for payment application.

Set Up Payment Application Rules

Used by Payment Registration (981)

Adjust how payments are posted and which balancing account to use.

Setup

Used by Payment Services (1060)

Change the payment service setup.

Setup

Used by Administrator Role Center (9018)

View the list of workflow templates that exist in the standard version of Business Central for supported scenarios. The codes for workflow templates that are added by Microsoft are prefixed with MS-. You cannot modify a workflow template, but you use it to create a workflow.

Workflow Templates

Used by Administrator Role Center (9018)

Define your accounting policies, such as invoice rounding details, the currency code for your local currency, address formats, and whether you want to use an additional reporting currency.

General Ledger Setup

Used by Administrator Role Center (9018)

Configure your company's policies for managing fixed assets.

Fixed Asset Setup

Used by Administrator Role Center (9018)

Change Setup

Used by Accounting Manager Role Center (9001)

Post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. Posting with a general journal always creates entries on general ledger accounts. This is true even when, for example, you post a journal line to a customer account, because an entry is posted to a general ledger receivables account through a posting group.

General Ledger Setup

Used by Accounting Manager Role Center (9001)

Define your accounting policies for fixed assets, such as the allowed posting period and whether to allow posting to main assets. Set up your number series for creating new fixed assets.

Fixed Asset Setup

Used by User ACS Setup (9811)

Generate an authentication key for Access Control Service authentication.

Generate Auth Key

Used by Text-to-Account Mapping Wksh. (1254)

Set up debit and credit accounts that are inserted on purchase credit memo lines by default, for example, when the product on the line can not be identified for text-to-account mapping.

Set Up Default Accounts for Non-Item Lines

Used by VAT Business Posting Groups (470)

View or edit combinations of Tax business posting groups and Tax product posting groups. Fill in a line for each combination of VAT business posting group and VAT product posting group.

Setup

Used by VAT Clauses (747)

View or edit combinations of VAT business posting groups and VAT product posting groups.

Setup

Used by Marketing Setup (5094)

Runs Email Logging Setup Wizard.

Email Logging Assisted Setup

Used by Marketing Setup (5094)

Open the Email Logging Setup window.

Email Logging Setup

Used by Profile Questionnaires (5109)

Modify how the questionnaire is set up.

Edit Questionnaire Setup

Used by Trial Balance (1393)

Used by CRM Connection Setup (5330)

Runs Dynamics 365 Connection Setup Wizard.

Assisted Setup

Used by CRM Connection Setup (5330)

Redeploy and reconfigure the Microsoft Dynamics 365 Sales integration solution.

Redeploy Integration Solution

Used by CRM Connection Setup Wizard (1817)

Advanced

Used by CRM Connection Setup Wizard (1817)

Simple