Preparation

- Basic considerations
- Coordinate numbering for master data
- Coordinate posting groups and dimensions with financial accounting
- clarify Unit of measures
- Reconcile Item Tracking (Serial-/ Lot- Tracking)
- Clarify Item Variants
- Clarify Categories and Attributes
- Make decisions on price/discount policy
- Clarify Item Vendors

Setup

- Setup No. Series
- Setup Posting groups
- Setup Unit of Measures
- Setup Dimensions
- Setup Cross References
- Setup Item Tracking
- Setup Item Variants
- Setup Categories
- Setup Attributes
- Setup Prices and Discounts
- Setup Item Vendor
- General setup

Masterdata

- General information
- Location information
- Cost and Posting information
- Sales information
- Replenishment information
- Planning Information
- Tracking Information
- Warehouse Information
- Attribute Information
- Stock keeping Units
- Dimension information
- Reference Information
- Substitution Information

Data transfer / migration

If you plan to transfer data from another system, you will receive information on how to prepare the necessary configuration packages in order to then import the master data such as item data with the satellite tables.

Reporting / Analysis

Here you will find content for evaluating your data and links to various statistics / analyses.

Training

Watch various training/learning videos to deepen the topics listed below:
- Create articles in Dynamics 365 Business Central
- Work with trade master data in Microsoft Dynamics 365 Business Central
-Use serial and lot numbers in Microsoft Dynamics 365 Business Central
-Set up number series and trail codes in Dynamics 365 Business Central
-Set up dimensions in Dynamics 365 Business Central
-Set up posting groups in Dynamics 365 Business Central

• Create new Items

• Change existing Item data

• Import/migrate Items

• Create and Manage Posting groups

• Create and Manage Numberseries

• Create and Manage Dimensions

• Use Vendor Analysis and Statistics

• Create and Manage Item prices and discounts

• Import Item pictures

• Manage Serial- and charge Numbers

• Manage Item Categories and Attributes

• Manage Spare parts