General Business Functionality
Business Central provides dedicated functionality for typical business areas, such as finance and sales. For more information, see Business Functionality.
To support those business area-specific tasks, you can use various general business functionalities, such as defining extended text for document lines and organizing connecting business tasks in workflows.
Note
Note:
In addition to the business-related functions described in this section, you will use general UI functions every day to interact with the system. For more information, see Work with Business Central.
Tip
Tip:
Take free e-learning content about the Business Central user interface in Microsoft training.
The following table lists these general business areas with links to articles that describe them.
| To | See |
|---|---|
| Add extra information to accounts, customers cards, or sales orders to communicate agreements, such as a special price or delivery method, to other users. | Add Comments to Cards and Documents |
| View ongoing, posted, or archived documents that are related to sales and purchase order lines. | Track Document Lines |
| Communicate the contents of business documents quickly to your business partners, such as the payment information on sales documents to customers. | Send Documents by Email |
| Archive sales and purchase orders, quotes, return orders, and blanket orders, and you use the archived document to recreate the document that it was archived from. | Archive Documents |
| Set up standard text codes so you can extend standard text by adding extra lines, and set up conditions for use of the extra lines. | Add Extended Item Text |
| Create tasks to remind you of work to be done. You can create tasks for yourself, but you can also assign tasks to others or be assigned a task by someone else in your organization. | Define User Tasks |
| Work with your Business Central data in Excel. | Exporting Your Business Data to Excel |
| Understand what happens when you choose the Post action. | Posting Documents and Journals |
| Post multiple sales or purchase documents together, immediately or as scheduled. | Post Multiple Documents at the Same Time |
| Review the result of posting before you post. | Preview Posting Results |
| Edit selected fields on posted sales or purchase documents. | Edit Posted Documents |
| Learn how to find documents and entries that are related to each other based on a piece of a document, contact, or item information. | Find Related Entries for Documents |
| Understand the available status for quotes, orders, and credit memos documents, such as Open and Released | Status Field on Documents |
| Learn how to work with general journals, which are used to post to general ledger accounts and other accounts such as bank, customer, vendor, and fixed assets accounts. | Work with General Journals |
| Schedule a report to run at a specific date and time. | Scheduling a Report to Run |
| Let the system help you complete tasks quicker and more correctly by prefilling fields or complete lines with data that you would otherwise have to calculate and enter yourself. | Letting Business Central Suggest Values |
| Record external documents, including their file attachments, and then manually create the related documents or automatically convert the files to electronic documents. | Incoming Documents |
| Set up and use workflows that connect tasks performed by different users or by the system, such as automatic posting. Requesting and granting approval to create or post documents are typical workflow steps. | Workflow |
| Set up data exchange definitions so you can send and receive electronic documents. | Exchanging Data Electronically |
| Use online maps to find locations and directions to customers, vendors, and addresses in general. | Use Online Maps to Find Locations and Directions |
See also
Work with Business Central
Administration