Learn how to set up, import and manage Items in Business Central.
Details
This package describs the detailed Item master dataand also the associated satellite tables. In addition, the user receives information on migration and evaluations in this subject area. This information is fundamental for financial accounting as well as for purchasing and sales and helps new users to get started easily. Experienced users can benefit from the linked detailed information.
| Workpackage | Description |
|---|---|
| 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 - Setuzp 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 - Stockkeeping 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 |
After completing this project, you will be able to:
| 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 Seriel- and charge Numbers | Manage Item Categorie and Attributes | Manage Spare parts |
Duration
17.7 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Supported Countries
Business Central Localization: Germany, W1
Languages: English, German
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