Step-by-step guides for common procurement and finance tasks in Microsoft Dynamics 365 Business Central.
Navigate to Purchase Orders, click New, select a vendor, add line items with quantities and prices, then release the order. Or use the Zentriq Agent t...
How-toOpen Purchase Invoices, create a new one, enter the vendor and invoice details, add line items matching the supplier's bill, then post. Or upload the ...
How-toThe Requisition Worksheet is a planning tool that consolidates purchase demand before creating POs. Set up worksheet names, configure vendors and item...
How-toItem References map external codes (vendor SKUs, barcodes) to your internal BC item numbers. Set them up on the Item Card under References, specifying...
How-toInstall the Zentriq AL extension in your BC environment, sign in with your Microsoft Entra ID account, and the AI assistant appears in your BC sidebar...
How-toUse BC's built-in 3-way matching (PO, receipt, invoice) or let Zentriq Document Capture automatically match uploaded invoices against existing POs by ...
How-toEnable a workflow template for PO approvals, configure approvers and spending limits, then test with a sample order. Zentriq Agent creates POs with bu...
How-toOpen Blanket Purchase Orders, select a vendor, add items with agreed total quantities and pricing, set a delivery schedule, then create release orders...
How-toUse the Purchase Orders list with status filters to see open, released, and pending orders. Check receipt and invoice status on each PO, or ask the Ze...
How-toOpen the Vendor Card, navigate to Bank Accounts, add IBAN and SWIFT details, set a preferred bank account, and configure the payment method for accura...
How-toSet up dimension values for departments, projects, and cost centers, configure defaults on vendors and items, then apply them on PO headers and lines ...
How-toCreate a Purchase Return Order referencing the original PO, add return items and quantities, post the return shipment, then create and post a Purchase...