Product: Dynamics 365 Business Central
Article Link: http://help.truecommerce.com/en/articles/6433202-business-central-implementation-checklist
Getting Started
If you haven't already, you will need to contact your Account Manager for any new Trading Partners with which you don't already have an established connection.
During this process you will be assigned an Implementation/Add-On Specialist who will assist you. Unsure of who they are? Check out this article.
However, once that initial connection is ready, the best way to get things moving is to be prepared. While not every new connection is straightforward, almost all of them will need the basic setup steps, provided below. This article will not only help you prepare, but also provide you with the full means to move things along and set up a partner on your own time.
Checklist
Create a Customer Card within Dynamics 365 Business Central: This will need to be accomplished prior to any attempt to connect with Transaction Manager.
You will need to contact your VAR if you are not sure how to configure this.
Configure Partner Setup within Transaction Manager: The Partner List within Transaction Manager is what bridges your Customer Card in Dynamics 365 Business Central to your Trading Partner in Transaction Manager. Linking all of the transactions to go to their respective customer codes.
Setting the Import Document Type: Looking to send your Partner Invoices, Advance Ship Notices, or Purchase Order Acknowledgements straight from Dynamics 365 Business Central? Learn how to set up the Import Document Types and what they mean.
Set the Primary Item
Your Primary item is the item your Trading Partner will be sending you as their primary identification for any items you trade with them. You will need to set the drop-down for each document type you use to the appropriate item code that your Trading Partner is sending you as it relates in Transaction Manager. This will inform the system on which code to send to Dynamics 365 Business Central or translate against.
Add any Ship-to Locations to the Address List: Ship-to Locations represent the stores you will ship to. More often than not you will need to set up a Ship-To code within Dynamics 365 Business Central specifically for those locations to help keep track of where you are shipping to.
Fill out your Item Catalog within Transaction Manager: More often than not, your Trading Partner sends you Items with different codes than that of Dynamics 365 Business Central. Transaction Manager provides a convenient, built-in Item Catalog system that helps you quickly translate those codes so that your system can understand which items you want to use.
Configure ASNs: Sending ASNs to your Trading Partner? Check out our articles regarding ASNs and how they work.
Mapping the Integrations Layer: Have Mapping Manager? Click the following link to learn useful tips for configuring your documents within it for your Dynamics 365 Business Central system!
rev 8/1/22