How to Create Sales and Receivables Setup in D365 BC

Create Sales and Receivables Setup in D365 BC

  • Open Company in Microsoft Dynamics 365 Business Central.
New Company For Trading Industry in Dynamics 365 BC
  • On top of the right side, click on the search bar, a pop-up window will open.
  • In the pop-up window search for Sales & Receivables Setup, a drop-down menu will appear.
  • In the drop-down menu, you have to select Sales & Receivables Setup.
select sr setup
  • After selecting the Sales & Receivables Setup, a new window will open as shown below.
sr screen
  • In the Sales & Receivables Setup window, you specify how to handle certain sales issues in your company, such as Invoice rounding details, Billing Details, etc. It consists of six tabs as shown below:
  1. General.
  2. Dimension.
  3. Number Series.
  4. Background Posting.
  5. Archiving.
  6. Dynamics 365 Sales.
  • General Tab.
sr general
  • Dimension Tab.
sr dimension
  • Number Series Tab.
sr number series
  • Background Tab.
sr background
  • Archiving Tab.
sr archiving
  • Dynamics 365 Sales Tab.
sr d365
Installation Steps For Business Central D365 On-premisesHow to Switch Companies in Dynamics 365 Business Central
How To Import License File In Business Central D365 On-premisesUnderstanding the General Ledger and the COA– Microsoft

Leave a Reply