How to Create Sales and Receivables Setup in D365 BC

Create Sales and Receivables Setup in D365 BC

STEP-01:

• Open Company in Microsoft Dynamics 365 Business Central.

STEP-02:

• 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.

STEP-03:

• After selecting the Sales & Receivables Setup, a new window will open as shown below.

STEP-04:

• 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.

STEP-04:

• General Tab.

STEP-06:

• Dimension Tab.

STEP-07:

• Number Series Tab.

STEP-08

• Background Tab.

STEP-09:

• Archiving Tab.

STEP-10

• Dynamics 365 Sales Tab.