Credits and copyright
This is a guide for getting-started with Business Central. It is a generic version of the Abakion Go method, which is a commercial product. But this version of the guide does not require any subscription. It’s free to use, if you are an end user. All content is provided by and copyright of Abakion and may not be reproduced in any form.
Create opening balances
There is now not so long to go until you can make the solution live.
Now that you’ve added the master data, you just need to post the opening balances, then you can start using the system.
You may think: What about my historic transactions from the old ERP-solution? Well, transactions are not simple to transfer. It’s a job that requires an additional tool and help from an expert in data migration. It’s not necessarily expensive, but it definitely requires external help, and it’s out-of-scope for this DIY-guide.
At a minimum, you need to post an opening balance in your chart of accounts. If you already have business ongoing, though, you will probably want to post opening entries for your Customers and Vendors, too. And, if you have physical inventory that you want to manage, remember to do a positive adjustment of the inventory, too.
In the previous step you watched the video about how to copy the company. We recommend you work in a copy to test the postings and flows before performing the actual conversion. When you have created your journals for the openings, just take a copy of the company and try posting the journals in this copy. This way, you will be quite certain that everything is okay before you carry out the final posting in your live company.
You can now open your customers and vendors, post an opening balance in the general ledger and open the inventory with an inventory adjustment. But remember to test in a copy of the company first time around.
Your next task is to add users, change log and transfer any open sales and purchase orders from your old system. Once you’ve done that, the solution will be ready for use.
Set up Users
Before your company goes live with the Business Central solution, you need to decide what permissions and roles the individual users are to have – or whether everyone should simply be a superuser, able to do everything.
You should now create the necessary users in Business Central and assign user rights to them.
You can learn more about this topic in these videos:
If you want a change log set up in your company so that you can see who has edited data and in which tables, now would also be a good time to do it.
You can see more about this topic in this video:
Once you have created and posted the opening balances, you are ready to use the system.
The first thing you need to do in the system is to add the currently open sales and purchase orders that you (may) already have in your old system.
You add these the same way as you will in future when creating orders. You can therefore start by watching the videos about order creation, so you can complete the opening of the company.
You have now reached the point where you can get down to business as usual. You have finished all the preparatory work, and your daily routine starts now.
Congratulations. Well done.
At this point, it is a good idea to learn as much as you can about the functionality of Microsoft Dynamics 365 Business Central, so as to get the most out of the solution. And it really can do a lot.
We think you should watch as many videos as you can cope with. It really is worthwhile. There are lots of videos here on usedynamics.com for you to dive into.
Do you have a question?
If you have a question about the content on this page, let me know. If I can clarify something or guide you in the right direction, I will be happy to help.
I can’t offer you free support on configuring your Business Central, so I may politely respond that your question is too complicated for a simple email-answer, but feel free to just try and send me your question, whatever is on your mind.