Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Learning Business Central
Small and medium business | Business Central, N...
Suggested answer

Learning Business Central

(1) ShareShare
ReportReport
Posted on by Community member 8
I am an Accountant seeking to familiarize myself with Microsoft Dynamics Business Central. Does anyone know of any textbooks that provide tutorials on how to use its modules?
 
Also, I am interested in learning how to create service item types to be able to create Sales Orders and Invoices for customers. I am having a problem finding instructions that walk me through the process completely. That is, item setup, GL posting, etc.
 
Does anyone know of any valuable resources?
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Gavin Profile Picture
    Gavin 2,341 on at
    Learning Business Central
    Hi,
     
    If you want to use "Service" items you can create these as per below (search "Items" and click "New" to create a new item)
     
     
     
    You can then pick these up on a Sales Quote/Order/Invoice. Below I've selected the item on a Sales Order:
     
     
     
    The posting groups will then dictate the GL postings. For example the "Customer Posting Group" on the Customer dictates the Debtors Control (Accounts Receivable) and the combination of the Gen. Business Posting Group on the Customer and the Gen. Prod Posting Group on the Item will dictate the Sales/Income accounts. (there will be no Inventory or COGS postings for this as its a service item)
     
    My video on Posting Groups explains more about how they work. (https://youtu.be/qnhYf6s4pak?si=36CBzDujP0cG6kBz)
     
    Hope this helps.
     
    Thanks
    Gavin
     
  • Community member Profile Picture
    Community member 8 on at
    Learning Business Central
    Gavin, from Nav Masters, LLC has a video in Youtube titled Business Central - Item Card and Inventory Overview.
     
    I am looking for something similar except I want to create Item Cards for various services that can be used as Sales Quote, Sales Orders, and Sales Invoices.
     
    Anyone know of anything that will guide me in this direction. And, of course I will need to map the GL Posting to the correct accounts.
     
     
     
     
     
     
     
     
     
     
  • MS ROCK Profile Picture
    MS ROCK 143 on at
    Learning Business Central
    Hi, microsoft provide the microsoft learn for all products. you can go through the below link. It is microsoft official web where you can learn even more you are expecting. you can also select the module you interesting in it.
     
  • Gavin Profile Picture
    Gavin 2,341 on at
    Learning Business Central
    Hi,
     
    With regards GL postings, you'll need to familiarise yourself with posting groups. I recently created a YouTube video on this subject you can find here https://youtu.be/qnhYf6s4pak?si=KEt06uOzNSF_c053
     
    I also have videos on Dimensions which are also an important aspect with regards analysis and GL postings.
     
    Hope this helps
     
    Thanks
    Gavin
  • tlhgolfer Profile Picture
    tlhgolfer 6 on at
    Learning Business Central
    There are also a lot of You Tube videos on Business Central.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,861 Super User 2024 Season 2 on at
    Learning Business Central
    Moved the question from the Dynamics 365 Finance to the Business Central forum. 
  • Suggested answer
    Judy Profile Picture
    Judy Microsoft Employee on at
    Learning Business Central
  • Suggested answer
    Daivat Profile Picture
    Daivat 874 on at
    Learning Business Central
    Dear Member,
     
     
    This will help you understand the Business Central. 
     
     
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me.
     
    Best Regards,
    Daivat Vartak
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,861 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,540 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans