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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Process taxonomy for B...
Small and medium business | Business Central, N...
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Process taxonomy for Business Central 365

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Posted on by YE-20020835-0 108
Hello everyone,
 
Is there a process taxonomy for Business Central 365? For all 3 E2E processes? So, O2C (Order to Cash), P2P (Purchase to Pay) and R2R (Record to report)?
 
In other words, is there a breakdown of process steps how these should work in BC365?
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    Ramesh Kumar Profile Picture
    Ramesh Kumar 7,529 Super User 2025 Season 2 on at
    Hi,
     
    If you are looking for the learning side below are if options  which might help.
     
     
    If this helped you, please check the box Does this answer your question?
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    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 20,603 Super User 2025 Season 2 on at
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    Jainam M. Kothari Profile Picture
    Jainam M. Kothari 15,639 Super User 2025 Season 2 on at
    Hello,
     

    Yes, there is a process taxonomy for Business Central 365 that covers the three end-to-end processes: Order to Cash (O2C), Purchase to Pay (P2P), and Record to Report (R2R). Here is a brief overview of each:

    1. Order to Cash (O2C):

      • Order Management: Capturing and processing customer orders.
      • Credit Management: Assessing customer creditworthiness.
      • Order Fulfillment: Picking, packing, and shipping products.
      • Invoicing: Generating and sending invoices to customers.
      • Accounts Receivable: Managing incoming payments and collections.
      • Reporting and Analysis: Monitoring sales performance and customer data.

    2. Purchase to Pay (P2P):

      • Procurement: Identifying and selecting suppliers.
      • Purchase Order Management: Creating and managing purchase orders.
      • Receiving and Inspection: Receiving and inspecting goods.
      • Invoice Processing: Matching invoices with purchase orders and receipts.
      • Accounts Payable: Managing outgoing payments to suppliers.
      • Reporting and Analysis: Monitoring procurement performance and supplier data.

    3. Record to Report (R2R):

      • Data Gathering: Collecting financial data from various sources.
      • Journal Entry: Recording financial transactions in the general ledger.
      • Account Reconciliation: Ensuring consistency and accuracy of financial data.
      • Financial Reporting: Preparing financial statements like balance sheets and income statements.
      • Financial Analysis: Interpreting financial data to identify trends and anomalies.

    For a more detailed breakdown of these processes and how they work in Business Central 365, you can refer to the official Microsoft documentation.

     

    May this can help : https://learn.microsoft.com/en-us/dynamics365/guidance/business-processes/record-to-report-introduction
    https://learn.microsoft.com/en-us/dynamics365/guidance/business-processes/record-to-report-overview

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