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Page 9020 "Small Business Owner RC"

Base Application · Microsoft.RoleCenters

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Across versions

  1. BC23-30present

Neighbourhood 15 connected objects and pages

Page extension 20658 "Small Business Owner RC BF" (extended by)Small Business Owner RC BFPage extension 4440 "EXR Small Business Owner RC" (extended by)EXR Small Business Owner RCAssistive features (Learn pages)Assistive featuresBusiness functionality supported by Business Central (Learn pages)Business functionality suppo…Change basic settings for the current user (Learn pages)Change basic settings for th…Create new companies using an assisted setup guide (Learn pages)Create new companies using a…Enter data in Business Central (Learn pages)Enter data in Business CentralEntering dates and times in Business Central (Learn pages)Entering dates and times in …Finding Pages and Information with Tell Me (Learn pages)Finding Pages and Informatio…Finding Pages and Reports with the Role Explorer (Learn pages)Finding Pages and Reports wi…Multilanguage and localization (Learn pages)Multilanguage and localizationPersonalize your workspace (Learn pages)Personalize your workspaceSwitching to Another Company or Environment (Learn pages)Switching to Another Company…Visit our video library (Learn pages)Visit our video libraryWorking with Business Central (Learn pages)

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Base Application · Microsoft.RoleCenters · captioned “President - Small Business” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property Value
Caption President - Small Business
PageType RoleCenter

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group Control Shows ToolTip
Control1900724808 Control78 part Page 9073 “Small Business Owner Act.” —
User Tasks Activities part Page 9078 “User Tasks Activities” —
Job Queue Tasks Activities part Page 9102 “Job Queue Tasks Activities” —
Control1900724708 Control69 part Page 762 “Finance Performance” —
Control70 part Page 770 “Sales Performance” —
Control2 part Page 760 “Trailing Sales Orders Chart” —
Control12 part Page 681 “Report Inbox Part” —
Control1907692008 part Page 9150 “My Customers” —
Control1902476008 part Page 9151 “My Vendors” —
Control99 part Page 675 “My Job Queue” —
Control1905989608 part Page 9152 “My Items” —

Actions

Group Action ToolTip Runs
Reporting Statement — Report 153 “Customer Statement”
Customer - Order Summary — Report 107 “Customer - Order Summary”
Customer - Top 10 List (Obsolete) obsolete Pending 28.0; #if not CLEAN28 View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included. Report 111 “Customer - Top 10 List”
Customer/Item Sales — Report 113 “Customer/Item Sales”
Salesperson - Sales Statistics — Report 114 “Salesperson - Sales Statistics”
Price List View a list of your items and their prices, for example, to send to customers. You can create the list for specific customers, campaigns, currencies, or other criteria. Page 9079 “Role Center Page Dispatcher”
Inventory - Sales Back Orders — Report 718 “Inventory - Sales Back Orders”
G/L Trial Balance (Obsolete) obsolete Pending 28.0; #if not CLEAN28 View, print, or send a report that shows the balances for the general ledger accounts, including the debits and credits. You can use this report to ensure accurate accounting practices. Report 6 “Trial Balance”
Trial Balance by Period Show the opening balance by general ledger account, the movements in the selected period of month, quarter, or year, and the resulting closing balance. Report 38 “Trial Balance by Period”
Closing Trial Balance View this year’s and last year’s figures as an ordinary trial balance. For income statement accounts, the balances are shown without closing entries. Closing entries are listed on a fictitious date that falls between the last day of one fiscal year and the first day of the next one. The closing of t… Report 10 “Closing Trial Balance”
Aged Accounts Receivable (Obsolete) obsolete Pending 28.0; #if not CLEAN28 View an overview of when your receivables from customers are due or overdue (divided into four periods). You must specify the date you want aging calculated from and the length of the period that each column will contain data for. Report 120 “Aged Accounts Receivable”
Aged Accounts Payable (Obsolete) obsolete Pending 28.0; #if not CLEAN28 View an overview of when your payables to vendors are due or overdue (divided into four periods). You must specify the date you want aging calculated from and the length of the period that each column will contain data for. Report 322 “Aged Accounts Payable”
Reconcile Cust. and Vend. Accs View if a certain general ledger account reconciles the balance on a certain date for the corresponding posting group. The report shows the accounts that are included in the reconciliation with the general ledger balance and the customer or the vendor ledger balance for each account and shows any di… Report 33 “Reconcile Cust. and Vend. Accs”
VAT Registration No. Check Use an EU VAT number validation service to validated the VAT number of a business partner. Report 32 “VAT Registration No. Check”
VAT Exceptions View the VAT entries that were posted and placed in a general ledger register in connection with a VAT difference. The report is used to document adjustments made to VAT amounts that were calculated for use in internal or external auditing. Report 31 “VAT Exceptions”
VAT Statement View a statement of posted VAT and calculate the duty liable to the customs authorities for the selected period. Report 12 “VAT Statement”
G/L - VAT Reconciliation Verify that the VAT amounts on the VAT statements match the amounts from the G/L entries. Report 11 “G/L - VAT Reconciliation”
VAT-VIES Declaration Tax Auth View information to the customs and tax authorities for sales to other EU countries/regions. If the information must be printed to a file, you can use the VAT- VIES Declaration Disk report. Report 19 “VAT- VIES Declaration Tax Auth”
VAT - VIES Declaration Disk Report your sales to other EU countries or regions to the customs and tax authorities. If the information must be printed out on a printer, you can use the VAT- VIES Declaration Tax Auth report. The information is shown in the same format as in the declaration list from the customs and tax authoriti… Report 88 “VAT- VIES Declaration Disk”
EC Sales List Calculate VAT amounts from sales, and submit the amounts to a tax authority. Report 130 “EC Sales List”
Embedding Sales Quotes Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you… Page 9300 “Sales Quotes”
Sales Orders Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales … Page 9305 “Sales Order List”
Sales Orders - Microsoft Dynamics 365 Sales View sales orders in Dynamics 365 Sales that are coupled with sales orders in Business Central. Page 5353 “CRM Sales Order List”
Customers View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met. Page 22 “Customer List”
Balance View a summary of the bank account balance in different periods. Page 22 “Customer List”
Purchase Orders Create purchase orders to mirror sales documents that vendors send to you. This enables you to record the cost of purchases and to track accounts payable. Posting purchase orders dynamically updates inventory levels so that you can minimize inventory costs and provide better customer service. Purcha… Page 9307 “Purchase Order List”
Vendors View or edit detailed information for the vendors that you trade with. From each vendor card, you can open related information, such as purchase statistics and ongoing orders, and you can define special prices and line discounts that the vendor grants you if certain conditions are met. Page 27 “Vendor List”
Balance View a summary of the bank account balance in different periods. Page 27 “Vendor List”
Items View or edit detailed information for the products that you trade in. The item card can be of type Inventory or Service to specify if the item is a physical unit or a labor time unit. Here you also define if items in inventory or on incoming orders are automatically reserved for outbound documents a… Page 31 “Item List”
Journals Item Journals Open a list of journals where you can adjust the physical quantity of items on inventory. Page 262 “Item Journal Batches”
Physical Inventory Journals Prepare to count the actual items in inventory to check if the quantity registered in the system is the same as the physical quantity. If there are differences, post them to the item ledger with the physical inventory journal before you do the inventory valuation. Page 262 “Item Journal Batches”
Revaluation Journals Change the inventory value of items, for example after doing a physical inventory. Page 262 “Item Journal Batches”
Resource Journals View all resource journals. Page 272 “Resource Jnl. Batches”
FA Journals Post entries to a depreciation book without integration to the general ledger. Page 5633 “FA Journal Batches”
Cash Receipt Journals Register received payments by manually applying them to the related customer, vendor, or bank ledger entries. Then, post the payments to G/L accounts and thereby close the related ledger entries. Page 251 “General Journal Batches”
Payment Journals Register payments to vendors. A payment journal is a type of general journal that is used to post outgoing payment transactions to G/L, bank, customer, vendor, employee, and fixed assets accounts. The Suggest Vendor Payments functions automatically fills the journal with payments that are due. When … Page 251 “General Journal Batches”
General Journals Post financial transactions directly to general ledger accounts and other accounts, such as bank, customer, vendor, and employee accounts. Posting with a general journal always creates entries on general ledger accounts. This is true even when, for example, you post a journal line to a customer acco… Page 251 “General Journal Batches”
Recurring Journals View all recurring journals Page 251 “General Journal Batches”
Worksheets Requisition Worksheets Calculate a supply plan to fulfill item demand with purchases or transfers. Page 295 “Req. Wksh. Names”
Posted Documents Posted Sales Shipments Open the list of posted sales shipments. Page 142 “Posted Sales Shipments”
Posted Sales Invoices Open the list of posted sales invoices. Page 143 “Posted Sales Invoices”
Posted Sales Credit Memos Open the list of posted sales credit memos. Page 144 “Posted Sales Credit Memos”
Posted Purchase Receipts Open the list of posted purchase receipts. Page 145 “Posted Purchase Receipts”
Posted Purchase Invoices Open the list of posted purchase invoices. Page 146 “Posted Purchase Invoices”
Posted Purchase Credit Memos Open the list of posted purchase credit memos. Page 147 “Posted Purchase Credit Memos”
Issued Reminders View the list of issued reminders. Page 440 “Issued Reminder List”
Issued Fin. Charge Memos View the list of issued finance charge memos. Page 452 “Issued Fin. Charge Memo List”
Posted Bank Deposits View the posted bank deposit header, bank deposit header lines, bank deposit comments, and bank deposit dimensions. Codeunit 1515 “Open P. Bank Deposits L. Page”
Finance VAT Statements View a statement of posted VAT amounts, calculate your VAT settlement amount for a certain period, such as a quarter, and prepare to send the settlement to the tax authorities. Page 320 “VAT Statement Names”
Chart of Accounts View the chart of accounts. Page 16 “Chart of Accounts”
Bank Accounts View or set up detailed information about your bank account, such as which currency to use, the format of bank files that you import and export as electronic payments, and the numbering of checks. Page 371 “Bank Account List”
Currencies View the different currencies that you trade in or update the exchange rates by getting the latest rates from an external service provider. Page 5 “Currencies”
Accounting Periods Set up the number of accounting periods, such as 12 monthly periods, within the fiscal year and specify which period is the start of the new fiscal year. Page 100 “Accounting Periods”
Dimensions View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history. Page 536 “Dimensions”
Bank Account Posting Groups Set up posting groups, so that payments in and out of each bank account are posted to the specified general ledger account. Page 373 “Bank Account Posting Groups”
Cash Management Bank Deposits to Post View the list of bank deposits that are ready to post. Codeunit 1500 “Open Deposits Page”
Marketing Contacts View a list of all your contacts. Page 5052 “Contact List”
Tasks View the list of marketing tasks that exist. Page 5096 “Task List”
Sales Assembly BOM View or edit the bill of material that specifies which items and resources are required to assemble the assembly item. Page 36 “Assembly BOM”
Sales Credit Memos Revert the financial transactions involved when your customers want to cancel a purchase or return incorrect or damaged items that you sent to them and received payment for. To include the correct information, you can create the sales credit memo from the related posted sales invoice or you can crea… Page 9302 “Sales Credit Memos”
Standard Sales Codes View or edit purchase lines that you have set up for recurring sales, such as a monthly replenishment order. Page 172 “Standard Sales Codes”
Salespeople/Purchasers View a list of salespeople and purchasers. Page 14 “Salespersons/Purchasers”
Customer Invoice Discount View or edit conditions for invoice discounts and service charges for different customers. Page 23 “Cust. Invoice Discounts”
Purchasing Standard Purchase Codes View or edit purchase lines that you have set up for recurring purchases, such as a monthly replenishment order. Page 177 “Standard Purchase Codes”
Vendor Invoice Discounts View or edit conditions for when your vendors grant you invoice discounts. Each line contains a set of conditions for an invoice discount. You can set up as many lines as necessary if you receive different discount percentages for different invoice amounts and for different currencies. Page 28 “Vend. Invoice Discounts”
Item Discount Groups Set up discount group codes that you can use as criteria when you define special discounts on a customer, vendor, or item card. Page 513 “Item Disc. Groups”
Resources Resources Manage your resources’ job activities by setting up their costs and prices. The job-related prices, discounts, and cost factor rules are set up on the respective job card. You can specify the costs and prices for individual resources, resource groups, or all available resources of the company. When … Page 77 “Resource List”
Resource Groups View all resource groups. Page 72 “Resource Groups”
Resource Price Changes Edit or update alternate resource prices, by running either the Suggest Res. Price Chg. (Res.) batch job or the Suggest Res. Price Chg. (Price) batch job. Page 9079 “Role Center Page Dispatcher”
Resource Registers View a list of all the resource registers. Every time a resource entry is posted, a register is created. Every register shows the first and last entry numbers of its entries. You can use the information in a resource register to document when entries were posted. Page 274 “Resource Registers”
Human Resources Employees Manage employees’ details and related information, such as qualifications and pictures, or register and analyze employee absence. Keeping up-to-date records about your employees simplifies personnel tasks. For example, if an employee’s address changes, you register this on the employee card. Page 5201 “Employee List”
Fixed Assets Fixed Assets Manage periodic depreciation of your machinery or machines, keep track of your maintenance costs, manage insurance policies related to fixed assets, and monitor fixed asset statistics. Page 5601 “Fixed Asset List”
Administration User Setup Set up users and define their permissions.. Page 119 “User Setup”
Data Templates List View or edit template that are being used for data migration. Page 8620 “Config. Template List”
Base Calendar List View the list of calendars that exist for your company and your business partners to define the agreed working days. Page 7601 “Base Calendar List”
Post Codes Set up the post codes of cities where your business partners are located. Page 367 “Post Codes”
Reason Codes View or set up codes that specify reasons why entries were created, such as Return, to specify why a purchase credit memo was posted. Page 259 “Reason Codes”
Creation Customer Create a new customer card. Page 21 “Customer Card”
Sales Order Create a new sales order for items or services. Page 42 “Sales Order”
Sales Credit Memo Create a new sales credit memo to revert a posted sales invoice. Page 44 “Sales Credit Memo”
Sales Reminder Create a reminder to remind a customer of overdue payment. Page 434 “Reminder”
Bank Deposit Create a new bank deposit. Codeunit 1505 “Open Deposit Page”
Vendor Set up a new vendor from whom you buy goods or services. Page 26 “Vendor Card”
Purchase Order Purchase goods or services from a vendor. Page 50 “Purchase Order”
Processing Cash Receipt Journal Open the cash receipt journal to post incoming payments. Page 255 “Cash Receipt Journal”
Vendor Payment Journal Pay your vendors by filling the payment journal automatically according to payments due, and potentially export all payment to your bank for automatic processing. Page 256 “Payment Journal”
Sales Price Worksheet Manage sales prices for individual customers, for a group of customers, for all customers, or for a campaign. Page 9079 “Role Center Page Dispatcher”
Sales Prices View or edit special sales prices that you grant when certain conditions are met, such as customer, quantity, or ending date. The price agreements can be for individual customers, for a group of customers, for all customers or for a campaign. Page 9079 “Role Center Page Dispatcher”
Sales Line Discounts View the sales line discounts that are available. These discount agreements can be for individual customers, for a group of customers, for all customers or for a campaign. Page 9079 “Role Center Page Dispatcher”
Bank Account Reconciliation Reconcile entries in your bank account ledger entries with the actual transactions in your bank account, according to the latest bank statement. Page 379 “Bank Acc. Reconciliation”
Payment Registration Apply customer payments observed on your bank account to non-posted sales documents to record that payment is made. Codeunit 980 “Payment Registration Mgt.”
Adjust Exchange Rates Adjust general ledger, customer, vendor, and bank account entries to reflect a more updated balance if the exchange rate has changed since the entries were posted. Codeunit 599 “Exch. Rate Adjmt. Run Handler”
Adjust Item Costs/Prices — Report 794 “Adjust Item Costs/Prices”
Adjust Cost - Item Entries — Report 795 “Adjust Cost - Item Entries”
Post Inventory Cost to G/L — Report 1002 “Post Inventory Cost to G/L”
Calc. and Post VAT Settlement Close open VAT entries and transfers purchase and sales VAT amounts to the VAT settlement account. For every VAT posting group, the batch job finds all the VAT entries in the VAT Entry table that are included in the filters in the definition window. Report 20 “Calc. and Post VAT Settlement”
General Ledger Setup Define your general accounting policies, such as the allowed posting period and how payments are processed. Set up your default dimensions for financial analysis. Page 118 “General Ledger Setup”
Sales & Receivables Setup Define your general policies for sales invoicing and returns, such as when to show credit and stockout warnings and how to post sales discounts. Set up your number series for creating customers and different sales documents. Page 459 “Sales & Receivables Setup”
Find entries… Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.) Page 344 “Navigate”

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Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

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Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Small Business Owner RC"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

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