pageFinanceofficial - Microsoftderived - from the source, no model text

Page 9022 "Business Manager Role Center"

Base Application · Microsoft.Finance.RoleCenters

16controls
84actions
13Learn pages

Across versions

BC23-30present

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

Properties

Property	Value
Caption	Business Manager
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
RoleCenter	Control139	part Page 1440 “Headline RC Business Manager”	—
	Control16	part Page 1310 “O365 Activities”	—
	User Tasks Activities	part Page 9078 “User Tasks Activities”	—
	Job Queue Tasks Activities	part Page 9102 “Job Queue Tasks Activities”	—
	Emails	part Page 8885 “Email Activities”	—
	ApprovalsActivities	part Page 9144 “Approvals Activities”	—
	Intercompany Activities	part Page 9071 “Intercompany Activities”	—
	Control46	part Page 9043 “Team Member Activities No Msgs”	—
	Control55	part Page 1392 “Help And Chart Wrapper”	—
	Favorite Accounts	part Page 9153 “My Accounts”	—
	Control9	part Page 1393 “Trial Balance”	—
	PowerBIEmbeddedReportPart	part Page 6325 “Power BI Embedded Report Part”	—
	My Job Queue	part Page 675 “My Job Queue”	—
	Control96	part Page 681 “Report Inbox Part”	—
	PowerBIEmbeddedReportPart2	part Page 6325 “Power BI Embedded Report Part”	—
	PowerBIEmbeddedReportPart3	part Page 6325 “Power BI Embedded Report Part”	—

Actions

Group	Action	ToolTip	Runs
Creation	Sales Quote	Offer items or services to a customer.	Page 41 “Sales Quote”
	Sales Order	Create a new sales order for items or services.	Page 42 “Sales Order”
	Sales Invoice	Create a new invoice for the sales of items or services. Invoice quantities cannot be posted partially.	Page 43 “Sales Invoice”
	Purchase Quote	Create a new purchase quote.	Page 49 “Purchase Quote”
	Purchase Order	Create a new purchase order.	Page 50 “Purchase Order”
	Purchase Invoice	Create a purchase invoice to mirror a sales document sent by a vendor.	Page 51 “Purchase Invoice”
Processing	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”
New	Customer	Register a new customer.	Page 21 “Customer Card”
	Vendor	Register a new vendor.	Page 26 “Vendor Card”
Payments	Reconcile Imported Payments	Reconcile your bank account by importing transactions and applying them, automatically or manually, to open customer ledger entries, open vendor ledger entries, or open bank account ledger entries.	Codeunit 9022 “Pmt. Rec. Journals Launcher”
	Import Bank Transactions…	To start the process of reconciling new payments, import a bank feed or electronic file containing the related bank transactions.	Codeunit 9023 “Pmt. Rec. Jnl. Import Trans.”
	Register Customer Payments	Process your customer payments by matching amounts received on your bank account with the related unpaid sales invoices, and then post the payments.	Page 981 “Payment Registration”
	Create Vendor Payments	Opens vendor ledger entries for all vendors with invoices that have not been paid yet.	Page 29 “Vendor Ledger Entries”
Financial Statements	Balance Sheet	View your company’s assets, liabilities, and equity.	Report 151 “Balance Sheet”
	Income Statement	View your company’s income and expenses.	Report 154 “Income Statement”
	Statement of Cash Flows	View a financial statement that shows how changes in balance sheet accounts and income affect the company’s cash holdings, displayed for operating, investing, and financing activities respectively.	Report 155 “Statement of Cashflows”
	Statement of Retained Earnings	View a report that shows your company’s changes in retained earnings for a specified period by reconciling the beginning and ending retained earnings for the period, using information such as net income from the other financial statements.	Report 156 “Retained Earnings Statement”
	Sales Taxes Collected	View a report that shows the sales taxes that have been collected on behalf of the authorities.	Report 24 “Sales Taxes Collected”
Embedding	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”
	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”
	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”
	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”
	Chart of Accounts	View or organize the general ledger accounts that store your financial data. All values from business transactions or internal adjustments end up in designated G/L accounts. Business Central includes a standard chart of accounts that is ready to support businesses in your country, but you can change…	Page 16 “Chart of Accounts”
Finance	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”
	Chart of Accounts	View or organize the general ledger accounts that store your financial data. All values from business transactions or internal adjustments end up in designated G/L accounts. Business Central includes a standard chart of accounts that is ready to support businesses in your country, but you can change…	Page 16 “Chart of Accounts”
	G/L Account Categories	Personalize the structure of your financial statements by mapping general ledger accounts to account categories. You can create category groups by indenting subcategories under them. Each grouping shows a total balance. When you choose the Generate Financial Reports action, the row definitions for t…	Page 790 “G/L Account Categories”
	G/L Budgets	View summary information about the amount budgeted for each general ledger account in different time periods.	Page 121 “G/L Budget Names”
	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”
	Financial Reporting	Get insight into the financial data stored in your chart of accounts. Financial reports analyze figures in G/L accounts, and compare general ledger entries with general ledger budget entries. For example, you can view the general ledger entries as percentages of the budget entries. Financial reports…	Page 108 “Financial Reports”
	Sales Budgets	Enter item sales values of type amount, quantity, or cost for expected item sales in different time periods. You can create sales budgets by items, customers, customer groups, or other dimensions in your business. The resulting sales budgets can be reviewed here or they can be used in comparisons wi…	Page 9374 “Budget Names Sales”
	Purchase Budgets	Enter item purchases values of type amount, quantity, or cost for expected item purchases in different time periods. You can create purchase budgets by items, vendors, vendor groups, or other dimensions in your business. The resulting purchase budgets can be reviewed here or they can be used in comp…	Page 9373 “Budget Names Purchase”
	Sales Analysis Reports	Analyze the dynamics of your sales according to key sales performance indicators that you select, for example, sales turnover in both amounts and quantities, contribution margin, or progress of actual sales against the budget. You can also use the report to analyze your average sales prices and eval…	Page 9376 “Analysis Report Sale”
	Purchase Analysis Reports	Analyze the dynamics of your purchase volumes. You can also use the report to analyze your vendors’ performance and purchase prices.	Page 9375 “Analysis Report Purchase”
	Inventory Analysis Reports	Analyze the dynamics of your inventory according to key performance indicators that you select, for example inventory turnover. You can also use the report to analyze your inventory costs, in terms of direct and indirect costs, as well as the value and quantities of your different types of inventory…	Page 9377 “Analysis Report Inventory”
	VAT Returns	Prepare the VAT Return report so you can submit VAT amounts to a tax authority.	Page 744 “VAT Report 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”
	Employees	View or modify 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”
	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”
	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”
	Allocation Accounts	Define Allocation accounts that can be used to distribute amounts on general journal lines or allocation account lines in documents to different accounts based on fixed or variable percentages.	Page 2673 “Allocation Account List”
	Posted General Journals	Open the list of posted general journal lines.	Page 182 “Posted General Journal”
Cash Management	Cash Flow Forecasts	Combine various financial data sources to find out when a cash surplus or deficit might happen or whether you should pay down debt, or borrow to meet upcoming expenses.	Page 849 “Cash Flow Forecast List”
	Chart of Cash Flow Accounts	View a chart contain a graphical representation of one or more cash flow accounts and one or more cash flow setups for the included general ledger, purchase, sales, services, or fixed assets accounts.	Page 851 “Chart of Cash Flow Accounts”
	Cash Flow Manual Revenues	Record manual revenues, such as rental income, interest from financial assets, or new private capital to be used in cash flow forecasting.	Page 857 “Cash Flow Manual Revenues”
	Cash Flow Manual Expenses	Record manual expenses, such as salaries, interest on credit, or planned investments to be used in cash flow forecasting.	Page 859 “Cash Flow Manual Expenses”
	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”
	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”
	Bank Acc. Statements	View statements for selected bank accounts. For each bank transaction, the report shows a description, an applied amount, a statement amount, and other information.	Page 389 “Bank Account Statement List”
	Payment Recon. Journals	Reconcile unpaid documents automatically with their related bank transactions by importing a bank statement feed or file. In the payment reconciliation journal, incoming or outgoing payments on your bank are automatically, or semi-automatically, applied to their related open customer or vendor ledge…	Page 1294 “Pmt. Reconciliation Journals”
	Direct Debit Collections	Instruct your bank to withdraw payment amounts from your customer’s bank account and transfer them to your company’s account. A direct debit collection holds information about the customer’s bank account, the affected sales invoices, and the customer’s agreement, the so-called direct-debit mandate. …	Page 1207 “Direct Debit Collections”
	Payment Terms	Set up the payment terms that you select from on customer cards to define when the customer must pay, such as within 14 days.	Page 4 “Payment Terms”
	Bank Deposits	Manage bank deposits to your bank accounts.	Codeunit 1500 “Open Deposits Page”
	Bank Account Reconciliations	Reconcile bank accounts in your system with bank statements received from your bank.	Page 388 “Bank Acc. Reconciliation List”
Sales	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”
	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.	Page 31 “Item List”
	Item Charges	View or edit the codes for item charges that you can assign to purchase and sales transactions to include any added costs, such as freight, physical handling, and insurance that you incur when purchasing or selling items. This is important to ensure correct inventory valuation. For purchases, the la…	Page 5800 “Item Charges”
	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”
	Blanket Sales Orders	Use blanket sales orders as a framework for a long-term agreement between you and your customers to sell large quantities that are to be delivered in several smaller shipments over a certain period of time. Blanket orders often cover only one item with predetermined delivery dates. The main reason f…	Page 9303 “Blanket Sales Orders”
	Sales Invoices	Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer’s account, which will be closed when payment is received. To m…	Page 9301 “Sales Invoice List”
	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”
	Sales Return Orders	Compensate your customers for incorrect or damaged items that you sent to them and received payment for. Sales return orders support warehouse documents for the item handling, the ability to return items from multiple sales documents with one return, and automatic creation of related sales credit me…	Page 9304 “Sales Return Order List”
	Reminders	Remind customers about overdue amounts based on reminder terms and the related reminder levels. Each reminder level includes rules about when the reminder will be issued in relation to the invoice due date or the date of the previous reminder and whether interests are added. Reminders are integrated…	Page 436 “Reminder List”
	Finance Charge Memos	Send finance charge memos to customers with delayed payments, typically following a reminder process. Finance charges are calculated automatically and added to the overdue amounts on the customer’s account according to the specified finance charge terms and penalty/interest amounts.	Page 448 “Finance Charge Memo List”
	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 Sales Return Receipts	Open the list of posted sales return receipts.	Page 6662 “Posted Return Receipts”
	Posted Sales Shipments	Open the list of posted sales shipments.	Page 142 “Posted Sales Shipments”
	Issued Reminders	View the list of issued reminders.	Page 440 “Issued Reminder List”
	Issued Finance Charge Memos	View the list of issued finance charge memos.	Page 452 “Issued Fin. Charge Memo List”
Purchasing	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”
	Incoming Documents	Handle incoming documents, such as vendor invoices in PDF or as image files, that you can manually or automatically convert to document records, such as purchase invoices. The external files that represent incoming documents can be attached at any process stage, including to posted documents and to …	Page 190 “Incoming Documents”
	Item Charges	View or edit the codes for item charges that you can assign to purchase and sales transactions to include any added costs, such as freight, physical handling, and insurance that you incur when purchasing or selling items. This is important to ensure correct inventory valuation. For purchases, the la…	Page 5800 “Item Charges”
	Purchase Quotes	Create purchase quotes to represent your request for quotes from vendors. Quotes can be converted to purchase orders.	Page 9306 “Purchase Quotes”
	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”
	Blanket Purchase Orders	Use blanket purchase orders as a framework for a long-term agreement between you and your vendors to buy large quantities that are to be delivered in several smaller shipments over a certain period of time. Blanket orders often cover only one item with predetermined delivery dates. The main reason f…	Page 9310 “Blanket Purchase Orders”
	Purchase Invoices	Create purchase invoices 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 invoices dynamically updates inventory levels so that you can minimize inventory costs and provide better customer service. Pu…	Page 9308 “Purchase Invoices”
	Purchase Credit Memos	Create purchase credit memos to mirror sales credit memos that vendors send to you for incorrect or damaged items that you have paid for and then returned to the vendor. If you need more control of the purchase return process, such as warehouse documents for the physical handling, use purchase retur…	Page 9309 “Purchase Credit Memos”
	Purchase Return Orders	Create purchase return orders to mirror sales return documents that vendors send to you for incorrect or damaged items that you have paid for and then returned to the vendor. Purchase return orders enable you to ship back items from multiple purchase documents with one purchase return and support wa…	Page 9311 “Purchase Return Order List”
	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”
	Posted Purchase Receipts	Open the list of posted purchase receipts.	Page 145 “Posted Purchase Receipts”
	Posted Purchase Return Shipments	Open the list of posted purchase return shipments.	Page 6652 “Posted Return Shipments”

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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: "Business Manager Role Center"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

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Provenance

Tier: official
Review: derived
Generated: 2026-10-11
Pipeline: 0.2.0
Input: f541d69dc104
Id: object/page/9022