General business functionality

Path: Business functionality > General business functionality · tier official · system none · narrative reviewed (checked by Opus)

Overview

This area collects cross-area features that are not tied to one module. Own pages cover everyday document handling: comments, extended text, the document Status field, archiving and restoring documents, editing posted documents, tracking order lines to related documents, finding related entries, sending documents by email, and online maps. Another group covers posting: the posting overview, preview before posting, batch posting, general journals, and scheduling jobs with job queues.

Key points

Posting: preview entries before posting, post and send or email, and post many documents at once immediately or on a schedule through job queues set up in Sales & Receivables Setup.
Documents move through Open, Released, Pending Approval and Pending Prepayment statuses, which control editing and workflow stages.
Archive sales, purchase, project and service documents, restore them, and automate retention with retention policies.
External file storage can keep attachments in Azure Blob Storage, Azure File Share or SharePoint to reduce database use (Business Central 28.1).
Job Queue Entries schedule reports and codeunits one-time or recurring, with status tracking, error notifications and inactivity timeouts.
Extended text, comments, user tasks, and digital vouchers (mandatory attachments at posting) add information and control to records.
Subtopics: Incoming documents (OCR, conversion to purchase invoices), Workflows (approvals, Power Automate flows), and Exchange data electronically (PEPPOL, SEPA, bank feeds, currency rates).
Export any list or journal to Excel with Open in Excel; general journals post directly to G/L with recurring journals, allocations and standard journals.

Subtopics

More Learn pages

Add comments to cards and documents: Add extra information to accounts, customers cards, or sales orders to communicate agreements, such as a special price or delivery method, to other users.
Add extended text: You can add extra lines to extend the standard text that describes an item, a G/L account, and other data.
Archive sales, purchase, project, and service documents: Archive sales, purchase, project, and service documents such as orders, quotes, return orders, and blanket orders.
Assigning and managing tasks: Learn how to assign tasks to users, including your accountant, and how to pick up and complete tasks.
Edit posted sales and purchase documents: Learn how to update posted sales and purchase documents, such as shipments or invoices, when details like tracking numbers or payment references need to be changed.
Export your Business Central data to Excel: You can export your financial reports and business intelligence data from Business Central to Excel, or open your data in Excel.
External file storage for document attachments: Learn how to store document attachments in Azure or SharePoint external file storage to reduce database usage in Business Central.
Finding Related Entries for Documents: Learn how to find documents, business contacts, and item entries that are related to each other.
Let Business Central suggest values: To avoid manual calculations and complete tasks quickly and accurately, you can set up automatic data entry so that Business Central fills in selected fields.
Post multiple documents at the same time: Learn how to select multiple nonposted documents in a list for immediate or scheduled batch posting in Business Central.
Posting Documents and Journals: This topic outlines posting actions and the ways you can post documents and journals in the various company ledgers.
Preview Entries Before You Post a Document or Journal: You can make sure that entries for documents and journals are accurate before you post them to the general ledger.
Schedule jobs to run automatically: Learn how to use job queue entries to run reports and codeunits.
Send documents and emails: You can define content to insert into the body of an email message, for example, a PayPal link. You can also attach documents to email messages.
Set up digital vouchers: Learn how to configure and use enforced digital vouchers in Microsoft Dynamics 365 Business Central to ensure documents are attached to transactions for better compliance and audit trails.
Status Field on Documents: Learn about the ‘Open’ and ‘Released’ status on quote, order, or credit memo documents.
Track order lines to related documents: Track and view related documents—such as quotes, shipments, receipts, and blanket orders—for sales and purchase order lines to identify documents involved in order processing.
Use online maps to find locations and directions: Learn about using address data in Business Central to get an online map with route directions.
Using general functionality across business areas: Learn about the functionality and features that are used across business areas in Business Central.
Working with general journals to post directly to G/L: Learn about using journals to post financial transactions to general ledger accounts and other accounts, such as bank and vendor accounts.

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

Page 21 “Customer Card” · on Table 18 “Customer”
Page 26 “Vendor Card” · on Table 23 “Vendor”
Page 30 “Item Card” · on Table 27 “Item”
Page 39 “General Journal” · captioned “General Journals” · on Table 81 “Gen. Journal Line”
Page 41 “Sales Quote” · on Table 36 “Sales Header”
Page 42 “Sales Order” · on Table 36 “Sales Header”
Page 49 “Purchase Quote” · on Table 38 “Purchase Header”
Page 50 “Purchase Order” · on Table 38 “Purchase Header”
Page 76 “Resource Card” · on Table 156 “Resource”
Page 88 “Job Card” · captioned “Project Card” · on Table 167 “Job”
Page 101 “General Journal Templates” · on Table 80 “Gen. Journal Template”
Page 102 “Item Journal Templates” · on Table 82 “Item Journal Template”
Page 124 “Comment Sheet” · on Table 97 “Comment Line”
Page 130 “Posted Sales Shipment” · on Table 110 “Sales Shipment Header”
Page 138 “Posted Purchase Invoice” · on Table 122 “Purch. Inv. Header”
Page 142 “Posted Sales Shipments” · on Table 110 “Sales Shipment Header”
Page 146 “Posted Purchase Invoices” · on Table 122 “Purch. Inv. Header”
Page 182 “Posted General Journal” · on Table 181 “Posted Gen. Journal Line”
Page 184 “Copy Gen. Journal Parameters” · on Table 183 “Copy Gen. Journal Parameters”
Page 185 “Posted General Journal Batch” · on Table 182 “Posted Gen. Journal Batch”
Page 201 “Job Journal” · captioned “Project Journals” · on Table 210 “Job Journal Line”
Page 207 “Resource Journal” · captioned “Resource Journals” · on Table 207 “Res. Journal Line”
Page 250 “General Journal Template List” · on Table 80 “Gen. Journal Template”
Page 251 “General Journal Batches” · on Table 232 “Gen. Journal Batch”
Page 253 “Sales Journal” · captioned “Sales Journals” · on Table 81 “Gen. Journal Line”
Page 255 “Cash Receipt Journal” · captioned “Cash Receipt Journals” · on Table 81 “Gen. Journal Line”
Page 256 “Payment Journal” · captioned “Payment Journals” · on Table 81 “Gen. Journal Line”
Page 261 “Item Journal Template List” · on Table 82 “Item Journal Template”
Page 262 “Item Journal Batches” · on Table 233 “Item Journal Batch”
Page 283 “Recurring General Journal” · captioned “Recurring General Journals” · on Table 81 “Gen. Journal Line”
Page 300 “Ship-to Address” · on Table 222 “Ship-to Address”
Page 344 “Navigate” · captioned “Find entries” · on Table 265 “Document Entry”
Page 370 “Bank Account Card” · on Table 270 “Bank Account”
Page 391 “Extended Text List” · on Table 279 “Extended Text Header”
Page 459 “Sales & Receivables Setup” · on Table 311 “Sales & Receivables Setup”
Page 460 “Purchases & Payables Setup” · on Table 312 “Purchases & Payables Setup”
Page 507 “Blanket Sales Order” · on Table 36 “Sales Header”
Page 509 “Blanket Purchase Order” · on Table 38 “Purchase Header”
Page 519 “Item Journal Lines” · on Table 83 “Item Journal Line”
Page 671 “Job Queue Category List” · captioned “Job Queue Categories” · on Table 471 “Job Queue Category”
Page 672 “Job Queue Entries” · on Table 472 “Job Queue Entry”
Page 673 “Job Queue Entry Card” · on Table 472 “Job Queue Entry”
Page 674 “Job Queue Log Entries” · on Table 474 “Job Queue Log Entry”
Page 750 “Standard General Journals” · on Table 750 “Standard General Journal”
Page 751 “Standard General Journal” · on Table 750 “Standard General Journal”
Page 752 “Standard Gen. Journal Subform” · captioned “Lines” · on Table 751 “Standard General Journal Line”
Page 753 “Standard Item Journals” · on Table 752 “Standard Item Journal”
Page 754 “Standard Item Journal” · on Table 752 “Standard Item Journal”
Page 755 “Standard Item Journal Subform” · captioned “Lines” · on Table 753 “Standard Item Journal Line”
Page 800 “Online Map Setup” · on Table 800 “Online Map Setup”
Page 804 “Online Map Parameter Setup” · on Table 801 “Online Map Parameter Setup”
Page 981 “Payment Registration” · captioned “Register Customer Payments” · on Table 981 “Payment Registration Buffer”
Page 1164 “User Task List Part” · on Table 1170 “User Task”
Page 1170 “User Task List” · captioned “User Tasks” · on Table 1170 “User Task”
Page 1171 “User Task Card” · captioned “User Task” · on Table 1170 “User Task”
Page 1172 “User Task Recurrence” · captioned “Schedule recurring task”
Page 1175 “User Task Group” · on Table 1175 “User Task Group”
Page 1176 “User Task Group Members” · on Table 1176 “User Task Group Member”
Page 1177 “User Task Groups” · on Table 1175 “User Task Group”
Page 1290 “Payment Reconciliation Journal” · on Table 274 “Bank Acc. Reconciliation Line”
Page 5050 “Contact Card” · on Table 5050 “Contact”
Page 5159 “Sales Order Archive” · on Table 5107 “Sales Header Archive”
Page 5162 “Sales Quote Archive” · on Table 5107 “Sales Header Archive”
Page 5164 “Purchase Quote Archive” · on Table 5109 “Purchase Header Archive”
Page 5167 “Purchase Order Archive” · on Table 5109 “Purchase Header Archive”
Page 5200 “Employee Card” · on Table 5200 “Employee”
Page 5579 “Digital Voucher Entry Setup” · on Table 5579 “Digital Voucher Entry Setup”
Page 5582 “Voucher Entry Source Codes” · on Table 5580 “Voucher Entry Source Code”
Page 5587 “Digital Voucher Setup” · on Table 5581 “Digital Voucher Setup”
Page 5703 “Location Card” · on Table 14 “Location”
Page 6560 “Document Line Tracking” · on Table 265 “Document Entry”
Page 6627 “Sales Return Order Archive” · on Table 5107 “Sales Header Archive”
Page 6630 “Sales Return Order” · on Table 36 “Sales Header”
Page 6644 “Purchase Return Order Archive” · on Table 5109 “Purchase Header Archive”
Page 6650 “Posted Return Shipment” · on Table 6650 “Return Shipment Header”
Page 6652 “Posted Return Shipments” · captioned “Posted Purchase Return Shipments” · on Table 6650 “Return Shipment Header”
Page 6660 “Posted Return Receipt” · on Table 6660 “Return Receipt Header”
Page 6662 “Posted Return Receipts” · captioned “Posted Return Receipt” · on Table 6660 “Return Receipt Header”
Page 9305 “Sales Order List” · captioned “Sales Orders” · on Table 36 “Sales Header”
Page 9306 “Purchase Quotes” · on Table 38 “Purchase Header”
Page 9346 “Purchase Quote Archives” · on Table 5109 “Purchase Header Archive”
Page 9347 “Purchase Order Archives” · on Table 5109 “Purchase Header Archive”
Page 9348 “Sales Quote Archives” · on Table 5107 “Sales Header Archive”
Page 9349 “Sales Order Archives” · on Table 5107 “Sales Header Archive”
Page 9901 “Export Data” · captioned “Export to a Data File”
Page 189 “Incoming Document” · on Table 130 “Incoming Document” · via Exchange data electronically
Page 190 “Incoming Documents” · on Table 130 “Incoming Document” · via Exchange data electronically
Page 191 “Incoming Documents Setup” · on Table 131 “Incoming Documents Setup” · via Exchange data electronically
Page 371 “Bank Account List” · captioned “Bank Accounts” · on Table 270 “Bank Account” · via Exchange data electronically
Page 372 “Bank Account Ledger Entries” · on Table 271 “Bank Account Ledger Entry” · via Exchange data electronically
Page 373 “Bank Account Posting Groups” · on Table 277 “Bank Account Posting Group” · via Exchange data electronically
Page 375 “Bank Account Statistics” · on Table 270 “Bank Account” · via Exchange data electronically
Page 423 “Customer Bank Account Card” · on Table 287 “Customer Bank Account” · via Exchange data electronically
Page 424 “Customer Bank Account List” · on Table 287 “Customer Bank Account” · via Exchange data electronically
Page 425 “Vendor Bank Account Card” · on Table 288 “Vendor Bank Account” · via Exchange data electronically
Page 426 “Vendor Bank Account List” · on Table 288 “Vendor Bank Account” · via Exchange data electronically
Page 427 “Payment Methods” · on Table 289 “Payment Method” · via Exchange data electronically
Page 654 “Requests to Approve” · on Table 454 “Approval Entry” · via Workflows
Page 662 “Approval Request Entries” · on Table 454 “Approval Entry” · via Workflows
Page 666 “Overdue Approval Entries” · on Table 458 “Overdue Approval Entry” · via Workflows
Page 1205 “Credit Transfer Registers” · on Table 1205 “Credit Transfer Register” · via Exchange data electronically
Page 1206 “Credit Transfer Reg. Entries” · on Table 1206 “Credit Transfer Entry” · via Exchange data electronically
Page 1207 “Direct Debit Collections” · on Table 1207 “Direct Debit Collection” · via Exchange data electronically
Page 1208 “Direct Debit Collect. Entries” · on Table 1208 “Direct Debit Collection Entry” · via Exchange data electronically
Page 1209 “Credit Trans Re-export History” · on Table 1209 “Credit Trans Re-export History” · via Exchange data electronically
Page 1210 “Data Exch Def Card” · captioned “Data Exchange Definition” · on Table 1222 “Data Exch. Def” · via Exchange data electronically
Page 1211 “Data Exch Def List” · captioned “Data Exchange Definitions” · on Table 1222 “Data Exch. Def” · via Exchange data electronically
Page 1213 “Data Exchange Types” · on Table 1213 “Data Exchange Type” · via Exchange data electronically
Page 1214 “Data Exch Mapping Card” · captioned “Field Mapping” · on Table 1224 “Data Exch. Mapping” · via Exchange data electronically
Page 1215 “Data Exch Line Def Part” · captioned “Line Definitions” · on Table 1227 “Data Exch. Line Def” · via Exchange data electronically
Page 1216 “Data Exch Col Def Part” · captioned “Column Definitions” · on Table 1223 “Data Exch. Column Def” · via Exchange data electronically
Page 1217 “Data Exch Field Mapping Part” · captioned “Data Exchange Field Mapping” · on Table 1225 “Data Exch. Field Mapping” · via Exchange data electronically
Page 1230 “SEPA Direct Debit Mandates” · captioned “Direct Debit Mandates” · on Table 1230 “SEPA Direct Debit Mandate” · via Exchange data electronically
Page 1240 “SWIFT Codes” · on Table 1210 “SWIFT Code” · via Exchange data electronically
Page 1280 “Bank Clearing Standards” · on Table 1280 “Bank Clearing Standard” · via Exchange data electronically
Page 1500 “Workflows” · on Table 1500 “Workflow Buffer” · via Workflows
Page 1501 “Workflow” · on Table 1501 “Workflow” · via Workflows
Page 1503 “Workflow Steps” · on Table 1507 “Workflow Step Buffer” · via Workflows
Page 1504 “Workflow Step Instances” · on Table 1504 “Workflow Step Instance” · via Workflows
Page 1505 “Workflow Templates” · on Table 1500 “Workflow Buffer” · via Workflows
Page 1530 “Archived WF Step Instances” · captioned “Archived Workflow Step Instances” · on Table 1530 “Workflow Step Instance Archive” · via Workflows
Page 20100 “AMC Bank Bank Name List” · captioned “AMC Banking Bank Name List” · on Table 20100 “AMC Bank Banks” · via Exchange data electronically
Page 20101 “AMC Banking Setup” · on Table 20101 “AMC Banking Setup” · via Exchange data electronically
Page 20102 “AMC Bank Pmt. Types” · captioned “AMC Banking Payment Types” · on Table 20102 “AMC Bank Pmt. Type” · via Exchange data electronically
Page 20105 “AMC Bank Assisted Setup” · captioned “AMC Banking 365 Fundamentals Assisted Setup” · on Table 20101 “AMC Banking Setup” · via Exchange data electronically
Page 20106 “AMC Bank Assist Bank Account” · on Table 777 “Online Bank Acc. Link” · via Exchange data electronically
Page 20107 “AMC Bank Webcall Log” · captioned “AMC Banking 365 Webservice Log” · on Table 710 “Activity Log” · via Exchange data electronically
Page 20109 “AMC Bank Signup to Service” · captioned “AMC Banking Signup webservice” · on Table 79 “Company Information” · via Exchange data electronically

Learn also names 18 objects with no object page: page/86, page/10101, page/10810, page/10811, page/11300, page/11400, page/11402, page/11403, page/11405, page/12409, page/12410, page/12411, page/2000000, page/2000001, page/2000003, page/2000020, page/2000021, page/2000022.

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