Business process walkthroughs

Path: Get started > Learn > Business process walkthroughs · tier official · system none · narrative reviewed (checked by Opus)

Overview

Business process walkthroughs are guided, end-to-end exercises for practicing common Business Central tasks in the CRONUS demonstration company. Each page covers one business scenario from setup through to posting or reporting.

The section has an introductory page that lists the walkthroughs, followed by individual pages with no subtopics. They span sales and marketing (campaigns, sales prepayments), purchasing (approval workflow), finance (cash flow forecasts with financial reports), projects (managing projects, work in process), warehouse (basic picking and shipping), and e-commerce (Shopify Connector).

Start with the introductory page to find the scenario closest to your task, then follow that walkthrough in a demo company before applying the same steps to your own data.

Key points

• Walkthroughs use the CRONUS demonstration company, so they are safe for practice.
• Sales campaign walkthrough: set up a campaign, build contact segments with filters such as job responsibility, send correspondence by email or hard copy, log interactions, and register responses.
• Sales prepayment walkthrough: configure prepayment percentages, create and post prepayment invoices, then process the final invoice; job queue automation is covered.
• Purchase approval workflow walkthrough: set up approval users, amount limits, and notification methods (including internal notes), then test the workflow.
• Project walkthroughs: set up projects, fixed pricing, copying, and payment by installments; calculate WIP with methods such as Cost Value, post it to G/L, and reverse it.
• Basic warehouse walkthrough: inventory picks for method B, with bin setup and warehouse release, where orders are handled individually without separate shipment posting.
• Cash flow forecast walkthrough: build reports using row and column definitions, cash flow accounts, and forecast formulas, then print them.
• Shopify Connector walkthrough: product and inventory sync, customer import, order sync, price and discount setup, and B2B flows.

Learn pages

• Business Process Walkthroughs: This selection of walkthroughs provides step-by-step, end-to-end business processes that you can perform using the CRONUS demonstration company.
• Make cash flow forecasts using financial reports: This walkthrough describes how you can use financial reports to make cash flow forecasts in Business Central.
• Picking and Shipping in Basic Warehouse Configurations: This article describes various levels of complexity in picking and shipping processes.
• Set up and invoicing sales prepayments: Prepayments are payments that are invoiced and posted to a sales or purchase prepayment order before final invoicing.
• Set up and use a purchase approval workflow: This walkthrough takes you through all the stages involved in setting up and using a purchase approval workflow in Business Central.
• Set up and use the Shopify Connector: Various integration scenarios for demonstrating workflow between Shopify and Business Central
• Walkthrough - Calculating work in process for a project: Learn how to track consumption of employee hours, machine hours, inventory items, and other types of usage as a project progresses.
• Walkthrough - Managing projects: This walkthrough introduces you to the project management features the let you schedule the use of your company’s resources.
• Walkthrough conducting a sales campaign: This walkthrough gives a detailed overview of all the tasks involved in conducting a sales campaign in Business Central.

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 103 “Account Schedule Names” · captioned “(Financial Report) Row Definitions” · on Table 84 “Acc. Schedule Name”
• Page 104 “Account Schedule” · captioned “(Financial Report) Row Definition” · on Table 85 “Acc. Schedule Line”
• Page 108 “Financial Reports” · on Table 88 “Financial Report”
• Page 488 “Column Layout Names” · captioned “(Financial Report) Column Definitions” · on Table 333 “Column Layout Name”
• Page 489 “Column Layout” · captioned “(Financial Report) Column Definitions” · on Table 334 “Column Layout”
• Page 7335 “Warehouse Shipment” · on Table 7320 “Warehouse Shipment Header”
• Page 7337 “Posted Whse. Shipment” · on Table 7322 “Posted Whse. Shipment Header”
• Page 7339 “Warehouse Shipment List” · captioned “Warehouse Shipments” · on Table 7320 “Warehouse Shipment Header”
• Page 7340 “Posted Whse. Shipment List” · captioned “Posted Warehouse Shipments” · on Table 7322 “Posted Whse. Shipment Header”
• Page 7341 “Whse. Shipment Lines” · on Table 7321 “Warehouse Shipment Line”
• Page 7362 “Posted Whse. Shipment Lines” · on Table 7323 “Posted Whse. Shipment Line”
• Page 9008 “Whse. Basic Role Center” · captioned “Inventory Manager”
• Page 30101 “Shpfy Shop Card” · captioned “Shopify Shop Card” · on Table 30102 “Shpfy Shop”
• Page 30102 “Shpfy Shops” · captioned “Shopify Shops” · on Table 30102 “Shpfy Shop”
• Page 30106 “Shpfy Customer Card” · captioned “Shopify Customer Card” · on Table 30105 “Shpfy Customer”
• Page 30107 “Shpfy Customers” · captioned “Shopify Customers” · on Table 30105 “Shpfy Customer”
• Page 30113 “Shpfy Order” · captioned “Shopify Order” · on Table 30118 “Shpfy Order Header”
• Page 30115 “Shpfy Orders” · captioned “Shopify Orders” · on Table 30118 “Shpfy Order Header”
• Page 30126 “Shpfy Products” · captioned “Shopify Products” · on Table 30127 “Shpfy Product”
• Page 30156 “Shpfy Companies” · captioned “Shopify Companies” · on Table 30150 “Shpfy Company”
• Page 30157 “Shpfy Company Card” · captioned “Shopify Company Card” · on Table 30150 “Shpfy Company”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.