diff --git a/business-central/LocalFunctionality/France/france-local-functionality.md b/business-central/LocalFunctionality/France/france-local-functionality.md index dfc446a70c..fa87d1472b 100644 --- a/business-central/LocalFunctionality/France/france-local-functionality.md +++ b/business-central/LocalFunctionality/France/france-local-functionality.md @@ -1,21 +1,18 @@ --- title: France Local Functionality -description: The following topics describe the various local functionality in the French version of Business Central. +description: This article describes the various local functionalities in the French version of Business Central. author: sorenfriisalexandersen - - -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na -ms.search.keywords: -ms.date: 06/18/2021 ms.author: soalex +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: conceptual +ms.date: 12/21/2022 +ms.custom: bap-template --- # France Local Functionality -The following topics describe local functionality that is unique to the French version of [!INCLUDE[prod_short](../../includes/prod_short.md)]. +The following articles describe local functionality that is unique to the French version of [!INCLUDE[prod_short](../../includes/prod_short.md)]. ## Feature Availability @@ -23,7 +20,7 @@ The following topics describe local functionality that is unique to the French v * [Export General Ledger Entries for Tax Audits](how-to-export-general-ledger-entries-for-tax-audits.md) **Available Now** * [Export General Ledger Entries to an XML File](how-to-export-general-ledger-entries-to-an-xml-file.md) **Available Now** * [Requirements for Reporting Declaration of Trade in Goods](requirements-for-reporting-declaration-of-trade-in-goods.md) **Available Now** - * Reporting Declaration of Services DES **2022 release wave 2** + * [Reporting Declaration of Services DES](../../finance-how-setup-use-service-declaration.md) **Available Now** * Banking & Payments * [Set Up Payment Addresses](how-to-set-up-payment-addresses.md) **Available Now** diff --git a/business-central/LocalFunctionality/Italy/electronic-invoicing.md b/business-central/LocalFunctionality/Italy/electronic-invoicing.md new file mode 100644 index 0000000000..7bb81d7a4f --- /dev/null +++ b/business-central/LocalFunctionality/Italy/electronic-invoicing.md @@ -0,0 +1,39 @@ +--- +title: Electronic Invoicing [FatturaPA] +description: Business Central supports FatturaPA so that you can export sales invoices and credit memos as electronic documents in accordance with Italian rules. +author: altotovi +ms.author: altotovi +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 12/21/2022 +ms.custom: bap-template + +--- +# Electronic Invoicing (FatturaPA) in the Italian Version + +This article provides information that will help you to get started with Electronic invoicing for Italy in [!INCLUDE[prod_short](../../includes/prod_short.md)]. +Electronic invoice in Italy is named as FatturaPA. **FatturaPA** stands for **Fatturazione Elettronica verso la Pubblica Amministrazione** and translated means: “Electronic invoice to the public administration”. The term covers all technical and organizational measures for electronic invoicing to public administration. Authorities only accept e-invoices through the Sistema di Interscambio (SDI) platform, which is the official exchange system. + +## To set up electronic invoicing + +1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fattura Setup**, and then choose the related link. +2. On the **Fattura Setup** page, on the **General** FastTab, in the **Self-Billing VAT Bus. Group** field, specify the **VAT Business Posting Group** that is used for VAT entries related to self-billing documents. +3. In the **Company PA Code** field, specify the code to be reported in the **CodiceDestinetario XML** node for self-billing documents. +4. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fattura Document Type List**, and then choose the related link. +5. Create the different type of electronic documents using the following columns: + + |Field|Description| + |------------------------------------|---------------------------------------| + |**No.**| Specifies the document type code that will be exported to the XML file.| + |**Description**|Specifies a description of the document type. You can enter a maximum of 250 characters, both numbers and letters.| + |**Invoice**|Specifies the document type that is the default for invoices.| + |**Credit Memo**|Specifies the document type that is the default for credit memos.| + |**Self-Billing**|Specifies the document type that is the default for self-billing documents.| + |**Prepayment**|Specifies the document type that is the default for prepayments.| + +[!INCLUDE[footer-include](../../includes/footer-banner.md)] + +## See Also + +[Italy Local Functionality](italy-local-functionality.md) diff --git a/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md b/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md index f11dcd9690..d50a13ee1f 100644 --- a/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md +++ b/business-central/LocalFunctionality/Mexico/how-to-generate-electronic-invoices.md @@ -1,18 +1,15 @@ --- + title: Generate Electronic Invoices [MX] description: After you post a sales invoice in the Mexican version, you must generate an electronic invoice that will be sent to the customer. -author: edupont04 - +author: altotovi +ms.author: altotovi +ms.reviewer: bholtorf ms.service: dynamics365-business-central -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na -ms.search.keywords: +ms.topic: how-to +ms.date: 12/21/2022 +ms.custom: bap-template ms.search.form: 132, 25 -ms.date: 06/01/2022 -ms.author: edupont - --- # Generate Electronic Invoices in the Mexican Version @@ -60,6 +57,35 @@ Mexican companies must be able to receive payments in accordance with CFDI Withh 2. Find a payment that you applied to the electronic invoice, and then select this line. 3. Choose the **Send** action, and then specify if you want to also request a digital stamp for the payment. +## Registering export (Comercio Exterior Complement) + +The Comercio Exterior Complement is an annex to the electronic invoice. It identifies importers and exporters and improves the description of the merchandise that is traded. The Comercio Exterior Complement is a key obligation for taxpayers who export merchandise. + +To set up Comercio Exterior Complement, follow these steps: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **General Ledger Setup**, and then choose the related link. +2. On the **Electronic Invoice** FastTab, in the **USD Currency Code** field, choose the USD currency you want to use. It can be different than *USD*. For example, it might be *USD-CFDI*. +3. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Units of Measure**, and then choose the related link. +4. In the **SAT Customs Unit** field, choose the unit of measure from the **SAT Custom Units** table for foreign trade operations. + +To create Comercio Exterior Complement: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Sales Invoices**, and then choose the related link. +2. Create a sales invoice with all details ready for export. +3. In the **CFDI Export Code** field, choose a value related to your type of export. Validation of this field sets values on the **Foreign Trade** FastTab, but you can change it. For example, if the **CFDI Export Code** contains **04** as a value. The **Foreign Trade** is also used for **Carta Porte Complement**. +4. If you configure a foreign trade invoice, you must fill in the following fields. + + |Field|Description| + |------------------------------------|---------------------------------------| + |**Transit-to Location**|Specifies the customer’s location with their address and postal code.| + |**SAT International Trade Terms (Incoterms)**|You can specify one of the options from the new Incoterms catalog.| + |**Exchange Rate USD (reversed value for Currency Factor)**|This value is assigned from the **USD Currency Code** exchange rates. You can change this value if needed.| + +5. After posting the document and getting a stamp, you will get an XML file with the Comercio Exterior Complement. + +> [!NOTE] +> If you want to create an invoice for foreign trade, the **CFDI Export Code** field must be different from **01** because that value is used for domestic invoices only. + ## See Also [Set Up Electronic Invoicing](how-to-set-up-electronic-invoicing.md) diff --git a/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md b/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md index f60440c743..9a18d62f79 100644 --- a/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md +++ b/business-central/LocalFunctionality/UnitedKingdom/making-tax-digital-submit-vat-return.md @@ -18,7 +18,7 @@ Her Majesty's Revenue and Customs (HMRC) has implemented the first steps of *Mak * Keeping records digitally - Businesses must now keep all their records digitally. For users of finance systems, such as [!INCLUDE [prod_short](../../includes/prod_short.md)], this requirement will not have any impact since they already keep their records digitally in these systems. + Businesses must now keep all their records digitally. For users of finance systems, such as [!INCLUDE [prod_short](../../includes/prod_short.md)], this requirement is already met because they already keep their records digitally. * Submit VAT return electronically using [software recognized by HMRC](https://www.gov.uk/guidance/software-for-sending-income-tax-updates). Since 2021, the electronic statements must also include information that helps prevent fraud. For more information, see [Send Fraud Prevention Data](fraud-prevention-data.md). @@ -27,7 +27,7 @@ Since 2021, the electronic statements must also include information that helps p ## Making Tax Digital for VAT capabilities in Dynamics 365 Business Central -In [!INCLUDE[prod_short](../../includes/prod_short.md)] you can use the VAT Return report for creating VAT reports. The Making Tax Digital VAT features extend this capability to communicate with HMRC. For example, the Making Tax Digital VAT extension lets you: +In [!INCLUDE[prod_short](../../includes/prod_short.md)], you can use the VAT Return report for creating VAT reports. The Making Tax Digital VAT features extend this capability to communicate with HMRC. For example, the Making Tax Digital VAT extension lets you: * Retrieve VAT obligations from HMRC * Get reminded about VAT obligations that are approaching or already past due @@ -41,18 +41,14 @@ In [!INCLUDE[prod_short](../../includes/prod_short.md)] you can use the VAT Retu The *Making Tax Digital* integration uses a service connection to communicate with HMRC. To make it easy to establish communications, [!INCLUDE[prod_short](../../includes/prod_short.md)] provides the **HMRC VAT Setup** service connection, which contains most of the information needed to communicate with HMRC. To finish the connection, you must give the **Dynamics 365 Business Central MTD VAT** application the authority to interact with HMRC on your behalf. Microsoft manages the **Dynamics 365 Business Central MTD VAT** application on the HMRC web site, and the application is a requirement for the connection. You give permission by requesting an authorization code from HMRC, and then copying the code to the service connection. The following steps describe how to set up the service connection. > [!NOTE] -> If you are using [!INCLUDE [prod_short](../../includes/prod_short.md)] on-premises, there are some additional steps to set up the features for Making Tax Digital. In [!INCLUDE [prod_short](../../includes/prod_short.md)] online, these happen automatically. For more information, see the [Additional Setup Requirements for On-Premises Versions](#additional-setup-requirements-for-on-premises-versions) section. +> The following procedure describes the steps to set up Making Tax Digital in [!INCLUDE [prod_short](../../includes/prod_short.md)] online. If you're using [!INCLUDE [prod_short](../../includes/prod_short.md)] on-premises, there are some additional steps. For more information, see the [Setup requirements for on-premises versions](#setup-requirements-for-on-premises-versions) section before you start to set up the service connection. 1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Service Connections**, and then choose the related link. 2. On the **Service Connections** page, choose **HMRC VAT Setup**. - - > [!NOTE] - > If you use [!INCLUDE[prod_short](../../includes/prod_short.md)] on-premises, you must also provide a client ID and client secret. If you are not sure what these are, contact your partner. - 3. To open a GOV.UK website and request an authorization code, choose **Process**, then **Request Authorization Code**, and then choose **Continue**. 4. Sign in with your HMRC credentials. To allow the **Dynamics 365 Business Central MTD VAT** application to interact with HMRC on your behalf, choose **Grant authority**. 5. A confirmation page displays "Authorization granted" and an authorization code. To copy the authorization code, choose **Copy**. -6. Return to the service connection you are setting up, and paste the authorization code in the **Enter Authorization Code** field. Then choose **Enter**. Note, that the authorization code is valid for 10 minutes and must be entered into [!INCLUDE[prod_short](../../includes/prod_short.md)] before expiry in order to set up the connection correctly. +6. Return to the service connection you are setting up, and paste the authorization code in the **Enter Authorization Code** field. Then choose **Enter**. Note that the authorization code is valid for 10 minutes. To set up the connection, you must enter the code in [!INCLUDE[prod_short](../../includes/prod_short.md)] before it expires. > [!NOTE] > [!INCLUDE[prod_short](../../includes/prod_short.md)] will use the authorization code to test whether the service connection can communicate with HMRC. If the connection is successful, a confirmation page prompts you to verify your VAT registration number. To open the **Company Information** page and verify the number is correct, and the one you have used to register with HMRC, choose **Yes**. @@ -62,7 +58,7 @@ You must also fill in the fields on the **VAT Report Setup** page. [!INCLUDE [to > [!IMPORTANT] > Starting in March 2022, the **User IP Address Service** must specify an endpoint for the service that your company uses to extract and submit the IP address of the user who sends the VAT report. For more information, see [IP addresses](fraud-prevention-data.md#ip-addresses). -### Additional setup requirements for on-premises versions +### Setup requirements for on-premises versions 1. You must add a VAT report configuration on the **VAT Reports Configuration** page. @@ -83,6 +79,12 @@ You must also fill in the fields on the **VAT Report Setup** page. [!INCLUDE [to e. Optional: If you want to automatically update the information about VAT obligations, specify how often to do so in the **Update Period Job Frequency** field, and then specify codeunit **10535** in the **Auto Receive Codeunit ID** field. f. Fill in the remaining fields as necessary. [!INCLUDE[tooltip-inline-tip](../../includes/tooltip-inline-tip_md.md)] +3. Create an application registration for Business Central in Azure portal. For more information, see [Registering Business Central On-Premises in Azure AD for Integrating with Other Services](/dynamics365/business-central/dev-itpro/administration/register-app-azure). When you set up the service connection in [!INCLUDE [prod_short](../../includes/prod_short.md)], you'll need the following information from the registration: + + * Client ID + * Client Secret + * Redirect URL + ## VAT obligations HMRC maintains a list of VAT obligations for companies, which are the periods for which they must report VAT and the due date for the report. HMRC exposes this information through their APIs, which enables [!INCLUDE[prod_short](../../includes/prod_short.md)] to retrieve the obligations. [!INCLUDE[prod_short](../../includes/prod_short.md)] stores VAT obligations as **VAT Return Periods**, and uses them to: @@ -103,7 +105,7 @@ The VAT obligations are now retrieved from HMRC and you can view them on the **V ## VAT Returns -Use this report to submit VAT for sales and purchase documents, such as purchase and sales orders, invoices, and credit memos. +Use this report to submit VAT for sales and purchase documents. For example, purchase and sales orders, invoices, and credit memos. ### To create and submit a VAT return @@ -151,10 +153,10 @@ This integration to HMRC and support of Making Tax Digital for VAT does not incl * Group VAT scenarios - If your [!INCLUDE[prod_short](../../includes/prod_short.md)] submits VAT on behalf of a group of companies that share a VAT registration number (Group VAT), there is no built in mechanism for retrieving VAT entries from other companies in the group. There are currently no plans to support Group VAT, and we refer to Microsoft partners to add this functionality. + If you submit VAT on behalf of a group of companies that share a VAT registration number (Group VAT), there isn't a built-in way to retrieve VAT entries from companies in the group. There are currently no plans to support Group VAT, and we refer to Microsoft partners to add this functionality. * Agent services - Agents can submit VAT returns on behalf of their customers and HMRC has solutions for that. This is currently not supported by [!INCLUDE[prod_short](../../includes/prod_short.md)]. + Agents can submit VAT returns on behalf of their customers, and HMRC has agent services. [!INCLUDE[prod_short](../../includes/prod_short.md)] does not support agent services. ## Connection errors with HMRC @@ -164,7 +166,7 @@ If you experience "The operation has timed out" errors on an on-premises install Due to a limitation at HMRC, it is not possible to send test submissions of VAT Returns and test the integration in non-production scenarios. You can only send real VAT returns. -Certain online documentation at HMRC refers to the term *Sandbox*. This term refers to an environment for software developers such as Microsoft and others for testing their features during development. This environment is not intended for customer testing, and it is unrelated to [!INCLUDE[prod_short](../../includes/prod_short.md)] sandboxes. +Some online documentation at HMRC uses the term *Sandbox*. A sandbox is an environment that software developers, such as Microsoft and others, can use to test features during development. This environment is not intended for customer testing, and it isn't related to [!INCLUDE[prod_short](../../includes/prod_short.md)] sandboxes. ## See also diff --git a/business-central/across-field-mapping-when-importing-sepa-camt-files.md b/business-central/across-field-mapping-when-importing-sepa-camt-files.md index 417473dde2..aed640dccf 100644 --- a/business-central/across-field-mapping-when-importing-sepa-camt-files.md +++ b/business-central/across-field-mapping-when-importing-sepa-camt-files.md @@ -1,22 +1,20 @@ --- - title: Field Mapping When Importing SEPA CAMT Files | Microsoft Docs - description: In European markets, you can import bank statement files in the regional SEPA standards (Single Euro Payments Area). - author: SorenGP - - - ms.topic: conceptual - ms.devlang: na - ms.tgt_pltfrm: na - ms.workload: na - ms.search.keywords: - ms.date: 04/01/2021 - ms.author: edupont +title: Field Mapping When Importing SEPA CAMT Files | Microsoft Docs +description: In European markets, you can import bank statement files in the regional SEPA standards (Single Euro Payments Area). +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: conceptual +ms.date: 01/06/2023 +ms.custom: bap-template --- # Field Mapping When Importing SEPA CAMT Files + [!INCLUDE[prod_short](includes/prod_short.md)] supports the regional SEPA standards (Single Euro Payments Area) for importing SEPA bank statements (CAMT format). For more information, see [Use the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md). - The SEPA CAMT standard itself has local variations. Therefore, you may have to modify the generic data exchange definition (represented by the **SEPA CAMT** code on the **Posting Exchange Definitions** page) to adapt it to a local variation of the standard. The following tables show the element-to-field mapping for tables 81, 273, and 274 in the SEPA CAMT implementation in [!INCLUDE[prod_short](includes/prod_short.md)]. + The SEPA CAMT standard itself has local variations. Therefore, you may have to modify the generic data exchange definition (represented by the **SEPA CAMT** code on the **Data Exchange Definitions** page) to adapt it to a local variation of the standard. The following tables show the element-to-field mapping for tables 81, 273, and 274 in the SEPA CAMT implementation in [!INCLUDE[prod_short](includes/prod_short.md)]. For information about creating or adjusting a data exchange definition, see [Set Up Data Exchange Definitions](across-how-to-set-up-data-exchange-definitions.md). @@ -59,9 +57,10 @@ > In an import of CAMT bank statements, [!INCLUDE[prod_short](includes/prod_short.md)] expects each transaction to be unique, which means that the **Transaction ID** field that comes from the *Stmt/Ntry/NtryDtls/TxDtls/Refs/EndToEndId* tag in the CAMT file, must be unique within the open bank account reconciliation. If the information is not present, [!INCLUDE[prod_short](includes/prod_short.md)] ignores the payment. If an earlier bank reconciliation on the same bank account was posted with the same transaction ID as on the current import, the current transaction will not automatically reconcile but can still be imported. ## See Also + [Setting Up Data Exchange](across-set-up-data-exchange.md) [Exchanging Data Electronically](across-data-exchange.md) -[Use the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md) +[Use the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md) [Use XML Schemas to Prepare Data Exchange Definitions](across-how-to-use-xml-schemas-to-prepare-data-exchange-definitions.md) [Reconcile Payments Using Automatic Application](receivables-how-reconcile-payments-auto-application.md) diff --git a/business-central/across-work-with-excel.md b/business-central/across-work-with-excel.md index ec46e1b8ec..e07eebb33a 100644 --- a/business-central/across-work-with-excel.md +++ b/business-central/across-work-with-excel.md @@ -6,7 +6,7 @@ author: jswymer ms.topic: conceptual ms.devlang: na ms.tgt_pltfrm: na -ms.workload: na +ms.search.form: 1480 ms.search.keywords: accountant, accounting, financial report ms.date: 04/01/2021 ms.author: jswymer diff --git a/business-central/admin-deploy-excel-addin.md b/business-central/admin-deploy-excel-addin.md index 9d735842c3..f9e60e642c 100644 --- a/business-central/admin-deploy-excel-addin.md +++ b/business-central/admin-deploy-excel-addin.md @@ -6,7 +6,7 @@ author: jswymer ms.topic: conceptual ms.devlang: na ms.tgt_pltfrm: na -ms.workload: na +ms.search.form: 1480 ms.search.keywords: Excel, add-in, centralized deployment, M365 admin center, individual acquisition, appsource ms.date: 10/07/2021 ms.author: jswymer diff --git a/business-central/admin-how-setup-email.md b/business-central/admin-how-setup-email.md index ba1ee55ab2..d912ef715f 100644 --- a/business-central/admin-how-setup-email.md +++ b/business-central/admin-how-setup-email.md @@ -121,11 +121,9 @@ There are two ways to specify the limit: * When you use the Set Up Email assisted setup guide to create a new account, specify the limit in the **Rate limit per minute** field. * For existing email accounts, specify the limit in the **Email rate limit** field on the account. - - ## Set up reusable email texts and layouts -You can use reports to include key information from sales, purchase, and service documents in texts for emails. This procedure describes how to set up the **Sales - Invoice** report for posted sales invoices, but the process is similar for other reports. +You can use reports to include key information from sales, purchase, and service documents in texts for emails. Report layouts define the style and the content of the text in the email. For example, the content might include texts such as a greeting or instructions that precede the document information. This procedure describes how to set up the **Sales - Invoice** report for posted sales invoices, but the process is similar for other reports. > [!NOTE] > To use the layout to create content for email messages, you must use the Word file type for your layout. @@ -133,11 +131,11 @@ You can use reports to include key information from sales, purchase, and service 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Report Selections - Sales**, and then choose the related link. 2. On the **Report Selection - Sales** page, in the **Usage** field, select **Invoice**. 3. On a new line, in the **Report ID** field, select, for example, standard report 1306. -4. Select the **Use for Email Body** check box. +4. Select the **Use for Email Body** checkbox. 5. Choose the **Email Body Layout Description** field, and then select a layout from the list. - - Report layouts define the style and the content of the text in the email. For example, the content might include texts such as a greeting or instructions that precede the document information. If your organization has many layouts, you can choose **Select from full list** to access all available report layouts. -6. To view or edit the layout that the email text is based on, select the layout on the **Custom Report Layouts** page, and then choose the **Update Layout** action. +6. To view or edit the layout that the email text is based on, select the layout on the **Custom Report Layouts** page, and then choose the **Export Layout** action. If you customize the layout, use the **Import Layout** action to upload the new layout. + > [!NOTE] + > To customize a standard report layout, such as 1306, you must make a copy of the report. [!INCLUDE [prod_short](includes/prod_short.md)] will help you create a copy when you import a custom layout for a standard report. The name of your new custom report layout will be prefixed with "Copy of." 7. If you want to let customers use a payment service, such as PayPal, you'll need to set up the service. Afterward, the PayPal information and link are inserted in the email text. For more information, see [Enable Customer Payments Through PayPal](sales-how-enable-payment-service-extensions.md). 8. Choose the **OK** button. @@ -196,7 +194,12 @@ Next, you connect [!INCLUDE[prod_short](includes/prod_short.md)] with Exchange O ### Create an app registration for Business Central in Azure portal -The steps to register [!INCLUDE[prod_short](includes/prod_short.md)] in Azure portal are described in [Register an application in Azure Active Directory](/dynamics365/business-central/dev-itpro/administration/register-app-azure#register-an-application-in-azure-active-directory). The settings that are specific to the email capabilities are the delegated permissions that you grant to your app registration. The following table lists the minimum permissions. +The steps to register [!INCLUDE[prod_short](includes/prod_short.md)] in Azure portal are described in [Register an application in Azure Active Directory](/dynamics365/business-central/dev-itpro/administration/register-app-azure#register-an-application-in-azure-active-directory). + +> [!NOTE] +> To use the email features, your app registration must use a multi-tenant configuration. + +The settings that are specific to the email capabilities are the delegated permissions that you grant to your app registration. The following table lists the minimum permissions. |API / Permission Name |Type |Description | |---------|---------|---------| diff --git a/business-central/admin-setup-and-administration.md b/business-central/admin-setup-and-administration.md index 65535293ad..ed828e99ec 100644 --- a/business-central/admin-setup-and-administration.md +++ b/business-central/admin-setup-and-administration.md @@ -1,17 +1,13 @@ --- title: Administrative tasks in Business Central description: Some tasks in Business Central requires central administration and setup. See what they are and learn what to do. -author: SorenGP - - +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bholtorf +ms.service: dynamics365-business-central ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na -ms.search.keywords: -ms.date: 07/23/2021 -ms.author: edupont - +ms.date: 01/11/2023 +ms.custom: bap-template --- # Administration Tasks @@ -55,7 +51,7 @@ Internal and delegated admins have access to the [!INCLUDE [prod_short](includes |------------|-------------| |Learn about the tools that are available to you to help you troubleshoot.|[Technical Support](/dynamics365/business-central/dev-itpro/technical-support)| |Monitor usage and troubleshoot sessions|[Environment Telemetry in the Business Central administration center](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-telemetry)| -|Manage user sessions, including canceling a session if the user is blocked.|[Manage Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-environments#managing-sessions)| +|Manage user sessions, including canceling a session if the user is blocked.|[Manage Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-manage-sessions)| |Configure the tenant to send telemetry data to Azure Application Insights for better analysis and troubleshooting.|[Enable Sending Telemetry to Application Insights](/dynamics365/business-central/dev-itpro/administration/telemetry-enable-application-insights)| ## See related [Microsoft training](/training/paths/deploy-configure-dynamics-365-business-central/) diff --git a/business-central/admin-users-profiles-roles.md b/business-central/admin-users-profiles-roles.md index 39b36e112b..23e7955aa1 100644 --- a/business-central/admin-users-profiles-roles.md +++ b/business-central/admin-users-profiles-roles.md @@ -1,28 +1,41 @@ --- + title: Manage users and roles description: Learn how to manage user profiles and Role Centers in Business Central. Profiles allow administrators to centrally define and manage what users can see and do. -author: SorenGP - - -ms.topic: conceptual -ms.search.keywords: profiles, users +author: brentholtorf +ms.author: bholtorf +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 01/11/2023 +ms.custom: bap-template ms.search.form: 9171 -ms.date: 06/14/2021 -ms.author: edupont - --- # Manage User Profiles -All users of [!INCLUDE[prod_short](includes/prod_short.md)] are assigned a profile that reflects their business role, the department they work in, or another categorization. Profiles allow administrators to define and manage centrally what different user types can see and do in the user interface so they can perform their business tasks efficiently. +Assign all users to profiles that reflect: + +* Their business role +* The department they work in +* Another type of categorization + +Profiles allow administrators to centrally define and manage what different types of users can access in [!INCLUDE[prod_short](includes/prod_short.md)]. > [!NOTE] > The typical business use of a profile is a role. A profile is therefore named *Profile (Role)* in the UI. -As an administrator, you create and manage profiles on the **Profiles (Roles)** page. Each profile has a card where you manage various settings for the related role, such as the role name, the user settings, and which Role Center the profile uses. For more information about user settings and Role Centers, see [Change Basic Settings](ui-change-basic-settings.md). +As an administrator, you create and manage profiles on the **Profiles (Roles)** page. Each profile has a card where you manage settings for the related role. For example, the card contains the following information: + +* Name of the role +* User settings +* The Role Center that the profile uses + +For more information about user settings and Role Centers, see [Change Basic Settings](ui-change-basic-settings.md). -Before you can administrate users' profiles, the users must be created and added, through the Microsoft 365 Admin Center. Then you can assign permissions to each user or user group to define which features they are allowed to view and/or edit. For more information, see [Assign Permissions to Users and Groups](ui-define-granular-permissions.md). +Before you can manage user profiles, you must create and add the users through the Microsoft 365 Admin Center. You can then assign permissions to each user or user group. Permissions define the features that users can access. For more information, see [Assign Permissions to Users and Groups](ui-define-granular-permissions.md). ## Page Customization + You can customize page layouts for a profile so that all users assigned the profile will see the customized pages. As an administrator, you customize pages by using the same functionality as users do when they personalize. For more information, see [Customize Pages for Profiles](ui-personalization-manage.md). ## To create a profile @@ -37,6 +50,7 @@ If you cannot copy an existing profile, you can create a new one manually. > If you want a particular profile to be available only for very specific users, you can set the **Description** field to `Navigation menu only.`. This way, the profile is excluded from the list of available roles in **My Settings**. ## To copy a profile + To save time, you can create a new profile by copying an existing one. Copy one that has similar settings to the one you want to create. > [!NOTE] @@ -47,12 +61,14 @@ To save time, you can create a new profile by copying an existing one. Copy one 3. On the **Profiles (Roles)** page, open the newly created profile card, and then edit other fields as necessary. ## To edit a profile + You can edit a profile by changing the fields on the **Profile (Role)** page. However, the changes will not be visible to user assigned the profile until they sign out and back in. > [!Caution] > Do not rename a profile while users assigned the profile are signed in as users may experience that the product freezes and must be restarted. ## To assign a profile to a user + Users can assign themselves a role (representing a profile) by choosing the **Role** field on the **My Settings** page. As an administrator, you can do the same through the **Profiles (Roles)** page. 1. On the **Profiles (Roles)** page, select the profile that you want to assign, and then choose the **User Personalization List** action. @@ -63,9 +79,10 @@ Users can assign themselves a role (representing a profile) by choosing the **Ro > If you assign another profile to a user, any personalizations made by the user with the previous profile are preserved. ## To define user settings for a profile + On the **My Settings** page, users can define basic behavior of their account, such as the Role Center, the language, and which notifications they get. For more information, see [Change Basic Settings](ui-change-basic-settings.md). -As an administrator, you can define these setting for a profile and thereby apply the settings to all users of the related role. +As an administrator, you can define settings for a profile. The settings will apply to all users assigned to the role. 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Profiles (Roles)**, and then choose the related link. 2. Select the line for the profile that you want to change user settings for, and then choose the **User Personalizations List** action. @@ -73,22 +90,26 @@ As an administrator, you can define these setting for a profile and thereby appl 4. On the **User Personalization Card** page, edit the fields as necessary. ## To activate a profile -When a profile is created, you can select different check boxes that define if, where, and how the profile and its information is made available to users. -* On the **Profile (Role)** page, select the following check boxes: - - **Enabled** to specify if the related role is visible in the **Available Roles** page for users to choose from. - - **Use as default profile** to specify the profile that applies to users who are not assigned a specific role. - - **Disable personalization** to specify if users of the related role can personalize their workspace. - - **Show in Role Explorer** to specify if actions to business features included in the profile are shown in the extended view of the role explorer, a feature overview. For more information, see [Finding Pages with the Role Explorer](ui-role-explorer.md). +When you create a profile, you can define if, where, and how the profile and its information are available to users. + +On the **Profile (Role)** page, select the following checkboxes: + +* **Enabled** to specify if the related role is visible in the **Available Roles** page for users to choose from. +* **Use as default profile** to specify the profile that applies to users who are not assigned a specific role. +* **Disable personalization** to specify if users of the related role can personalize their workspace. +* **Show in Role Explorer** to specify if actions to business features included in the profile are shown in the extended view of the role explorer, a feature overview. For more information, see [Finding Pages with the Role Explorer](ui-role-explorer.md). ## To export profiles -You can export profiles from [!INCLUDE[prod_short](includes/prod_short.md)], for example to reuse them in another tenant. The profiles are exported to a zip file containing .al files that can be reused to develop extensions. For more information, see [Use the Client to Create Profiles and Page Customizations](/dynamics365/business-central/dev-itpro/developer/devenv-design-profiles-using-client). + +You can export profiles from [!INCLUDE[prod_short](includes/prod_short.md)], for example to reuse them in another tenant. The profiles are exported to a zip file that contains AL files. You can reuse the AL files to develop extensions. For more information, see [Use the Client to Create Profiles and Page Customizations](/dynamics365/business-central/dev-itpro/developer/devenv-design-profiles-using-client). * On the **Profiles (Roles)** page, choose the **Export Profiles** action. -A zip file with the .al files for all profiles is exported. + This action exports a zip file that contains AL files for all profiles. ## To import profiles + You can import profiles that have been exported from [!INCLUDE[prod_short](includes/prod_short.md)]. The steps are more or less the opposite of the steps to export profiles. For more information, see [To export profiles](admin-users-profiles-roles.md#to-export-profiles). 1. On the **Profiles (Roles)** page, choose the **Import Profiles** action. @@ -97,17 +118,19 @@ You can import profiles that have been exported from [!INCLUDE[prod_short](inclu If you only want to import selected profiles, use the **Selected** check box to indicate which to import. 3. Choose the **Import selected** button. -A zip file with .al files for the selected profiles is imported. + This action imports a zip file that contains AL files for the selected profiles. ## To delete a profile + You can delete a profile by choosing the **Delete** action on the **Profiles (Roles)** page. However, the following limitations apply: -- You cannot delete a profile that is assigned to a user or a user group. -- You cannot delete profiles that originate from extensions. The extension must first be uninstalled. -- You can only delete one profile at a time. +* You cannot delete a profile that is assigned to a user or a user group. +*-* You cannot delete profiles that originate from extensions. The extension must first be uninstalled. +*-* You can only delete one profile at a time. ## To delete all personalizations made by a user -You can delete all changes that a user has made to pages that make up their workspace. This may be useful, for example, if an employee has changed role and no longer needs the personalizations. Deleting users' personalizations changes the page layout back to what is defined by the profile. + +You can delete all changes that a user has made to pages. Deleting changes can be useful, for example, if an employee has changed role and no longer needs them. Deletions revert the page layout back to what's defined by the profile. 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **User Personalizations**, and then choose the related link. @@ -121,7 +144,8 @@ The user will see the changes the next time they sign in. You can also delete all page customizations for a profile. For more information, see [To delete all customizations for a profile](ui-personalization-manage.md#to-delete-all-customizations-for-a-profile). ## To delete personalizations for specific pages -You can delete personalizations that one or more users have made to specific pages that make up their workspace. This may be useful, for example, if a changed business process means that a personalization must no longer be used by users. Deleting users' personalizations changes the page layout back to what is defined by the profile. + +You can delete personalizations that one or more users have made to specific pages. Deleting personalizations can be useful, for example, if a business process change means that a personalization can't be used. Deletions revert the page layout back to what's defined by the profile. 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **User Page Personalizations**, and then choose the related link. @@ -138,7 +162,7 @@ You can also delete individual page customizations for a profile. For more infor ## Managing user sessions -As the administrator of [!INCLUDE[prod_short](includes/prod_short.md)] online, you can manage user sessions in the administration center. For more information, see [Managing Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-environments#managing-sessions) in the administration content. +As the administrator of [!INCLUDE[prod_short](includes/prod_short.md)] online, you can manage user sessions in the administration center. For more information, see [Managing Sessions](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-manage-sessions) in the administration content. For [!INCLUDE[prod_short](includes/prod_short.md)] on-premises, you can manage sessions using SQL Server Management Studio, for example. For more information, see [SQL Server technical documentation](/sql/sql-server). diff --git a/business-central/finance-how-setup-report-intrastat.md b/business-central/finance-how-setup-report-intrastat.md index 980235f355..8adc2ab484 100644 --- a/business-central/finance-how-setup-report-intrastat.md +++ b/business-central/finance-how-setup-report-intrastat.md @@ -1,15 +1,15 @@ --- title: Set Up Intrastat Reporting description: Learn how to set up Intrastat reporting features to report trade with companies in other EU countries. -author: altotovi -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na +author: altotovi +ms.author: altotovi +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 12/20/2022 +ms.custom: bap-template ms.search.keywords: electronic document, Intrastat, trade, EU, European Union ms.search.form: 308, 309, 310, 311, 325, 326, 327, 328, 405, 406, 4810, 4811, 8451, 12202, 31077 -ms.date: 09/02/2022 -ms.author: altotovi --- # Set Up Intrastat Reporting @@ -127,7 +127,7 @@ To set mandatory fields and/or values on the **Intrastat Report** page: > [!NOTE] > When you open the **Filter Page** from the **Filter Expression** line, you can use all standard filter expressions related to the specific field you want to filter. > -> Be careful with setting up validation rules, as they can differ from country to country. +> Be careful when you set up validation rules. They can differ from country to country. ## Use custom codeunits in Intrastat reporting @@ -138,9 +138,9 @@ If you want to change how Intrastat works and the default configuration is not e 3. On the **VAT Report Type** field, choose the **Intrastat Report** option. 4. On the **VAT Report Version** field, specify the version of the report. 5. After that, you can add your codeunits for the following options: - a. On the **Suggest Lines Codeunit ID** field, specify the new codeunit for suggesting lines in the Intrastat report lines. - b. On the **Content Codeunit ID** field, specify the new codeunit for exporting data as a file using a Data Exchange Definition. - c. On the **Validate Codeunit ID** field, specify the new codeunits for validating results inside Intrastat report lines. + a. In the **Suggest Lines Codeunit ID** field, specify the new codeunit for suggesting lines in the Intrastat report lines. + b. In the **Content Codeunit ID** field, specify the new codeunit for exporting data as a file using a Data Exchange Definition. + c. In the **Validate Codeunit ID** field, specify the new codeunits for validating results inside Intrastat report lines. > [!IMPORTANT] > @@ -198,8 +198,8 @@ To set up all necessary information related to Intrastat on item cards: 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Items**, then choose the related link. 2. Select the item you want to configure. -3. Expand the **Costs & Posting** FastTab and fill the **Tariff No.**, **Supplementary Unit of Measure**, and **Country/Region of Origin Code** fields. -4. Expand the **Inventory** FastTab and enter the decimal value in the **Net Weight** field. +3. On the **Costs & Posting** FastTab, fill the **Tariff No.**, **Supplementary Unit of Measure**, and **Country/Region of Origin Code** fields. +4. On the **Inventory** FastTab, enter the decimal value in the **Net Weight** field. > [!NOTE] > You can use different units of measure as your supplementary unit of measure. If this is not the same as the **Base Unit of Measure**, you need to configure this unit of measure on the **Item Units of Measure** page. @@ -210,7 +210,7 @@ To set up all necessary information related to Intrastat on fixed assets cards: 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fixed Assets**, then choose the related link. 2. Select the fixed asset you want to configure. -3. Expand the **Intrastat** FastTab and fill the **Tariff No.**, **Net Weight**, and **Supplementary Unit of Measure** fields. +3. On the **Intrastat** FastTab, fill the **Tariff No.**, **Net Weight**, and **Supplementary Unit of Measure** fields. > [!NOTE] > You can use different units of measure as your supplementary unit of measure. But whatever **Unit of Measure Code** you choose, its **Quantity** in Intrastat reports will always be 1. @@ -222,7 +222,7 @@ Before using a vendor in Intrastat reporting, you must have a dedicated **Countr 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Vendors**, then choose the related link. 2. Select the vendor you want to configure. 3. On the **Intrastat** FastTab, you can set default values for the **Default Trans. Type**, **Default Trans. Type - Returns**, and **Default Transport Method** fields. -4. Expand the **Payments** FastTab, and choose the option in the **Intrastat Partner Type** field to specify if the vendor is a person or a company in Intrastat reporting. +4. On the **Payments** FastTab, in the **Intrastat Partner Type** field, specify whether the vendor is a person or a company. #### Customer cards @@ -231,7 +231,7 @@ Before using a customer in Intrastat reporting, you must have a dedicated **Coun 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Customers**, then choose the related link. 2. Select the customer you want to configure. 3. On the **Intrastat** FastTab, you can set default values for the **Default Trans. Type**, **Default Trans. Type - Returns**, and **Default Transport Method** fields. -4. Expand the **Payments** FastTab, and choose the option in the **Intrastat Partner Type** field to specify if the vendor is a person or a company in Intrastat reporting. +4. On the **Payments** FastTab, in the **Intrastat Partner Type** field, specify whether the vendor is a person or a company. #### Exclude items and fixed assets from Intrastat reporting @@ -241,19 +241,67 @@ If there is a reason for a specific item or fixed asset to be excluded from Intr 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Items**, then choose the related link. 2. Select the item you want to configure. -3. Expand the **Cost & Posting** FastTab, then select the **Exclude from Intrastat Report** field. +3. On the **Cost & Posting** FastTab, select the **Exclude from Intrastat Report** field. ##### Exclude a fixed asset from Intrastat reporting 1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Fixed Assets**, then choose the related link. 2. Select the fixed asset you want to configure. -3. Expand the **Intrastat** FastTab, then select the **Exclude from Intrastat Report** field. +3. On the **Intrastat** FastTab, select the **Exclude from Intrastat Report** field. ## Country-specific Intrastat setup - +The Intrastat requirements are similar in all member states of the EU, although there are important exceptions. In theory, the rules should be uniformly applied in all member states. However, there are differences in implementation because some member states provide guidelines on how to apply the general principles in the regulation in specific situations. For example, commercial samples, return of goods, and so on. These guidelines can produce different results for various situations in EU member states. Because of that, some countries have some extra specific information that's separate from other countries. They also use a different file format for reporting. + +### Austria + +Intrastat reporting in Austria requires two different files for receipts and shipments. To verify that your setup is correct, follow these steps: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intrastat Report Setup**, and then choose the related link. +2. O the **Reporting** FastTab, check whether **Split Receipts/Shipments Files** is selected. Related to that, you will find two separate **Data Exch. Def, Codes** configured. The **Zip File(-s)** field is also selected to ensure that report files will be added to zip file. + +The process of working with Intrastat Reports is the same as the global feature. + + + +### Czech Republic + +The new Intrastat Report experience for the Czech Republic will be available from 2023 release wave 1. In the meantime, you can continue to use the **Intrastat Journal** feature. + +### Finland + +In Finland, there are a few additional steps to set up Intrastat. Intrastat reporting in Finland requires two different files for receipts and shipments. Related to that, you will find two separate **Data Exch. Def, Codes** configured. + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intrastat Report Setup**, and then choose the related link. +2. On the **Intrastat Report Setup** page, on the **File Setup** FastTab, fill fields as described in the following table: + + |Field|Description| + |------------------------------------|---------------------------------------| + | **Custom Code**|Specifies a custom code for the Intrastat file setup information. | + | **Company Serial No.**|Specifies a company serial number for the Intrastat file setup information. | + +3. On the **Reporting** FastTab, check whether **Split Receipts/Shipments Files** is selected. + +The process of working with Intrastat Reports is the same as the global feature. + + + +### Italy + +New Intrastat Report experience for Italy will be available from February 2023. In a meantime, you can continue to use the **Intrastat Journal** feature. + + + +### Sweden + +Intrastat reporting in Sweden requires two different files for receipts and shipments. To verify that your setup is correct, follow these steps: + +1. Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Intrastat Report Setup**, and then choose the related link. +2. On the **Reporting** FastTab, check whether **Split Receipts/Shipments Files** is selected. Related to that, you will find two separate **Data Exch. Def, Codes** configured. + +The process of working with Intrastat Reports is the same as in global feature. -The Intrastat requirements are similar in all member states of the EU, although there are important exceptions. In theory, the rules should be uniformly applied in all member states. However, there are differences in implementation because some member states provide guidelines on how the general principles in the regulation should be applied in specific situations (for example, commercial samples, return of goods, etc.). These guidelines may produce different results for various situations in EU member states. Because of that, some countries have some extra specific information separate from other countries, and they also have a different file format for reporting. + ## See related training at [Microsoft Learn](/learn/modules/process-intrastat-dynamics-365-business-central/index). diff --git a/business-central/finance-how-setup-use-service-declaration.md b/business-central/finance-how-setup-use-service-declaration.md index 302da88807..2b4db850a0 100644 --- a/business-central/finance-how-setup-use-service-declaration.md +++ b/business-central/finance-how-setup-use-service-declaration.md @@ -1,15 +1,16 @@ --- + title: Set Up and Use the Service Declaration Extension description: Learn how to set up and use Service Declaration (Intrastat for Services) features to report service trade with companies in other EU countries. author: altotovi -ms.topic: conceptual -ms.devlang: na -ms.tgt_pltfrm: na -ms.workload: na +ms.author: altotovi +ms.reviewer: bholtorf +ms.service: dynamics365-business-central +ms.topic: how-to +ms.date: 12/21/2022 +ms.custom: bap-template ms.search.keywords: electronic document, Intrastat, trade, EU, service, declaration, ms.search.form: 30, 76, 5010, 5022, 5023, 5024, 5800 -ms.date: 11/23/2022 -ms.author: altotovi --- # The Service Declaration Extension @@ -146,14 +147,14 @@ Grouping required by authorities will be provided in the exported file. You must ### Using services in document lines -When you create a purchase or sales invoice, you'll find two fields related to service declarations on their lines. Both fields are filled in with the default values from your item, resource, or item charge set ups. +When you create a purchase, sales, or service invoice, you'll find two fields related to service declarations on their lines. Both fields are filled in with the default values from your item, resource, or item charge set ups. - **Service Transaction Type Code** - Specifies the code for a service transaction type. - **Applicable For Service Declaration** - Specifies whether an item or resource is applicable for a service declaration. You can change the values in these fields, but if you select the **Applicable For Service Declaration** field, you must specify a value in the **Service Transaction Type Code** field. If you don't, you can't post the document. -If you specify a value in the **Service Transaction Type Code** field but don’t select the **Applicable For Service Declaration** field, you can post the document but the line won't be calculated when you do. +If you specify a value in the **Service Transaction Type Code** field but don’t select the **Applicable For Service Declaration** field, you can post the document, but the line won't be calculated when you do. ## See related training at [Microsoft Learn](/learn/modules/process-intrastat-dynamics-365-business-central/index). diff --git a/business-central/shopify/synchronize-customers.md b/business-central/shopify/synchronize-customers.md index 2c70b8e68b..1785ab4cb6 100644 --- a/business-central/shopify/synchronize-customers.md +++ b/business-central/shopify/synchronize-customers.md @@ -12,21 +12,21 @@ ms.reviewer: solsen # Synchronize Customers -When an order is imported from Shopify, getting the information about the customer is essential for further processing the document in [!INCLUDE[prod_short](../includes/prod_short.md)]. These are the two main options for doing so and their combinations: +When an order is imported from Shopify, getting the information about the customer is essential for further processing the document in [!INCLUDE[prod_short](../includes/prod_short.md)]. There are two main options for doing so and their combinations: * Use a special customer for all orders. * Import the actual customer information from Shopify. This option is also available when you export customers to Shopify from [!INCLUDE[prod_short](../includes/prod_short.md)] first. ## Important settings when importing customers from Shopify -Whether you import customers from Shopify in bulk or at the same time as you import orders, the following settings let you manage the process: +Whether you import customers from Shopify in bulk or when you import orders, use the following settings to manage the process: |Field|Description| |------|-----------| |**Customer Import from Shopify**|Select **All Customers** if you plan to import customers from Shopify in bulk; either manually using the **Sync Customers** action or via the job queue for recurring updates. Regardless of the selection, the customer information will always be imported together with the order. However, the use of this information depends on the **Shopify Customer Templates** and settings in the **Customer Mapping Type** field.| |**Customer Mapping Type**|Define how you want the connector to perform the mapping.
- **By Email/Phone** if you want the connector to map the imported Shopify customer to an existing customer in [!INCLUDE[prod_short](../includes/prod_short.md)] using email and phone.
- **By Bill-to Info** if you want the connector to use the address of the invoice recipient to map the imported Shopify customer to an existing customer in [!INCLUDE[prod_short](../includes/prod_short.md)].
- Select **Always Take the Default Customer** if you want the system to use a customer from the **Default Customer No.** field. | |**Shopify Can Update Customers**| Select this field if you want the connector to update the customers it finds when either of the **By Email/Phone** or **By Bill-to Info** options are selected in the **Customer Mapping Type** field.| -|**Auto Create Unknown Customers**| Select this field if you want the connector to create missing customers when the **By Email/Phone** or **By Bill-to Info** options are selected in the **Customer Mapping Type** field. A new customer will be created using imported data and the **Customer Template Code** defined on the **Shopify Shop Card** or **Shopify Customer Template** pages. Notice that the Shopify customer must have at least one address. If this option isn't enabled, you'll need to create a customer manually and link it to the Shopify customer. You can always initiate the creation of a customer manually from the **Shopify Order** page.| +|**Auto Create Unknown Customers**| Select this field if you want the connector to create missing customers when the **By Email/Phone** or **By Bill-to Info** options are selected in the **Customer Mapping Type** field. A new customer will be created using imported data and the **Customer Template Code** defined on the **Shopify Shop Card** or **Shopify Customer Template** pages. Notice that the Shopify customer must have at least one address. Orders created via Shopify POS sales channel are often missing address details. If this option isn't enabled, you'll need to create a customer manually and link it to the Shopify customer.| |**Customer Template Code**|This field is used together with **Auto Create Unknown Customers**.
- Choose the default template to be used for automatically created customers. Make sure that the selected template contains the mandatory fields, such as the **Gen. Business Posting Group**, **Customer Posting Group**, and value-added tax (VAT)- or tax-related fields.
- You can define templates per country/region on the **Shopify Customer Templates** page, which is useful for proper tax calculation.
- Learn more at [Set up Taxes](setup-taxes.md).| ### Customer template per country @@ -49,8 +49,8 @@ You can export existing customers to Shopify in bulk. In each case, a customer a |Field|Description| |------|-----------| -|**Export customers to Shopify**|Select this if you plan to export all customers from [!INCLUDE[prod_short](../includes/prod_short.md)] to Shopify in bulk. You can do it either manually, using the **Sync Customers** action, or automatically, using a job queue for recurring updates.
When exporting customers with addresses that include provinces/states, make sure that **ISO Code** is filled in for countries/regions.| -|**Can update Shopify Customers**|This is used together with the **Export customer to Shopify** setting. Enable it if you want to generate updates later from [!INCLUDE[prod_short](../includes/prod_short.md)] for customers that already exist in Shopify.| +|**Export customers to Shopify**|Select this option if you plan to export all customers from [!INCLUDE[prod_short](../includes/prod_short.md)] to Shopify in bulk. You can do it either manually, using the **Sync Customers** action, or automatically, using a job queue for recurring updates.
When exporting customers with addresses that include provinces/states, make sure that **ISO Code** is filled in for countries/regions.| +|**Can update Shopify Customers**|This option works together with the **Export customer to Shopify** setting. Enable this option if you want to generate updates later from [!INCLUDE[prod_short](../includes/prod_short.md)] for customers that already exist in Shopify.| The following are requirements for exporting a customer: @@ -67,22 +67,22 @@ After you've created the customers in Shopify, you can send them direct invitati ### Populate customer information in Shopify -A customer in Shopify has a first name, last name, email, and/or phone number. You can enter the first and last names from the customer card in [!INCLUDE[prod_short](../includes/prod_short.md)]. +A customer in Shopify has a first name, family name, email, and/or phone number. You can enter first and family names from the customer card in [!INCLUDE[prod_short](../includes/prod_short.md)]. |Priority|Field in the customer card|Description| |------|------|-----------| |1|**Contact Name**|Highest priority, if the **Contact Name** field is filled and the **Contact Source** field in the **Shopify Shop Card** contains either the *First Name and Last Name* or *Last Name and First Name* option to define how to split the values.| -|2|**Name 2**|If the **Name 2** field is filled and the **Name 2 Source** field in the **Shopify Shop Card** contains either the *First Name and Last Name* or *Last Name and First Name* option to define how to split the values.| +|2|**Name 2**|If the **Name 2** field is filled in and the **Name 2 Source** field in the **Shopify Shop Card** contains either the *First Name and Last Name* or *Last Name and First Name* option to define how to split the values.| |3|**Name**|Lowest priority, if the **Name** field is filled and the **Name Source** field in the **Shopify Shop Card** contains either the *First Name and Last Name* or *Last Name and First Name* options to define how to split the values.| -A customer in Shopify also has a default address, which might contain a company and address in addition to their first name, last name, email, and/or phone. You can populate the **Company** field based on data from the customer card in [!INCLUDE[prod_short](../includes/prod_short.md)]. +A customer in Shopify also has a default address. The address might contain a company and address in addition to their first name, family name, email, and/or phone number. You can populate the **Company** field based on data from the customer card in [!INCLUDE[prod_short](../includes/prod_short.md)]. |Priority|Field in the customer card|Description| |------|------|-----------| |1|**Name**|Highest priority, if the **Name Source** field in the **Shopify Shop Card** contains *Company Name*.| |2|**Name 2**|Lowest priority, if the **Name 2 Source** field in the **Shopify Shop Card** contains *Company Name*.| -For addresses where the country/province is used, select *Code* or *Name* in the **Country Source** field in the **Shopify Shop Card**. This specifies the type of data stored in [!INCLUDE[prod_short](../includes/prod_short.md)] in the **Country** field. +For addresses where the country/province is used, select *Code* or *Name* in the **Country Source** field in the **Shopify Shop Card**. The code or name specifies the type of data stored in [!INCLUDE[prod_short](../includes/prod_short.md)] in the **Country** field. ## Sync customers diff --git a/business-central/shopify/synchronize-items.md b/business-central/shopify/synchronize-items.md index c2aafd5854..0322d2e0e8 100644 --- a/business-central/shopify/synchronize-items.md +++ b/business-central/shopify/synchronize-items.md @@ -30,20 +30,20 @@ A third scenario is to manage data in Shopify but import those items in bulk to |Option|Description| |------|-----------| -|**Blank**| Products are imported together with the importing of orders. Products are exported to Shopify if a user runs the **Add Item** action from the **Shopify Products** page. This is the default process.| +|**Blank**| Products are imported together with the importing of orders. Products are exported to Shopify if a user runs the **Add Item** action from the **Shopify Products** page. This option is the default process.| |**To Shopify**| Select this option if, after the initial sync is triggered by the **Add Item** action, you plan to update products manually using the **Sync Product** action or using the job queue for recurring updates. Remember to enable the **Can Update Shopify Product** field. If it's not enabled, it equals the **Blank** (default process) option. Learn more in the [Export items to Shopify](synchronize-items.md#export-items-to-shopify) section.| |**From Shopify**| Choose this option if you plan to import products from Shopify in bulk, either manually using the **Sync Product** action or using the job queue for recurring updates. Learn more in the [Import items from Shopify](synchronize-items.md#import-items-from-shopify) section.| ## Import items from Shopify -First, import items either in bulk from Shopify or together with orders to add them to the **Shopify Product** and **Shopify Variant** tables. Then map imported products and variants to items and variants in [!INCLUDEprod_short]. Manage the process using the following settings: +First, import items either in bulk from Shopify or together with orders to add them to the **Shopify Product** and **Shopify Variant** tables. Then map imported products and variants to items and variants in [!INCLUDE[prod_short](../includes/prod_short.md)]. Manage the process using the following settings: |Field|Description| |------|-----------| |**Auto create unknown items**|When Shopify products and variants are imported into [!INCLUDE[prod_short](../includes/prod_short.md)], the [!INCLUDE[prod_short](../includes/prod_short.md)] function first tries to find the matching record in the item list. **SKU Mapping** impacts how the matching is performed and creates a new item and/or item variant. Enable this option if you want to create a new item or when a matching record doesn't exist. The new item is created using imported data and the **Item Template Code**. If this option isn't enabled, you'll need to create an item manually and use the **Map Product** action on the **Shopify Products** page.| -|**Item Template Code**|Use this with the **Auto create unknown items** toggle.
Choose the template you want to use for automatically created items.| +|**Item Template Code**|Use this field with the **Auto create unknown items** toggle.
Choose the template you want to use for automatically created items.| |**SKU Mapping**|Choose how you want to use the **SKU** value imported from Shopify during the item/variant mapping and creation. Learn more in the [Effect of Shopify product SKUs and barcodes on mapping and creating items and variants in Business Central](synchronize-items.md#effect-of-shopify-product-skus-and-barcodes-on-mapping-and-creating-items-and-variants-in-business-central) section.| -|**SKU Field Separator**|Use this with **SKU Mapping** set to the **[Item. No + Variant Code](synchronize-items.md#effect-of-shopify-product-skus-and-barcodes-on-mapping-and-creating-items-and-variants-in-business-central)** option.
Define a separator to be used to split the SKU.
So, if in Shopify you create the variant with the SKU '1000/001', you'd type '/' in the **SKU Field Separator** field to make the item number in [!INCLUDE[prod_short](../includes/prod_short.md)] '1000' and the item variant code '001'.| +|**SKU Field Separator**|Use this field with **SKU Mapping** set to the **[Item. No + Variant Code](synchronize-items.md#effect-of-shopify-product-skus-and-barcodes-on-mapping-and-creating-items-and-variants-in-business-central)** option.
Define a separator to be used to split the SKU.
So, if in Shopify you create the variant with the SKU '1000/001', you'd type '/' in the **SKU Field Separator** field to make the item number in [!INCLUDE[prod_short](../includes/prod_short.md)] '1000' and the item variant code '001'.| |**Variant Prefix**|Use together with **SKU Mapping** set to either the **Variant Code** or **Item No. + Variant Code** option as a fallback function when the SKU coming from Shopify is empty.
If you want to create the item variant in [!INCLUDE[prod_short](../includes/prod_short.md)] automatically, you'll need to enter a value in **Code**. By default, the value defined in the SKU field imported from Shopify is used. However, if the SKU is empty, it will generate code starting with the defined variant prefix and "001".| |**Shopify Can Update Item**|Choose this option if you want to update items and/or variants automatically.| @@ -55,10 +55,10 @@ The following table outlines the differences between options in the **SKU Mappin |Option|Effect on mapping|Effect on creation| |------|-----------------|------------------| -|**Blank**|The SKU field isn't used in the item mapping routine.|No effect on the creation of the item.
This option prevents the creation of variants. When in sales order, only the main item is used. A variant can still be mapped manually on the **Shopify Product** page.| -|**Item No.**|Choose if the SKU field contains the item number|No effect on the creation of an item without variants. For an item with variants, each variant is created as a separate item.
So, if Shopify has a product with two variants and their SKUs are '1000' and '2000', [!INCLUDE[prod_short](../includes/prod_short.md)] will create two items numbered '1000' and '2000'.| -|**Variant Code**|The SKU field isn't used in the item mapping routine.|No effect on creation of the item. When an item variant is created, the value of the SKU field is used as a code. If the SKU is empty, a code is generated using the **Variant Prefix** field.| -|**Item No. + Variant Code**|Select this if the SKU field contains an item number and the item variant code is separated by the value defined in the **SKU Field Separator** field.|When an item is created, the first part of the value of the SKU field is designated **No.**. If the SKU field is empty, an item number is generated using the number series defined in the **Item Template Code** or **Item Nos.** field of the **Inventory Setup** page.
When an item is created, the variant function uses the second part of the value of the SKU field as **Code**. If the SKU field is empty, a code is generated using the **Variant Prefix** field.| +|**Blank**|The SKU field isn't used in the item-mapping routine.|No effect on the creation of the item.
This option prevents the creation of variants. When in sales order, only the main item is used. A variant can still be mapped manually on the **Shopify Product** page.| +|**Item No.**|Choose if the SKU field contains the item number|No effect on the creation of an item without variants. For an item with variants, each variant is created as a separate item.
If Shopify has a product with two variants and their SKUs are '1000' and '2000', [!INCLUDE[prod_short](../includes/prod_short.md)] will create two items numbered '1000' and '2000'.| +|**Variant Code**|The SKU field isn't used in the item-mapping routine.|No effect on creation of the item. When an item variant is created, the value of the SKU field is used as a code. If the SKU is empty, a code is generated using the **Variant Prefix** field.| +|**Item No. + Variant Code**|Select this option if the SKU field contains an item number and the item variant code is separated by the value defined in the **SKU Field Separator** field.|When an item is created, the first part of the value of the SKU field is designated **No.**. If the SKU field is empty, an item number is generated using the number series defined in the **Item Template Code** or **Item Nos.** field of the **Inventory Setup** page.
When an item is created, the variant function uses the second part of the value of the SKU field as **Code**. If the SKU field is empty, a code is generated using the **Variant Prefix** field.| |**Vendor Item No.**|Choose if the SKU field contains the vendor item number. In this case, the **Item Vendor No.** isn't used on the **Item Card** page; rather the **Vendor Item No.** from the **Item Vendor Catalog** is used. If the found *Item Vendor Catalog* record contains a variant code, that code is used to map the Shopify variant.|If a corresponding vendor exists in [!INCLUDE[prod_short](../includes/prod_short.md)], the SKU value will be used as the **Vendor Item No.** on the **Item Card** page and as the **Item Reference** of the *vendor* type.
Prevents the creation of variants. It's useful when you want to use only the main item in the sales order. You're still able to map a variant manually from the **Shopify Product** page.| |**Barcode**|Choose if the SKU field contains a barcode. A search is performed among **Item References** of the *barcode* type. If the found item reference record contains a variant code, that variant code is used to map the Shopify variant.|No effect on the creation of the item.
Prevents the creation of variants. It's useful when you want to use only the main item in the sales order. You're still able to map a variant manually from the **Shopify Product** page.| @@ -73,7 +73,10 @@ The following table outlines the effects of the **Barcode** field. ## Export items to Shopify -Choose the elements from your item list to be exported to Shopify. Use the **Add Item** action on the **Shopify Products** page to add items to the Shopify products list. +Choose the elements from your item list to be exported to Shopify. Use the **Add Item** action on the **Shopify Products** page to add items to the Shopify products list. + +>[!IMPORTANT] +>The product will be added only to the **Online Store** sales channel. You need to publish products to other sales channels, like Shopify POS, from Shopify. You manage the process of exporting items using these settings: @@ -81,30 +84,30 @@ You manage the process of exporting items using these settings: |------|-----------| |**Customer Price Group**|Determine the price for an item in Shopify. The sales price of this customer price group is taken. If no group is entered, the price on the item card is used.| |**Customer Discount Group**|Determine the discount to be used for calculating the price of an item in Shopify. Discounted prices are stored in the **Price** field and full price is stored in the **Compare at Price** field.| -|**Sync Item Extended Text**|Select this to sync the extended text of the item. As it will be added to the *Description* field, it can contain HTML code. | -|**Sync Item Attributes**|Select this to sync the item attributes. Attributes are formatted as a table and included in the *Description* field in Shopify.| -|**Language Code**|Select this if you want the translated versions used for title, attributes, and extended text.| +|**Sync Item Extended Text**|Select this field to sync the extended text of the item. As it will be added to the *Description* field, it can contain HTML code. | +|**Sync Item Attributes**|Select this field to sync the item attributes. Attributes are formatted as a table and included in the *Description* field in Shopify.| +|**Language Code**|Select this field if you want the translated versions used for title, attributes, and extended text.| |**SKU Mapping**|Choose how you want to populate the SKU field in Shopify. Supported options are:
- **Item No.** to use the item no. for both products and variants.
- **Item No.+ Variant Code** to create an SKU by concatenating values of two fields. For items without variants, the item number only is used.
- **Item Vendor No.** to use the item vendor number defined in the *Item Card* for both products and variants.
- **Barcode** to use the barcode type of **Item Reference**. This option respects variants.| |**SKU Field Separator**|Define a separator for the **Item. No + Variant Code** option.| |**Inventory Tracked**| Choose how the system should populate the **Track Inventory** field for products exported to Shopify. You can update availability information from [!INCLUDE[prod_short](../includes/prod_short.md)] for products in Shopify whose track inventory is enabled. Learn more in the [Inventory](synchronize-items.md#sync-inventory-to-shopify) section.| |**Default Inventory Policy**|Choose *Deny* to prevent negative stock on the Shopify side.| -|**Can Update Shopify Products**|Define this if [!INCLUDE[prod_short](../includes/prod_short.md)] can only create items or can update items as well. Select this option if, after the initial sync is triggered by the **Add Item** action, you plan to update products manually using the **Sync Product** action or using the job queue for recurring updates. Remember to select **To Shopify** in the **Item Sync** field.| +|**Can Update Shopify Products**|Define this field if [!INCLUDE[prod_short](../includes/prod_short.md)] can only create items or can update items as well. Select this option if, after the initial sync is triggered by the **Add Item** action, you plan to update products manually using the **Sync Product** action or using the job queue for recurring updates. Remember to select **To Shopify** in the **Item Sync** field.| |**Customer Template Code**|Choose the default template to be used during price calculation. Learn more at [Set up Taxes](setup-taxes.md).| -### Fields mapping overview +### Fields-mapping overview |Shopify|Source when exported from [!INCLUDE[prod_short](../includes/prod_short.md)]|Target when imported to [!INCLUDE[prod_short](../includes/prod_short.md)]| |------|-----------------|-----------------| -|Status|According to the **Status for Created Products** field in the **Shopify Shop Card**. Learn more in the [Ad-hoc updates of Shopify products](synchronize-items.md#ad-hoc-updates-of-shopify-products) section.|Not used.| +|Status|According to the **Status for Created Products** field in the **Shopify Shop Card**. Learn more in the [Ad hoc updates of Shopify products](synchronize-items.md#ad-hoc-updates-of-shopify-products) section.|Not used.| |Title | **Description**. If the language code is defined and a corresponding item translation exists, the item translation will be used instead of the description.|**Description**| |Description|Combines extended texts and attributes if the corresponding toggles on the Shopify shop card are enabled. Respects the language code.|Not used.| -|SEO page title|Fixed value: empty. Learn more in the [Ad-hoc updates of Shopify products](synchronize-items.md#ad-hoc-updates-of-shopify-products) section.|Not used.| -|SEO meta description|Fixed value: empty. Learn more in the [Ad-hoc updates of Shopify products](synchronize-items.md#ad-hoc-updates-of-shopify-products) section.|Not used.| +|SEO page title|Fixed value: empty. Learn more in the [Ad hoc updates of Shopify products](synchronize-items.md#ad-hoc-updates-of-shopify-products) section.|Not used.| +|SEO meta description|Fixed value: empty. Learn more in the [Ad hoc updates of Shopify products](synchronize-items.md#ad-hoc-updates-of-shopify-products) section.|Not used.| |Media|**Image**. Learn more in the [Sync item images](synchronize-items.md#sync-item-images) section|**Image**| |Price|The calculation of the end-customer price includes the item price group, item discount group, currency code, and customer template code.|**Unit Price**| |Compare at price|The calculation of the price without a discount includes the item price group, item discount group, currency code, and customer template code.|Not used.| |Cost per item|**Unit Cost**|**Unit Cost**| -|SKU|Learn about this under **SKU Mapping** in the [Export items to Shopify](synchronize-items.md#export-items-to-shopify) section.|Learn about this in the [Effect of Shopify product SKUs and barcodes on mapping and creating items and variants in Business Central](synchronize-items.md#effect-of-shopify-product-skus-and-barcodes-on-mapping-and-creating-items-and-variants-in-business-central) section.| +|SKU|Learn about SKUs under **SKU Mapping** in the [Export items to Shopify](synchronize-items.md#export-items-to-shopify) section.|Learn about SKUs in the [Effect of Shopify product SKUs and barcodes on mapping and creating items and variants in Business Central](synchronize-items.md#effect-of-shopify-product-skus-and-barcodes-on-mapping-and-creating-items-and-variants-in-business-central) section.| |Barcode|**Item References** of the barcode type.|**Item References** of the barcode type.| |Track quantity|According to the **Inventory Tracked** field on the **Shopify Shop Card** page. Learn more in the [Inventory](synchronize-items.md#sync-inventory-to-shopify) section.|Not used.| |Continue selling when out of stock|According to the **Default Inventory Policy** in the **Shopify Shop Card**. Not imported.|Not used.| @@ -128,10 +131,11 @@ Full or partial item synchronization can be performed in many different ways. 1. Go to the search ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Products**, and choose the related link. 2. Choose the **Add Items** action. 3. In the **Shop Code** field, enter the code. If you open the **Shopify Product** window from the **Shop Card** page, the shop code will be populated automatically. -4. Define filters on items as required. For example, you can filter by the item no. or item category code. -5. Choose **OK**. +4. If you configured image and inventory synch, you can include them into the same process. Including them in the same process is convenient for demo scenarios or when dealing with smaller amount of data. +5. Define filters on items as required. For example, you can filter by the item no. or item category code. +6. Choose **OK**. -The resulting items are automatically created in Shopify with prices but images and inventory levels aren't included. The operation might take some time if a large number of items are added. +The resulting items are automatically created in Shopify with prices. Depending on choices you made, images and inventory levels might be included. The operation might take some time if a large number of items are added. ### Sync products from Shopify to Business Central @@ -200,7 +204,7 @@ Prices for synchronized items can be exported in the two ways described below. * For price calculation, it's important to have a value in the **Default Customer Template** field. Learn more at [Set up Taxes](setup-taxes.md). * Enter a **currency code** only if your online shop uses a different currency than the local currency (LCY). The specified currency must have exchange rates configured. If your online shop uses the same currency as [!INCLUDE[prod_short](../includes/prod_short.md)], leave the field empty. -* When determining a price, [!INCLUDE[prod_short](../includes/prod_short.md)] uses the "lowest price" logic. That means if the unit price defined on the item card is lower than what is defined in the price group, the unit price from the item card price is used. +* When determining a price, [!INCLUDE[prod_short](../includes/prod_short.md)] uses the "lowest price" logic. The lowest price logic means that if the unit price defined on the item card is lower than what is defined in the price group, the unit price from the item card price is used. ## Sync inventory to Shopify diff --git a/business-central/shopify/synchronize-orders.md b/business-central/shopify/synchronize-orders.md index 372e2b2846..e95ac33913 100644 --- a/business-central/shopify/synchronize-orders.md +++ b/business-central/shopify/synchronize-orders.md @@ -22,7 +22,7 @@ You can see Store Currency in the [Store details](https://www.shopify.com/admin/ A regular Shopify order can include costs in addition to the subtotal, such as shipping charges or, if enabled, tips. These amounts are posted directly to the G/L account you want used for specific transaction types: -* **Shipping Cost Account** +* **Shipping Charges Account** * **Sold Gift Card Account**; learn more at [Gift Card](synchronize-orders.md#gift-cards) * **Tip account** @@ -71,7 +71,11 @@ The following procedure describes how to import and update the sales orders. 3. Choose the **Orders** action. 4. Choose the **Sync Orders From Shopify** action. 5. Define filters on orders as necessary. For example, you can import fully paid orders or the ones with a low-risk level. -6. Choose the **OK** button. + +> [!NOTE] +> When filtering by tag, you should use filter tokens `@` and `*`. For example if you want to import orders containing *tag1*, use `@*tag1*`. `@` will ensure that result is case incensitive, while `*` find orders with multiple tags. + +7. Choose the **OK** button. Alternatively, you can search for the **Sync Orders From Shopify** batch job. @@ -105,7 +109,7 @@ A sales document is now created and can be managed by using standard [!INCLUDE[p If your settings prevent creating a customer automatically and a proper existing customer can't be found, you'll need to assign a customer to the Shopify order manually. There are a few ways to do this: * You can assign the **Sell-to Customer No.** and **Bill-to Customer No.** directly on the **Shopify Orders** page by choosing a customer from the list of existing customers. -* You can select a customer template code, then create, and assign the customer via the **Create new customer** action on the **Shopify Orders** page. +* You can select a customer template code, then create, and assign the customer via the **Create new customer** action on the **Shopify Orders** page. Notice that the Shopify customer must have at least one address. Orders created via Shopify POS sales channel are often missing address details. * You can map an existing customer to the related **Shopify Customer** in the **Shopify Customers** window and then choose the **Find Mapping** action on the **Shopify Orders** page. ### How the connector chooses which customer to use diff --git a/business-central/shopify/walkthrough-setting-up-and-using-shopify.md b/business-central/shopify/walkthrough-setting-up-and-using-shopify.md index f259d3095f..bb84069c86 100644 --- a/business-central/shopify/walkthrough-setting-up-and-using-shopify.md +++ b/business-central/shopify/walkthrough-setting-up-and-using-shopify.md @@ -34,7 +34,7 @@ For example, you can create demo account or start trial. Learn more at [Preparin In [!INCLUDE[prod_short](../includes/prod_short.md)], do the following steps: -1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shop**, and then choose the related link. +1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and then choose the related link. 2. Choose the **New** action. 3. In the **Code** field, enter `DEMO1`. 4. In the **Shopify URL** field, enter the URL to the online shop that you want to connect to. @@ -79,7 +79,11 @@ In [!INCLUDE[prod_short](../includes/prod_short.md)] go through the following st 6. Choose the **Sync Product Images** action. 7. Choose the **Sync Inventory** action. -In **Shopify online store**, open the product catalog. Notice: +In **Shopify online store** +> [!Tip] +> Open **Shopify admin**, by navigating to URL specified in the **URL** field of the **Shopify Shop Card** page. Then choose eye icon next to the **Online Store** sales channel, located in the sidebar of **Shopify admin**. + +Open the product catalog. Notice: * Product titles, images, and prices. * Availability indicator (sold out for out-of-stock products). @@ -135,7 +139,7 @@ After a successful quick launch of your new online store, you want your current In [!INCLUDE[prod_short](../includes/prod_short.md)], do the following steps: -1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shop**, and choose the related link. +1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and choose the related link. 2. Select the **DEMO1** Shop for which you want to synchronize customers to open the **Shopify Shop Card** page. 3. Choose the **Sync Customers** action. @@ -192,7 +196,7 @@ Prepare data. Adjust the synchronization settings. -1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shop**, and choose the related link. +1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and choose the related link. 2. Select the *DEMO1* Shop for which you want to synchronize items to open Shopify Shop Card page. 3. Select *SHOPIFY* in the **Customer Price Group** field. 4. Select *RETAIL* in the **Customer Discount Group** field. @@ -203,7 +207,7 @@ Adjust the synchronization settings. Run the synchronization. -1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shop**, and choose the related link. +1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and choose the related link. 2. Select the *DEMO1* Shop for which you want to synchronize items to open the **Shopify Shop Card** page. 3. Choose the **Products** action to open **Shopify Products** window. 4. Choose the **Add Items** action. @@ -246,8 +250,8 @@ In [!INCLUDE[prod_short](../includes/prod_short.md)], do the following steps: #### Prepare data -1. Switch to a free 30-day trial without sample data. For more information, see [Add your own data to an empty trial](/dynamics365/business-central/dev-itpro/administration/trials-subscriptions.md#add-your-own-data-to-an-empty-trial-company). -2. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shop**, and then choose the related link. +1. Switch to a free 30-day trial without sample data. For more information, see [Add your own data to an empty trial](/dynamics365/business-central/dev-itpro/administration/trials-subscriptions#add-your-own-data-to-an-empty-trial-company). +2. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and then choose the related link. 3. Choose the **New** action. 4. In the **Code** field, enter `DEMO2`. 5. In the **Shopify URL** field, enter the URL to the online shop that you want to connect to. @@ -264,12 +268,12 @@ Configure the Shopify shop as described below in the next steps: 13. Select **All Customers** in the **Customer Import from Shopify**. 14. Enable the **Auto Create Unknown Customers** toggle. 15. Fill in the **Customer Template Code** field with the appropriate template. -16. Fill in the **Shipping Cost Account**, the **Tip Account** with revenue account. For example, in the US use `40100`. +16. Fill in the **Shipping Charges Account**, the **Tip Account** with revenue account. For example, in the US use `40100`. 17. Enable the **Auto Create Orders** toggle. #### Run the synchronization -1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shop**, and choose the related link. +1. Choose the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and choose the related link. 2. Select the *DEMO2* Shop for which you want to synchronize data to open the **Shopify Shop Card** page. 3. Choose the **Sync Products** action. 4. Choose the **Sync Product Images** action.