Commerce with Business Central

Get hands-on with purchasing, sales, and inventory in Business Central.

Commerce with Business Central

Optimising Your Company’s Core Processes

To succeed in a competitive business environment, it’s essential to have full control over every aspect of your operations. Our course, Commerce with Business Central, offers an in-depth walkthrough of the key capabilities that help your company optimise both the Order-to-Cash (O2C) and Procure-to-Payment (P2P) processes, as well as other core areas such as sales, purchasing, procurement and returns management, plus advanced analysis and reporting.

 

Who is the course for?

This course is designed for sales managers, procurement leads, warehouse managers, finance managers, and other key stakeholders involved in running business processes. It’s ideal for organisations that want to maximise the value of their Microsoft Business Central solution by improving all aspects of operations—with a special focus on the O2C and P2P processes.

 

What will you learn?

The course covers a wide range of topics, each critical to optimising your company’s processes. You will learn to:

 

  • Sales order management (O2C process): Set up and manage sales orders, reservations, and shipping settings—critical steps in the O2C process. You’ll also learn to handle prepayments and combine shipments on a single invoice, ensuring an efficient, streamlined order-to-cash flow.
  • Pricing and discounts: Define and manage sales prices, customer price groups, and discounts. Learn how to maintain pricing and discounts effectively to gain a competitive edge.
  • Customer service functions: Handle replacement items, item references, and catalogue items. Optimise customer service with fast, accurate responses—including managing drop shipments.
  • Purchase order management (P2P process): Set up and manage purchase orders, reservations, and receiving settings—essential for an effective P2P process. You’ll also learn to manage purchase prices and discounts to keep procurement both cost-effective and reliable.
  • Procurement management: Plan and manage purchasing using the requisition worksheet. Create purchase order proposals and handle item replenishment to keep inventory optimised and costs under control.
  • Item charges: Manage item charges and landed costs. Allocate additional costs to purchase and sales shipments and understand the impact on inventory valuation and margin calculations.
  • Delivery time calculation: Set up and manage date calculations for accurate delivery lead times. Estimate deliveries for both sales and purchase orders, and handle transfer-order shipments.
  • Returns management: Administer returns from both customers and vendors. Optimise return processes to maintain strong relationships with customers and suppliers.
  • Analysis and reporting: Build sales and purchasing analysis reports, dimensional analysis, and budgeting. Use Business Central to produce accurate reports and analyses that give a clear picture of performance and support informed decision-making.

 

Course structure

The course is hands-on: through realistic business scenarios, participants gain both practical and theoretical experience working in Business Central. This ensures you can apply your knowledge directly in day-to-day operations and achieve tangible improvements in your company’s processes.

 

Prerequisites

To get the most from the course, we recommend participants have access to Microsoft Business Central, version 24 or later, and a basic understanding of the company’s financial and logistical processes.

 

Why choose this course?

By attending this course, you’ll gain a comprehensive understanding of how to optimise all aspects of your operations with Business Central. You’ll get the tools to increase efficiency, reduce costs, and strengthen your market position—with a particular focus on improving your O2C and P2P processes.

 

Registration and further information

Ready to optimise your processes and improve decision-making? Enrol in our Business Central course today and get the tools you need to take your company to the next level.

 

Duration:

3-day course (approx. 21 hours)

This course is relevant for:

  • Finance staff
  • Sales reps and order processors
  • Administrative staff

Ready to optimise your processes and improve decision-making? Enrol in our Business Central course today and get the tools you need to take your company to the next level.

Price:

DKK 10,485 per participant

 

Trade in Business Central is a 3-day course (approximately 21 hours) from CURABIS that trains users in sales and purchasing processes in Microsoft Dynamics 365 Business Central. The course covers Order-to-Cash (O2C), Procure-to-Pay (P2P), price structures and discounts, inventory management and replenishment, item charges, return management (both customer and supplier) and sales and purchase analysis with dimensions. The price is DKK 10,485 per participant, and the course requires access to Business Central version 24 or later, as well as basic knowledge of finance and logistics processes.

Order-to-Cash (O2C), also called sales order management or Quote-to-Cash, is the complete flow from customer quote to receipt of payment in Microsoft Dynamics 365 Business Central. The process covers quoting, order creation, price calculation, credit control, picking, delivery, invoicing, payment handling and posting to the general ledger. O2C is one of the core process areas in Business Central and involves sales orders, sales invoices, shipments and payment receipt across the sales, inventory and finance modules.

Procure-to-Pay (P2P), also called purchase order management, is the complete purchasing flow from requisition to supplier payment in Microsoft Dynamics 365 Business Central. The process covers requisition suggestions, supplier requests, purchase orders, goods receipt, invoice matching (3-way match), approval workflow and payment through the payment journal. P2P in Business Central integrates the purchasing, inventory, accounts payable and finance modules and supports standard purchase orders, blanket orders and direct shipments from supplier to customer.

Business Central handles prices and discounts through Price Lists, which replace the earlier price structures from NAV. Price Lists can be set up per customer, customer price group, campaign, currency, date range and minimum quantity, and they can be combined with line and invoice discounts. The system automatically calculates the best price from the hierarchy during order creation. Advanced scenarios such as contract prices, project prices and campaigns are handled through the same mechanism, which makes price management a central topic in the course's O2C module.

Item Charges are additional costs added on top of an item's cost price in Microsoft Dynamics 365 Business Central, for example freight, customs, insurance or handling fees. Item Charges are allocated to specific goods receipts or shipments, so the actual cost price (Landed Cost) reflects all costs and not just the invoice price from the supplier. The feature is critical for correct inventory valuation, margin analysis and pricing, and it is a fixed part of the Trade in Business Central course.

Direct Shipment (also called Drop Shipment) is a process in Business Central where an item is sent directly from the supplier to the end customer without passing through the company's own warehouse. The sales order is linked to a purchase order through the Requisition Worksheet or directly from the sales order line, and the inventory step is skipped, while invoicing and finance postings are still handled as normal. Drop Shipment reduces inventory costs and lead time, and is particularly relevant for resellers, wholesalers and e-commerce companies.

Returns are handled in Business Central through Sales Return Orders (customer returns) and Purchase Return Orders (supplier returns). Sales Return Orders cover the customer's return of items, credit memo creation, inventory registration and refund. Purchase Return Orders cover the company's return to the supplier with a matching credit memo and inventory adjustment. The system also supports Replacement Orders, where an item is replaced without affecting finance, and tracking of return reasons through Return Reason Codes for analysis and quality improvement.

Dimension analysis in Business Central is the functionality that makes it possible to tag transactions and postings with additional classifications (dimensions) such as department, project, sales channel, region or product group. Dimensions are applied across finance, sales, purchasing, inventory and projects, and they make multi-dimensional reporting possible without creating separate accounts in the chart of accounts. Business Central supports up to 8 dimensions simultaneously and integrates directly with Power BI and Excel analyses. Correct use of dimensions is the key to precise sales and purchasing analysis.