Business Central

Business Central or more precisely Microsoft Dynamics 365 Business Central is the latest name for the accounting/ERP system that has sprung out of among other Navision.

What data can be transferred with this integration?

Customers

Upon creating a new customer in Moment, it will be immediately transferred to Business Central. Any changes made to a customer will trigger an update of the customer data.

Fields included: Customer name, customer number, organization number, phone number, address fields, email, country code, payment terms, VAT Group.

Projects

Projects created in Moment are transferred to Business Central as a dimension. Any changes made to a project name will be updated in Business Central. Project number will remain the same.

Fields included: Project number, project name.

Invoices

Upon finalizing an invoice in Moment, it will be transferred to Business Central. Each invoice will create a posted sales invoice in Business Central.

Fields included: Customer number, invoice number, invoice date, due date, dimension and invoice lines

Invoice line fields: Account, description, quantity, unit price, dimension and discount.

Incoming expenses

Expenses that are posted as purchase invoices in Business Central will be imported to Moment. They will appear as project expenses in the project they have been posted on in Business Central.

Attachments can also be imported; these depends somewhat on the method chosen to use for storage. Contact support or integrations for more information regarding to this.

Payments

Payments registered in Business Central can be transferred to Moment, see more information about this integration here.

Settings

As part of the configuration, make sure the values used in the two systems are the same, that's especially in the case of financial accounts and departments.

Financial accounts

Financial accounts created in Moment must be defined with Accounting VAT code matching VAT Product Posting Groups.

Example:

HØY is configured as Accounting VAT code

HØY is found as a VAT Product Posting Group

Department

Departments must be kept synced between the two systems manually. It's recommended to use "Department number in external system" with the same value as defined in Business Central

Department (tag group)

If using tags for department, the field Code must be defined and be the same as the code used in Business Central.