MB-800 cheat sheet

Each environment (production or sandbox) has its own companies, users, and installed extensions; a sandbox can be created as a copy of production and reset later.

Number series are defined on the No. Series page, with lines holding Starting Date, Starting No., Ending No., and Last Used No.; Manual Nos. and Default Nos. control manual versus automatic assignment.

General Posting Setup is keyed by General Business Posting Group x General Product Posting Group and supplies the G/L accounts and VAT posting setup used at posting time.

Business Central allows exactly two global dimension codes, set in General Ledger Setup; shortcut dimensions make additional dimensions available directly on document lines.

Users are created in the Microsoft 365 admin center and then granted access in Business Central via permission sets or security groups.

Configuration packages (RapidStart) use tables 50000 Config. Package, 50001 Config. Package Record, and 50002 Config. Field, exported to Excel and applied to a target company.

Accounting periods and the fiscal year are derived from the Fiscal Year Start Date on the General Ledger Setup page.

Company Information holds name, address, and contact details, while the local currency (LCY) code is defined in General Ledger Setup.

Extension Management lists installed apps per environment; an installed extension is available to every company in that environment.

G/L account types are Posting, Heading, Total, Begin-Total, and End-Total; only Posting accounts accept ledger entries.

Allow Posting From and Allow Posting To in General Ledger Setup define the permitted posting date range; posting outside that range is blocked.

VAT Posting Setup is keyed by VAT Business Posting Group x VAT Product Posting Group and holds VAT %, VAT Calculation Type, and the VAT Identifier used for EU reporting.

Currency Exchange Rates store a Starting Date and Exchange Rate Amount; the currency's Adjustment Policy (Adjustment Date, Amount, Fixed) determines the rate used by currency adjustment.

A G/L allocation distributes a journal line amount to another G/L account, dimension combination, or both by percentage or shares when the line is posted.

Fixed assets use depreciation books that carry the depreciation method and years, and the Calculate Depreciation batch job creates FA G/L journal lines.

An account schedule combines a row layout (G/L accounts, totals, formulas) with a column layout (periods, comparison columns) to produce financial statements.

G/L budget entries are stored per Budget Name, G/L account, and date, and can be copied from actuals or another budget for comparison reporting.

The bank account card tracks Balance Last Statement and Balance fields, which reconcile against entries handled in bank account reconciliation.

Sales & Receivables Setup and Purchases & Payables Setup hold default number series, posting groups, payment terms, and document options applied to new records.

Sales prices are stored on sales price lists keyed by item, unit of measure, currency, and starting date; the lowest applicable unit price is applied to the line.

Invoice discounts come from the Invoice Discount Code on the customer or vendor and apply to the document total, whereas line discounts are applied per line.

Item charges such as freight or insurance are assigned by amount, quantity, weight, or volume through item charge assignment before posting.

A Prepayment % on the customer or vendor produces a prepayment invoice posted against the prepayment accounts defined in the posting setup.

Approval workflows for sales and purchase documents use amount limits from Approval User Setup and block further processing until the document is approved.

A blanket sales order stores agreed quantities and a validity period; individual sales orders are created from it with the Make Order function.

A drop shipment links a sales order to a purchase order for the same items so the vendor ships directly to the customer.

Item units of measure record the quantity per base unit used to convert between the base unit of measure and alternate units.

Preview Posting displays the G/L, customer/vendor, item, and value entries a document will create before the Post action is confirmed.

Adjust Cost - Item Entries must be run after item transactions are posted so item value entries reflect the item's costing method.

Suggest Vendor Payments in the payment journal proposes payments using due dates, payment terms, and available payment discounts.

Close Income Statement transfers income statement balances to the retained earnings account; the fiscal year is then closed by adjusting Allow Posting From in General Ledger Setup.

Bank account reconciliation matches statement lines to ledger entries and posts adjustments for differences, updating the bank account balance.

Job Queue Entries run reports and codeunits in the background on a defined recurrence; the job queue must be started in the environment.

Change Log Setup enables tracking of tables and fields, and the Change Log Entries page shows user, date, time, and the changed values.

Effective Permissions shows the combined rights from all permission sets and security groups assigned to a user, per table and object.

Data moves between companies using configuration packages, the Edit in Excel add-in, or exports of reports and account schedules to Excel.