Configure sales and purchasing
Setup pages that drive documents
Sales & Receivables Setup and Purchases & Payables Setup control number series, Prices Including VAT, Allow Line Disc., Invoice Discount Calculation, default location and credit warnings. Location cards decide warehouse behavior with Require Receive, Require Shipment, Require Put-away and Require Pick.
Pricing and discounts
Prices come from Sales Prices entries keyed by item, unit of measure, currency, starting date and minimum quantity, optionally price-including-VAT. Line discounts combine the customer's Customer Disc. Group with the item's Item Disc. Group in Sales Line Discount; invoice discounts need an Invoice Disc. Group on the customer and Invoice Discount Calculation set to Invoice. Business Central applies the best (lowest) eligible price for the quantity, date, currency and unit of measure, and Allow Line Disc. on setup and on the customer can prohibit line discounts entirely.
Items, documents and approvals
Item cards need a base unit of measure plus optional variants, item categories, tracking codes and item charges. Documents follow quote, order, posted shipment, posted invoice, with blanket orders, drop shipments, special orders and return orders as variants. Approvals use Approval Setup, Approval User Setup and workflow conditions; users send approval requests, and approval entries gate posting.
Traps
- Assuming a price group alone sets discounts; groups only link to price and discount records.
- Forgetting that a quantity break applies from the threshold upward, not retroactively.
- Confusing Ship and Invoice with separate shipment and invoice posting.
Worked example: a customer with price group RETAIL and discount group GOLD buys an item with item discount group SMALL. The price comes from the RETAIL Sales Prices line matching currency and quantity; the line discount comes from the GOLD x SMALL row. If no SMALL row exists, the price still applies but no line discount is given.