Setup & Administration

Administration module for Bevica Select: users, permission sets, Bevica setup, change log, email setup, number series, and operational checks.

Administration covers environment structure, users, security, and core system setup.

Use this module when you’re setting up your live tenant and support model.

Before you start

• Access to Bevica Select
• Introduction to Business Central

Environment structure

Read / complete

• How Business Central Bevica is structured

New users

Licence changes and new licences are handled via support.

Once a user exists, you normally configure User Setup and User Settings.

User Setup

Search for User Setup and review these fields:

• Allow Posting From / Allow Posting To (if they are different to the dates in General Ledger Setup)
• Salesperson/Purchaser Code
• Allow Release Held Sales Order
• Invoice Posting Policy (see link below)

Read / complete

• Define an Invoice Posting Policy for Users (Microsoft Learn)

User Settings

Search for User Settings and set:

• Role: Bevica Finance or Bevica Operations
• Language: English (United Kingdom)
• Region: English (United Kingdom)
• Company: live company (users can switch via My Settings unless restricted)

Permissions and security

Read / complete

• Manage users and implement security (Microsoft Learn) (Est. 1hr 30mins)
• Bevica Permissions

Bevica Setup

Bevica Setup is where Bevica-specific functionality is configured.

Most values are preconfigured in Bevica Select.

Read / complete

• Bevica Setup

Auditing changes (optional)

Change Log and Field Monitoring

Read / complete

• Auditing changes in Business Central (Microsoft Learn)

Change Log and Field Monitoring can impact performance.

Use them sparingly and review scope regularly.

Emailing documents (setup)

Read / complete

• Set-up email (Microsoft Learn) (Est. 45mins)
• Customer and Vendor Facing Outputs

Number series

You can amend number series if your internal references require it.

1. Search for No. Series.
2. Find the relevant series.
3. Drill down on Starting No..
4. Update Starting No. (and optionally Starting Date).

Bevica Select is often configured to keep the same document number on unposted and posted invoices/credit memos.

Reporting recap

Read / complete

• Reporting in Bevica - Overview