FAQ - Training Questions
Common “where do I find…?” questions, with the best training page to answer them.
Training questions and where to resolve them
Use this page when you’re stuck mid-task. Each question points to the best place to resolve it.
Getting started
What should I complete first? Follow the session order so you don’t miss prerequisites and core concepts. Use Training Agenda Overview, then complete Introduction to Business Central, and keep FAQ - User Interface bookmarked for day-to-day UI help.
Where do I see the full learning path and session order? The agenda is your single source of truth for session sequence, prerequisites, and what to do next. Use Training Agenda Overview.
How do I know what “good” looks like after a module? Outcomes pages list the tasks you should be able to complete in Bevica after training. Start at Bevica Select Outcomes and open the outcome page for your module.
Finance (GL, journals, VAT, cash)
Where do I get a high-level finance overview before the detail? Use this to understand the finance areas and terminology before you dive into detailed modules. Read Finance Overview.
Where do I learn chart of accounts, dimensions, and core posting concepts? This is the foundation for how data is structured and posted in Bevica Select. Use General Ledger Part 1 and self-check with Outcomes - General Ledger Part 1.
I’m posting a journal. How do I preview the result before posting? Preview Posting catches errors and shows what entries will be created before you commit anything. Follow the steps in FAQ - General Journals.
I posted a journal with the wrong date, description, or dimension. What can I do? Posted transactions have strict rules on what can and can’t be edited, so fix it the supported way. Use FAQ - General Journals for reversal/correction options and what you can’t change.
Where do I learn customers, credit control, and customer payments? Start with the end-to-end process training, then use the FAQ for edge cases and fixes. Use Sales Ledger, check FAQ - Sales Ledger for common issues, then validate with Outcomes - Sales Ledger.
Where do I learn vendor invoices, payments, and managing vendor accounts? This covers the standard vendor lifecycle from invoice to payment and reporting. Use Purchase Ledger and confirm capability with Outcomes - Purchase Ledger.
Where do I learn bank accounts, transfers, and bank reconciliations? Use this when you’re setting up banks, reconciling, or troubleshooting unmatched lines. Use Cash Management and check yourself against Outcomes - Cash Management.
Where do I learn periods, year end, budgets, and reporting? This is where close and reporting routines live, plus the concepts behind them. Use General Ledger Part 2 and validate with Outcomes - General Ledger Part 2.
Operations (inventory, purchasing, sales, returns)
Where do I learn items, locations, and inventory adjustments? Start here if you’re unsure how stock is structured, moved, or adjusted in the system. Use Inventory and validate with Outcomes - Inventory.
How do I raise, receive, and invoice a purchase order in Bevica? This is the end-to-end purchasing workflow, including key Bevica specifics and common gotchas. Use Purchase Order Processing and validate with Outcomes - Purchase Order Processing.
How do I raise, ship, and invoice a sales order in Bevica? This is the end-to-end sales workflow, including core controls like credit hold and document posting. Use Sales Order Processing and validate with Outcomes - Sales Order Processing.
Where’s the “big picture” flow for purchase order processing? Use this when you need the lifecycle and handoffs at a glance, without the detail. See Simplified Purchase Order process diagram.
Where’s the “big picture” flow for sales order processing? Use this when you need a quick reminder of the document flow and what gets posted when. See Simplified Sales Order process diagram.
How do I handle returns or internal stock transfers? Start with the overview so you pick the right document type and posting flow. Use Return Orders and Transfer Orders, then follow the step-by-step guide for your scenario: Working with Sales Return Orders, Working with Purchase Return Orders, or Working with Transfer Orders.
Do we use Fine Wine / Private Reserves? Where do I start? This module is only relevant if you’re using reserves workflows, but it changes key operational scenarios. Start with Fine Wine / Paid Reserves and validate with Fine Wine / Paid Reserve Outcomes.
Data migration and administration
What’s the starting point for configuration and data migration? Use the worksheet to understand what needs configuring and who owns each decision. Then use the templates guide to understand what data to load and how to structure it: Configuration Worksheet and Excel Template Data Migration.
Where do I learn user setup, permissions, and environment basics? This is the admin playbook for access, setup, and core configuration areas. Use Administration.
Still stuck?
I’m stuck on navigation, filtering, or “Tell me”. What’s the fastest help? This is the quickest route to “how do I find/do the thing” in the UI, including shortcuts and Excel-related tips. Use FAQ - User Interface.
I’m not sure which module covers my problem. Where do I look first? Use the agenda to map your task to the right module and avoid rabbit holes. Start with Training Agenda Overview and then open the matching module and its Outcomes checklist.
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