Test yourself - Operations

Self-check quiz for Bevica operations workflows across navigation, setup, permissions, sales, purchasing, inventory, warehousing, and troubleshooting.

Top of the class or could do better?

Use this page as a self-check. Try answering first. Then reveal the answer.

How do I find a page, report, or setup screen fast?

Multiple choice

A. Use Find Entries (Navigate) B. Use the global search. Use Explore All if needed C. Use page inspection D. Use Item Journals

Reveal answer + link

Correct: B

Use the global search in Business Central.

If you can’t find it, try Explore All from your Role Centre.

How do I personalise lists and pages for my role?

Scenario

You need a new column on a list page. You also want to save the view for later.

What do you do next?

Reveal answer + link

Use personalisation.

Add/remove fields, reorder columns, and save filters/views.

How do I trace postings and see “what created this entry”?

Multiple choice

A. Item Availability B. Find Entries (Navigate) C. Bevica Setup D. Customer Favourites

Reveal answer + link

Correct: B

Use Find Entries (Navigate) for posted documents and ledgers.

What should I use when something looks “wrong” on-screen?

Scenario

A page looks wrong. You suspect an extension or field mapping issue.

What do you do next?

Reveal answer + link

Use page inspection to check table/field names and extensions.

Setup & configuration

Where is the main Bevica setup area?

Multiple choice

A. Customer Card B. Bevica Setup C. Item Journals D. Navigate

Reveal answer + link

Correct: B

Search for Bevica Setup.

It centralises Duty, Private Reserves, Reservations, Reporting, and more.

What prerequisites should I complete before turning on Bevica features?

Scenario

You want to enable a Bevica module. Posting throws errors due to missing standard setup.

What do you do next?

Reveal answer + link

Complete core setup for Purchases, Sales, Finance, and Inventory first.

Bevica assumes standard posting setup exists before you enable modules.

Where do I configure credit hold behaviour?

Scenario

Sales orders should be held automatically based on credit rules. You need to change the behaviour for the business.

What do you do next?

Reveal answer + link

Set the rule in the Credit Order Management fasttab in Bevica Setup.

Permissions & access

Why can’t a user see a page, action, or FactBox?

Scenario

A user can sign in. They still cannot see a page/action/FactBox they need.

What do you check next?

Reveal answer + links

Check user licensing first.

Then check permission sets.

Bevica features often come from extension permission sets.

How do I lock down what salespeople can see?

Multiple choice

A. Add them to SUPER B. Use salesperson view patterns + permissions guidance C. Disable personalisation for all users D. Remove their customer records

Reveal answer + link

Correct: B

Use the salesperson view patterns and permission guidance.

How do I grant access to a Bevica feature that’s “missing” for a user?

Scenario

An action/page exists for you. Another user can’t see it after signing in.

What do you do next?

Reveal answer + links

Confirm the user has the right licence/plan.

Then assign the relevant permission sets, including Bevica extension permission sets.

Sales orders & customers

What’s the recommended flow for working with sales orders?

Scenario

You need to take an order, allocate stock, and keep notes for the team.

What do you do next?

Reveal answer + link

Follow the standard Bevica sales order steps.

Then layer in reservations and notes.

How do Bevica reservations?

Multiple choice

A. They allocate stock indefinitely to a sales line B. They post a sales invoice automatically C. They change the item’s base unit of measure D. They only reserve stock for one day

Reveal answer + link

Correct: A

Reservations allocate stock indefinitely to a sales line.

This is the main tool for allocating across duty/variants safely.

Why can’t I “apply-to” an item ledger entry across duty status?

Multiple choice

A. You must enable “Cross-duty applies-to” in Bevica Setup B. Applies-to does not work across duty variants. Use reservations instead C. The item is blocked D. You used the wrong warehouse location

Reveal answer + link

Correct: B

Applies-to does not work across duty variants.

Use a Reservation instead.

Sales ordering tools

How do I quickly build orders from a customer’s standard list?

Scenario

You want a repeatable “usual order” list for a customer. You want it fast for the sales team to reuse.

What do you do next?

Reveal answer + link

Use favourites to create repeatable item lists per customer.

How do I speed up ordering with a filterable item list?

Multiple choice

A. Sales Line Worksheet B. Manifests C. Find Entries (Navigate) D. Blanket Orders

Reveal answer + link

Correct: A

Use the Sales Line Worksheet for “shopping list” style ordering.

When should I use Customer Favourites vs the Sales Line Worksheet?

Multiple choice

A. Favourites for “usual order” lists per customer. Worksheet for fast, filterable ordering B. Worksheet for per-customer repeat ordering. Favourites for one-off ordering C. They do the same thing D. Both are only for purchasing

Reveal answer + links

Correct: A

Use Customer Favourites for repeatable customer-specific lists.

Use the Sales Line Worksheet for fast, filterable “shopping list” ordering.

Purchasing

Where do I start with purchase orders?

Multiple choice

A. Work with Purchase Orders B. Credit Held Orders C. Customer Favourites D. Page Inspection

Reveal answer + link

Correct: A

Use the standard purchase order flow.

Then track open lines as needed.

How do I manage long-running supplier commitments?

Scenario

You have a supplier agreement that spans months. You want to plan future purchases without creating full POs upfront.

What do you do next?

Reveal answer + link

Use blanket orders where appropriate.

How do I see everything that’s still open across all purchase documents?

Multiple choice

A. Open Purchase Lines B. Customer Favourites C. Item Availability Overview D. Page Inspection

Reveal answer + link

Correct: A

Use Open Purchase Lines to view and filter open purchase lines across documents.

Items & inventory

How do I create a new item correctly?

Scenario

You’re creating a new SKU. It needs correct UoM and duty-relevant settings.

What do you do next?

Reveal answer + link

Start with core item setup.

Then add marketing, UoM, and duty settings.

Where do I check stock availability?

Multiple choice

A. Item Availability Overview B. Bevica Setup C. User Plans - Assigned Licences D. Advanced Permissions: Salesperson View

Reveal answer + link

Correct: A

Use the availability views for a single place to review supply vs demand.

How should I adjust stock in Bevica?

Scenario

You need to correct inventory due to damage or count variance. The “Adjust Inventory” shortcut is not available.

What do you do next?

Reveal answer + links

Use Item Journals.

The standard “Adjust Inventory” shortcut is disabled.

Where do I set up units of measure and case conversions?

Multiple choice

A. Item Units of Measure (then Equivalent Cases if needed) B. Find Entries (Navigate) C. Bevica Setup only D. Manifests

Reveal answer + links

Correct: A

Start with UoM setup.

Then layer on equivalent cases if needed.

Warehousing & logistics

What’s the recommended starting point for locations and warehouse setup?

Scenario

You’re setting up a new warehouse location. WMS or integration might come later.

What do you do next?

Reveal answer + links

Set up locations first.

Then layer in WMS/integration if used.

Where do I learn how manifests work?

Multiple choice

A. Manifests B. Personalising your views C. Credit Held Orders D. Item Substitutions

Reveal answer + link

Correct: A

Manifests have their own document flow and numbering setup.

Should I turn on WMS features when I first create a new location?

Multiple choice

A. Yes. Always enable WMS immediately B. No. Start with Location Setup, then add WMS/integration if needed C. Only if you use manifests D. Only if you have credit holds turned on

Reveal answer + links

Correct: B

Start with location setup.

Add WMS/integration only if you’re using it.

Troubleshooting

Why is Business Central slow for some users?

Scenario

Some users report the system is slow. Others are fine.

What do you do next?

Reveal answer + link

Start with the performance checklist and common causes.

I hit an error or behaviour that seems “missing”. Is it unsupported?

Multiple choice

A. Raise a ticket immediately. It is always a bug B. Check the known restrictions list first C. Turn off the extension D. Use “Adjust Inventory” instead

Reveal answer + link

Correct: B

Check the known restrictions list first.

It works for me, but not for another user. Is it a bug?

Multiple choice

A. Yes. If it’s user-specific, it must be a bug B. Check permissions and licensing first C. Turn off the extension D. Clear browser cache only

Reveal answer + links

Correct: B

User-specific issues are often permissions or licensing.

Check those before escalating.

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NextBusiness Central Bevica data structures

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Getting started & navigation

How do I find a page, report, or setup screen fast?

How do I personalise lists and pages for my role?

How do I trace postings and see “what created this entry”?

What should I use when something looks “wrong” on-screen?

Setup & configuration

Where is the main Bevica setup area?

What prerequisites should I complete before turning on Bevica features?

Where do I configure credit hold behaviour?

Permissions & access

Why can’t a user see a page, action, or FactBox?

How do I lock down what salespeople can see?

How do I grant access to a Bevica feature that’s “missing” for a user?

Sales orders & customers

What’s the recommended flow for working with sales orders?

How do Bevica reservations?

Why can’t I “apply-to” an item ledger entry across duty status?

Sales ordering tools

How do I quickly build orders from a customer’s standard list?

How do I speed up ordering with a filterable item list?

When should I use Customer Favourites vs the Sales Line Worksheet?

Purchasing

Where do I start with purchase orders?

How do I manage long-running supplier commitments?

How do I see everything that’s still open across all purchase documents?

Items & inventory

How do I create a new item correctly?

Where do I check stock availability?

How should I adjust stock in Bevica?

Where do I set up units of measure and case conversions?

Warehousing & logistics

What’s the recommended starting point for locations and warehouse setup?

Where do I learn how manifests work?

Should I turn on WMS features when I first create a new location?

Troubleshooting

Why is Business Central slow for some users?

I hit an error or behaviour that seems “missing”. Is it unsupported?

It works for me, but not for another user. Is it a bug?