# Bevica Knowledge Base ## Welcome - [Bevica Knowledge Base](https://kb.bevica.com/bevica-knowledge-base.md): The starting point for Bevica ERP docs: guides, implementation (Bevica Select), training/onboarding, API integration, and product updates. - [Your Guide to the Knowledge Base](https://kb.bevica.com/bevica-knowledge-base/your-guide-to-the-knowledge-base.md): Learn where to find answers across How-tos, project planning and training, technical integrations, product releases and Microsoft videos. Plus how to search and use 'Ask AI' safely. - [Bevica KB DevOps](https://kb.bevica.com/devops.md) ## Documentation - [Bevica Documentation](https://kb.bevica.com/documentation/readme.md): Start here for Bevica workflows, setup, permissions, integrations, reporting, and troubleshooting in Dynamics 365 Business Central. - [Getting Started & Navigation](https://kb.bevica.com/documentation/guides/getting-started-and-navigation.md): Get productive in Business Central with Bevica. Learn navigation, search, inspection, and performance tips. - [Role Centres](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/role_centres.md): Understand Bevica and Business Central Role Centres, choose the right profile, use Explore All, and change a user’s default role. - [Personalising your Views](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/personalising_your_views.md): Change default roles and personalise pages in Business Central so each user sees the right Role Centre, fields, actions, and layout. - [Page Inspection](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/page_inspection.md): Inspect a page to see its page ID, table, fields, and extension context for troubleshooting. - [Find Entries (Navigate)](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/find_entries_-navigate.md): Use Find Entries (Navigate) to trace postings and related ledger entries from documents. - [SmartLists](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/smartlists.md): Build reusable filtered lists with SmartLists and save views for repeat work. - [Understanding & Improving Performance](https://kb.bevica.com/documentation/guides/getting-started-and-navigation/understanding_and_improving_performance.md): Practical checks to diagnose slow pages and improve Business Central performance with Bevica. - [Setup & Configuration](https://kb.bevica.com/documentation/guides/setup-and-configuration.md): Set up Bevica core settings and master data before transacting. - [Bevica Setup](https://kb.bevica.com/documentation/guides/setup-and-configuration/bevica_setup.md): Configure Bevica setup tables and defaults after installing the extension. - [Creating Salespeople Records](https://kb.bevica.com/documentation/guides/setup-and-configuration/creating_salespeople_records.md): Create Salesperson/Purchaser records for users, reporting, and access patterns. - [Importing Customer, Vendor and Item Data](https://kb.bevica.com/documentation/guides/setup-and-configuration/importing_customer-_vendor_and_item_data.md): Import customers, vendors, and items into Business Central for a clean Bevica start. - [Customer and Vendor Facing Outputs](https://kb.bevica.com/documentation/guides/setup-and-configuration/importing_customer-_vendor_and_item_data-1.md): Set up customer and vendor outputs in Bevica Select: document layouts, email recipients, sending invoices/credits, statements, and output controls. - [Permissions & Security](https://kb.bevica.com/documentation/guides/permissions-and-security.md): Assign licences and permission sets so each user can access the right Bevica features. - [User Plans - Assigned Licence](https://kb.bevica.com/documentation/guides/permissions-and-security/user_plans_-_view_all_users_and_their_license_type.md): Check a user’s assigned plan/licence in Business Central and what it enables. - [Bevica Permissions](https://kb.bevica.com/documentation/guides/permissions-and-security/bevica_permissions.md): Recommended permission sets and access patterns for common Bevica roles. - [Distribution Costs Management Permissions](https://kb.bevica.com/documentation/guides/permissions-and-security/distribution_costs_management_permissions.md): Permission sets required to use Distribution Costs Management features and pages. - [Bevica Excellar / Commission permissions](https://kb.bevica.com/documentation/guides/permissions-and-security/bevica_excellar_commission_permissions.md): Permission sets required for Bevica Excellar and Commission workflows. - [Advanced Permissions: Salesperson View](https://kb.bevica.com/documentation/guides/permissions-and-security/advanced_permissions_salesperson_view.md): Advanced setup to restrict visibility so salespeople only see their own customers and documents. - [Copilot - AI in Business Central](https://kb.bevica.com/documentation/guides/copilot-ai-in-business-central.md): Understand Copilot and AI features in Business Central, including security, privacy, built-in capabilities, and current Microsoft guidance. - [Finance & Cash](https://kb.bevica.com/documentation/guides/finance-and-cash.md): Manage non-stock invoices, prepayment invoicing, contra balances, and cash flow visibility in Bevica. - [Non-Stock Sales Invoices and Credit Memos](https://kb.bevica.com/documentation/guides/finance-and-cash/non-stock_sales_invoices_and_credit_memos.md): Create sales invoices and credit memos for non-stock charges without item lines. - [Non-Stock Purchase Invoices and Credit Memos](https://kb.bevica.com/documentation/guides/finance-and-cash/non-stock_purchase_invoices_and_credit_memos.md): Post purchase invoices and credit memos for non-stock charges without item lines. - [Finance Only Price Discrepancies](https://kb.bevica.com/documentation/guides/finance-and-cash/finance_only_price_discrepancies.md): Manage finance-only handling of price discrepancies and approvals on transactions. - [Prepayment Invoicing](https://kb.bevica.com/documentation/guides/finance-and-cash/prepayment_invoicing.md): Set up and post prepayment invoices and apply them to final invoices. - [Contra Balances](https://kb.bevica.com/documentation/guides/finance-and-cash/contra_balances.md): Offset customer and vendor balances using contra processes and postings. - [Cash Flow Overview](https://kb.bevica.com/documentation/guides/finance-and-cash/cash_flow_overview.md): Review expected cash movements and cash position using the cash flow overview. - [Items & Inventory](https://kb.bevica.com/documentation/guides/items-and-inventory.md): Create items, manage inventory setup, and work with stock movements in Bevica. - [Creating New Items](https://kb.bevica.com/documentation/guides/items-and-inventory/creating_new_items.md): Create new item cards with the fields Bevica needs for sales, purchasing, and duty. - [Item Availability Overview](https://kb.bevica.com/documentation/guides/items-and-inventory/item_availability_overview.md): Check item availability across locations, reservations, and inbound/outbound documents. - [Adjusting Inventory](https://kb.bevica.com/documentation/guides/items-and-inventory/adjusting_inventory.md): Adjust stock quantities and costs using journals and correct inventory errors safely. - [Samples/Free of Charge Stock](https://kb.bevica.com/documentation/guides/items-and-inventory/samples_free_of_charge_stock.md): Manage samples and free-of-charge stock without distorting valuation and margin reporting. - [Bevica Inventory Postings](https://kb.bevica.com/documentation/guides/items-and-inventory/bevica_inventory_postings.md): Understand inventory-related postings and how Bevica impacts item and value entries. - [Bevica Classifying Items](https://kb.bevica.com/documentation/guides/items-and-inventory/bevica_item_attributes.md): Classify items using Bevica fields for reporting, filtering, and workflow rules. - [User Defined Item Fields](https://kb.bevica.com/documentation/guides/items-and-inventory/user_defined_item_fields.md): Create and use user-defined item fields to store business-specific item attributes. - [Item Additional Details](https://kb.bevica.com/documentation/guides/items-and-inventory/item_additional_details.md): Maintain additional item details used by Bevica processes and reporting. - [Item Marketing Notes](https://kb.bevica.com/documentation/guides/items-and-inventory/item_marketing_notes.md): Store marketing notes on item cards for sales context and customer-facing information. - [Item Weights and Measures](https://kb.bevica.com/documentation/guides/items-and-inventory/item_weights_and_measures.md): Set weights and measures used for duty, freight, and additional charge allocation. - [Item Units of Measure](https://kb.bevica.com/documentation/guides/items-and-inventory/item_units_of_measure.md): Set up units of measure and conversions so quantities behave correctly on documents. - [Item Substitutions](https://kb.bevica.com/documentation/guides/items-and-inventory/item_substitutions.md): Define item substitutions to suggest alternatives during sales. - [Equivalent Cases (Eq. Cases)](https://kb.bevica.com/documentation/guides/items-and-inventory/equivalent_cases_-eq._cases.md): Configure equivalent cases (Eq. Cases) for logistics, reporting, and charge allocation. - [Rotation No's / Serial, Lot & Package Tracking](https://kb.bevica.com/documentation/guides/items-and-inventory/rotation_serial_and_lot_tracking.md): Use rotation, serial, lot, and package tracking to manage traceability and stock control. - [Return Reasons and Stock Write-off](https://kb.bevica.com/documentation/guides/items-and-inventory/return_reasons_and_stock_write-off.md): Record return reasons and write off stock with the right postings and audit trail. - [Consignment Stock](https://kb.bevica.com/documentation/guides/items-and-inventory/consignment_stock.md): Track consignment stock ownership and movements across locations and transactions. - [CRM](https://kb.bevica.com/documentation/guides/crm.md): Overview of Bevica CRM in Business Central, including contacts, campaigns, segments, tasks, opportunities, and Outlook/Teams integration. - [Related Contacts Factbox](https://kb.bevica.com/documentation/guides/crm/related_contacts_factbox_xxxx.md): See related contact records on customers and vendors in a FactBox. - [Segmentation - Contact Management](https://kb.bevica.com/documentation/guides/crm/segmentation-contact-management.md): Build targeted contact lists with Segments using Add, Refine, and Reduce Contacts (Enhanced). - [Outlook Contact Insights](https://kb.bevica.com/documentation/guides/crm/outlook-contact-insights.md): Use the Business Central Outlook add-in to view contacts and create documents in Outlook. - [Business Central Add-in for Outlook](https://kb.bevica.com/documentation/guides/crm/business_central_add-in_for_outlook_-_features_and_deployment.md): Install and use the Outlook add-in to view and create Business Central records. - [Share with Microsoft Teams](https://kb.bevica.com/documentation/guides/crm/share-with-microsoft-teams.md): Use the Business Central Teams app to find contacts, share records, and collaborate on Business Central data in Microsoft Teams. - [Microsoft 365 Teams access to Business Central](https://kb.bevica.com/documentation/guides/crm/microsoft365_teams_access_to_business_central.md): Set up the Teams app so users can search and share Business Central records. - [Sales](https://kb.bevica.com/documentation/guides/sales.md): Sales workflows in Bevica, including orders, returns, reservations, pricing controls, and notes. - [Creating Customers](https://kb.bevica.com/documentation/guides/sales/working_with_sales_orders.md): Create Customers in Bevica Select. Covers addresses, contacts, dimensions, payment terms, posting groups, and best-practice data entry. - [Working with Sales Orders](https://kb.bevica.com/documentation/guides/sales/working_with_sales_orders-1.md): Create, release, ship, and invoice sales orders in Bevica. - [Simplified Sales Order process diagram](https://kb.bevica.com/documentation/guides/sales/simplified_sales_order_process_diagram.md): Simplified process diagram for sales orders in Bevica and Business Central. - [Sales Line Worksheet](https://kb.bevica.com/documentation/guides/sales/sales_line_worksheet.md): Use the Sales Line Worksheet to review, filter, and manage sales lines in bulk. - [Open Sales Lines](https://kb.bevica.com/documentation/guides/sales/open_sales_lines_and_open_purchase_lines.md): Review all open sales lines across customers and documents for follow-up and planning. - [Import Sales Lines](https://kb.bevica.com/documentation/guides/sales/import_sales_lines.md): Import sales lines into sales documents for faster order entry. - [Sales Comments and Notes](https://kb.bevica.com/documentation/guides/sales/sales_comments_and_notes.md): Add and manage comments and internal notes on sales documents. - [Sales Document Type Codes](https://kb.bevica.com/documentation/guides/sales/sales_document_type_codes.md): Set up sales document type codes for consistent processing and reporting. - [Sales Line Reason Codes](https://kb.bevica.com/documentation/guides/sales/sales_line_reason_codes.md): Use sales line reason codes for analysis, controls, and reporting. - [Sales and Purchasing Reason Codes](https://kb.bevica.com/documentation/guides/sales/sales_and_purchasing_reason_codes.md): Shared setup and usage of reason codes across sales and purchasing. - [Credit Held Orders](https://kb.bevica.com/documentation/guides/sales/credit_held_orders.md): Work with credit-held sales orders and release them after review and approval. - [Customer Favourites](https://kb.bevica.com/documentation/guides/sales/customer_favourites.md): Configure customer favourites to speed up order entry and reduce errors. - [Bevica Reservations](https://kb.bevica.com/documentation/guides/sales/bevica_reservations.md): Reserve stock for customers using Bevica Reservations and manage allocations. - [Unpaid Reserves](https://kb.bevica.com/documentation/guides/sales/unpaid_reserves.md): Manage Unpaid Reserves through sales processes, including allocation and fulfilment. - [Bevica Reservations - Splitting Units of Measure](https://kb.bevica.com/documentation/guides/sales/bevica_reservations_-_splitting_units_of_measure.md): Split Bevica reservations safely when changing or mixing units of measure. - [Check Zero priced sales lines](https://kb.bevica.com/documentation/guides/sales/check_zero_priced_sales_lines.md): Check for zero-priced sales lines and prevent accidental free sales. - [Remove Duty from Sales and Cost of Sales](https://kb.bevica.com/documentation/guides/sales/remove_duty_sales_cos.md): Remove the duty amount from sales and cost of sales postings. - [Working with Sales Return Orders](https://kb.bevica.com/documentation/guides/sales/working_with_sales_orders-2.md): Create and post sales return orders, including receipts and credit documents. - [Purchasing](https://kb.bevica.com/documentation/guides/purchasing.md): Purchasing workflows in Bevica, including orders, returns, tracking, and notes. - [Creating Vendors](https://kb.bevica.com/documentation/guides/purchasing/working_with_purchase_orders.md): Create Vendors in Bevica Select. Covers addresses, contacts, dimensions, payment terms, posting groups, and best-practice data entry. - [Working with Purchase Orders](https://kb.bevica.com/documentation/guides/purchasing/working_with_purchase_orders-1.md): Create, receive, and invoice purchase orders in Bevica. - [Simplified Purchase Order process diagram](https://kb.bevica.com/documentation/guides/purchasing/simplified_purchase_order_process_diagram.md): Simplified process diagram for purchase orders in Bevica and Business Central. - [Open Purchase Lines](https://kb.bevica.com/documentation/guides/purchasing/open_sales_lines_and_open_purchase_lines.md): Review open purchase lines across vendors and documents for planning and expediting. - [Purchase Document Type Codes](https://kb.bevica.com/documentation/guides/purchasing/purchase_document_type_codes.md): Set up purchase document type codes for consistent behaviour and reporting. - [Purchase Comments and Notes](https://kb.bevica.com/documentation/guides/purchasing/purchase_comments_and_notes.md): Add and manage comments and internal notes on purchase documents. - [Purchase Order Tracking](https://kb.bevica.com/documentation/guides/purchasing/purchase_order_tracking.md): Track purchase orders, expected receipts, and supplier performance. - [Managing Blanket Orders](https://kb.bevica.com/documentation/guides/purchasing/managing_blanket_orders.md): Manage blanket purchase orders for long-term supplier agreements and call-offs. - [Working with Purchase Return Orders](https://kb.bevica.com/documentation/guides/purchasing/working_with_purchase_orders-2.md): Create and post purchase return orders, including shipment and credit processes. - [Pricing, Costs & Charges](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges.md): Pricing, cost, and charge setup in Bevica, including price lists and target cost controls. - [Sales and Purchase Price Lists - New Pricing Experience](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges/sales_and_purchase_price_lists_-_new_pricing_experience.md): Use the new Business Central price list experience for sales and purchase pricing. - [Initialising the New Sales and Purchase Price Experience](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges/initialising_the_new_sales_and_purchase_price_experience.md): Enable and initialise the new sales and purchase price list experience for your environment. - [Inventory Price List](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges/inventory_price_list.md): Maintain inventory price lists and pricing rules used for sales and reporting. - [Item Sales Line 'Target Cost'](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges/item_sales_line_target_cost.md): Use Target Cost on sales lines to validate margins and control pricing changes. - [Sales Price Lists - New Pricing Experience - Auto Create Duty Prices](https://kb.bevica.com/documentation/guides/pricing-costs-and-charges/sales-price-lists-new-pricing-experience-auto-create-duty-prices.md): Auto-create and maintain duty-linked sales prices in real time using Auto Create Duty Prices. - [Duty, Compliance & Tax](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax.md): Single-jurisdiction duty management and compliance features in Bevica, including UK duty, EPR, DRS, and packaging tax. - [Duty Management](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/duty_management.md): Set up and manage Bevica duty rules, rates, and postings in Business Central. - [Duty Controlled Items](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/duty_controlled_items.md): Configure and work with duty-controlled items, variants, and inventory constraints. - [Processing Duty Transactions](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/processing_duty_transactions.md): Process duty transactions and movements, including the correct postings and document flows. - [Checking Alc. Vol.](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/checking_alc._vol..md): Check and maintain alcohol volume (ABV) data used for duty calculation and compliance. - [Economic Operators Registration and Identification number](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/economic_operators_registration_and_identification_number.md): Maintain EORI numbers for cross-border trade documents and compliance. - [UK Authorised Wholesalers Registration Scheme](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/authorised_wholesalers_registration_scheme.md): Set up AWRS fields and processes for UK alcohol wholesale compliance. - [UK Extended Producer Responsibility (EPR)](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/uk_extended_producer_responsibility_-epr.md): Capture UK Extended Producer Responsibility (EPR) data needed for packaging reporting. - [UK Deposit Return Scheme - Registering Items](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/uk_deposit_return_scheme_-_registering_items.md): Register items for the UK Deposit Return Scheme and maintain required item attributes. - [UK Plastic Packaging Tax](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/uk_plastic_packaging_tax.md): Maintain plastic packaging tax attributes and support UK PPT reporting requirements. - [UK Reform of Alcohol Duty Rates (Aug 2023)](https://kb.bevica.com/documentation/guides/duty-compliance-and-tax/uk_reform_of_alcohol_duty_rates_-aug_2023.md): Guidance on the Aug 2023 UK alcohol duty rate reform and its impact in Bevica. - [International Duty](https://kb.bevica.com/documentation/guides/international-duty.md): Set up international multi-jurisdiction duty, statuses, and item rules so Bevica can manage cross-border duty transactions. - [Master Notifications](https://kb.bevica.com/documentation/guides/master_notifications.md): Configure and use master notifications in Bevica to prompt users at the right time. - [Fine Wine (Paid Reserves)](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine.md): Paid Reserves workflows for fine wine, including setup, selling, withdrawals, transfers, and bottling. - [Paid Reserve Setup](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/private_reserves_setup.md): Set up Paid Reserves, locations, and defaults before using fine wine reserve workflows. - [Viewing Paid Reserves](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/viewing_paid_reserves.md): View and analyse Paid Reserves across customers, items, and locations. - [Selling into Paid Reserve](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/selling_into_paid_reserve.md): Sell stock into Paid Reserve and allocate ownership to customers. - [Withdrawing Paid Reserves](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/withdrawing_paid_reserves.md): Withdraw Paid Reserves back into available stock for delivery or sale. - [Cancelling Paid Reserves](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/cancelling_paid_reserves.md): Cancel Paid Reserves and reverse allocations when required. - [Splitting Paid Reserves](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/splitting_paid_reserves.md): Split Paid Reserves across cases/bottles or units of measure while preserving ownership. - [Transferring Ownership of a Paid Reserve](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/transferring_ownership_of_a_paid_reserve.md): Transfer ownership of a Paid Reserve between customers. - [Transferring Paid Reserves between Locations](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/transferring_paid_reserves_between_locations.md): Transfer Paid Reserves between locations while keeping ownership and duty status intact. - [Changing Item or Unit of Measure on a Paid Reserve](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/changing_item_or_unit_of_measure_on_a_paid_reserve.md): Change the item or unit of measure on a Paid Reserve without losing allocation detail. - [Paid Reserve - Transfer Duty Status](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/paid_reserve_-_transfer_duty_status.md): Transfer duty status on Paid Reserves and manage the related duty movement rules. - [Paid Reserve Bottling](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/paid_reserve_bottling.md): Bottle Paid Reserves and track the resulting item, quantities, and ownership. - [Automatic Transfer of Paid Reserves](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/automatic_transfer_of_paid_reserves.md): Automatically transfer Paid Reserves based on setup rules and trigger conditions. - [Selling En Primeur](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/selling_en_primeur.md): Sell En Primeur and manage allocations and fulfilment into Paid Reserves. - [Importing Paid Reserves](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/importing_paid_reserves.md): Import Paid Reserves in bulk using templates or configuration packages. - [Broking](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/broking.md): Paid Reserve broking workflows and related lists in Bevica. - [Cellarage](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/paid_reserves_cellarage_invoicing.md): Paid Reserve cellarage workflows, including storage charging and related processes. - [Item Market Valuations](https://kb.bevica.com/documentation/guides/item-market-valuations.md): Store and review item market valuations from manual entry or price feeds. - [Liv-ex LWIN](https://kb.bevica.com/documentation/guides/item-market-valuations/liv-ex_lwin.md): Link items to Liv-ex LWIN identifiers for price retrieval. - [Liv-ex Market Prices](https://kb.bevica.com/documentation/guides/item-market-valuations/liv-ex-market-prices.md): Retrieve Liv-ex market prices into Bevica and store them as valuations. - [Goedhuis Waddesdon Market Prices](https://kb.bevica.com/documentation/guides/item-market-valuations/goedhuis_waddesdon_market_prices.md): Import Goedhuis Waddesdon market prices into item market valuations. - [Quality Management](https://kb.bevica.com/documentation/guides/quality-management.md): Manage quality inspections in Business Central across purchasing, production, assembly, and warehouse processes. - [Warehousing & Logistics](https://kb.bevica.com/documentation/guides/warehousing-and-logistics.md): Set up locations and run warehouse documents, transfers, and manifests. - [Location Setup](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/location_setup.md): Configure locations for picking, bins, duty status, and posting behaviour. - [Logistics Country/Region Code](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/logistics_countryregion_code.md): Maintain logistics country/region codes used on shipping and reporting. - [Working with Transfer Orders](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/transfer_order_comments_and_notes.md): Create, ship, and receive transfer orders between locations. - [Transfer Order Comments and Notes](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/transfer_order_comments_and_notes-1.md): Add internal notes and printed comments to transfer orders. - [Bevica Warehouse Management Systems (WMS)](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/bevica_warehouse_management_systems_-wms.md): Overview of Bevica WMS options and how they affect warehouse processes. - [HMRC Excise Warehouse Reporting](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/hmrc_excise_warehouse_reporting.md): Prepare and submit HMRC excise warehouse reports from Bevica. - [HMRC Excise Warehouse Processing](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/hmrc_excise_warehouse_reporting/hmrc_excise_warehouse_processing.md): Run the processing steps behind HMRC excise warehouse reporting. - [Manifests](https://kb.bevica.com/documentation/guides/warehousing-and-logistics/manifests.md): Create and manage delivery manifests to group and track shipments. - [Distribution Costs Management](https://kb.bevica.com/documentation/guides/distribution_costs_management.md): Set up and allocate additional charges across sales and purchase documents. - [Document Additional Charges](https://kb.bevica.com/documentation/guides/distribution_costs_management/document_additional_charges.md): Add and post additional charge lines on documents. - [Automated Default Document Additional Charges](https://kb.bevica.com/documentation/guides/distribution_costs_management/automated_default_document_additional_charges.md): Auto-apply default additional charges based on setup rules. - [Automated Sales Delivery Charges](https://kb.bevica.com/documentation/guides/distribution_costs_management/automated_sales_delivery_charges.md): Calculate and apply delivery charges on sales documents automatically. - [Posted Additional Charge Entries Reconciliation](https://kb.bevica.com/documentation/guides/distribution_costs_management/posted_additional_charge_entries_reconciliation.md): Reconcile posted additional charge entries to source documents. - [Item Charge Revaluation Journals](https://kb.bevica.com/documentation/guides/distribution_costs_management/item_charge_revaluation_journals.md): Revalue item charges using revaluation journals for accurate costings. - [Excellar & Commission](https://kb.bevica.com/documentation/guides/excellar-commission.md): Step-by-step guides for Bevica Excellar (direct ship) and Commission workflows in Business Central. Use the process that matches your order type. Requires Bevica Essentials. - [Bevica Excellar Order Processing](https://kb.bevica.com/documentation/guides/excellar-commission/bevica_excellar_order_processing.md): Set up and run Excellar (direct ship) orders in Bevica, including agreements, linked sales/purchase orders, posting, amendments, and returns. - [Bevica Commission Order Processing](https://kb.bevica.com/documentation/guides/excellar-commission/bevica_commission_order_processing.md): Process Bevica commission orders in Business Central. Create a sales invoice, or use Commission Agreements to generate linked sales and zero-value purchase orders, then post, amend, and credit. - [Drop Shipment (Excellar) Order Processing](https://kb.bevica.com/documentation/guides/excellar-commission/drop_shipment_-excellar-_order_processing.md): Use Business Central Drop Shipments for Excellar orders in Bevica. Set Purchasing Codes, link sales and purchase orders, then ship and invoice. Includes key limitations. - [Assembly & Production](https://kb.bevica.com/documentation/guides/assembly-and-production.md): Create assembly orders and manage simple production workflows in Bevica. - [Assembly Management](https://kb.bevica.com/documentation/guides/assembly-and-production/assembly_management.md): Use Assembly Orders in Bevica to combine components into finished items. Covers BOM setup, planning, duty-controlled variants, and recording wastage by adjusting Quantity to Consume. - [Simplified Assembly Order diagram \[WIP\]](https://kb.bevica.com/documentation/guides/assembly-and-production/simplified_assembly_order_diagram_-wip.md): Quick visual of the assembly order process flow (work in progress). - [Connectivity](https://kb.bevica.com/documentation/guides/integrations-and-connectivity.md): Connect Bevica to Microsoft tools and integrations. Set up secure access, connect Excel via Web Services and OData, and use Business Central with Outlook and Teams. - [Connecting Excel to Bevica (Web Services & OData)](https://kb.bevica.com/documentation/guides/integrations-and-connectivity/xxxxxxxconnecting_excel_to_bevica_-web_services_and_odata.md): Connect Excel to live Bevica data in Business Central using Web Services and OData V4. Publish a page, copy the OData URL, then use Excel Get Data and Refresh. - [Reference](https://kb.bevica.com/documentation/guides/reference.md): Definitions, technical reference, and troubleshooting for Bevica in Business Central, including glossaries, database schema, and known issues. - [Bevica Glossary and Terminology](https://kb.bevica.com/documentation/guides/reference/bevica_glossary_and_terminology.md): Alphabetical glossary of Bevica, Business Central, and related technology terms. - [Drinks Glossary and Terminology](https://kb.bevica.com/documentation/guides/reference/drinks_glossary_and_terminology.md): Alphabetical glossary of wine, beer, and spirits terms, from production to distribution. - [Bevica Database Schema](https://kb.bevica.com/documentation/guides/reference/bevica_database_schema.md): Explore all tables and fields in Bevica Business Central. Use Schema Tables and Schema Fields to review properties, relationships, and table information for reporting and integrations. - [Troubleshooting](https://kb.bevica.com/documentation/guides/reference/troubleshooting.md): Fix common Bevica issues and Business Central errors. Includes runtime blocks, unsupported features, and known bugs with steps and workarounds. - [Unsupported Functionality in Bevica](https://kb.bevica.com/documentation/guides/reference/troubleshooting/unsupported_functionality_in_bevica.md): Bevica limits and unsupported Business Central features, including duty-controlled inventory rules, requisitioning/variants constraints, direct shipping duty movement, and warehouse limits. - [Resolve the 'Blocked by runtime' error](https://kb.bevica.com/documentation/guides/reference/troubleshooting/blocked_by_runtime_error.md): Resolve the “blocked by runtime” error in Business Central by enabling Allow HttpClient Requests in Extension Management for the relevant extension. - [BUG fix: Unpaid Reserves not updating properly on posting](https://kb.bevica.com/documentation/guides/reference/troubleshooting/fix_unpaid_reserves_not_updating_properly_on_posting.md): Fix Unpaid Reserves quantities after posting. Find lines where Reserved Quantity differs from Quantity Remaining, then correct the Unpaid Reserve Information quantity (fixed from v23.31.24.0). - [Bevica Warehouse Integration](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration.md): Send and receive transaction messages with your 3PL warehouse. - [Warehouse Integration Role Centre Tiles](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_integration_role_centre_tiles.md): Understand the Role Centre tiles that track integration activity. - [Warehouse Outbound Document Integration](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_outbound_document_integration.md): Generate and transmit outbound sales and transfer requests to the warehouse. - [Vision Sales & Transfer Outbound Requests](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/vision_sales_and_transfer_outbound_requests.md): Create Vision-formatted outbound requests for sales and transfer orders. - [Testing Vision Sales Outbound Requests](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/testing_vision_sales_outbound_requests.md): Test outbound Vision requests end-to-end before going live. - [Culina Sales Outbound Requests](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/culina_sales_outbound_requests.md): Create Culina-formatted outbound requests for sales orders. - [Masterlink Sales Outbound Requests](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/masterlink_sales_outbound_requests.md): Create Masterlink-formatted outbound requests for sales orders. - [Warehouse Item Reconciliation](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_item_reconciliation.md): Import warehouse stock balances and reconcile them to Bevica inventory. - [Warehouse Integration Email Setup](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_integration_email_setup.md): Configure email settings for warehouse message sending and receiving. - [Vision Warehouse Integration - moving to the API](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/vision_warehouse_integration_-_moving_to_the_api.md): Guidance for moving Vision integration from files/email to API. - [Bevica Third Party Warehouse Integration permissions](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/bevica_third_party_warehouse_integration_permissions.md): Permission sets needed for third-party warehouse integration pages and jobs. - [Warehouse Pre-Advice Integration](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_pre-advice_integration.md): Send purchase pre-advices to the warehouse for planned receipts. - [Shipping Agent Planning Worksheet (Sales)](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/shipping_agent_planning_worksheet_-sales.md): Plan dispatches by shipping agent and warehouse status. - [Warehouse Pick Confirmation Integration](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_pick_confirmation_integration.md): Process inbound pick and dispatch confirmations from the warehouse. - [Warehouse Goods Received Integration](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/warehouse_goods_received_integration.md): Process inbound goods-received confirmations against purchase orders. - [Communication Engine Messages](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/communication_engine_messages.md): View and troubleshoot messages processed by the Communication Engine. - [Setting up Communication Engine for Vision Pre-Advices](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/setting_up_communication_engine_for_vision_pre-advices.md): Configure Communication Engine mappings for Vision pre-advice messages. - [Setting up Communication Engine for Vision Stock Received](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/setting_up_communication_engine_for_vision_stock_received.md): Configure Communication Engine mappings for Vision stock received messages. - [Setting up Communication Engine for Vision Outbound Orders](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/setting_up_communication_engine_for_vision_outbound_orders.md): Configure Communication Engine mappings for Vision outbound order messages. - [Setting up Communication Engine for Vision Pick Confirmations](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/setting_up_communication_engine_for_vision_pick_confirmations.md): Configure Communication Engine mappings for Vision pick confirmation messages. - [Setting up Communication Engine for Vision Stock Reconciliation](https://kb.bevica.com/documentation/integration/bevica_warehouse_integration/setting_up_communication_engine_for_vision_stock_reconciliation.md): Configure Communication Engine mappings for Vision stock reconciliation messages. - [Bevica Website Integration](https://kb.bevica.com/documentation/integration/bevica_website_integration.md): Sync customers, items, prices, and orders between Bevica and your website. - [Web Integration - Customer](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_customer.md): Configure customer export/import and customer-related sync rules. - [Web Integration - Inventory](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_inventory.md): Configure inventory availability exports for website stock displays. - [Web Integration - Items](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_items.md): Configure item master data sync, attributes, and publishing rules. - [Web Integration - Job Queues](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_job_queues.md): Schedule website sync routines using job queues. - [Web Integration - Payments](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_payments.md): Map payment methods and import payment details from the website. - [Web Integration - Sales Orders](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_sales_orders.md): Import website orders and post them in Business Central. - [Web Integration - Sales Prices](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_sales_prices.md): Publish and maintain sales prices and discounts for the website. - [Web Integration - Technical Notes](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_-_technical_notes.md): Technical notes for troubleshooting and support of the website connector. - [Web Integration User and Permissions](https://kb.bevica.com/documentation/integration/bevica_website_integration/web_integration_user_and_permissions.md): Set up web integration users and required permission sets. - [Website Integration Setup](https://kb.bevica.com/documentation/integration/bevica_website_integration/website_integration_setup.md): Complete the initial setup for Bevica website integration. - [Liv-ex](https://kb.bevica.com/documentation/integration/liv-ex.md): Lists the Liv-ex integration features available in Bevica. - [Shopify](https://kb.bevica.com/documentation/integration/shopify.md): Set up the Microsoft Shopify Connector and optional Bevica enhancements. - [Connecting to Shopify](https://kb.bevica.com/documentation/integration/shopify/shopify_connector.md): Install the Shopify app and connect your Business Central environment. - [Bevica Shopify Connector](https://kb.bevica.com/documentation/integration/shopify/business_central_bevica_shopify_connector.md): Use Bevica’s enhancements on top of the standard Shopify connector. - [Bevica Shopify Enhanced Refund Processing](https://kb.bevica.com/documentation/integration/shopify/bevica_shopify_enhanced_refund_processing.md): Process Shopify refunds with improved matching and posting control. - [Shopify Duty Free Orders](https://kb.bevica.com/documentation/integration/shopify/shopify-duty-free-orders.md): Set up Shopify duty free orders so Bevica creates the right ship-to address, duty status, and sales lines. - [Fero](https://kb.bevica.com/documentation/integration/fero.md): Fero is a funding + logistics + operations platform built specifically for the drinks industry (beer, wine, spirits) - [Reporting & Analytics in Bevica](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview.md): Overview of reporting and analytics in Bevica, including list filters, analysis mode, Excel, financial reports, and Power BI. - [Use Reports In Your Daily Work (Quick Guide)](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/quick_guide_-_reporting_in_bevica.md): Quick start for day-to-day reporting, analysis mode, and Excel exports. - [Bevica Inventory Valuation Report](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/bevica_inventory_valuation_report.md): Run Bevica Inventory Valuation and reconcile totals to the G/L. - [Checking Inventory Margins](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/checking_inventory_margins.md): Review costs and margins on posted Item Ledger Entries. - [Moving Annual Total Sales Analysis (MAT)](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/moving_annual_total_sales_analysis_-mat.md): Use MAT pages to track 12-month sales trends and depletion. - [Checking Sales Line Margins](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/checking_sales_line_margins.md): Check estimated margins on open sales lines before posting. - [Customer/Item Sales Analysis](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/customeritem_sales_analysis.md): Analyse sales by customer and item, with drill-down to transactions. - [Operational Sales and Purchases Analysis](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/operational_sales_and_purchases_analysis.md): Use open lines, MAT, and analysis views for operational reporting. - [Item History (Sales)](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/item_history_-sales.md): Import and maintain historical sales to extend Bevica sales analysis. - [Importing Item Sales History](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/importing_item_sales_history.md): Import sales history into Item History for MAT and customer/item analysis. - [Item Group Codes, MAT and Forecasting](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/item_group_codes-_mat_and_forecasting.md): Group items for MAT reporting and demand forecasting. - [Item Group Forecasting](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/item_group_forecasting.md): Calculate forecasts from Item Sales History and feed the Requisition Worksheet. - [Reporting for Fabric / SQL](https://kb.bevica.com/documentation/reporting-and-analytics/reporting_in_bevica_-_overview/reporting-for-fabric-sql.md): Use Bevica data in Microsoft Fabric or SQL. Covers paid reserves, broking, cellarage, duty status, and reporting patterns for sales, margin, and inventory. - [Bevica Power BI](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi.md): Overview of Bevica Power BI extension, data entities, and report areas. - [Bevica Power BI - Business Central setup expectations](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/bevica_power_bi_-_business_central_setup_expectations.md): Business Central setup assumptions for Bevica Power BI and dimensions. - [Additional Reporting Currency (ACY) (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/additional_reporting_currency_-acy-_-bevica_power_bi.md): Report Bevica Power BI values in Additional Reporting Currency (ACY). - [Bevica Power BI: Common Questions / FAQ](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/bevica_power_bi_common_questions_faq.md): Common answers on measures, filters, dates, and dimensions in Bevica Power BI. - [Bevica Power BI: Creating Example Reports](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/bevica_power_bi_creating_example_reports.md): Worked examples for building common Power BI reports on Bevica data. - [Data Model - Core (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/data_model_-_core_-bevica_power_bi.md): Core dataset tables, relationships, and key reporting conventions for Bevica Power BI. - [Data Model - Finance (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/data_model_-_finance_-bevica_power_bi.md): Finance dataset reference for GL, budgets, bank ledgers, and KPIs in Bevica Power BI. - [Dates and Time Intelligence (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/dates_and_time_intelligence_-bevica_power_bi.md): How date tables and time intelligence filters work in Bevica Power BI. - [Dimension Hierarchies (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/dimension_hierarchies_-bevica_power_bi.md): Set up parent/child dimension hierarchies for rollups in Bevica Power BI. - [Discounts (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/discounts_-bevica_power_bi.md): How discount amounts and discount % are calculated in Bevica Power BI. - [Inventory Costings (Bevica BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/inventory_costings_-bevica_bi.md): Understand expected, actual, and non-inventory costs used in Bevica BI measures. - [Inventory Measures (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/inventory_measures_-bevica_power_bi.md): Inventory quantity, valuation, ageing, and turns measures in Bevica Power BI. - [Item Budgets and GL Budgets (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/item_budgets_and_gl_budgets_-bevica_power_bi.md): Use item and G/L budgets in Power BI, including single-budget selection rules. - [Open Orders Measures - Sales & Purchase (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/open_orders_measures_-_sales_and_purchase_-bevica_power_bi.md): Measures for outstanding open orders, including date type filtering options. - [Posted Invoice Aggregator (Bevica Power BI) (Optional)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/posted_invoice_aggregator_-bevica_power_bi-_-optional.md): Optional model table that groups item ledger entries to posted invoices for analysis. - [Purchase Measures (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/purchase_measures_-bevica_power_bi.md): Definitions for purchase amounts, quantities, and purchase-date measures in Power BI. - [Sales and Purchase Ledger (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/sales_and_purchase_ledger_-bevica_power_bi.md): Analyse customer and vendor ledger entries for ageing, debtors, and payables. - [Sales Measures (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/sales_measures_-bevica_power_bi.md): Definitions and guidance for sales measures, rankings, and open sales reporting. - [Target Cost: Sales (Bevica Power BI)](https://kb.bevica.com/documentation/reporting-and-analytics/bevica_power_bi/target_cost_sales_-bevica_power_bi.md): Use target costs for margin reporting and compare target vs actual cost of sales. - [Dark Theme in Bevica](https://kb.bevica.com/documentation/easter-eggs/dark-theme-in-bevica.md): Use a Chrome or Edge browser flag to force an unofficial dark theme for Bevica pages. - [Legacy Sales/Purchase Price and Discounts](https://kb.bevica.com/documentation/deprecated-features/legacy_sales-purchase_price_and_discounts.md): This is a deprecated feature - [EHD Warehouse Integration](https://kb.bevica.com/documentation/deprecated-features/ehd_warehouse_integration_-retired.md): This is a deprecated feature - [Generating a Web Access Key](https://kb.bevica.com/documentation/deprecated-features/generating_a_web_access_key.md): This is a deprecated feature - [Data Model - Open Orders](https://kb.bevica.com/documentation/deprecated-features/data_model_-_open_orders_-bevica_power_bi.md): This is a deprecated feature - [GB Post Code Address Lookup](https://kb.bevica.com/documentation/deprecated-features/gb_post_code_address_lookup.md) ## Bevica Select - [What is Bevica Select](https://kb.bevica.com/bevica-select/readme.md): Understand Bevica Select: a packaged Bevica implementation for Business Central with fixed scope, preconfigured companies, templates, training, and drinks-industry functionality. - [Bevica Select Project Kick-off](https://kb.bevica.com/bevica-select/bevica-select-project-kick-off.md): Kick-off guide for Bevica Select implementation: roles, environments, training plan, data migration, and go-live steps in Dynamics 365 Business Central. - [Onboard to Bevica](https://kb.bevica.com/bevica-select/onboard-to-bevica.md): Step-by-step onboarding for Bevica users and admins: sign-in, personal settings, navigation, role-based training, and Business Central user setup. - [Training Agenda Overview](https://kb.bevica.com/bevica-select/bevica_select_training.md): Bevica Select training agenda with session order, prerequisites, and outcomes across finance, operations, data migration, and administration. - [Introduction to Business Central](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_introduction_to_business_central.md): Business Central UI basics for Bevica Select: search, filters, Edit in Excel, personalization, reports, Bevica terminology, and support ticket basics. - [Moving from On-premise to SaaS](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_moving_from_on_premise_to_saas.md): Moving from Bevica on-premise to SaaS? See what changed in Business Central, what’s improved, and which workflows to revisit during Bevica Select training. - [Finance Overview](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_finance_overview.md): Finance overview for Bevica Select: core accounting concepts, posting flow, VAT basics, posting groups, additional charges, and the reports you’ll use daily. - [General Ledger Part 1](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_general_ledger_part_1.md): General Ledger Part 1 for Bevica Select: chart of accounts, dimensions, journals, VAT, posting groups, currencies, and key checks before go-live. - [Purchase Ledger](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_purchase_ledger.md): Purchase Ledger module for Bevica Select: vendors, purchase invoices and credits, VAT handling, payments, prepayments, and purchase reporting. - [Sales Ledger](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_sales_ledger.md): Sales Ledger module for Bevica Select: customers, sales invoices and credits, credit control, payments, emailing documents, prepayments, and sales reporting. - [Cash Management](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_cash_management.md): Cash Management module for Bevica Select: bank accounts, transfers, bank reconciliation, cash journals, and cash reporting in Business Central. - [General Ledger Part 2](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_general_ledger_part_2.md): General Ledger Part 2 for Bevica Select: accounting periods, year-end tasks, budgets, account schedules, and financial reporting. - [Inventory](https://kb.bevica.com/bevica-select/bevica_select_training/inventory.md): Inventory module for Bevica Select: item master data, duty management, locations, adjustments, costing, availability, and inventory reporting. - [Purchase Order Processing](https://kb.bevica.com/bevica-select/bevica_select_training/purchase-order-processing.md): Create, receive, and invoice purchase orders in Bevica Select. Includes additional charges, duty status, tracking, returns, prepayments, and purchase pricing. - [Sales Order Processing](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_sales_order_processing.md): Sales order processing in Bevica Select: create, release, ship and invoice, handle credit holds, reservations, returns, pricing, and sales reporting. - [Return Orders & Transfer Orders](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_return_orders_and_transfer_orders.md): Correct stock movements safely using return orders and transfer orders, without breaking the audit trail. - [Data Migration & Configuration](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_-_excel_template_data_migration.md): Use the Bevica Select Configuration Worksheet, Excel templates and RapidStart packages to setup data and import customers, items, vendors, pricing, and opening balances into Business Central. - [Setup & Administration](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_administration.md): Administration module for Bevica Select: users, permission sets, Bevica setup, change log, email setup, number series, and operational checks. - [Fine Wine / Paid Reserves](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_fine_winepaid_reserves.md): Fine Wine module for Bevica Select: manage Paid Reserves, sell into reserves, withdraw stock, adjust/credit reserves, and review allocations and options. - [Warehouse Integration](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_warehouse_integration.md): Warehouse integration training for Bevica Select: outbound document integration, request formats, and key setup and troubleshooting checks. - [Assembly Management](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_assembly_management.md): Assembly management in Bevica Select: items, assembly BOMs, assembly orders, and how posting impacts inventory quantities and costs. - [Fixed Assets](https://kb.bevica.com/bevica-select/bevica_select_training/bevica_select_training_-_fixed_assets.md): Fixed Assets training for Bevica Select: set up assets, post acquisitions and depreciation, and manage disposals, maintenance, and insurance. - [Bevica Select Outcomes](https://kb.bevica.com/bevica-select/bevica-select-outcomes.md): Outcome checklists for Bevica Select training. Validate processes end-to-end, review posting results, and confirm go-live readiness. - [Outcomes - General Ledger Part 1](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_general_ledger_part_1.md): Checklist to validate General Ledger Part 1 skills in Bevica Select. Run scenarios and verify posting results, registers, and entries. - [Outcomes - Purchase Ledger](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_purchase_ledger.md): Checklist to validate Purchase Ledger skills in Bevica Select. Post vendor documents and payments, then verify ledger entries and posting results. - [Outcomes - Sales Ledger](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_ledger.md): Checklist to validate Sales Ledger skills in Bevica Select. Post customer documents and payments, then verify ledger entries and posting results. - [Outcomes - Cash Management](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_cash_management.md): Checklist to validate Cash Management skills in Bevica Select. Work through bank postings and reconciliation, then verify entries and balances. - [Outcomes - General Ledger Part 2](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_general_ledger_part_2.md): Checklist to validate General Ledger Part 2 skills in Bevica Select. Test periods, budgets, reporting, and confirm posting results. - [Outcomes - Inventory](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_inventory.md): Checklist to validate Inventory skills in Bevica Select. Create items, run adjustments, check availability, and verify item and value entries. - [Outcomes - Purchase Order Processing](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_purchase_order_processing.md): Checklist to validate Purchase Order Processing in Bevica Select. Post receipts and invoices, then verify item, value, and vendor ledger entries. - [Outcomes - Sales Order Processing](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_sales_order_processing.md): Checklist to validate Sales Order Processing in Bevica Select. Post shipments and invoices, then verify item, value, and customer ledger entries. - [Outcomes - Return Orders & Transfer Orders](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_return_orders_and_transfer_orders.md): Checklist to validate return orders and transfer orders in Bevica Select. Post documents and verify inventory quantities, costs, and audit trail. - [Outcomes - Fine Wine / Paid Reserve](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_fine_wineprivate_reserve.md): Checklist to validate Fine Wine / Paid Reserves in Bevica Select. Test reserve sales, withdrawals, adjustments, and confirm posting results. - [Outcomes - Assembly Management](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_assembly_management.md): Checklist to validate Assembly Management in Bevica Select. Create and post assembly orders, then confirm quantity and cost impact. - [Outcomes - Warehouse Integration](https://kb.bevica.com/bevica-select/bevica-select-outcomes/bevica_select_training_outcomes_-_warehouse_integration.md): Checklist to validate Warehouse Integration in Bevica Select. Confirm outbound documents, message formats, and expected posting and status updates. - [Test yourself - Finance](https://kb.bevica.com/bevica-select/test-yourself-finance.md): Self-check quiz for Bevica finance workflows, including financial invoices, cash flow, prepayments, contra balances, duty management, pricing, additional charges, and reporting. - [Test yourself - Operations](https://kb.bevica.com/bevica-select/test-yourself-operations.md): Self-check quiz for Bevica operations workflows across navigation, setup, permissions, sales, purchasing, inventory, warehousing, and troubleshooting. - [Business Central Bevica data structures](https://kb.bevica.com/bevica-select/bevica-select-data-migration/business-central-bevica-data-structures.md): Understand Bevica in Business Central: tenants, environments, companies, extensions, AL objects, and tools like metadata pages and Page Inspection. - [User Familiarisation Project Phase](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_user_familiarisation_project_phase.md): Run the User Familiarisation phase for Bevica Select. Validate day-to-day processes in a test company and log issues before go-live. - [Creating new Bevica companies](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_creating_new_bevica_companies.md): Create a blank Bevica company or copy an existing one, then apply Bevica data to build a production template or training company. - [Company Information](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_company_information_data.md): Set up Company Information in Bevica Select, including address, VAT registration, and base details used on documents, reports, and posting. - [Bank Accounts](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_creating_bank_accounts.md): Create and configure Bank Accounts for Bevica Select. Includes key fields needed for posting, payments, and bank reconciliation in Business Central. - [Payment Methods](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_payment_methods.md): Set up Payment Methods in Bevica Select to control how customer and vendor payments are posted, applied, and shown on documents. - [Payment Terms](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_payment_terms.md): Set up Payment Terms in Bevica Select to control due dates, discounts, and payment schedules for customers and vendors. - [Templates](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates.md): Download and complete Bevica Select Excel templates for data migration. Use them with RapidStart (Configuration Packages) in Business Central. - [Item Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_item_template.md): Excel template for importing items into Bevica Select. Use it with RapidStart/Configuration Packages during Business Central data migration. - [Customer Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_template.md): Excel template for importing customers into Bevica Select. Use it with RapidStart/Configuration Packages during Business Central data migration. - [Customer Ship-to Addresses Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_ship-to_addresses_template.md): Excel template for customer ship-to addresses in Bevica Select. Import delivery addresses during Business Central data migration. - [Sales and Purchase Prices and Discounts (New Price Experience) Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_sales_and_purchase_prices_and_discounts_-new_price_experience.md): Excel template for the new price experience. Import sales and purchase prices and discounts into Bevica Select using Business Central price lists. - [Customer Favourites Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_favourites_template.md): Excel template to import customer favourites into Bevica Select, so sales users can pick common items faster and stay consistent. - [Customer Bank Account Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/customer_bank_accounts.md): Excel template to import customer bank accounts into Bevica Select for payment automation scenarios (where enabled). - [Customer Output Email Addresses Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_customer_output_email_addresses_template.md): Excel template to import customer document email recipients in Bevica Select (invoices, credit memos, statements, and other outputs). - [Vendor Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_vendor_template.md): Excel template for importing vendors into Bevica Select. Use it with RapidStart/Configuration Packages during Business Central data migration. - [Vendor Bank Account Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_vendor_bank_account_template.md): Excel template to import vendor bank accounts into Bevica Select, supporting payments and remittance details (where used). - [Comments Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_comments_template.md): Excel template to import comments and notes into Bevica Select records during data migration, keeping key context from legacy systems. - [Resources Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_resources_template.md) - [Contacts 'Person' Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_person_contacts_template.md): Excel template to import contact people (“Person” contacts) linked to customers and vendors in Bevica Select. - [Assembly BOM Component Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_assembly_bom_component_template.md) - [Fixed Assets Template](https://kb.bevica.com/bevica-select/bevica-select-data-migration/bevica_select_-_data_migration_and_go-live-templates/bevica_select_-_fixed_assets_template.md) - [Finance Data Migration Overview](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_finance_data_migration_overview.md) - [Bank Opening Balances](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_bank_opening_transactions_template.md) - [Inventory Opening Balances Template](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_inventory_opening_balances_template.md) - [Purchase Ledger Opening Balances Template](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_purchase_ledger_opening_balances_template.md) - [Opening VAT Balances and Initial VAT Return](https://kb.bevica.com/bevica-select/opening-balances-inventory/opening_vat_balances_and_initial_vat_return.md) - [Sales Ledger Opening Balances Template](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_sales_ledger_opening_balances_template.md) - [Trial Balance Opening Balances Template](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_trial_balance_opening_balances_template.md) - [Paid Reserves Opening Balances Template](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_paid_reserves_opening_balances_template.md) - [Fixed Asset Opening Balances](https://kb.bevica.com/bevica-select/opening-balances-inventory/bevica_select_-_fixed_asset_opening_balances.md) - [SEPA Direct Debit Mandate Import](https://kb.bevica.com/bevica-select/opening-balances-inventory/sepa_direct_debit_mandate_import.md) - [FAQ - Training Questions](https://kb.bevica.com/bevica-select/faqs/faq-training-questions.md): Common “where do I find…?” questions, with the best training page to answer them. - [FAQ - User Interface](https://kb.bevica.com/bevica-select/faqs/faq-user-interface.md) - [FAQ - General Journals](https://kb.bevica.com/bevica-select/faqs/bevica_select_-_faq_-_general_journals.md) - [FAQ - Sales Ledger](https://kb.bevica.com/bevica-select/faqs/bevica_select_faq_-_sales_ledger.md) - [FAQ - Warehousing and Logistics](https://kb.bevica.com/bevica-select/faqs/bevica_select_faq_-_sales_ledger-1.md) - [Bookmark pages and group them](https://kb.bevica.com/bevica-select/faqs/bookmark-pages-and-group-them.md): Add frequently used pages to your Bookmarks, then organise them into groups for faster navigation. - [Process a VAT return](https://kb.bevica.com/bevica-select/faqs/process-a-vat-return.md): Run the VAT statement, settle VAT for the period, and (if enabled) submit your VAT return. - [Handle VAT differences on purchase invoices](https://kb.bevica.com/bevica-select/faqs/handle-vat-differences-on-purchase-invoices.md): Adjust small VAT rounding differences so the posted invoice matches the supplier’s VAT exactly. - [Email sales invoices and credit memos](https://kb.bevica.com/bevica-select/faqs/email-sales-invoices-and-credit-memos.md): Send or resend posted sales invoices and credit memos by email. - [Email customer statements](https://kb.bevica.com/bevica-select/faqs/email-customer-statements.md): Run customer statements and email them to one or more customers. - [Put vendor ledger entries on hold](https://kb.bevica.com/bevica-select/faqs/put-vendor-ledger-entries-on-hold.md): Mark vendor invoices as on hold (in dispute) so they’re excluded from normal payment processing. - [Reconcile aged receivables and payables to the general ledger](https://kb.bevica.com/bevica-select/faqs/reconcile-aged-receivables-and-payables-to-the-general-ledger.md): Run aged AR/AP reports and reconcile totals back to the customer and vendor control accounts. - [Put customer ledger entries on hold](https://kb.bevica.com/bevica-select/faqs/put-customer-ledger-entries-on-hold.md): Mark customer invoices as on hold (in dispute) so they’re easier to manage in credit control. - [Correct dimensions on posted G/L entries](https://kb.bevica.com/bevica-select/faqs/correct-dimensions-on-posted-g-l-entries.md): Fix dimension values on posted general ledger entries (G/L only). - [Reverse general ledger entries](https://kb.bevica.com/bevica-select/faqs/reverse-general-ledger-entries.md): Reverse posted G/L entries safely using the built-in reversal actions. ## API Reference - [Developer Platform API](https://kb.bevica.com/api-reference/readme.md): Links to Microsoft Dynamics 365 Business Central and Bevica API documentation, plus integration and setup references. ## Roadmap & Releases - [Roadmap & Releases](https://kb.bevica.com/roadmap/bevica-roadmap.md): Track upcoming changes in Business Central and Bevica, then plan impact, testing, and training. - [Bevica Vision / Roadmap](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-vision-roadmap.md): Product vision, roadmap themes, planned priorities, and current release horizons for Bevica. - [Bevica Extensions](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions.md): Release cadence overview and extension summaries, with links to detailed release notes. - [Bevica Essentials Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/bevica-essentials-releases.md): Release notes for Bevica Essentials, listing new features and resolved issues, by version. - [Warehouse Integration (3PL) Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/warehouse-integration-3pl-releases.md): Release notes for the Warehouse Integration (3PL) extension, including new features, fixes, and deployment notes. - [Distribution Costs Management Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/distribution-costs-management-releases.md): Release notes for Distribution Costs Management, including Additional Charges, reconciliations, fixes, and dependencies. - [Shopify Connector Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/shopify-connector-releases.md): Release notes for the Bevica Shopify Connector, including compatibility updates, new features, and fixes by version. - [Fine Wine Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/fine-wine-releases.md): Where to find Fine Wine changes, plus when the Fine Wine extension is required (Paid Reserves import/sales). - [Broking Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/broking-releases.md): Where to find Broking changes, plus when the Broking extension is required (Customer Broking Worksheet and Paid Reserves). - [Cellarage Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/cellarage-releases.md): Release notes for the Bevica Cellarage extension, including worksheet/invoicing updates and resolved issues. - [Item Market Values Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/item-market-values-releases.md): Release notes for Item Market Values, including market valuation features and price feed integrations. - [Fero Integration Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/fero-integration-releases.md): Release notes for the Bevica Fero Integration, listing new features and resolved issues, by version. - [International Duty Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/international-duty-releases.md): Manage alcohol duty across multiple jurisdictions with the International Duty extension. - [Web API Integration Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/web-api-integration-releases.md): Release notes for Web API Integration, including web order processing, API changes, performance, and compatibility. - [Power BI Reporting Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/power-bi-reporting-releases.md): Release notes for Bevica Power BI datasets and reports, including dependencies and monthly change summaries. - [HMRC Excise Reporting Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/hmrc-excise-reporting-releases.md): Release notes for HMRC Excise Reporting, including new movement/reporting features and Business Central version upgrades. - [Excellar & Commission Releases](https://kb.bevica.com/roadmap/bevica-roadmap/bevica-extensions/excellar-and-commission-releases.md): Release notes for Excellar & Commission, including linked order fields, agreement processing, and fixes. - [Business Central Resource Hub](https://kb.bevica.com/roadmap/bevica-roadmap/business-central-resource-hub.md): Curated links to official Microsoft docs, training, release notes, admin guidance, and developer resources for Dynamics 365 Business Central. - [What is a Wave Update](https://kb.bevica.com/roadmap/bevica-roadmap/business-central-resource-hub/what-is-a-wave-update.md): What Business Central wave updates are, how they roll out, what changes, and how to prepare. - [Business Central Wave 1, 2026 \[V28.0\]](https://kb.bevica.com/roadmap/bevica-roadmap/business-central-resource-hub/business-central-wave-1-2026-v28.0.md): Key links, dates, highlights, mandatory changes, and deprecated features for the Dynamics 365 Business Central 2026 release wave 1 (v28). - [Business Central Wave 2, 2025 \[V27.0\]](https://kb.bevica.com/roadmap/bevica-roadmap/business-central-resource-hub/business-central-wave-2-2025-v27.0.md): Key links, dates, and highlights for the Dynamics 365 Business Central 2025 release wave 2 (v27). --- # Agent Instructions This documentation is published with GitBook. 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