Documentation/ ERP integrations/ Business Central
Business Central
The Business Central integration works on the purchase order: it is synced from the delivery note and the application compares what was ordered with what was delivered, line by line.
Delivery note › the Purchase order tab
On this page
Where it is
It is a tab of its own inside the delivery note editor, alongside the general details and items tabs. It only appears where the integration is switched on and the document is a delivery note.
It is not a send button on the list: you work document by document.
What it is for
The screen explains it: sync the purchase order from Business Central to match it automatically against the delivery note's items.
It answers the receiving question: is what arrived what was ordered? Instead of comparing two pieces of paper by hand, the order is fetched from the ERP and set against the lines read off the delivery note.
Syncing an order
- Open the delivery note and go to the purchase order tab.
- Type the purchase order number.
- Press Sync order.
- Go over the results and the comparison.
The order number
This is the input, and the screen says where to get it: the purchase order number taken off the delivery note. It has the
ERP's format, something like PC2509954.
Where the supplier prints the order number on the line, the reading picks it up in the items' Order no. column. That is the number to use.
If the delivery note carries no order number, there is nothing to sync: the comparison needs to know which order to work against.
The comparison
After syncing, the screen shows the comparison between the order and the delivery note, with a count of the lines processed.
It is where the receiving differences show up: order lines not on the delivery note, delivery note lines that were not on the order, and quantities that do not match.
The order's summary
Beside the comparison is a summary of the order fetched from the ERP:
| Detail | What it is |
|---|---|
| Supplier | Who the order was placed with in the ERP. |
| Status | Where the order stands in Business Central. |
| Lines | How many lines the order has. |
Setting the summary's supplier against the delivery note's is the first check: if they do not match, the wrong order has been synced.
What to do with the result
- If it all matches, carry on with the delivery note's normal checking.
- If goods are missing, it is a part delivery: record it and chase what is outstanding.
- If there is more than expected, check whether it was sent in error or an item was substituted.
- If the quantities do not match, adjust the delivery note's lines to what actually arrived, not to what the order said.
The delivery note has to reflect what was received, not what was ordered. The comparison is for spotting the difference and chasing it, not for correcting the delivery note until it agrees.
Things that come up
| What you see | Why | What to do |
|---|---|---|
| The purchase order tab is not there | The integration is not switched on, or the document is not a delivery note. | Check the document type; if it is a delivery note, ask support. |
| The sync returns nothing | The order number does not exist in the ERP or is mistyped. | Check it in the lines' Order no. column. |
| The summary's supplier is not the delivery note's | The wrong order has been synced. | Find the right number and try again. |
| Lines are missing from the comparison | A part delivery, or descriptions that do not correspond. | Go over them one by one before accepting the difference. |
| The delivery note carries no order number | The supplier does not print it. | Ask them for it, or find it in your ERP and type it in. |