Setup

Purpose

This page guides you through the base setup of Controlled Sales Core. The goal is a stable operational start so delivery call-offs, dispatch control, and transport processing work together smoothly.

Prerequisites

• Permissions for setup and administration in Business Central.
• Core master data for customers, items, locations, and shipping agents is available.
• Number series for transport documents is defined with the business team.

Recommended Sequence

1. Open Controlled Sales Core Setup and define core parameters.
2. Maintain transport number series and create base data.
3. Create dispatch control records for recurring daily routines.
4. Run an end-to-end test with sample documents.

Setup Building Blocks

Controlled Sales Core Setup

Use the setup page to control key switches for call-off and shipping behavior. For the first rollout, focus on these fields:

• Previous Workday Delivery Date: uses previous workday logic for date calculation.
• Cum. Received Qty. Required: enforces cumulative received quantity where required.
• Delete Partially Posted Whse.: controls handling of partially posted warehouse shipments.
• Transport Nos.: number series used for transport documents.

Create base data

Use the Create Base Data action after initial configuration. This prepares required base values before users start productive document processing.

Define dispatch control records

Create dedicated dispatch control entries for recurring operational runs, such as daily shipments. Start with a small set of clear filters and extend only when needed.