Setup

Page Setup Setup and core configuration of Professional Services in Business Central. Open Page Master-Data Templates Maintain templates on resources, customers, and items and transfer them into contract-related documents. Open Page Initial Data, Demo Data, and Licensing Prepare new companies with initial or demo data and review licensing information in Professional Services. Open Page Standard Pre- and Post-Texts Standardize pre- and post-texts for document types and control how they are reused across document flows. Open Page Invoice Import for Consumption-Based Billing Configure number series, item defaults, and import options for price-list and invoice imports. Open Page COP Catalog Setup Import item data from supplier catalogs and make it available for purchasing-related processes in Professional Services. Open Page Calculation Matrix Control percentages for billing-type templates based on calculation type and periodic calculation settings. Open Page Print Options Print options for recurring invoices and service invoices in Professional Services. Open