Setup

Purpose

This page describes the recommended initial setup of a new BE-terna Project client in the Business Central Client.

Prerequisites

• Access to an existing tenant with permission for function management
• Permission to create new companies
• Decide whether to import initial data or demo data

Order

1. Activate the function update “New Sales Price Calculation” in the function management.
2. Create a new company in the client list with “Create new - No data”.
3. Switch to the new tenant and start the setup.
4. Import initial data or demo data.
5. Then schedule the data update for the sales price calculation in the new client and check the closing status.

Decision support: initial data or demo data

• Initial data: Technical and functional basic structure without additional demo documents
• Demo data: Initial data plus additional sample master data and sample operations

Note: After importing initial or demo data, a reset in the same client is not provided. A new client is created for a different data status.