This collection includes all articles and guidance for configuring, using, and troubleshooting the Microsoft Dynamics 365 Business Central integration. Follow the recommended order to get started or jump to specific topics using the links below.
1. Business Central: Prerequisites
Purpose: This article outlines the essential configurations required within Business Central before initiating the integration. It covers organizational architecture (Separate Companies vs. MEM), required user licensing, granular permission sets, and the mandatory setup of Chart of Accounts, Posting Groups, and Journal Batches.
2. Connection and Settings Configuration in Alvys
Purpose: This guide provides step-by-step instructions for authenticating the Alvys-to-Business Central connection. It explains how to configure core transaction settings such as Revenue and Expense toggles and defines specific logic for driver billing, subsidiary/fleet dimensions, and e-check automation.
3. Account Mappings (Default & Specific)
Purpose: This article explains how to ensure accurate financial posting by mapping Alvys transaction types to the Business Central General Ledger. It covers mandatory default fallback accounts (A/R, A/P, Revenue, Expense) as well as granular mappings for Load, Trip, Accessorials, Fuel, and Escrow accounts.
Article: Business Central: Account Mappings
4. Transaction Export and Modification Workflow
Purpose: This article explains how Alvys routes invoices and bills to Business Central based on the "Invoice As" and "Tender As" logic. It details how customer and vendor records are linked or created and provides the workflow for modifying, regenerating, or reversing transactions after they have been exported.
5. Alvys Payment Synchronization for Accounting Integrations
Purpose: This article explains the synchronization of vendor payments between Alvys and Business Central. It outlines how transaction statuses are updated and includes important limitations, such as the fact that Customer Payment Export is not supported for Business Central.
6. Identifying and Resolving Failed Transactions
Purpose: This troubleshooting guide explains how to use the Error Transactions page in Alvys to manage failed Business Central exports. It provides specific resolution steps for common API errors.