Microsoft Business Central Integration

Integration of Business Central with Sapera

The following value has been obtained from the CRS Azure portal.

• [Application (Client) Id]

Important, the current values are:

• [Application (Client) Id]: 257ce789-6cb4-41c6-8b7c-17184340c5c5
  

Register the Sapera Integration App in Business Central

1. In Microsoft Business Central, [Microsoft Entra Applications] must be found, and the list opened.
   

   

2. In the Microsoft Entra Applications list, click “New”.

   

In the open screen [Microsoft Entra Application Card]:

• Enter the [Application (Client) Id] in the Client ID field.

• Add the permission set [D365 INTERCOMPANY CE] under [User Permission Sets].

• Click [Grant Consent].

  • Note: At this point, it is possible that the user's permissions are not sufficient. It may therefore be necessary to elevate permissions via a user with higher permissions.

Obtain the [Business Central Company Id] (GUID)

In the Microsoft Business Central UI:

1. Make the [Page inspection] sidebar visible:

   • Click the [?] icon in the top right corner.

   • In the open panel, click [Help & Support].

   • In the open window, click the link [Inspect pages and data].

   

2. While the [Page inspection] sidebar is visible, open the [Companies] list.

   

   • Click the [Search] icon.

   • Enter [Companies] in the search field and select the [Companies] link that appears.

3. Find and copy the [Company Id] for the relevant company:

   • Select the desired company in the grid view.

   • In the [Page Inspection] panel, find the field [Id (8000, GUID)]; double-click the field and copy the value.

Setup in Business Central

For the journals to which finance entries are to be exported from Sapera, the following must be fulfilled:

• Make sure the [Copy VAT Setup to Jnl. Lines] checkbox is not selected.

Setup in Sapera

Go to "Setup" → "Settings" → "Accounting" and turn on the setting "Is Microsoft Cloud Business Central Integration Supported" (Yes):

Go to [Financial] ⇒ [Accounting Metadata Records]:

• Open the [Accounting metadata records] list.

• Open the relevant metadata record for editing.

• Select the checkbox [Is Business Central Microsoft Cloud Integration Supported].

• Enter the [Business Central Company Id] in the [Company ID] field.

• Set up the [Draft to BC Microsoft Cloud Journal map].

• (Optional) Click the [Validate] button to see any validation errors.

• Save the changes.

Want to know more?

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