Overview of Tasks to Set Up Timber
Timber includes standard configurations for most business processes, but you can change the configuration to suit the needs of your organization. You can access assisted setup guides that help you to configure scenarios and add features to timber. Some functionalities, either general or for specific business processes, can be set up manually in addition to the assisted setup guide.
Set up general functionality
In addition to the assisted setup guides, you can manually set up some general functionality. The following table provides examples.
| To | Go to |
|---|---|
| Set up additional checks that are performed when releasing documents | Release Setup |
| Set up pre/after/execution texts for reports | Text Setup |
| Manage user permissions | Managing User Permissions |
| Set up document sorting | Document Sorting |
| Set up a notification when an existing quote or blanket order is associated with a specific item | Document Match Notification |
| Handle VAT when shipping to a foreign address | Ship to a foreign address |
| Find out more about standard Business Central setup | Setup documentation of Microsoft |
Set up business processes
In addition to the assisted setup guides, you can manually set up specific business processes. The following table provide examples.
Purchase
| To | Go to |
|---|---|
| Set up Blanket Order Deviation for blanket purchase orders | Set up Blanket Order Deviation |
| Set up Length Dividing for Blanket Purchase Orders | Set up Length Dividing |
Sales
| To | Go to |
|---|---|
| Configure order date behavior when converting quotes | Set up Order Date for Sales Documents |
| Set up combine shipment functionality | Set up Combine Shipments |
Inventory
| To | Go to |
|---|---|
| Set up Certification Management | Set up Certification Management |
| Set up Gross Tally / Net Tally functionality | Set up Gross Tally / Net Tally |
| Set up complementing items | Set up Item Accessories |
| Use Item Attributes as Dimensions | Set up Item Attributes as Dimensions |
| Define the ratio between the price and the unit of measure | Set up Price Unit Conversions |
| Add comments to Item Journal Lines | Set up Reason Code Comments |
Manufacturing
| To | Go to |
|---|---|
| Set up which information should be copied from a Production Order to a related Sales document | Set up Copy description to sales |