DYNAMO Netting Online Help
Introduction
This Online Help is specially designed for the DYNAMO Customer & Vendor Netting module for Microsoft Dynamics 365 Business Central for Germany.
It is designed to assist you in learning how to use the functions of the module. It provides you with the necessary knowledge to correctly enter the required setup and master data and gives you important hints and practical tips for using the application.
In order to be able to work with the articles on Continia Docs in a meaningful way, existing knowledge in the operation with Business Central, especially in the area of Financial Management, is assumed.
Inital Setup
For the initial setup we provide a Configuration package CVN which can be downloaded from Continia PartnerZone. The ZIP archive contains a RapidStart file, which you have to extract before importing.
The RapidStart file with the configuration package contains data for the initial setup, which you can later modify and extend for your purposes. For the import, use the process available in the standard of Business Central by selecting the Import package in the Configuration packages list, then select the imported package, and then run the Apply package.
Included in the Configuration Package is the setup for the Netting Report Selection. This ensures that the reports provided for the module can be printed and, in some cases, sent by e-mail (e.g. the Clearing Letter and the Clearing Group Account Sheet).
For further setup steps, we also provide you with the DYNAMO setup wizard for customer/vendor netting.
The module is integrated into the existing menu structure and can be called from there, if the user has the roles DYNAMO Accountant or Accountant assigned.
This gives you quick and easy access to all the functions of the DYNAMO CVN Customer & Vendor Netting module.
The following sections will introduce you to the most important points for configuring the module correctly and adding to existing master data. In the menu of this Online Help, go to the Setup Wizard menu item and complete your setup in the areas you use according to the sequence of menu items used.