Extensions Dynamics 365 Business Central
365Performance Documents for Dynamics 365 Business Central
The extension for optimized, for Germany legally compliant documents in Dynamics 365 Business Central extends the standard by a multitude of comfort functions for the creation of business documents – from the possibility to create individual beginning texts and ending texts over formatting options for individual document text lines or the document layout up to ready-to-use templates for documents in the areas of sales, purchasing and service.
Please note that 365Performance Documents is optimized for German Business Documents!
Highlights
- Individual beginning texts and ending texts definable per document, per customer and vendor, per customer group and vendor group
- Various text formatting options per document text line (e.g. bold, underlined, italic, coloured, etc.)
- Set of professional documents for sales, purchase and Service containing all mandatory fields according to German value added tax law – therefore optimized for German business documents
You would like to become a sales partner for our extensions?
Then contact us and we will introduce you to our partner concept!
What highlights does 365Performance Documents offer?
The functional scope of Dynamics 365 BC can be adapted to your requirements through a wide range of extensions.
For an individual design of business documents, such as quotations, orders, invoices, etc., we have developed 365Performance Documents. We have developed 365Performance Documents. The extensions offer you extensive functions for an individual document layout.
You can use 365Performance Documents to customize the document layout and design of documents, such as setting pre-texts for quotes or highlighting individual document lines in color/bold/italics. You also have the option of marking quotation lines with item numbers or displaying them as optional in the proof.
You don’t have your own document layout yet, but still want to stand out from the standard Dynamics 365 BC? With 365Performance Documents, we also provide you with a set of predefined standard documents with which you can start right away. Our sample documents also have all the specified mandatory fields according to German VAT law.
What are use cases for 365Performance Documents?
- You have individual pre-texts and post-texts that are to be printed before or after the document lines in a quotation, such as a personalized salutation or a reference to a discount promotion.
- You want to assign item numbers to the document lines in an order document in order to achieve a clear structure.
- Individual lines of document text are to be visually highlighted and printed in bold, italics or color, for example.
- You have different text modules for a specific period (e.g. as a reference to a trade show appearance) or create documents in different languages.
"... after a few days of testing, I am now sure that many of our problems are solved with the app, which makes me very happy."
Oliver Labohm, CEO LABOHM Fußbodentechnik GmbH
What are the features of 365Performance Documents?
Easily individualize the standard layout of business documents in Dynamics 365 Business Central
- Individual beginning texts and ending texts definable per document, per customer and vendor or per customer group and vendor Group (e.g. for Terms & Conditions, validity period of an offer, etc.)
- Conditional page breaks withing beginning texts and ending texts
- Usage of Standard Text Codes (controlable by Language Code)
- Subtotals and continuations in documents (transheader, transfooter)
- Possibilty of extending documents by further fields (by developers)
Turn boring standard reports of Dynamics 365 Business Central into impressive business cards
- Individual logo definable per document template
- Creation of an individual and language-dependent footer
- Definition of a company-specific sender’s adress line
Formatting options for individual document design
- Various text formatting options per document text line (e.g. bold, underlined, italic, coloured etc.)
- Assigment of position numbers (manually or automated by the system)
Predefined set of documents for sales, purchase and service in Dynamics 365 Business Central
- Professional and ready-to-use documents – optimized for Germany – for
- sales,
- purchase,
- and service
- Templates contain all mandatory fields according to German Value Added Tax Law – therefore optimized for German business documents
SALES
- Sales Quote
- Sales Order
- Sales Invoice
- Sales Credit Memo
- Sales Shipment
- Sales Blanket Order
- Sales Proforma Invoice
- Sales Return Order Confirmation
PURCHASE
- Purchase Quote
- Purchase Order
- Purchase Invoice
- Purchase Debit Note
- Purchase Blanket Order
- Purchase Return Order
- Purchase Return Shipment
- Purchase Delivery Reminder
SERVICE (REQUIRES PREMIUM EDITION OF MICROSOFT DYNAMICS 365 BUSINESS CENTRAL)
- Service Quote
- Service Order
- Service Invoice
- Service Credit Memo
- Service Shipment
- Service Contract Quote
- Service Contract
ACCOUNTING
Reminder (open item reminder)
Why Business Systemhaus AG?
We support our customers, who are predominantly medium-sized businesses, around the Bayreuth, Bamberg, Nuremberg, Hof region and throughout Germany and the DACH region in various aspects of digitization and optimization of business processes. In our cooperation, we pay special attention to long-term partnerships and the continuous development of digital topics in your company, thus supporting you in the long-term achievement of your business goals.
In doing so, we cover all areas: Business software/ERP, solutions for the modern workplace/digital office, as well as business intelligence, human resources management and IT infrastructure.
