Business Central· Configuration
Business Central configuration
Configuration builds the signed design in Business Central: features, setup records, numbering, roles and workflows. Done by hand, it is hours of screens that are hard to review and hard to repeat in production. superglue's agent applies the setup through the Business Central API, in the sandbox first, and records each change it makes.
How this step works
What the agent does
- Turns the signed design into a configuration plan for your review.
- Applies the setup through the API in the sandbox.
- Records each change, so the configuration can be reviewed and repeated.
- Repeats the tested configuration in production.
What you decide and approve
- The setup values that only the client can decide.
- Every write. Each one pauses for your approval.
- When the sandbox configuration moves to production.
What the client gets
- A configured sandbox and production account.
- A configuration workbook that lists every setting.
What to get right in Business Central configuration
- 01
Build in a sandbox and move setup with packages
Configure a sandbox company first. Export the setup as configuration packages and apply the same packages to the production company, so production gets the tested setup.
- 02
Complete the General Posting Setup matrix
Every combination of general business and product posting group that will post needs its accounts. A missing account shows up as a posting error, often only at the first real transaction.
- 03
Enforce dimensions with default dimension rules
Set Value Posting to Code Mandatory on the G/L accounts that need a dimension. Business Central then blocks a posting without it.
- 04
Assign permission sets by role
Group permission sets per role and assign them through security groups. Keep the SUPER permission set for administrators only.
Frequently asked questions
What should you get right when configuring Business Central?
Build in a sandbox and move setup with packages; Complete the General Posting Setup matrix; Enforce dimensions with default dimension rules; Assign permission sets by role. The agent applies the setup in the sandbox first.
Does superglue change Business Central without approval?
No. The agent shows each change before it writes and waits for your approval. Production repeats the configuration you tested in the sandbox.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Business Central?
Common sources are Microsoft Dynamics GP, Dynamics NAV, QuickBooks, Sage 50 and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Business Central project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.