Documentation

FactBoxes

Integration 🔗︎

Sales 🔗︎

The new FactBoxes

  • Sale to customer
  • Invoice to customer

are integrated in the sales section of Dynamics 365 Business Central on the following pages:

Page FactBox “Sale to customer” shown by default FactBox “Invoice to customer” shown by default
Customer card Yes No
Accounts receivable Yes No
Blanket order Yes No
Blanket orders No No
Sales order Yes No
Sales orders No No
Sales quote Yes No
Sales quotes No No
Sales invoice Yes No
Sales invoices No No
Sales credit note Yes No
Sales credit notes No No
Sales return orders Yes No
Sales return orders No No

Purchasing 🔗︎

The new FactBoxes

  • Purchase from vendor
  • Payment to vendor

are integrated in the purchasing section of Dynamics 365 Business Central on the following pages:

Page FactBox “Purchase from vendor” shown by default FactBox “Payment to vendor” shown by default
Vendor card Yes No
Accounts payable Yes No
Blanket order Yes No
Blanket orders No No
Purchase order Yes No
Purchase orders No No
Purchase enquiry Yes No
Purchase enquiries No No
Purchase invoice Yes No
Purchase invoices No No
Purchase credit note Yes No
Purchase credit notes No No
Purchase return orders Yes No
Purchase return orders No No

FactBox information 🔗︎

The FactBoxes contain the following information:

  • Number of quotes / number of enquiries
  • Number of blanket orders / number of blanket orders
  • Number of orders / number of orders
  • Number of invoices
  • Number of return orders
  • Number of credit notes
  • Number of deliveries posted
  • Number of invoices posted
  • Number of returns posted
  • Number of credit notes posted
  • Number of archived quotes / number of archived enquiries
  • Number of archived orders / number of archived orders

In contrast to the FactBoxes integrated in the Microsoft Dynamic 365 Business Central standard, clicking on the number of documents in the new FactBoxes leads to an overview page which provides a more detailed overview of past transactions.