Creating New Company – Business Central

To make a booking, a connection between Blue10 and the accounting system is required. To link Blue10 to an administration in the accounting system, you need to create a New Company in Blue10. This retrieves suppliers and other master data, so they can be used in Blue10.

Step-by-Step Guide to Create a New Company

Follow these steps to connect Blue10 with Business Central:

1. Click on Settings > Companies to open the Company Overview.
2. Click the + New Company button.
3. Enter the name of the administration. This name is visible to all users in Blue10.
4. Select the accounting system and click Create new Company.
5. A new window will open. Under Base Information, enter the following details:
   • VAT number: Enter the VAT number of the administration. It is possible to fill in or modify this field at a later time.
   • Chamber of Commerce number: Enter the Chamber of Commerce number of the administration. It is possible to fill in or modify this field at a later time.
   • IBAN number: Enter the IBAN number of the administration. It is possible to fill in or modify this field at a later time.
   • Country: This setting is by default set to NL – Netherlands (the). Adjust if necessary.
   • Currency: This setting defaults to EUR. Adjust if necessary.
   • Use the packing slip module: This setting is by default set to “Yes”. Select “Yes” if the company works with packing slips to process them together with purchase invoices. Want to know more? Read more here.
   • Code in Blue10: This setting is by default set to “Yes” for activating coding in Blue10.
6. Under VAT information, enter the following information:
   • May VAT be deducted?: If the setting is “Yes”, VAT can be entered on the coding lines in the Validation screen and VAT will be settled. If the setting is set to “No”, no VAT is settled by default.
7. Under Coding information, go through the fields: If the settings are set to “Yes”, then these fields are available in the coding rules in Blue10 when processing the invoice. If the settings are set to “No”, these fields are not available in the coding rules and it is not possible to code on these attributes.
8. Under ERP Adapter Information, enter the following information:
   • Name in ERP system: Enter the name of the administration here.
9. Under ERP Adapter Information, under the Login section, it is possible to link to Business Central. There are two types of login: Login type OAuth and Login type Username and password. Select the login type for this administration. Follow step 10 or 11 based on the login type.
10. Is the login type OAuth? Then fill in the following fields:
    • Azure tenant ID: Enter the Tenant ID here. This can be found in the Microsoft Azure Portal.
    • Client ID: Enter the Client ID here. This can be found in the Microsoft Azure Portal.
    • Client secret: Enter the Client Secret here. This can be found in the Microsoft Azure Portal.
11. Is the login type Username and password? Then fill in the following fields:
    • Domain: Set the domain of the ERP adapter. This setting can be entered at a later time.
    • User name: Enter the user name of the ERP adapter.
    • Password: Enter the password of the ERP adapter.
12. Go through the remaining fields:
    • WebService url: Enter the Blue10 Data URL from Business Central.
    • WebService inbox url: Enter the webserver address.
    • Client type: Select the correct Client type.
    • WebClient server name: Enter the URL from the WebClient. The field should look like: ‘[servername]:[portnumber]/[instancename]’.
    • Tenant: Enter the tenant of the ERP adapter.
13. Are you working with purchase orders? Then it is required to fill the Logistics adapter under Logistics Adapter information with one of the following options:
    • Select None if not working with purchase orders. This option is filled in by default.
    • Select ERP if purchase orders are registered in the accounting system.
    • Select API if the purchase orders are registered in the logistics package that is linked via an API. Then select an API feature set. The API feature set determines which functionalities/features/options from the logistics package are available in Blue10.
    • Select Greencommerce if purchase orders are registered in Greencommerce.
14. Under Additional settings there are various settings to further adapt Blue10 to Business Central:
    • Payment date is available in ERP: Choose Yes to set the invoice to Paid with a payment date. The payment date is thereby retrieved from the accounting system through overnight synchronisation. Choose No to set the invoice to Paid without a payment date.
    • Use payment reference: Choose Yes to add a payment reference to payments. Choose No to not include a payment reference.
    • Use Free Field 1 in the Verify: Choose Yes to use free field 1 with the (booked) encoding lines. Choose No to not use this setting.
    • Use Free Field 2 in the Verify: Choose Yes to use free field 2 with the (booked) encoding lines. Choose No to not use this setting.
    • Credit invoices are in the credit table: Choose Yes If you process credit invoices in the credit table. Choose No If you process credit invoices as negative purchase invoices.
    • Use description in the Verify: Choose Yes to be able to modify the description in the invoice header in the validation screen. Choose No to not use this setting.
    • Add PDF/XML to the invoice: Choose Yes to add the pdf file to the booking in Business Central. Choose No to not use this setting.
    • Use the invoice register: Choose Yes to capture VAT directly in addition to capturing the header in Business Central. Choose No to not use this setting.
    • Default date format for suppliers: Choose DD/MM/YYYY to use date registration with the day before the month. Choose MM/DD/YYYY to use date registration with the month before the day.
15. Click Save to create the link between Blue10 and Business Central.