Getting Started
If you do not have a tenant for Microsoft Dynamics 365 Business Central, you can sign up for a free trial.
Once you have completed the sign up and your tenant is up and running, you can add the Productivity by NAV-X Application app from the AppSource marketplace. If you have questions about the installation process of an app through Microsoft AppSource, you can find more information on installing apps on the Microsoft Docs site.
Permission Setup
Permissions for the app must be setup before the setup is started to ensure that the users can access the setup and also use the functionality properly once the setup is completed. You can find more information under Permission Setups.
Setup
To start the Setup
On Sales Documents
You can choose the 
icon, enter Sales & Receivables Setup, and then choose the related link.
When you start the setup for the first time and the NAV-X End User License Agreement has not been accepted yet, the NAV-X End User License Agreement is displayed. Please read the license terms carefully and, if you agree to the terms, please accept them by clicking on Accept. If you do not agree to the license terms, please choose Decline and then uninstall the app from your tenant.
The Sales & Receivables Setup contains the fast tab General. The field Force Posting Date can be found below the Default Posting Date field on the setup. It can have one of the following options:
| None | The posting date will not be updated during posting of the Sales Document. |
| Work Date | The posting date will be updated to the current work date when posting a Sales Document. |
| System Date | The posting date will be updated to today's date when posting a Sales Document. |
Note
When posting sales documents in a batch, the Posting Date that is defined in the batch posting functionality will take precedence over this setup.
On Purchase Documents
You can choose the icon, enter Purchases & Payables Setup, and then choose the related link.
When you start the setup for the first time and the NAV-X End User License Agreement has not been accepted yet, the NAV-X End User License Agreement is displayed. Please read the license terms carefully and, if you agree to the terms, please accept them by clicking on Accept. If you do not agree to the license terms, please choose Decline and then uninstall the app from your tenant.
The Purchases & Payables Setup contains the fast tab General. The field Force Posting Date can be found below the Default Posting Date field on the setup. It can have one of the following options:
| None | The posting date will not be updated during posting of the Purchase Document. |
| Work Date | The posting date will be updated to the current work date when posting a Purchase Document. |
| System Date | The posting date will be updated to today's date when posting a Purchase Document. |
Note
When posting purchase documents in a batch, the Posting Date that is defined in the batch posting functionality will take precedence over this setup.
On Transfer Orders
You can choose the icon, enter Inventory Setup, and then choose the related link.
When you start the setup for the first time and the NAV-X End User License Agreement has not been accepted yet, the NAV-X End User License Agreement is displayed. Please read the license terms carefully and, if you agree to the terms, please accept them by clicking on Accept. If you do not agree to the license terms, please choose Decline and then uninstall the app from your tenant.
The Inventory Setup contains the fast tab General. The field Force Posting Date can be found at the end of the fast tab. It can have one of the following options:
| None | The posting date will not be updated during posting of the Transfer Order. It will be updated separately when posting the shipment as well as the receipt. |
| Work Date | The posting date will be updated to the current work date when posting a Transfer Order. It will be updated separately when posting the shipment as well as the receipt. |
| System Date | The posting date will be updated to today's date when posting a Transfer Order. It will be updated separately when posting the shipment as well as the receipt. |
Note
When posting transfer orders in a batch, the Posting Date that is defined in the batch posting functionality will take precedence over this setup.