Overview¶

Business Case Overview¶

The Business Case is an easy-to-use, smart, and powerful way to link purchase and sales documents, as well as job tasks, all together. The Business Case allows you to analyze costs and income linked to your project.

Getting Started¶

When you start Business Central with the Navertica Business Case App installed for the first time, you’ll get a notification:

The message informs you that the App needs your attention for an initial setup. By clicking on the “Run Wizard” link, you’ll be taken to the setup wizard, which will guide you through the setup process.

Setup Wizard¶

Follow the instructions on the Welcome screen and press the “Next” button to proceed to the next page.

No. Series¶

Business Cases are numbered automatically according to the number series. Set the number series in this step.

Click the button in the "Business Case Nos." field to access the No. Series List. Select the existing No. series or create a new one by clicking "New." It’s recommended to mark the number series as "Default Nos." to allow the system to generate Business Case numbers as easily as possible.

Click the "Next" button to proceed to the next page.

Statuses¶

Business Cases typically pass through several phases. The Business Case status management allows you to control the Business Case status and gives you an overview of the phase of each business case.

You can set as many statuses as you want. However, it’s recommended to set at least two statuses – one for a new business case and one final status for closed business cases.

The initial status is marked as the Default status, and Business Case status management automatically sets this status for a new business case.

The final status is marked as the Closing Status, and Business Case status management automatically closes the business case with this status.

And that’s all!

Click the "Finish" button to close the wizard. The setup is done.