Overview¶

Business Case Overview¶

The Business Case is an easy to use, smart and powerful way, how to link purchase and sales document as well as job tasks all together. The Business Case allows you to analyse costs and incomes linked to your project.

Getting Started¶

When you start the 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. Clicking on the “Run Wizard” link you’ll be get to the setup-wizard which will guide you throw the setup-process.

Setup Wizard¶

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

No. Series¶

Business Case 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 get the N. 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 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 Business State status and gives you and overview of the phase of each of the business cases.

You can set as many statuses as you want. Therefore, it’s recommended to set at least 2 statuses – one for a new business case and one final status for closed business cases.

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

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

And that’s all!

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