Synchronization is the import of records from the TekStack Dataverse to Business Central. For example, what exists in Business Central? If only units of measure (UOM) exist, then, couple them. If there are no UOM, then import, or synchronize.

After products are synchronized (or imported), they must be reviewed to ensure each one goes to the correct Posting Group.

Notes about Business Central:

• Searching in Business Central is done very effectively using the Search tool in the upper command bar.
• On Contact, or anywhere there is a phone number. Extension in phone number has to # in Business Central, not X!
• Ensure your security role in Business Central gives you the ability to access:
  • extension management
  • service connections
  • ability to couple records
• Naming Note: A Sales Invoice is NOT posted. A Posted Sales Invoice is the Business Central name for an invoice that is posted. These are separately stored.
• Need to change the Business Central Codes (e.g., UOM, items) so that they are understandable.

Checklist:

Note: You can also couple all the records and then turn on automatic synchronization.

Here is the list of records that must be reviewed to determine whether to couple or import.

• Couple Country Codes
• Payment Terms
• Salespeople/Purchasers
• Contacts
• Customers
• Units of Measure
• Items (Products)
• Resources

Important! Validate that Job Queue Entries are on hold while using Assisted Setup.

Note: More information will be added to this document as it comes available. 

Table of Contents

Install the TekStack Extension

Set up the Dataverse Connection

Enable Application User Security Role

1.1 Couple Country Codes    

1.2 Couple Existing Business Central Payment Terms (Optional)    

1.3 Couple Existing Business Central Salespeople/Purchasers (Optional)    

1.4 Couple Existing Business Central Contacts (Optional) 

1.5 Couple Existing Business Central Customers (Optional)  

1.6 Create Customer Data Defaults (Optional)

1.7 Turn on Customer Auto-Creation    

2.1 Couple Existing Business Central Units of Measure (Optional)  

2.2 Set Up Default Data for Business Central Items (optional)

2.3 Couple Existing Business Central Items/Products (Optional)    

2.4 Set Up Default Data for Business Central Resources (optional)

2.5 Couple Existing Business Central Resources (Optional)

2.6/2.7 Configure the Milestone Product

3.1 Select the Deferral Account

Invoicing

3.2 Turn on Invoice Auto-Creation

Mappings

TekStack Transaction Currency Filter

Additional Mappings

Install the TekStack Extension

1. Download the most recent extension file from TekStack SharePoint Business Central Integration folder.
2. Use the search function to find Extension Management.

3. Click Manage and then click Upload Extension.

The Upload and Deploy Extension form appears.

4. Choose the file of the app you want to install, in this case, TekStack Inc._TekStack InteGreat_2.0.0. {version number}.app.

5. Move the toggle to coloured to Accept the privacy policy and click Deploy.

If you see the following message, your permissions must be changed to accommodate the coupling and synchronization processes.

This is the completed form.

6. Wait a few minutes for the extension to show up as Installed.
7. To view the extension installation status, click Manage, Installation Status. It will either be in progress or completed.

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Set up the Dataverse Connection

1. Use the search function to find Dataverse Connection Set up.

2. Go to Connection>Assisted Setup.

Step One

1. Verify that “Enable data synchronization” is ‘Yes’—the coloured toggle.

2. Set “Enable virtual tables and events” to ‘No’—the plain toggle.

3. Click Next.

Step Two

1. Accept the terms and conditions, the coloured toggle.

2. Click Next. 

Step Three

1. Select the Dataverse environment.

2. Click Next. 

This is the selected environment.

Step Four

1. Sign in with an administrator user account.

The extension takes some time to install.

2. Click Next.

Step Five

1. Verify that the “ownership model” is ‘Team’.
2. *Important* Set “Complete setup without synchronization” to ‘Yes’—the coloured toggle.

3. Click Finish.

You do not need to Install Business Central Visual Table.app.

4. Verify that “Enable Data Synchronization” is ‘Yes’—the coloured toggle—and that the “Integration Solution Settings” are all bolded and green.

The Dataverse is connected!

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Enable Application User Security Role

1. Go to Power Platform Admin Center, Power Platform admin center (microsoft.com) .
2. Select Environments><customer environment>>Settings>Users + Permissions> Applications Users.
3. Set up the security role for Business Central Integration Business Central to Common Data Services.

4. Click the ellipsis to Edit Security Roles. You can click Edit Security Roles in the ribbon also.

Ellipsis

Ribbon

5. Set the Role to _TekStack Business Central Integration [12].

6. The following roles should already be selected. If not, ensure they are selected.

 

7. Click Save.

1.1 Couple Country Codes

Ensure you have done your analysis of Business Central and Dataverse before starting to couple records. See introduction and checklist above.

1. Use the search function to find and open the “TekStack Countries” page to see the list of countries that needs to be coupled.

You may wish to open in Excel for the next steps if the list is long.

2. Use the search function to find and open the “Countries/Regions” list.

3. The following steps must be run for each Country that will be coupled.

1. Click More options on the ribbon.
2. Then click Actions>Dataverse>Coupling>Set Up Coupling.

3. Use the Dataverse lookup field to select the TekStack country.

4. Review the field mapping pane to review the data in both entities.

5. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

6. Click OK.
7. If you picked a (Yes) synchronization option, it has been scheduled as a background task. A notification will appear at the top of the “Countries/Regions” page.

8. Click the Details link to see the status of the synchronization of the record you just coupled. (You may have to press F5 a couple of times to refresh the view until the job finishes in the background.)

4. Once all countries have been coupled, you can turn on automatic synchronization.

1.1 Turn on Countries Synchronization

The integration will automatically create a new coupled Business Central record for each TekStack entity that doesn’t already have a coupled Business Central record.

1. Use the search function to find and open the “TekStack Configuration” page.

2. In the Customers group, toggle “Synchronize Countries” to “Yes.”.

You will receive the following message.

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1.2 Couple Existing Business Central Payment Terms (Optional)

If you want, you can turn on the Payment Terms Synchronization and it will create a new coupled Business Central "Payment Term” record for each TekStack payment term entity. However, you may wish to couple existing Business Central payment terms first. The steps are very similar to coupling Countries.

1. Use the search function to find and open the “TekStack Payment Terms” page to see the list of entities (records) that need to be coupled.

You may wish to open in Excel for the next steps if the list is long.

2. The following steps must be run for each Payment Terms entry that should be coupled.

1. Click More options on the ribbon.

2. Then click Actions>Dataverse>Coupling>Set Up Coupling.

3. Use the Dataverse lookup field to select the TekStack payment terms.

4. Review the field mapping pane to review the data in both entities
5. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

6. Click OK.
7. If you picked a (Yes) synchronization option, it has been scheduled as a background task. A notification will appear at the top of the page.
8. Click the Details link to see the status of the integration (coupling) synchronization. (You may have to press F5 a couple of times to refresh the view until the job finishes in the background.)

1.2 Turn on Payment Terms Synchronization

The integration will automatically create a new coupled Business Central record for each TekStack entity that doesn’t already have a coupled Business Central record.

1. Use the search function to find and open the “TekStack Configuration” page.

2. In the Customers group, toggle “Synchronize Payment Terms” to “Yes.”.

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1.3 Couple Existing Business Central Salespeople/Purchasers (Optional)

If you want, you can turn on the “Salesperson/Purchaser” Synchronization and it will create a new coupled Business Central " Salesperson/Purchaser” record for each TekStack Salesperson record. However, you may wish to couple existing Business Central “Salesperson/Purchaser” first. The steps are very similar to coupling Countries.

1. Use the search function to find and open the “Salespeople/Purchasers” list.

2. The following steps must be run for each Salesperson that should be coupled.

1. Click Synchronize>Set Up Coupling.

2. Use the Dataverse lookup field to select the TekStack user.

3. Review the field mapping pane for the values that will be coupled.
4. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

5. Click OK.
6. If you picked a (Yes) synchronization option, it has been scheduled as a background task. A notification will appear at the top of the page.
7. Click the Details link to see the status of the synchronization. (You may have to press F5 a couple of times to refresh the view until the job finishes in the background.)

1.3 Turn on Salesperson Synchronization

1. Use the Search function to find and open the “TekStack Configuration” page.

2. In the Customers group, toggle “Synchronize Salespeople” to “Yes.”

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1.4 Couple Existing Business Central Contacts (Optional)

If you want, you can turn on the “Contact” Synchronization and it will create a new coupled Business Central “Contact” record for each TekStack Salesperson record. However, you may wish to couple existing Business Central “Contact” first.

1. Use the Search function to find and open the “Contacts” list.
2. The following steps must be run for each Contact that should be coupled.

1. Click Synchronize>Set Up Coupling.

2. Use the Dataverse lookup field to select the TekStack contact.

3. Review the field mapping pane for the values that will be coupled.
4. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

5. Click OK.
6. If you picked a synchronization option, it has been scheduled as a background task. A notification will appear at the top of the page.
7. Click the Details link to see the status of the Integration Synchronization. (You may have to press F5 a couple of times to refresh the view until the job finished in the background.)

1.4 Turn on Contact Synchronization

1. Use the Search function to find and open the “TekStack Configuration” page.
2. In the Customers group, toggle “Synchronize Contacts” to ‘Yes.’

Note: Contacts must be done before you can do Customer Synchronization.

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1.5 Couple Existing Business Central Customers (Optional)

If you want, you can turn on the “Customer” Synchronization and it will create a new coupled Business Central “Customer” record for each TekStack Account record. However, you may wish to couple existing Business Central “Customer” first.

1. Use the Search function to find and open the “Customers” list.
2. The following steps must be run for each Customer that should be coupled.

1. Click Synchronize>Set Up Coupling.

2. Use the Dataverse lookup field to select the TekStack account.

3. Review the field mapping pane for the values that will be coupled.
4. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

5. Click OK.
6. If you picked a synchronization option, it has been scheduled as a background task. A notification will appear at the top of the page. 
7. Click the Details link to see the status of the Integration Synchronization. (You may have to press F5 a couple of times to refresh the view until the job finished in the background.)

1.5 Turn on Customer Synchronization

1. Use the Search function to find and open the “TekStack Configuration” page.
2. In the Customers group, toggle “Synchronize Customers” to ‘Yes.’

1.5 Set Customers to "Ready for TekStack Invoice Import" 

The Business Central Customer Card contains a toggle called "Ready for TekStack Invoice Import." This must be manually set for each customer once coupling has been completed or automatic synchronization has occurred. The toggle confirms that the customer has been reviewed in Business Central and is prepped to be included on invoices imported from TekStack.

Customers will be listed in "Customers to Review" until the "Ready for TekStack Invoice Import" toggle is set to yes. 

To activate the toggle navigate to a Customer Card and click the "Set Ready for TekStack Invoice Import" button. Note that the toggle itself cannot be edited. 

Once set, the Customer Card is moved out of the Customers to Review list. 

To unset the toggle, click the "Unset Ready for TekStack Invoice Import" button. 

 

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1.6 Create Customer Data Defaults (Optional)

When a Business Central Customer is created from a TekStack account, you can have the system set default values for Business Central-only data. This is not required but can be useful.

1. Use the Search function to find and open the "TekStack Configuration” page.

2. The Customer Template Defaults shows how many fields are currently defaulted. Clicking on this value will open the ‘TEK CUST’ Config. Template.

3. Click the Edit icon []. It will change to []. Changes are saved automatically.
4. In the list/Lines section, fill in the Field Name and Default Value for all the data you want automatically filled in when a new customer is created from a TekStack account.
5. Finally, confirm that “Enabled” is set to Yes in the Config. Template “General” section.

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1.7 Turn on Customer Auto-Creation

1. Use the Search function to find and open the “TekStack Configuration” page.

2. In the Customers group, toggle “Automatically Create Customers” to ‘Yes.’

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2.1 Couple Existing Business Central Units of Measure (Optional)

If you want, you can turn on the PTE-TEK UOM job right away and it will create a new coupled Business Central "Unit of Measure” record for each TekStack Unit. However, you may wish to couple existing Business Central units of measure first.

Important: You must set “Synchronize After Coupling” to ‘Yes - Use the Dataverse data’.

1. Use the search function to find and open the “Units of Measure” list.
2. The following steps must be run for each unit of measure that should be coupled.

1. Click More options on the ribbon.

2. Click Related>Dataverse>Coupling>Set Up Coupling.

3. Use the Dataverse lookup field to select the TekStack entity.

4. Review the field mapping pane for the values that will be coupled.
5. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

6. Click OK.
7. Synchronization will have been scheduled as a background task. A notification will appear at the top of the page.
8. Click the Details link to see the status of the integration (coupling) synchronization. (You may have to press F5 a couple of times to refresh the view until the job finished in the background.)

2.1 Turn on Unit of Measure Synchronization

The integration will automatically create a new coupled Business Central record for each TekStack entity that doesn’t already have a coupled Business Central record.

The Business Central ‘Code’ field is very generic for auto-created records so you may want to rename them. Auto-created records can be identified by the prefix ‘TS_U’ (TekStack Unit). Renaming the record will not affect coupling and can be done at a later time.

1. Use the Search function to find and open the “TekStack Configuration” page.
2. In the Products groups, toggle “Synchronize Units of Measure” to “Yes.”

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2.2 Set Up Default Data for Business Central Items/Products (optional)

When new Business Central Item records are created from TekStack product entities, they are typically missing some posting details that Business Central requires. If you want, default data can be specified using a Business Central “Configuration Template”.

1. Use the Search function to find and open the "TekStack Configuration” page.

2. The Item Template Defaults show how many fields are currently defaulted. Clicking on this value will open the ‘TEK ITEM’ Config. Template.

3. Click the Edit icon []. It will change to []. Changes are saved automatically.
4. In the list/Lines section, fill in the Field Name and Default Value for all the data you want automatically filled in when a new item is created from a TekStack product.
5. Finally, confirm that “Enabled” is set to Yes in the Config. Template “General” section.

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2.3 Couple Existing Business Central Items/Products (Optional)

If you want, you can turn on the PTE-TEK ITEM synchronization right away and it will create a new coupled Business Central record for each TekStack record. However, you may wish to couple existing Business Central items first.

Note: The Configuration Template data is not applied when coupling or synchronizing existing entities. The template is only applied when creating a new Business Central record from Dataverse.

1. Use the Search function to find and open the “TekStack Products” page to see the list of records that need to be coupled.

You may wish to open the list in Excel for the next steps if the list is long.

2. Use the Search function to find and open the “Items” page to see the list of records that need to be coupled.
3. The following steps must be run for each item that should be coupled.

1. Click the link in the item No./ID column to open the Item Card.

Note: In TekStack Products, the card is not available.

2. Click More options on the ribbon.
3. Click Related>Dataverse>Coupling>Set Up Coupling.

4. Use the Dataverse lookup field to select the TekStack entity.

5. Review the field mapping pane for the values that will be coupled.
6. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

7. Click OK.
8. Synchronization will have been scheduled as a background task. A notification will appear at the top of the page.
9. Click the Details link to see the status of the integration (coupling) synchronization. (You may have to press F5 a couple of times to refresh the view until the job finished in the background.)

2.3 Turn on Item/Product Synchronization

The integration will automatically create a new coupled Business Central record for each TekStack entity that doesn’t already have a coupled Business Central record. 

1. Use the search function to find and open the “TekStack Configuration” page.
2. In the Products group, toggle “Synchronize Items” to ‘Yes.’

 

2.3 Set Items to "Ready for TekStack Invoice Import" 

The Business Central Item Card contains a toggle called "Ready for TekStack Invoice Import." This must be manually set for each item once coupling has been completed or automatic synchronization has occurred. The toggle confirms that the item has been reviewed in Business Central and is prepped to be included on invoices imported from TekStack.

Items will be listed in "Items to Review" until the "Ready for TekStack Invoice Import" toggle is set to yes. 

To activate the toggle navigate to an Item Card and click the "Set Ready for TekStack Invoice Import" button. Note that the toggle itself cannot be edited. 

 

Once set, the Item Card is moved out of the Items to Review list. 

To unset the toggle, click the "Unset Ready for TekStack Invoice Import" button. 

 

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2.4 Set Up Default Data for Business Central Resources (optional)

When new Business Central Resource records are created from TekStack role records, they are typically missing some posting details that Business Central requires. If you want, default data can be specified using a Business Central “Configuration Template”.

1. Use the search function to find and open the “TekStack Configuration” page.
2. The Resource Template Defaults shows how many fields are currently defaulted. Clicking on this value will open the ‘TEK RESRCE’ Config. Template.

3. Click the Edit icon []. It will change to []. Changes are saved automatically.
4. In the list/Lines section, fill in the Field Name and Default Value for all the data you want automatically filled in when a new resource is created from a TekStack role
5. Finally, confirm that “Enabled” is set to Yes in the Config. Template “General” section.

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2.5 Couple Existing Business Central Resources (Optional)

If you want, you can turn on the PTE-TEK RESOURCE synchronization right away and it will create a new coupled Business Central record for each TekStack record. However, you may wish to couple existing Business Central resources first.

Note: The Configuration Template data is not applied when coupling/synchronizing existing entities. The template is only applied when creating a new Business Central record from Dataverse. 

1. Use the search function to find and open the “TekStack Roles” page to see the list of entities that need to be coupled.

You may wish to open in Excel for reference for the next steps if the list is long.

2. The following steps must be run for each resource that should be coupled 

1. Click the link in the Resource’s No. column to open the Resource Card.
2. Click More options on the ribbon.
3. Click Related>Dataverse>Coupling>Set Up Coupling.
4. Use the Dataverse lookup field to select the TekStack record.

5. Review the field mapping pane for the values that will be coupled.
6. If the data is different, you can decide which data you want to use via the “Synchronize After Coupling” options. (Typically, you would use the Dataverse data option.)

7. Click OK.
8. Synchronization will have been scheduled as a background task. A notification will appear at the top of the page.
9. Click the Details link to see the status of the Integration Synchronization. (You may have to press F5 a couple of times to refresh the view until the job finished in the background.) 

2.5 Turn on Resource Synchronization 

The integration will automatically create a new coupled Business Central record for each TekStack entity that doesn’t already have a coupled Business Central record. 

1. Use the search function to find and open the “TekStack Configuration” page.
2. In the Products group, 2.5 “Synchronize Resources”, select to synchronize either the role or the project resource.
   1. Role is the synchronized TekStack role.
   2. Resource is the individual resource’s name.

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2.6/2.7 Configure the Milestone Product

Before you can invoice TekStack milestones in Business Central, you need to tell Business Central which “Item” to use when billing milestones. (This is typically a non-inventory or service Item in Business Central, but you could alternatively set it up as a Resource or G/L Account.)

1. Use the Search function to find and open the “TekStack Configuration” page.
2. In the Products group, the “Milestone Type” and “Milestone No.” fields display the current Business Central milestone setup. Clicking on either of these fields (2.6 and 2.7) will open the “Sales & Receivables Setup” page.
3. Click the Edit icon []. It will change to []. Changes are saved automatically.
4. In the TekStack group, select the desired “TekStack Milestone Type”.
5. In the TekStack group, select up the desired “TekStack Milestone No.”

3.1 Select the Deferral Account

When TekStack revenue lines are imported into Business Central, they are stored as Deferral Lines. You must configure the G/L Account to be used when posting deferred revenue in Business Central.

1. Use the Search function to find and open the “TekStack Configuration” page.
2. In the Invoicing group, the Deferral Account field shows the currently configured G/L Account. Clicking on this field will open the ‘TEKSTACK’ Deferral Template.
3. Click the Edit icon []. It will change to []. Changes are saved automatically
4. In the General tab, select the desired Deferral Account.

You are now set up!

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Invoicing

In Business Central, invoices are not coupled. Instead, they are created. Synchronized here means they exist in both places, TekStack and Business Central. Synchronizing the two different platforms ensures consistency.

If invoices exist in Business Central, they probably exist in TekStack. It is considered best practice for the customer to do the invoicing in TekStack.

For the integration, Option One is the check all invoices. To compare the consistency, go into Invoices in TekStack and compare them to those in Business Central. If they exist in Business Central, then, on the invoice in TekStack, set the status to Do Not Synch.

A quick and efficient way to do this is to

1. Export invoices from TekStack to Excel.
2. Mass edit invoices you do not want to synch.
3. Import the remaining items in the spreadsheet back into TekStack.

This process will update all the invoices in TekStack that you don’t want to synch (i.e., duplicate in Business Central) to Do Not Synch.

Option Two is to just create all the invoices and let finance address any issues that arise.

This means you turn on auto-invoice. As long as invoices in TekStack are set to Ready to Synch, they will be created in Business Central.

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3.2 Turn on Invoice Auto-Creation

1. Use the Search function to find and open the “TekStack Configuration” page.
2. In the Invoicing group, toggle “Automatically Create Invoices” to ‘Yes’ (applies to either selection in the following step).
3. In 3.2 Sales Documents, select either TekStack Invoice, or TekStack Order. Once you have toggled to 'Yes', this will automatically synchronize either your invoices or your order.s

TekStack Transaction Currency Filter

In TekStack Configuration, under Settings, you have a currency filter which must be set to the currency the Business Central company is operating in. This can mean you have different companies set up in Business Central. Or depending on your accounting practices, you may have more than one currency set up in the same company.

By setting this, only accounts with the set currency will be synchronized to that Business Central company.

More information is available in the Microsoft documentation, Using Microsoft Dataverse - Business Central | Microsoft Learn.

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Mappings

TekStack, by default, uses Dataverse Connector in Business Central to synchronize between the two platforms.

TekStack also uses several customized fields for different entities and those synchronizations can be seen in the Integration Table Mappings list below. This is a list of all tables that are synchronizing and the way in which the fields can be displayed for each one of those.

Note: This table will change depending on whether you chose to synchronize Role or Resource in 2.5, Turn on Resource Synchronization.

Direction:

FromIntegrationTable: changes made in Dataverse will synchronize with Business Central.

ToIntegrationTable: Changes will move to TekStack.

Bidirectional: Making a change in either system will update both systems.

You can go into each table mapping on the list and view the fields.

Click Mapping and then click Fields.

The custom TekStack field that is being integrated is shown.

An Excel spreadsheet is available showing all of the field mappings. View it at AllTekStackFieldMappings.2.0.0.19 (1),

Additional Mappings

Some of the mappings are not handled by the Integration Table mappings, but rather are done in code.

TekStack Invoice>Sales Header

Document Type	‘Invoice’ (constant)
No.	tekstack_invoice. tekstack_name
Status	‘Open’ (constant)
Sell-to Customer No.	tekstack_invoice.tekstack_account (lookup – must be coupled)
Salesperson Code	(defaults from Customer)
Posting Date	tekstack_invoice.tekstack_InvoiceDateBCIntegration
Document Date	tekstack_invoice.tekstack_InvoiceDateBCIntegration
Payment Terms Code	(defaults from Customer)
Your Reference	tekstack_invoice. tekstack_name
Currency Code	tekstack_invoice.TransactionCurrencyId (lookup – must be coupled)
External Document No.	tekstack_invoice. tekstack_name

TekStack Invoice Line>Sales Line

Document Type	‘Invoice’ (from header)
Document No.	“Sales Header”.”No.”
Line No.	(calculated – last line no. + 10000)
Type	Item (tekstack_invoiceline.tekstack_invoicelinetype::Product)
Or	Resource (tekstack_invoiceline .tekstack_invoicelinetype::"Time&Materials")
Or	“Sales & Receivables Setup”::”TekStack Milestone Type”
No.	tekstack_product.tekstack_productId (lookup – must be coupled) (tekstack_invoiceline.tekstack_invoicelinetype::Product)
Or	FIRST tekstack_role WHERE tekstack_name EQ tekstack_invoiceline.tekstack_name (tekstack_invoiceline.tekstack_invoicelinetype::"Time&Materials")
Or	“Sales & Receivables Setup”::”TekStack Milestone Type” (tekstack_invoiceline .tekstack_invoicelinetype::"Time&Materials")
Unit of Measure Code	tekstack_invoiceline.tekstack_unit (or the Item’s Base Unit of Measure, if null)
Description	tekstack_invoiceline.tekstack_name
Quantity	tekstack_invoiceline.tekstack_quantity
Unit Price	tekstack_invoiceline.tekstack_price
Deferral Code	‘TEKSTACK’ (constant)

Deferral Template

This setup is defaulted when the TekStack connector is installed.

Deferral Code	‘TEKSTACK’ (constant)
Calc. Method	‘User-Defined’
Start Date	‘Posting Date’
No. of Periods	1

TekStack Revenue Accrual>Deferral Header, Deferral Lines

Only TekStack lines with with tekstack_revenuaccrual of ‘Actual Revenue’ are copied.

Deferral Header

*** most fields ***	flow from Sales Line Deferral Code validation of ‘TEKSTACK’ Deferral Template
Amount to Defer	“Sales Line”.”Line Amount”
Start Date	tekstack_revenue.tekstack_RevenueDateBCIntegration (of FIRST line)
No. of Periods	COUNT of tekstack_revenue lines

Deferral Line

*** most fields ***	flow from the Deferral Header
Posting Date	tekstack_revenue.tekstack_RevenueDateBCIntegration
Amount	tekstack_revenue.tekstack_Revenue

TekStack Account>Customer

There is some custom logic in additional o the dataverse Field Mapping definitions.

1. If the account.tekstack_billingcontact has not yet been coupled to a Business Central “Contact”, a new Contact will be created and contacts coupling will be scheduled.
2. If the account.ownerid has not yet been coupled to a Business Central “Salesperson/Purchaser”, a new “Salesperson/Purchaser” will be created and contacts coupling will be scheduled.

TekStack Payment Terms>Payment Terms

There is logic to try to map the first 10 characters of the tekstack_paymentterms.description to the Business Central Payment Terms “Code” primary key. In the case of duplicates, the system will append ‘TS’ and then ‘TS00..TS99’.

TekStack Product>Item

There is some custom logic in addition to the dataverse Field Mapping definitions.

1. The Item Type is hard-coded to ‘Non-Inventory’.
2. The system looks for a Unit of Measure coupled to a tekstack_unit with a tekstack_conversion of 1 (usually this is month) and uses this to set the Base Unit of Measure.
3. The system creates Item Units of Measure for each Unit of Measure in Business Central.

TekStack Role>Resource

There is some custom logic in addition to the dataverse Field Mapping definitions.

1. The Resource Type is hard-coded to ‘Person’.
2. The Resource No. (Primary Key) is set to ‘TS_R00..TS_R99’ based on the first available number in this range.
3. The system looks for a Unit of Measure coupled to a tekstack_unit with a tekstack_conversion of 720 (usually this is hour) and uses this to set the Base Unit of Measure.

TekStack System User>Salesperson

There is logic to try to map the user’s initials to the Business Central “Salesperson/Purchaser” “Code” as the primary key. In the case of duplicates, the system will append the next available integer.

TekStack Unit>Unit of Measure Code

The primary key is set to ‘TS_U00..TSU99’.