Business Central Export

BC export is an extension of the Accounting Export wizard so that posted batches can then be exported into Business Central automatically. Note that only GL summary-level data will be created. 

As an accounting staff member, I want posted batches in D365 to automatically create related GL entries in Business Central so that I have a full picture of receivables data for accounting reporting and reconciliation in Business Central. 

1. In Dynamics 365, navigate to the eCommerce area and go to the Batches area

  a. This should lead you to the default Active batches view.

2. Select the Batch(es) you would like to post/export

3. Locate the Flow button on the tool bar and click on it

4. Click the Post Batch option

4. Once that flow is done running, change the view from Active Batches to Posted Batches by clicking the down arrow on the view title

5. Once the Batches you have just posted appear open the "Accounting Export" wizard

6. On the Accounting Export wizard page, change the view to be the Post Batches view and select the date you wish to select for export. Click Export

7. Verify that you are taken to the /Downloaded.aspx page, and a downloaded .zip file appears.

9. Click on the “Upload to External Service” button and verify that you are taken to the /Upload.aspx page.

10. See the page load with details regarding the upload and verify that the page will refresh with Status Message updates. Verify that the final message is “Done uploading export to Business Central”.