Fundamentals Utilities

Modified on Fri, 27 Jan 2023 at 02:07 PM

There are several utilities on the Business Manager role center, mostly to be used during initial setup.

  1. Fix Profiles - this should be run to disable the many, mostly irrelevant base Business Central role centers. The Fundamentals user experience is designed into the Tangicloud role centers we provide. In many cases, we replace base functions, so the Microsoft role centers may point to undesired functionality.  The options for users should generally look like this:
  2. Enter License Key - used to apply Fundamentals subscription renewals. An expired license will result in symptoms like the Fund number not showing.
  3. Application Areas - used to activate features based on the license key and/or customer preferences. the settings are based on the Tangicloud role centers And other company-based records should be deleted (as indicated by the red highlight below)
  4. Check Funds - this utility is used by support staff yo analyze posted entries to discover potential fund imbalances.
  5. Refresh Business Rules - at times during setup and lots of changes in deciding on dimensions, etc. the system may require that business rule metadata has to be updated. Please ask your partner.

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