BC Basics — User Guide

BC Basics is a collection of small, everyday improvements for Business Central: better-looking fiscal reports, a few extra controls (like a mandatory reason code on journals), the ability to fix common mistakes on posted documents, and many little touches that make daily work faster.

Each feature is independent: use the ones you need and ignore the rest. Most of them are active as soon as the app is installed; a few are switched on from the setup pages (see section 1).

The field and button names below are those shown when the English language is active.

1. Set it up once

Only a few features need to be switched on. Everything else works out of the box.

Page: Sales & Receivables SetupAptagram section

  • Keep Quotes — when on, sales and purchase quotes are not deleted when you turn them into orders (see section 4).

Page: Purchases & Payables SetupAptagram section

  • PTG Posting Description — decides what is written automatically in the posting description of purchase documents: leave it blank for the standard behaviour, or choose Vendor Name or Vendor Invoice No. (see section 5).

Page: General Journal Templates

  • Mandatory Reason Code — tick it on each journal template where a reason code must always be filled in before posting (see section 3).

Page: Customer CardPayments section

  • Company Bank Account Code — the company bank account to propose on that customer's sales documents (see section 8).

2. Better fiscal reports

BC Basics ships improved versions of the main Italian fiscal reports. They work exactly like the standard ones — same options, same test/final/reprint logic — but with a cleaner, easier-to-read printed layout. Search for them with Tell Me (the magnifying glass): the Aptagram versions have "Aptagram" in their name.

  • VAT Fiscal Register - Print Aptagram — prints the sales and purchase VAT registers with the company heading and the progressive page numbering required by law. The improved layout is also applied when the standard VAT Register - Print report is run.
  • G/L Book - Print Aptagram — the general ledger book ("libro giornale"), with test print, final print and reprint modes.
  • Calculate and Post VAT Settlement Aptagram — the periodic VAT settlement, with the option to post the result to the settlement account.

Page: search for VAT Register - Print All

Instead of printing each VAT register one by one, this report prints all of them at once for the chosen period.

Action: enter the period starting date (the ending date is proposed automatically from your VAT settlement period — month or quarter), choose the printing type (Test, Final or Reprint), review the company information, and press OK.

What happens:

  • each VAT register that has entries in the period is printed to a PDF;
  • all the PDFs are collected into a single ZIP file that is downloaded to your computer;
  • registers with no movements in the period are simply skipped. If none has data, a message tells you so.

3. Mandatory reason code on journals

If your accounting process requires a reason code on certain journals (for example to justify manual G/L entries), BC Basics can enforce it.

Page: General Journal Templates

Action: tick Mandatory Reason Code on the templates where the code must be compulsory.

What happens: when someone tries to post a journal line without a Reason Code from one of those templates, the posting is blocked with an error message. Journals from other templates are not affected.

4. Keep your quotes after making an order

Normally Business Central deletes a quote when you convert it into an order, so the history of what was quoted is lost.

Page: Sales & Receivables SetupAptagram section

Action: turn on Keep Quotes.

What happens: from now on, when you press Make Order on a sales quote or a purchase quote, the order is created as usual but the quote stays in the list, so you can always look back at what was offered. One switch covers both sales and purchases.

5. Automatic posting descriptions

The posting description is the text that ends up on the ledger entries; filling it by hand is tedious and inconsistent. BC Basics fills it for you.

On sales documents (always active): the posting description is automatically set to the customer name (the bill-to name), so ledger entries immediately tell you who the document belongs to.

On purchase documents (your choice): in Purchases & Payables Setup, set PTG Posting Description to:

  • Vendor Name — the description is set to the vendor's name;
  • Vendor Invoice No. — on purchase invoices, the description is set to the vendor's invoice number as soon as you type it;
  • blank — nothing changes; the standard behaviour applies.

6. Fix posted documents

Some data can be corrected even after posting — without reversing anything. These corrections update the fiscal books too, so everything stays consistent.

6.1 Wrong vendor invoice no. on a posted purchase invoice

Page: Posted Purchase InvoiceUpdate Document

Action: correct the Vendor Invoice No. and press OK.

What happens: the number is updated on the posted invoice and on all the related entries (G/L entries, VAT entries, vendor ledger entries, the VAT and G/L books, item and value entries), so the external document number is consistent everywhere — including the fiscal registers.

6.2 Fattura stamp on a posted sales invoice

Page: Posted Sales InvoiceUpdate Document

Action: tick or untick Fattura Stamp and adjust the Fattura Stamp Amount, then press OK.

What happens: the stamp duty ("bollo") information of the posted invoice is corrected. Useful when the stamp flag was forgotten before posting.

6.3 Wrong posting date on a posted purchase receipt

Page: Posted Purchase ReceiptUpdate Document

Action: enter the correct Posting Date and press OK.

What happens: the date is changed on the receipt, on its lines and on the related inventory and warehouse entries. A message summarises how many records were updated.

Changing the posting date of a posted receipt affects inventory valuation dates: use it to fix genuine entry mistakes, ideally before the period is closed.

7. Outstanding amount without VAT on sales orders

The standard Outstanding Amount on sales documents includes VAT, which makes it awkward to compare with net figures.

BC Basics adds an Outstanding Amount (VAT Excluded) column:

  • on the Sales Order List — one net outstanding total per order, at a glance;
  • on the Sales Lines list — the net outstanding amount of each line.

The value is kept up to date automatically as quantities are shipped and invoiced. There is nothing to configure.

8. A company bank account per customer

If you use different company bank accounts for different customers (for example, so each customer pays to a specific IBAN), you can now store that preference on the customer.

Page: Customer CardPayments section

Action: fill in Company Bank Account Code with the bank account of your company that this customer should use. The field is also visible as a column on the Customer List.

What happens: every new sales document for that customer automatically gets that bank account in Company Bank Account Code, so the right IBAN is printed on the invoice. If the customer has no preference, the standard logic applies.

9. Find receipts by the vendor's shipment number

When a purchase receipt is posted, the Vendor Shipment No. you entered on the order header is now saved on each posted receipt line and shown in the Posted Purchase Receipt Lines list.

This means you can search and filter receipt lines by the vendor's delivery note number — very handy when you invoice from receipts and only know the vendor's document number. If you correct the shipment number on the posted receipt header, the lines are realigned automatically.

10. Revaluation journal: pick the entries to revalue

Page: Revaluation JournalSelect Entries to Revalue

When only a few specific inventory entries need a new cost, running the full Calculate Inventory Value batch is overkill.

Action: press Select Entries to Revalue, pick one or more item ledger entries from the list, then choose between:

  • Zero costs — the new unit cost is proposed as 0 (you can still edit it);
  • Previous costs — the current cost is kept as the starting point.

What happens: one revaluation journal line is created for each selected entry, already linked to it (Applies-to Entry). Review the costs, then post the journal as usual.

11. Small everyday improvements

A set of little touches you will simply notice while working:

  • Newest first — the Customer, Vendor, Sales Order, Purchase Order, Sales Quote and Purchase Quote lists open sorted with the most recent records on top.
  • Invoice lines show the business posting groups — on sales and purchase invoice lines, the VAT Business Posting Group and General Business Posting Group columns are shown (instead of the product ones), which is what you usually need to check.
  • VAT Registration No. and Fiscal Code are displayed together at the bottom of the General section on the Sales Invoice and Purchase Invoice pages.
  • Get Shipment Lines (when invoicing from shipments) shows the Shipment Date and Posting Date columns, so picking the right shipment is easier.
  • The Purchase Lines list shows the Order Date column.
  • The Sales Order card exposes the Shipping No. Series field, so a specific numbering can be chosen for the shipments of an order.

Good to know

  • One switch, both sides: Keep Quotes in Sales & Receivables Setup covers both sales and purchase quotes.
  • The Aptagram fiscal reports replace nothing: the standard reports are still there; the Aptagram versions are additional entries you can find with Tell Me. Only the printed layout of the standard VAT register report is upgraded.
  • Posted-document corrections are permission-controlled: they follow the same "Update Document" pattern as standard Business Central, so only users allowed to edit posted documents can use them.
  • No data is ever deleted by any of these features.