Getting started¶
In this article, you'll learn how to get started with Codadot Negative Sales.
Requirements¶
To install Codadot Negative Sales, you'll need to have the following:
- Either a Business Central online Production environment or Sandbox environment
- An active billing profile in your Microsoft account
- Role to make AppSource purchases in your Microsoft tenant
- Permissions to install extensions in Business Central
Licensing¶
You can try out Negative Sales for free in any sandbox environment. After your trial has ended, or, when you install and enable Negative Sales in a production environment, you are required to have an active license for user accounts interacting or using Negative Sales.
After installing the app¶
- First, enable the extension. To do this, use the Search Everywhere function and type in
Negative Sales Setup - Codadot. - Toggle the switch next to
Enable Negative Sales Documents. - That's it! Your company is now set up to allow posting negative sales invoices and positive credit memos.
Assigning permissions¶
Negative Sales has two built-in permission sets.
| Code | What's included |
|---|---|
COTNS ALL |
Allows you to configure Negative Sales and allows you to post negative sales documents |
COTNS BASIC |
Only allows you to post negative sales documents |
Assign a permission set either directly to a user, or, extend an existing permission set you've already created by including it.
Further steps¶
- Read up about the consequences of negative sales invoices
- Enable logging to log who posted which negative sales invoices easily
- Specify conditions to whitelist or blacklist the scenarios for negative sales invoices
- Change how lines or the invoice is posted using posting behaviour