Create Custom Company Configuration Packages

As you grow your business, you will likely come to rely on a set of company types that you use with most of your customers. You can streamline your implementation process by turning these types into company configuration packages that are available for reuse.

In general, create a configuration package per functional area, for example, create a package for your manufacturing functionality. That lets you apply and set up new areas in a company as you need them

Another approach would be to create a package that includes the tables that define setup, such as the following:

  • Fixed Asset Setup
  • General Ledger Setup
  • Inventory Setup
  • Manufacturing Setup
  • Purchases and Payables Setup
  • Marketing Setup
  • Service Setup
  • Sales and Receivables Setup
  • Warehouse Setup
  • General Posting Setup
  • VAT Posting Setup
  • Inventory Posting Setup

To see a complete list of setup tables, Choose the Lightbulb that opens the Tell Me feature icon, enter Manual Setup, and then choose the related link.

Important

Use caution if you choose tables or fields that have the same temporal name but are differentiated by special characters, such as %, &, <, >, (, and ). For example, table "XYZ" might contain the "Field 1" and "Field 1%" fields.

The XML processor accepts only some special characters, and will remove those it does not. If removing a special character, such as the % sign in "Field 1%," results in two or more tables or fields with the same name an error will occur when you export or import a configuration package.

To create a custom company configuration package

  1. Create a new company. For more information, see Creating New Companies in Business Central.
  2. Set up the new company in the way you need. Fill in all required setup tables.
  3. Open the new company.
  4. Open the Configuration Worksheet page.
  5. Add the tables that you want to transfer to another company to the worksheet. Assign the worksheet lines to the package.
  6. Create a questionnaire for the most frequently used setup tables.
  7. Create configuration templates to make it easier to create master data, such as customers or items.
  8. Export your package as a .rapidstart file.

See Also

Setting Up a Company With RapidStart Services
Administration