Core features form the foundation of BC Doc Test App and are available to all users. This guide explores these essential capabilities in detail.

Document lifecycle management

Create documents

Create new documents with ease using our intuitive interface:

1. Choose the icon
2. Enter BC Doc Test Documents and choose the related link
3. Choose New to create a new document
4. Fill in the required fields:
   • Document No.: Auto-assigned from number series
   • Document Type: Select from available types
   • Customer: Select or create a customer
   • Date: Defaults to work date
   • Description: Enter a description

Tip

Use descriptive document numbers and customer names to make the document easy to identify later.

Edit documents

Modify existing documents until they're posted:

• Open a document from the list
• Make your changes
• Choose Save to preserve changes
• Changes are tracked in the Change Log (if enabled)

Important

Posted documents cannot be edited. You must create a corrective document instead.

Post documents

Post documents to finalize them:

// Posting validation example
procedure PostDocument(var BCDocTestDocument: Record "BC Doc Test Document")
begin
    BCDocTestDocument.TestField("Customer No.");
    BCDocTestDocument.TestField(Date);
    
    if BCDocTestDocument.Lines.IsEmpty() then
        Error('Document must have at least one line');
        
    // Posting logic
end;

Posting checklist:

• [ ] All required fields are filled
• [ ] At least one line exists
• [ ] Amounts are correct
• [ ] Customer is not blocked

Template management

Templates help you work faster by providing pre-configured settings.

Use a template

1. From BC Doc Test Documents, choose New from Template
2. Select a template from the list
3. A new document is created with template values
4. Modify as needed and save

Create a custom template

1. Create a document with your desired settings
2. Choose Save as Template
3. Enter a template name and description
4. Choose OK

Selecting a template when creating a new document

Template fields

Templates can include:

Field Category	Saved in Template
Header Information	Customer, Document Type, Terms
Line Defaults	Item, Quantity, Unit Price
Dimensions	Department, Project, Cost Center
Custom Fields	Any custom fields you've added

Search and filtering

Find documents quickly using powerful search and filter capabilities.

Quick search

Use the search box at the top of any list:

• Type part of the document number
• Search by customer name
• Filter by date ranges
• Use wildcards: * for multiple characters, ? for single character

Advanced filtering

Apply complex filters using the filter pane:

1. Choose the Filter pane icon
2. Select a field to filter on
3. Choose an operator:
   • Is: Exact match
   • Contains: Partial match
   • Begins with: Starts with text
   • Between: Range of values
4. Enter filter value(s)
5. Add more filters as needed

Example filter criteria:

Date: Between 01/01/2026 and 31/01/2026
AND
Customer No.: Begins with "C-"
AND
Status: <> Posted

Save filter views

Save commonly used filters:

1. Apply your filters
2. Choose Save View
3. Name your view (e.g., "Pending Documents")
4. Choose whether to share with others
5. Access saved views from the view selector

Document lines

Add lines to documents

1. In a document, navigate to the Lines section
2. Choose New Line or press Enter in an empty line
3. Fill in line fields:
   • Type: G/L Account, Item, Resource
   • No.: Select the specific account, item, or resource
   • Quantity: Enter quantity
   • Unit Price: Enter or accept default price

Line actions

Available actions for document lines:

Action	Description	Shortcut
Insert Line	Add a new line above current	Ctrl+Insert
Delete Line	Remove current line	Ctrl+Delete
Copy Lines	Duplicate selected lines	Ctrl+C, Ctrl+V
Move Lines	Reorder lines	Alt+Up/Down

Line calculations

Amounts are calculated automatically:

Line Amount = Quantity × Unit Price
Line Discount Amount = Line Amount × Discount %
Net Amount = Line Amount - Line Discount Amount
VAT Amount = Net Amount × VAT %
Total Amount = Net Amount + VAT Amount

Tip

Use the Statistics action to view a summary of all line calculations.

Reporting basics

Standard reports

Access built-in reports:

1. Choose the icon
2. Enter the report name
3. Set filters and options
4. Choose Print, Preview, or Send

Available standard reports

Report	Purpose	Output
Document List	Overview of all documents	PDF, Excel
Posted Document	Print a posted document	PDF, Word
Statistics	Summary by period	Excel
Customer Analysis	Documents by customer	PDF, Excel

Print documents

Print individual documents:

1. Open the document
2. Choose Print or Print/Send
3. Select print destination:
   • Printer
   • PDF file
   • Email
4. Choose OK

Email documents

Send documents directly from Business Central:

1. Open a document
2. Choose Send
3. Select Email
4. Confirm or modify:
   • Recipient email address
   • Subject line
   • Message body
   • Attachments
5. Choose Send

Important

Ensure you have properly configured email settings in Business Central before attempting to send documents. See Set Up Email for details.

Data validation

BC Doc Test App includes robust data validation to ensure accuracy.

Automatic validation

The system automatically validates:

• Required fields are filled
• Numbers are in valid format
• Dates are logical (not in future, etc.)
• References to other records exist
• Amounts don't exceed credit limits

Manual validation

Run validation checks manually:

1. Open a document
2. Choose Actions > Functions > Validate
3. Review validation results
4. Correct any errors
5. Re-validate if needed

Validation examples

Common validation rules:

// Customer validation
trigger OnValidate()
begin
    if Customer.Blocked = Customer.Blocked::All then
        Error('Cannot use blocked customer');
        
    if Customer."Credit Limit (LCY)" < TotalAmount then
        if not Confirm('Credit limit exceeded. Continue?') then
            Error('');
end;

Change tracking

Track changes made to documents with the change log feature.

Enable change log

1. Choose the icon
2. Enter Change Log Setup and choose the related link
3. Enable Change Log Activated
4. Choose Tables to select which tables to track
5. For BC Doc Test tables, enable:
   • [ ] Insert
   • [ ] Modify
   • [ ] Delete

View change log entries

1. Open a document
2. Choose Related > Change Log
3. View all changes:
   • Who made the change
   • When it was made
   • Old and new values
   • Which field was changed

Change log showing document modifications

Keyboard shortcuts

Work faster with keyboard shortcuts:

Action	Shortcut	Context
New document	Alt+N	Document list
Open document	Enter	Selected line
Delete	Ctrl+Delete	Selected record
Save and close	Ctrl+Enter	Open document
Search	Ctrl+F	Any list
Filter pane	Shift+F3	Any list
Copy	Ctrl+C	Selected data
Paste	Ctrl+V	Target field

Tip

Press Alt+Q to open "Tell Me" search from anywhere in Business Central.

Mobile access

Access core features on mobile devices:

• View documents
• Create simple documents
• Approve workflows
• View reports
• Search and filter

Note

The mobile app requires Business Central version 22.0 or later. Download from the App Store or Google Play.

Best practices

Follow these best practices when using core features:

Document management

• Use templates for recurring document types
• Complete all required fields before posting
• Review documents before posting
• Use meaningful descriptions

Organization

• Use saved filter views for common searches
• Apply consistent naming conventions
• Leverage the change log for audit trails
• Archive old documents regularly

Performance

• Close documents when finished
• Don't keep multiple documents open
• Use filters to limit list sizes
• Export large datasets rather than viewing in-app

See also

• Advanced features
• Quick start guide
• How-to: Create your first document
• How-to: Work with templates