> For the complete documentation index, see [llms.txt](https://claimlane-docs.gitbook.io/claimlane-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://claimlane-docs.gitbook.io/claimlane-docs/platform/business-central-app.md). # Business Central App ### Introduction to the Business Central App The Business Central (BC) App is an integration solution designed to seamlessly connect Business Central and Claimlane. By using Internal and Flow tags, this integration streamlines claims and returns processes while automating crucial business operations. Handling after-sales processes often involves repetitive tasks like creating credit notes, return sales orders, or replacement orders. Performing these tasks manually can be time-consuming and prone to errors. With a Return Management System like Claimlane, you can tailor the customer journey and user interface to specific needs, while automating outcomes directly with BC. ### Key Features of the Claimlane Integration #### 1. Invoice Matching Easily synchronize invoices between BC and Claimlane. You can quickly search for an invoice number or a product linked to a specific invoice, reducing manual effort. #### 2. Warehouse Document Automation Automatically generate essential warehouse documents: * Return Sales Orders - Streamline processing of returned items. * Credit Notes - Automate issuing credit notes for B2B partners by matching claims and returns to posted invoices, enhancing efficiency. * Replacement order - Simplify the process of providing replacements for returned items. #### 3. Automatic Status Updates Track and update claim statuses in real-time without manual intervention. #### 4. Product Data Synchronization Ensure product data is automatically updated and synchronized across systems. #### 5. Price Reduction Management Handle price adjustments with ease using Item Charges in BC. #### 6. Quick 10-minute Setup and Deployment Get started quickly with a simple, guided setup process: * Use the Assisted Setup wizard in Business Central to configure the Claimlane Integration in less than 10 minutes. * Access the wizard by navigating to Assisted Setup in BC and following the guided steps. ### Business Central Implementation Process For implementing the Claimlane BC app we recommend involving the BC partner and the expert user. The Standard Claimlane BC app requires only a few hours of technical work, and the implementation, including tests, can be completed in a couple of weeks. #### **Step 1: Alignment on Use Cases** * Define the specific use cases for integrating Claimlane with BC, including the required data and workflows. * Your Claimlane contact will collaborate with you to map out a simple flow chart for alignment. * We recommend a mutual meeting between expert user and BC partner to ensure everyone is on the same page. #### **Step 2: Install the App** * Your Claimlane contact will provide the necessary API keys and set up the Claimlane test environment. * Your BC partner will install the Claimlane BC app and connect it to the provided API keys. #### **Step 3: Configure and Set Up** * Your Claimlane contact will ensure Claimlane is set up to match all your use case requirements. * The BC Partner will customize the app to match your business processes and requirements. #### **Step 4: Test the Integration** * The expert user will thoroughly test the integration to ensure everything works as expected. * Your Claimlane contact will assist with the final setup in the production environment. Note: The app is designed to work with standard BC setups. For businesses with unique configurations, custom adjustments can be made with consultant support. ### Final Note At Claimlane, we have developed the Business Central app in close collaboration with our customers and leading BC partners. Our goal is to provide a solution that delivers significant value without requiring complex ERP customizations. With our app, you can streamline your claims and returns processes, saving time and reducing errors, all while maintaining flexibility to meet your specific needs. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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