2. Expense Categories Integration

As part of this feature, Expense Categories are integrated from Project Operations to Business Central. This integration supports creation, modification, and updates of transaction categories from Project Operations to Business Central.

2.1 Expense Category Integration in D365 Business Central

A new table, “Dataverse Categories”, has been introduced in Business Central to streamline the integration of categories from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic updates between Project Operations and Business Central.

• Users can create, modify, and delete categories from Project Operations directly into Business Central.
• Users can select a record in the Dataverse Categories form and manually trigger the “Create Business Central” button to create or update categories in Business Central.
• A “Coupled” field switches to Yes upon successful creation or update.

Navigation Paths:

• Role Centre > Expenses > Categories > Dataverse Categories

Automatic Integration

The Dataverse Categories table supports automatic integration via batch processes that sync changes made in Project Operations to Business Central.

Navigation: Role Centre > Administration > Integration Table Mappings > SAG_EXPENSECATEGORY

Categories Deletion

A new table, “Dataverse Deleted Categories”, has been introduced in Business Central to manage the integration of deleted categories from Project Operations.

• Users can manually trigger the “Create Business Central” button in the Dataverse Deleted Categories form to delete the corresponding category in Business Central.
• The “Coupled” field changes to Yes upon successful deletion.

Automatic Integration

The Dataverse Deleted Categories table also supports batch processes for automatic deletion based on changes in Project Operations.