Merge pull request #1697 from MicrosoftDocs/master

Doc refresh

Author: edupont04

business-central/LocalFunctionality/Switzerland/ui-extensions-qr-bill-management.md

@@ -8,7 +8,7 @@ ms.devlang: na
 ms.tgt_pltfrm: na
 ms.workload: na
 ms.search.keywords: QR-bill, invoice, incoming documents, payment reference
-ms.date: 06/21/2021
+ms.date: 09/06/2021
 ms.author: soalex
 
 ---
@@ -39,6 +39,9 @@ When you create a QR-bill you can include billing information in the SWICO forma
 Payment processes are are all about paying the right amount to the right party, and making it easy for them to reconcile payments to close outstanding accounts. The QR-Bill Management extension handles this by generating a payment reference for QR-bills that are unique for invoices issued in a specific company, which means the same payment reference cannot be issued more than one time. If your customer is also using [!INCLUDE[prod_short](../../includes/prod_short.md)], the payment reference is imported when receiving QR-bills, transferred to the Vendor Ledger Entries page, and used as a reference when creating vendor payments. For more information, see [Receiving QR-Bills](ui-extensions-qr-bill-management.md#receiving-qr-bills). The flow is similar to the previous ESR Reference functionality that the QR-bills are replacing. Eventually, payment files (pain.001) will be sent from the customer's business app to their bank with the message to transfer the amounts to the vendor's account. The bank will produce a customer statement file (camt.054) that the vendor can import to reconcile accounts. This file will include the payment reference and is imported through the Data Exchange Framework that is updated by the QR-Bill Management extension to import camt.054 files.  
 For ESR references you could configure information, for example, so that they contain the customer number and invoice number. You cannot configure the payment reference in QR-bills. There will always be a 1:1 relation between an issued QR-bill and a payment, which makes reconciliation easy and eliminates the need to configure the payment reference on QR-bills. Instead, [!INCLUDE[prod_short](../../includes/prod_short.md)] uses a unique counter for the payment reference. Additionally, logic is in place to block import or scan of the same payment reference twice.
 
+## Using multiple bank accounts as issuers of QR-Bills
+Issuers of QR-Bills can use multiple bank accounts to route payments into different bank accounts. This is tied to the Payment Method on which you can specify the **QR-Bill Bank Account No.**. When specified, the IBAN/QR-IBAN information from this bank account will be used on QR-Bills that use the given Payment Method. This way you can route incoming payments into the desired bank account. If you do not use multiple bank accounts and specify the **QR-Bill Bank Account No.** on the Payment Method card, the QR-IBAN/IBAN information from Company Information is used on QR-Bills instead. Make sure you have at least your primary bank account information set up there.
+
 ## Scanning and Importing QR-Bills
 To scan or import a QR-bill, you must use one of the following types of scanning devices:
 
@@ -87,4 +90,4 @@ We are planning to add capabilities to the QR-Bill Management extension in the c
 [Switzerland Local Functionality](switzerland-local-functionality.md)  
 
 
-[!INCLUDE[footer-include](../../includes/footer-banner.md)]
+[!INCLUDE[footer-include](../../includes/footer-banner.md)]

business-central/LocalFunctionality/UnitedKingdom/ui-extensions-getaddressio.md

@@ -16,7 +16,7 @@ ms.author: bholtorf
 # The GetAddress.io UK Postcodes Extension in the British Version
 The GetAddress.io UK Postcodes extension can save time and prevent mistakes when you enter addresses for entities like customers, vendors, bank accounts, and employees. For example, when you're creating a customer, you just choose a postcode and [!INCLUDE[prod_short](../../includes/prod_short.md)] shows a list of addresses. Pick the address you want, and presto, the address fields are filled out.  
 
-##To use the GetAddress.io UK Postcodes extension when you enter an address
+## To use the GetAddress.io UK Postcodes extension when you enter an address
 1. Under **Address**, choose **Look up address from postcode**.  
 
     > [!NOTE]  

business-central/LocalFunctionality/UnitedKingdom/uk-setup-postal-code-service.md

@@ -18,7 +18,7 @@ This extension makes it easy to enter addresses in the United Kingdom (UK) for e
 
 The GetAddress.io UK Postcodes extension uses the getAddress API to find addresses in postcodes in the UK. To use the extension, you need to get a plan and an API Key for the getAddress API. We help you do that when you set up the GetAddress.io UK Postcodes extension. Plans are based on use, or what are sometimes referred to as "calls." A call, in this case, is when [!INCLUDE[prod_short](../../includes/prod_short.md)] displays a list of addresses in a postcode. Depending on how often you add addresses, choose the plan that is best for you. If you just choose **Get API Key** you will use the **Free** plan, which lets you add 20 addresses per day, and is valid for 30 days.
 
-##To set up the GetAddress.io UK Postcodes extension
+## To set up the GetAddress.io UK Postcodes extension
 1. Choose the ![Lightbulb that opens the Tell Me feature.](../../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Service Connections**, and then choose the related link.  
 2. On the **Service Connections** page, choose **UK Postcode Service**.
 3. On the **Postcode provider configuration** page, choose **Disabled**.

business-central/TOC.md

@@ -91,6 +91,7 @@
 ### [Extending Your Trial Version](admin-extend-trial.md)
 ### [Unsubscribe or Remove Business Central](admin-cancel.md)
 ## Buy
+### [Getting Started with a Subscription](across-preview.md#getting-started-with-a-subscription)
 ### [Getting Ready for Doing Business](ui-get-ready-business.md)
 
 <!--setup-->
@@ -649,9 +650,10 @@
 ### [View the Availability of Items](inventory-how-availability-overview.md)
 ### [Transfer Inventory Between Locations](inventory-how-transfer-between-locations.md)
 ### [Reserve Items](inventory-how-to-reserve-items.md)
+### [Set Up Item Tracking with Serial, Lot, and Package Numbers](inventory-how-setup-item-tracking.md)
 ### [Track Items with Serial, Lot, and Package Numbers](inventory-how-work-item-tracking.md)
-### [Use Item Cross References](inventory-how-use-item-cross-refs.md)
 ### [Trace Item-Tracked Items](inventory-how-to-trace-item-tracked-items.md)
+### [Use Item Cross References](inventory-how-use-item-cross-refs.md)
 ### [Block Items](inventory-how-block-items.md)
 ### [Work with Responsibility Centers](inventory-responsibility-centers.md)
 

business-central/across-how-to-specify-when-and-how-to-receive-notifications.md

@@ -16,14 +16,17 @@
 When you set up users in approval workflows, you must specify in the **Notification Setup** and **Notification Schedule** pages how and when each user receives notifications about approval workflow steps. Individual users can also change their notification setup by choosing the **Change Notification Settings** button on any notification.  
 
 > [!NOTE]
-> Notifications are delivered according to notification settings for the receiver, not the sender. That's an important distinction because it means that when someone requests an approval as part of a workflow their request is not necessarily sent immediately. Instead, it will be delivered according to the approvers's notification settings. 
+> Notifications are delivered according to notification settings for the receiver, not the sender. That's an important distinction because it means that when someone requests an approval as part of a workflow their request is not necessarily sent immediately. Instead, it will be delivered according to the notification schedule specified in the approver's notification settings. 
 
  Before you can set up an approval user’s notification preferences, you must set the user up as an approval user. For more information, [Set Up Approval Users](across-how-to-set-up-approval-users.md).  
 
  You can define the layout of email notifications by customizing Report 1320, Notification Email. For more information, see [Create and Modify Custom Report Layouts](ui-how-create-custom-report-layout.md).  
 
  Many approval workflow steps are about notifying users that an event has occurred that they must act on. For example, on one workflow step, the event can be that User 1 requests approval of a new record. The related response is that a notification is sent to User 2, the approver. On the next workflow step, the event can be that User 2 approves the record. The related response is that a notification is sent to User 3 to start a process with the approved record. For workflow steps that are about approval, each notification is tied to an approval entry. For more information, see [Workflow](across-workflow.md).  
 
+> [!NOTE]
+> If you want to use email as the notification method, you must set up email for both the sender and the receiver in [!INCLUDE [prod_short](includes/prod_short.md)]. For more information, see [Set up Email](admin-how-setup-email.md).
+
 ## Specify when and how users receive notifications  
 
 1.  Choose the ![Lightbulb that opens the Tell Me feature.](media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Approval User Setup**, and then choose the related link.  

business-central/across-preview.md

@@ -7,7 +7,7 @@ ms.service: dynamics365-business-central
 ms.topic: conceptual
 ms.workload: na
 ms.search.keywords: preview, trial, sandbox, subscription
-ms.date: 06/07/2021
+ms.date: 09/07/2021
 ms.author: edupont
 
 ---
@@ -74,6 +74,11 @@ Each time you sign in during the trial period, a notification in a blue bar at t
 
 You can also contact the [[!INCLUDE[prod_short](includes/prod_short.md)] Sales team](https://go.microsoft.com/fwlink/?linkid=828707).  
 
+> [!TIP]
+> [!INCLUDE [admin-license-trial](includes/admin-license-trial.md)]
+
+For more information about what you can do with [!INCLUDE [prod_short](includes/prod_short.md)], see [Getting Ready for Doing Business](ui-get-ready-business.md) and [Business Functionality](across-business-functionality.md).  
+
 ## Getting Started with Sandboxes
 
 Sandbox environments can be a way for you to practice with [!INCLUDE[prod_short](includes/prod_short.md)]. Think of a sandbox as a non-production environment that you can use on top of your production instance of [!INCLUDE[prod_short](includes/prod_short.md)]. For example, if you want to take the free online training from [Microsoft Learn](/learn/dynamics365/business-central?WT.mc_id=dyn365bc_landingpage-docs), your administrator can [create a sandbox environment](/dynamics365/business-central/dev-itpro/administration/tenant-admin-center-environments#create-a-sandbox-environment) so that you and your colleagues can practice there rather than in your production environment.  

business-central/across-setting-up-workflow-notifications.md

@@ -36,6 +36,10 @@ You set up different aspects of workflow notifications in the following places:
 * Customize the email notifications
 
     If you want, you can customize the content of the email notification by modifying report 1320, Notification Email. For more information, see [Create and Modify Custom Report Layouts](ui-how-create-custom-report-layout.md).  
+
+    > [!NOTE]
+    > If you want to use email as the notification method, you must set up email for both the sender and the receiver in [!INCLUDE [prod_short](includes/prod_short.md)]. For more information, see [Set up Email](admin-how-setup-email.md).
+
 * Response options
 
     You set up specific content and rules of a workflow notification when you create the workflow in question. You do this by selecting options on the **Workflow Response Options** page for the workflow response that represents the notification. For more information, see step 9 in [Create Workflows](across-how-to-create-workflows.md).  

business-central/admin-cds-company-concept.md

@@ -8,7 +8,7 @@ ms.topic: conceptual
 ms.devlang: na
 ms.tgt_pltfrm: na
 ms.workload: na
-ms.search.keywords: CDS, , integration, sync
+ms.search.keywords: CDS, Dataverse, integration, sync
 ms.date: 04/01/2021
 ms.author: bholtorf
 
@@ -36,19 +36,19 @@ The following image shows an example of this data setup in [!INCLUDE[prod_short]
 
 ![The root business unit is on top, the teams are in the center, and then the companies are at the bottom.](media/cds_bu_team_company.png)
 
-In this configuration, records that are related to the Cronus US company will be owned by a team that is linked to the Cronus US <ID> business unit in [!INCLUDE[prod_short](includes/cds_long_md.md)]. Users who can access that business unit through a security role that is set to business unit–level visibility in [!INCLUDE[prod_short](includes/cds_long_md.md)] can now see those records. The following example shows how to use teams to provide access to those records.
+In this configuration, records that are related to the Cronus US company will be owned by a team that is linked to the Cronus US business unit in [!INCLUDE[prod_short](includes/cds_long_md.md)]. Users who can access that business unit through a security role that is set to business unit–level visibility in [!INCLUDE[prod_short](includes/cds_long_md.md)] can now see those records. The following example shows how to use teams to provide access to those records.
 
 * The Sales Manager role is assigned to members of the Cronus US Sales team.
 * Users who have the Sales Manager role can access account records for members of the same business unit.
-* The Cronus US Sales team is linked to the Cronus US business unit that was mentioned earlier. Members of the Cronus US Sales team can see any account that is owned by the Cronus US <ID> user, which would have come from the Cronus US company table in [!INCLUDE[prod_short](includes/prod_short.md)].
+* The Cronus US Sales team is linked to the Cronus US business unit that was mentioned earlier. Members of the Cronus US Sales team can see any account that is owned by the Cronus US user, which would have come from the Cronus US company table in [!INCLUDE[prod_short](includes/prod_short.md)].
 
 However, the 1:1 mapping between business unit, company, and team is just a starting point, as shown in the following image.
 
 ![The security role controls data visibility.](media/cds_bu_team_company_2.png)
 
 In this example, a new EUR (Europe) root business unit is created in [!INCLUDE[prod_short](includes/cds_long_md.md)] as the parent for both Cronus DE (Gernamy) and Cronus ES (Spain). The EUR business unit is not related to synchronization. However, it can give members of the EUR Sales team access to account data in both Cronus DE and Cronus ES by setting the data visibility to **Parent/Child BU** on the associated security role in [!INCLUDE[prod_short](includes/cds_long_md.md)].
 
-Synchronization determines which team should own records. This is controlled by the **Default owning team** field on the BCI - <ID> row. When a BCI - <ID> record is enabled for synchronization we automatically create the associated business unit and owner team (if it doesn't already exist), and set the **Default owning team** field. When synchronization is enabled for an table, administrators can change the owning team, but a team must always be assigned.
+Synchronization determines which team should own records. This is controlled by the **Default owning team** field on the BCI row. When a BCI record is enabled for synchronization we automatically create the associated business unit and owner team (if it doesn't already exist), and set the **Default owning team** field. When synchronization is enabled for an table, administrators can change the owning team, but a team must always be assigned.
 
 > [!NOTE]
 > Records become read-only after a company is added and saved, so be sure to choose the correct company.