The Perk Spend Management Connector for MS Dynamics 365 Business Central is deployed (installed and configured) on tenant level. For each tenant, you need to configure the integration setup.

Note: Business Central frequently runs on multiple tenants due to reasons of different functional currencies or access security. In this case, the Perk connector is installed on those additional tenants separately and mapped to the same Perk organization, but different Perk legal entities.

Steps to implement

Depending whether you plan to use the connector with Expense processing, Invoice processing or both, the steps to set up the Perk connector may vary.

Note: For Business Central, you must have a Microsoft Azure Admin role to set up a web service application.

For Perk, you require an account admin role to perform these tasks:

• Get API credentials (client ID and secret).
• Create custom fields for the dimensions
• Configure the expense and invoice export settings in Integrations.

Install the connector

Depending on your Business Central deployment, the Perk Spend Management Connector for Microsoft Dynamics 365 Business Central can be implemented in several ways:

• Cloud deployment:
  • Access the app on the Microsoft AppSource
  • Install as an extension in Extension management (not recommended)
• On-premises deployment:
  • Install as an extension in Extension management (on request)

Caution: If you choose to install the Perk connector as an extension, you must be aware that you will not receive automatic updates with any new features (unlike connectors installed via the AppSource).
You are responsible for installing any updates of the Perk connector.

Prepare the setup in Perk

First, you need to get required information for setup:

• Perk organization ID for your organization.
• Perk legal entity IDs for all legal entities (companies).
• Get API credentials for accessing Perk’s API.

In addition, new tag dimensions and custom fields must have been set up in Perk before you can set up master data sync in Business Central.

Depending on the required configuration, tags may be used to track financial dimensions, and item charges and fixed assets for Invoice processing. Custom fields are required to track tax information for export to Business Central.

Tag dimensions

To map finance dimension data as cost objects in Perk, you need to create a tag dimension in Perk. The tag values are provided by Business Central, but you need to create a dimension in which to create the tags.

To do this:

1. Go to Settings > Account > Companies.
2. Click View spend settings.
3. Scroll down to Enable tags.
4. Select the Enable tags option (if not already enabled).
5. Click + Add dimension.
6. Enter the details of the tag dimension:
   • Name: Name to identify the dimension.
   • Code (ERP): This is the code that you need to enter in the Perk Cost object dimension field in the Perk connector setup in Business Central.
7. Click Save.

Caution: Do not restrict this tag to any specific categories or scopes.

For Invoice processing, if you plan to use fixed assets and item charge line types, you need to set up additional tag dimension to track this information. Create two tag dimensions, this time with this information:

Copy the Code (ERP) and the ID values for each as you will need to enter this information in the Fixed Asset Tag Dimension / Fixed Asset Tag ID and Item Charge Tag Dimension/ Item Charge Tag ID fields in the Perk connector setup in Business Central.

Tax rate handling

In Business Central, the country scope for a tax code (VAT) is determined by the product posting group (for the item) and the business posting group (for the vendor). Therefore, VAT rates are not imported from Business Central. You need to set up tax rates manually in Perk.

Perk exports tax information to the corresponding posting group within two custom fields. Perk has added two custom fields in the Perk VAT/Tax rates form to collect the Business Central VAT Product Posting group and the VAT Business Posting Group.

Caution: For expenses, make sure to disable the Copy VAT Setup to Jnl. Lines option in the General journal batches to prevent it from copying the VAT posting groups from the GL code and calculating the tax amount. VAT rates need to be populated manually from Perk.

Tip: Next step: Install the Perk connector depending on your edition: Business Central Cloud or Business Central On-premise.