Core capabilityGeneral ledger & financial recordsMaintain the general ledger within the ERP.
4 points maximum | Supported4 / 4 pts The product includes financial and accounting management. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityPayables & receivablesManage supplier payables and customer receivables.
4 points maximum | Not verified0–4 / 4 pts Detailed payables and receivables workflows need a specific source. Not verified · Oct 15, 2026Source ↗ |
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Depth checkApproval before financial postingRoute a financial entry or document through approval before posting.
5.6 points maximumAsk for a demonstrationCreate a financial entry requiring approval and show that it cannot post prematurely. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts Document approval processes can be triggered by employee and transaction conditions. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkCorrect posted financial recordsReverse or credit posted financial transactions with a traceable correction record.
6.4 points maximumAsk for a demonstrationCorrect a posted transaction and show its relationship to the original. A scenario to run with the supplier; not a completed product test. | Not verified0–6.4 / 6.4 pts The reviewed documentation does not establish this specific workflow: correct posted financial records. Not verified · Oct 15, 2026Source ↗ |
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Core capabilityInventory managementTrack stock, valuation or inventory movements in an operational module.
4 points maximum | Supported4 / 4 pts Inventory management is explicitly listed in Business One. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilitySales or purchase order managementManage operational sales or purchasing orders connected to the ERP.
4 points maximum | Supported4 / 4 pts Purchasing and sales-management functions are explicitly listed. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkPartial fulfillment and remaining quantityProcess a partial shipment or receipt while retaining the unfulfilled quantity.
5.6 points maximumAsk for a demonstrationFulfill part of an order and show the remaining quantity awaiting fulfillment. A scenario to run with the supplier; not a completed product test. | Supported5.6 / 5.6 pts The authorization guide documents customer partial-delivery controls. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkReturns linked to operationsProcess a customer or supplier return linked to order or delivery records.
6.4 points maximumAsk for a demonstrationReturn an item and show the stock and financial records affected. A scenario to run with the supplier; not a completed product test. | Supported6.4 / 6.4 pts Return documents correct delivery-related stock and customer transactions. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityMultiple business entitiesMaintain more than one company or subsidiary in the supported ERP architecture.
3.2 points maximum | Not verified0–3.2 / 3.2 pts Use by a subsidiary does not establish managing multiple entities in one supported deployment. Not verified · Oct 15, 2026Source ↗ |
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Core capabilityFinancial consolidationCombine company financial results with documented consolidation functionality.
3.2 points maximum | Not verified0–3.2 / 3.2 pts A consolidation capability was not established by the reviewed source. Not verified · Oct 15, 2026Source ↗ |
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Depth checkIntercompany transactionsRecord transactions between entities with corresponding intercompany balances or documents.
4.8 points maximumAsk for a demonstrationRecord an intercompany transaction and show each entity side. A scenario to run with the supplier; not a completed product test. | Not verified0–4.8 / 4.8 pts The reviewed documentation does not establish this specific workflow: intercompany transactions. Not verified · Oct 15, 2026Source ↗ |
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Depth checkForeign-currency accountingRecord foreign-currency transactions with exchange-rate and base-currency amounts.
4.8 points maximumAsk for a demonstrationPost and settle a foreign-currency invoice at different exchange rates. A scenario to run with the supplier; not a completed product test. | Supported4.8 / 4.8 pts Business One posts exchange-rate differences for foreign-currency transactions. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityDocumented integration APIConnect business records or functions through a documented API.
2.4 points maximum | Supported2.4 / 2.4 pts Service Layer is the documented API for Business One data and services. Official documentation · Oct 15, 2026Source ↗ |
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Core capabilityWorkflow or extension configurationConfigure supported workflows, extensions or business rules.
2.4 points maximum | Supported2.4 / 2.4 pts Process-automation templates are integration based and require service configuration. Official documentation · Oct 15, 2026Source ↗ |
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Depth checkPermission-bound integrationsRestrict API or integration access through roles, scopes or object permissions.
3.2 points maximumAsk for a demonstrationGive an integration access to one workflow and demonstrate a forbidden operation. A scenario to run with the supplier; not a completed product test. | Not verified0–3.2 / 3.2 pts User authorizations are documented; integration-specific permission enforcement needs verification. Not verified · Oct 15, 2026Source ↗ |
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Depth checkRecord-level change auditInspect who changed an operational or financial record and when.
4 points maximumAsk for a demonstrationEdit a record and locate the actor, timestamp and recorded change. A scenario to run with the supplier; not a completed product test. | Not verified0–4 / 4 pts Change history is documented; the reviewed page does not establish the actor and timestamp detail. Not verified · Oct 15, 2026Source ↗ |
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Core capabilityContextual AI assistanceUse embedded or officially integrated AI with ERP records or business context.
2.4 points maximum | Not verified0–2.4 / 2.4 pts An AI Core connection alone does not establish a contextual ERP assistant. Not verified · Oct 15, 2026Source ↗ |
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Core capabilityAI-assisted operational workflowUse AI within a concrete transaction, document-processing or business-process workflow.
2.4 points maximum | Not verified0–2.4 / 2.4 pts A specific deployed AI operational task was not established in the reviewed documentation. Not verified · Oct 15, 2026Source ↗ |
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Depth checkControl AI access and contextControl AI availability or restrict its business-data access through permissions.
3.2 points maximumAsk for a demonstrationRestrict a user or AI feature and show the boundary in the assistant. A scenario to run with the supplier; not a completed product test. | Not verified0–3.2 / 3.2 pts A production Business One AI permission workflow was not established. Not verified · Oct 15, 2026Source ↗ |
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Depth checkReview AI output before committingInspect, approve or edit AI-generated business content or proposed transactional work before use.
4 points maximumAsk for a demonstrationAsk AI to prepare work and demonstrate review or editing before committing it. A scenario to run with the supplier; not a completed product test. | Not verified0–4 / 4 pts A production Business One AI review-before-commit workflow was not established. Not verified · Oct 15, 2026Source ↗ |
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Depth checkShow before-and-after values for AI proposalsDemonstrate “Show before-and-after values for AI proposals” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Show before-and-after values for AI proposals” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkDate-controlled bill-of-materials revisionsDemonstrate “Date-controlled bill-of-materials revisions” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Date-controlled bill-of-materials revisions” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkPlan production against finite work-centre capacityDemonstrate “Plan production against finite work-centre capacity” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Plan production against finite work-centre capacity” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkTrack company-owned components at subcontractorsDemonstrate “Track company-owned components at subcontractors” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Track company-owned components at subcontractors” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkPost freight costs into inventory valuationDemonstrate “Post freight costs into inventory valuation” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Post freight costs into inventory valuation” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkCalculate a promised delivery date from supplyDemonstrate “Calculate a promised delivery date from supply” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Calculate a promised delivery date from supply” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkApprove engineering changes before production releaseDemonstrate “Approve engineering changes before production release” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Approve engineering changes before production release” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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Depth checkTest extension upgrades in an isolated environmentDemonstrate “Test extension upgrades in an isolated environment” with a sample record; show the result, permissions and required plan.
2.5 points maximumAsk for a demonstrationDemonstrate “Test extension upgrades in an isolated environment” with a sample record; show the result, permissions and required plan. A scenario to run with the supplier; not a completed product test. | Not verified0–2.5 / 2.5 pts This specific check has not been verified. Missing evidence does not mean the capability is absent. Ask for a demonstration in the proposed plan. Not verified · Oct 21, 2026Source ↗ |
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