The setup checklist takes you through the steps needed to setup eRequest
LINK
Install eRequest from the App Source into your Business Central
Follow the instructions (LINK) to install the eRequest Business Central App
Once installed the setup wizard will start automatically, if not you can search of Nolan eRequest Setup Wizard to start it manually.
Step through the wizard,
You will be prompted to Grant Permission for the Nolan Business Solutions S2S application to access you business central, you will require a user with Administrator permission to grant this.
At the end of the Wizard it will prompt for a NCS Account Number, and Link Code.
You can get these from the ‘Check list’ in NCS. Note: the Link Code is time limited, you can refresh the link code using the ‘Get New Link Code’.
Once your Business Central and NCS eRequest are successfully linked, eRequest create a ERP Connection to represent the connection, and copy the company information into eRequest.
LINK to ERP Connection
Grant Consent for eRequest to access your Office 365
NCS eRequest for Business Central requires consent to access your Office 365 Teams environment.
An administrator will be required to grant consent for your Office 365 tenant.
This is a one-time process. Once consent has been granted, all users within your organisation can use the eRequest Teams App.
Add Users from Office 365
See LINK
Assign Users to Companies
See LINK
Create an Approval Group Hierarchy
See LINK
Create Request Forms for each type of Request
See LINK
