Daily Operations Overview

This guide covers the routine tasks and workflows you’ll perform with BRC Core features as part of your daily Business Central operations.

Background Monitoring Tasks

Morning System Health Check

Frequency: Daily at start of business

Purpose: Ensure all background processes ran correctly overnight

Steps:

1. Search for “BRC Core BM Action Entries”
2. Review entries from the last 24 hours
3. Look for:
   • ❌ Error entries: Jobs that failed
   • ⚠️ Warning entries: Jobs that need attention
   • ✅ Success entries: Normal operations

Action Items:

• Errors Found: Follow error resolution procedures
• Warnings Found: Review and address if needed
• All Clean: Continue with normal operations

Monitoring Job Queue Status

When to Perform: When notified of job issues or during troubleshooting

Steps:

1. Open “Job Queue Entries” (standard BC page)
2. Filter by status if needed:
   • Status = Error: Failed jobs requiring attention
   • Status = In Process: Currently running jobs
3. For BRC Core jobs, check the BRC Core User ID field
4. Review error messages and take appropriate action

Common Actions:

• Restart Failed Jobs: Set status back to “Ready”
• Adjust Schedules: Modify frequency if needed
• Check Permissions: Verify user context is appropriate

Responding to Monitor Alerts

Email Notifications: When you receive background monitor error emails:

1. Read the alert carefully - Note job name, error message, time
2. Access the system - Log into Business Central
3. Check current status - Error may have resolved automatically
4. Follow escalation procedures - Contact administrator if unresolved

In-System Alerts:

1. Navigate to BRC Core BM Action Entries
2. Filter to error entries from the alert time
3. Review detailed error information
4. Take corrective action based on error type

Currency Rate Management

Daily Rate Verification

Frequency: Daily, typically morning

Purpose: Ensure exchange rates are current and accurate

Steps:

1. Navigate to “Exchange Rates” (standard BC page)
2. Check Starting Date for your key currencies
3. Verify rates are from current/recent date
4. Note any missing or outdated rates

Verification Checklist:

• Rates updated within expected timeframe
• Key trading currencies present
• Rates appear reasonable (no extreme changes)
• No error notifications for rate services

Handling Rate Update Issues

When Rates Haven’t Updated:

1. Check Service Status:

   • Open “BRC Curr Exch Rate Services”
   • Review last update times
   • Check for error messages

2. Manual Rate Update (if needed):

   • Navigate to Curr. Exch. Rate Update Setup
   • Select appropriate service
   • Choose “Update Exch. Rates” action

3. Document Issues:

   • Note which services failed
   • Record error messages
   • Report to administrator if persistent

Working with Rate Variances

When Exchange Rates Change Significantly:

1. Verify Rate Accuracy:

   • Check against external sources
   • Confirm rate is not an error

2. Business Impact Assessment:

   • Review open foreign currency transactions
   • Assess impact on pending orders
   • Consider timing of currency-sensitive activities

3. Communication:

   • Inform relevant stakeholders
   • Document significant rate changes
   • Follow company procedures for rate variance

Price Book Operations

Daily Price Monitoring

For Organizations Using Price Books:

Morning Price Check:

1. Review price book update logs
2. Verify automated calculations completed
3. Check for any price calculation errors

Price Validation:

1. Spot-check critical item prices
2. Verify pricing appears reasonable
3. Confirm price effective dates are correct

Handling Price Update Issues

When Price Updates Fail:

1. Check Job Queue Status:

   • Locate price book calculation job
   • Review error messages
   • Check job timing and frequency

2. Manual Price Calculation:

   • Access price book configuration
   • Trigger manual calculation if needed
   • Verify results are as expected

3. Price Accuracy Verification:

   • Compare calculated vs. expected prices
   • Check calculation rules and logic
   • Report discrepancies to administrator

Feature Management Operations

Checking Feature Availability

When New Features Are Deployed:

1. Review Feature Status:

   • Open “BRC Core Feature Management”
   • Check for newly available features
   • Note any changed conditions

2. Test New Access:

   • Try accessing new features
   • Verify functionality works as expected
   • Report any issues to administrator

Managing Feature Conditions

For Users with Feature Management Rights:

Adding Users to Features:

1. Navigate to BRC Core Feature Conditions
2. Locate relevant condition
3. Modify user or group filters as needed
4. Test that changes work correctly

Troubleshooting Feature Access:

1. Check user’s group memberships
2. Verify condition logic is correct
3. Test condition evaluation
4. Update conditions as needed

GDPR and Data Management

Daily Data Management Tasks

For Compliance Officers or Administrators:

Customer Data Review:

1. Check for customer anonymization requests
2. Review data retention compliance
3. Process any pending data deletions

Data Quality Monitoring:

1. Review customer data for accuracy
2. Check for duplicate or incomplete records
3. Ensure data classification is correct

Processing GDPR Requests

Customer Data Anonymization:

1. Verify Request Legitimacy:

   • Confirm customer identity
   • Verify request authorization
   • Check legal requirements

2. Pre-Anonymization Check:

   • Use BRC Core GDPR Management tools
   • Verify customer can be anonymized
   • Check for blocking conditions (open transactions, etc.)

3. Execute Anonymization:

   • Run anonymization process
   • Verify completion
   • Document action taken

Administrative Tools Usage

Daily System Diagnostics

For System Administrators:

System Health Check:

1. Open “BRC Admin Toolbox”
2. Run diagnostic utilities
3. Check system performance metrics
4. Review any warnings or alerts

Record Management:

1. Monitor table record counts
2. Check for unusual growth patterns
3. Review system resource usage

Troubleshooting Daily Issues

Performance Monitoring:

1. Check job queue performance
2. Monitor background process timing
3. Review system resource usage

User Support:

1. Assist users with feature access issues
2. Troubleshoot permission problems
3. Provide guidance on feature usage

End-of-Day Tasks

System Status Wrap-up

Before Leaving for the Day:

1. Final Monitor Check:

   • Review any late-day job queue activity
   • Check for new error notifications
   • Verify critical processes completed

2. Pending Issues Review:

   • Document any unresolved issues
   • Set priorities for next day
   • Communicate critical issues to on-call support

3. System Preparation:

   • Ensure overnight jobs are scheduled
   • Verify automatic processes are enabled
   • Check weekend/holiday schedules

Weekly and Periodic Tasks

Weekly System Review

Every Monday Morning:

1. Review weekend job queue activity
2. Check currency rate updates after weekend
3. Verify all services are operational

Monthly Tasks:

1. Review feature usage patterns
2. Analyze system performance trends
3. Plan feature rollouts or changes

Emergency Procedures

Critical System Issues

When Background Monitoring Fails:

1. Check Job Queue Entry for monitor job
2. Restart monitoring if needed
3. Escalate to technical support

When Currency Rates Stop Updating:

1. Check external service connectivity
2. Manual update of critical rates
3. Business impact assessment and communication

When Price Calculations Fail:

1. Manual price review and updates
2. Hold pricing-dependent transactions
3. Expedite resolution with technical team

Best Practices for Daily Operations

Routine Excellence

• Establish consistent daily check procedures
• Document unusual events and resolutions
• Maintain awareness of system performance trends

Communication

• Keep stakeholders informed of system status
• Escalate issues promptly when needed
• Share knowledge with team members

Continuous Improvement

• Suggest process improvements based on daily experience
• Provide feedback on feature usability
• Participate in training on new features

Regular attention to these daily operations ensures BRC Core continues to enhance your Business Central environment reliably and efficiently.