Beyond Person In Charge
Beyond Person in Charge adds a crucial element to Business Central: clear responsibilities across sales, purchasing, and service processes. Assign a responsible contact person to customers, vendors, and documents. Teams spend less time searching for the right colleague and more time getting work done. The app defines a responsible contact for every business relationship and transaction.
Make personal responsibilities transparent.
Clear responsibilities foster initiative
The app helps you increase employee motivation. Everyone knows who manages which business transactions.
Ownership succeeds through clarity
Good data needs clear ownership. This app turns your people into active stewards of data quality.
Increase customer loyalty and steer vendor relationships more intelligently
“People buy from people!” In an increasingly anonymous business world, you empower your teams to manage their personal business relationships more successfully.
Shorter processing times in purchasing and sales.
Spare your organization the tedious search for colleagues who can add important information to specific orders. This app increases the efficiency of your processes through transparency.
Fewer discussions about who owes what
These clarified responsibilities foster initiative.
Cultivate more personal relationships
Create the conditions for your clerks to maintain sustainable business relationships with your partners.
Key prerequisite for working with AI agents
Build the necessary foundation so AI agents can pass order data to the right clerks without delay.
Complete information in BC
With this app you consistently expand the information content of your ERP application.
Structured responsibilities – assign to business transactions
Within the familiar Business Central ergonomics, we created additional fields that are quick to fill out so you can benefit in your organization shortly after setup.
Create clerks
In the clerk card you can easily create names with communication details.
Assign clerks to a user
With the familiar BC user logic, you assign clerks to users.
Assign clerks to a customer / vendor
On the customer or vendor card, user-friendly functions are available to assign clerks.
Get started
Once these entries are made in the system, the assigned clerk is linked to every new order, invoice, and more for each customer or vendor.
Pricing Plans
Frequently asked questions about Person in Charge
Short answers on assignments, data quality, and collaboration.
Docs ▼
Let’s talk about clear responsibilities
We’ll show you how Person in Charge makes customer and vendor relationships more transparent and efficient.
Schedule a call now
Marketplace
Assign responsibilities clearly
Ensure transparent ownership and faster workflows in purchasing and sales.