Cannabis Business Central Setup

Track and Trace is an add-on to CBC functionality. Once installed, several new set ups will need to be completed on the Cannabis Business Central (CBC) Setup page.

Click the magnifying glass and in the search box, type in Cannabis Business Central Setup and select the related link.

Tag FastTab

FIELD NAME	FUNCTION
Tag Provider	Provider of state regulated Track and Trace system. The Metrc option should be selected for the Metrc integration.
Integration State	The state that is integrated with the Track and Trace functionality. The state the company is operating in should be selected.
Tag Type Caption	Caption field. User-defined e.g., Metrc Tag Type.
Tag No. Caption	Caption field. User-defined e.g., Metrc Tag No.
Assign Next Available Tag on Assign Lot	When using the Assign Lot function, the system will automatically assign CBC Tags based on the next available Tag. This should be used only when integrating with Leaf.
Block Same Outgoing Tag to Licensee	Blocks shipping the same CBC Tag twice to the same License.
Require Company Tag Type	Requires a Tag Type when creating new Tags.
Prevent Partial Tags	The following options can be selected for how the system should behave if a user attempts to ship a partial Tag quantity: Allow: The system will allow users to ship partial Tag quantities. Confirmation: The system will warn the user if they attempt to ship a partial Tag. They can confirm to proceed with the shipment. Error: The system will stop the user from shipping partial Tags. Only full Tag quantities can be shipped.
Package Tag Type	The Tag Type to use when downloading unused Tags out of Metrc.

Integration FastTab

FIELD NAME	FUNCTION
Track & Trace Active	Toggle field for Track and Trace integration in Business Central. This will have the Track and Trace fields display within Business Central - not communicate with Metrc.
Enable State Integration	Toggle field for Track and Trace integration with the outside state system. This will have Business Central communicate with Metrc for non-Cultivation transactions.
Integration API Key Per	Specifies if the Integration API Key will be setup per Company or per User. Company User
Integration API Key	The Application Programming Interface (API) Key that allows communication with Track and Trace provider and their integrations.
Integration API URL	The URL of Track and Trace provider.
Enable Web Integration Log	Toggle field to keep a log of integration entries in the Web Integration Logs page.
Disable Web Integration Background Client	When toggled, only user created logs will be stored in the Web Integration Logs. This can be used to reduce the amount of data stored in the logs and reduce potential performance issues from the background processes.
Track & Trace SKU Type	Specifies how to send SKU information to the Track and Trace system: Item/Variant/Location Item/Location
Track & Trace Inventory Posting Direction	Specifies the automation of Inventory posting with the integration: Update CBC Only: Inventory entries will only be posted in the Business Central Environment. Update Track & Trace Only: Inventory entries will be pushed and automatically posted in the Track & Trace System. Update Both Directions: Inventory entries will be posted in both the Business Central Environment and Track and Trace System.
Send Track & Trace Calls	Hidden field. Specifies when to send the call to the Track and Trace system: Before Posting: Best for performance, however if there is a native BC error BC could become out of sync with Metrc. After Posting: Ensures the transaction posts through without error in BC. However, due to the time it takes for Metrc to process the transaction, could result in table locking and slower performance
Download Track & Trace Lab Results	Toggle field to download lab results with Track & Trace Transfers. Should only be toggled on if integrating to post against QC Documents.
Enable State Cultivation Integration	Toggle field for Track and Trace integration with the outside state system. This will have BC communicate with Metrc for cultivation transactions. The Metrc Cultivation Integration is an additional installation from base Track and Trace.
Integration Immature Batch Name	Specifies how to send Plant Batch Names to Metrc. Options are: Batch Name: Sends the Batch Name to Metrc. Should be selected if Immature Plants are not tagged. Tag No.: Sends the Tag Number attached to the Immature Plant Batch to Metrc. Should be selected if Immature Plants are tagged.
Moisture Loss Reason Code	Specifies the Reason Code to send to Metrc when there is Moisture Loss on Harvest adjustments.