e-conomic → Business Central migration skill

A Claude skill that migrates a Danish e-conomic bookkeeping into a Microsoft Dynamics 365 Business Central company through the Origo Cloud Events MCP connector, plus two PowerShell helpers for the bilag (receipt) side.

Written after the migration it describes, which reconciled to the source exactly — zero difference on every account with movement. Most of the skill documents the twelve things that went wrong, so you don’t repeat them.

What it does

Claude drives the migration interactively:

1. Checks the Origo connector, discovers your tenants/environments/companies, and lets you pick the target.
2. Refuses to run against a company with posted entries; warns loudly on production.
3. Detects a CRONUS/standard-template company and makes you decide what to do, rather than layering your chart on top.
4. Asks what to migrate — entities, history depth, invoices as real invoices or journal lines, opening-balance handling, and whether to do a capped trial run.
5. Builds the expected trial balance locally before writing anything.
6. Builds the foundation (accounts, posting setup, VAT, customers, items), then posts transactions, then invoices.
7. Reconciles every account against the source and reports differences.
8. Optionally splits and uploads the bilag PDFs, verifying each landed on the right entry.

What it does not do

• Migrate into a company that already has posted entries.
• Decide whether to post the source’s opening-balance entries — that choice can double every balance-sheet account, so it stays yours.
• Run Close Income Statement — no API for a closing-date entry, so it’s a manual BC step.
• Create bank account cards.

Requirements

Open the Origo ChangeLog Write Guard before you start. Set to “Via force” with an empty exception list, it blocks every write, and only you can change it in the BC UI. Restore it afterwards.

Install

git clone https://github.com/<you>/economic-to-business-central.git
mkdir -p ~/.claude/skills
cp -r economic-to-business-central ~/.claude/skills/

Then describe what you want:

Migrate my e-conomic export into Business Central, sandbox environment, company Contoso ApS.

It triggers on mentions of an e-conomic migration, an e-conomic export, Postering.csv, or bilag PDFs alongside Business Central.

Repository layout

economic-to-business-central/
├── README.md                        this file
├── SKILL.md                         the skill itself
└── scripts/
    ├── Split-EconomicBilag.ps1      splits bilag batch PDFs into one file per voucher
    └── Upload-BilagToBC.ps1         attaches each PDF to its posted G/L entry via the BC API

Split-EconomicBilag.ps1

Reads the stamp e-conomic prints on every bilag page (Regnskabsår: 2025/2026 Bilagsnummer: 62 Side: 41/144), groups the pages per voucher, and writes one PDF each. Pages are copied object-for-object — scanned images are never re-encoded.

.\Split-EconomicBilag.ps1 .\Bilag*.pdf -OutDir .\receipts -Postering .\Postering.csv

Output: receipts\2025-2026\bilag-062_2025-10-10_Dropbox.pdf plus a bilag_index.csv manifest. -Postering adds the posting date and text to file names; -Flat writes one folder. Uses PdfPig (Apache-2.0), fetched from nuget.org into a local lib\ on first run (offline after that; -PdfPigPath supplies your own). Requires PowerShell 7.

Upload-BilagToBC.ps1

Attaches each split PDF to the posted G/L entry whose Document No. matches the voucher number in the file name.

.\Upload-BilagToBC.ps1 -Folder .\receipts -TenantId <guid> -ClientId <guid> `
    -ClientSecret $env:BC_SECRET -Environment <env> -CompanyName '<company>' -First 1

Run -First 1 first and check BC — there is no undo; each upload creates an Incoming Document in a live company. Safe to re-run: it skips what’s already attached, removes duplicate filenames, and retries HTTP 409/429/5xx with backoff.

Entra app setup — once per tenant, plus a registration per BC environment:

1. Entra admin center → App registrations → New. Single tenant, no redirect URI. Copy the Application (client) ID.
2. Certificates & secrets → New client secret → copy the Value now.
3. API permissions → Dynamics 365 Business Central → Application permissions → API.ReadWrite.All.
4. Grant admin consent — without it BC rejects the token.
5. BC → Microsoft Entra Applications → New → paste the Client ID → State = Enabled.
6. Assign D365 BUS FULL ACCESS (D365 AUTOMATION doesn’t cover G/L entries; apps can’t have SUPER).

Keep the secret in an environment variable, never in the script.

Things worth knowing

• Gen. Jnl.-Check Line reports Ready on a batch badly out of balance in LCY — it passed one that was 683,970 out. Gate every post on totalAmountLCY = 0.
• A customer’s Currency Code stamps itself onto journal lines meant as LCY, inflating Amount (LCY) with no error. Send "CurrencyCode": "" explicitly.
• A reversed payment migrated as Document Type = Refund gives a wrong customer list — Payments (LCY) sums only Document Type = Payment. Use ReverseTransaction on the original.
• Data.Records.Set overwrites a Sales Line’s Description when it validates the item No.. Restore descriptions in a separate pass before posting.
• Sales.Document.Post returns Success and posts nothing unless Ship and Invoice are set on the header first.
• There is no delete. Wrong rows can only be blanked; posted entries aren’t writable.
• Attaching a file to a G/L entry creates an Incoming Document, not a Document Attachment. The attachment content URL is single-key.
• e-conomic exports are Latin-1, not UTF-8.

Full context is in SKILL.md.

Scope and limitations

Written against Business Central 28.x and Origo Cloud Events 28.x. Danish-only by nature: e-conomic is a Danish-only bookkeeping system, so there is no non-Danish e-conomic to migrate from. The reference source was single-currency (DKK, 25% VAT) with foreign-currency customer invoices.

Handles customers, items and sales invoices. Vendor/purchase documents weren’t exercised — the reference posted all purchases as journal entries. Purchase VAT on explicit source lines is posted with blank posting groups so BC doesn’t double-count it: the ledger matches, but you get no purchase VAT entries in BC (a deliberate trade-off).

Contributing

The skill is Danish-only because e-conomic is. Corrections within that scope are welcome, especially vendor/purchase flows. Hit a BC or Origo behaviour that cost you time? Open a PR against SKILL.md.

License

MIT. PdfPig is Apache-2.0 and is downloaded at runtime, not vendored.