Wednesday, February 5, 2020
How to Set Up and Use D365 F&O Multiple Invoice Number Sequence Groups
One Accounts Receivable feature in Dynamics 365 for Finance & Operations (D365 F&O) that is often overlooked is the ability to use multiple invoice number sequence groups when creating sales order invoices. These number sequences can be assigned to a customer, with the invoice number sequence for that customer in turn defaulting onto the sales …
Thursday, October 24, 2019
Physical Cost Amount of Manufactured Goods and WIP in D365 F&O
We often help clients with issues related to inventory costing in Dynamics 365 for Finance and Operations (D365 F&O). One area that is sometimes confusing is the concept of physical and financial cost amounts of manufactured goods inventory transactions. The physical cost amount is a temporary value that is being used until the actual inventory …
Friday, October 18, 2019
D365 F&O Item Sell Start and End Dates
Controlling when sales orders and products can be entered and released in Dynamics 365 Finance & Operations (D365 F&O) can be a critical task. These dates can be affected by regulatory agencies or by internal marketing campaigns. Two new fields have been added to the Released Product form that make controlling the D365 F&O Item …
Tuesday, October 8, 2019
Leveraging D365 Finance & Operations Warehouse Items
One feature that is often overlooked in Microsoft Dynamics 365 is the use of D365 Finance & Operations Warehouse Items. Warehouse Items allow you to define warehouse-specific settings for each item. This capability does not require the use of Advanced Warehouse (WMSII). To access and set up Warehouse Items, navigate to the released part that …
Thursday, September 19, 2019
How to Fix General Ledger Voucher Transaction Inquiry Access Issue After Upgrade to D365 F&O Version 8.3
When upgrading clients to the latest version of D365 F&O, we have found that sometimes a few things do not stay the same, and on occasion, things are missing. After a recent upgrade to version 8.3, we found that users could no longer access the General Ledger Voucher Transaction Inquiry. We found the issue was …
Friday, April 26, 2019
Use Summary Updates in D365 to Combine Multiple Packing Slips in a Single Invoice
Often a customer will need a single invoice even though there’s been separate deliveries with multiple packing slips. The Dynamics 365 Summary Update function in D365 for Finance & Operations. lets you merge those separate packing slips and give the customer a single invoice to pass along to their customer. One way to do this …