Monday, April 13, 2020
How to Configure and Navigate the D365 Financial Period Close Workspace
With everyone working remotely due to COVID-19, it can be difficult to monitor progress without the usual in-person collaboration and communication. This can be especially challenging for finance and accounting organizations who are approaching month-end and quarter-end close cycles without a team that can connect in person. Within standard Dynamics 365 for Finance and Operations …
Wednesday, February 12, 2020
Ending Production Orders in D365 F&O
Most users working with production orders in Dynamics 365 for Finance and Operations (D365 F&O) are aware of the process for ending a production order in D365. Ending a production order changes the order status to Ended, and resetting the order status or posting additional transactions against the order are no longer permitted. This post …
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 …