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Managing purchase order vs. vendor invoice posting
Introduction This article focuses on how to handle differences between the purchase order and the vendor invoice during the invoice posting process. The goal is to ensure that both the inventory transaction value and the financial impact are recorded correctly according to your invoice’s specific circumstances. Note: This is different from invoice matching validation. Invoice… Read more
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Copilot Studio Troublesoot – Error code: IntegratedAuthenticationNotSupportedInChannel
Introduction This error is common when embedding Copilot Studio agents in D365FO. It is an authentication issue between the agents or when engaging the MCP. This happens because we have two level of autentification: Autehtification betweem the agents Autenthification MCP to use D365FO Solution Autehtification betweem the agents To solve the authentication issue between the… Read more
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Revenue and expense deferral application
Introduction This function enables us to create deferral schemes from documents to defer revenues and costs to future periods. The documents to which we can apply deferral schemes are: Sales order; Free text invoice; Pending invoice Vendor Invoice journal; General ledger; Project hour; Project Timesheet; Project expense; Project free; Project Items requirements For each of… Read more
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Revenue and expense deferral – Configuration
Introduction This article is part of a series on the use of deferral functions in D365FO. In it, we will review the key configuration components, their relationships, and the role each one plays. Configuration Before examining each configuration component, here is an overview of the configuration: Feature: Active the feature to manage the deferral Deferral… Read more
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Items model – Non valuated
Introduction Sometimes there is a need to track inventory transactions without changing the inventory value. This need usually come up from two types of business scenarios: Service items: If we handle the items as procurement categories, we lose the ability to track the “invoice to receipt”. So until now, we had only two alternatives: Lose… Read more
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Intercompany order – Automatic payment
Introduction In intercompany orders, a vendor payment made in one legal entity automatically represents the customer payment in the other legal entity.D365FO can automatically apply the customer payment to the invoice when the corresponding vendor payment is posted in the other legal entity. Configuration During the setup of intercompany policies, it is necessary to define… Read more
