LAST Article
-
Customer credit score risk
Introduction The credit score represents a risk assessment of the customer. In other words, it indicates the probability that the customer will make an overdue payment. It is based on the customer’s information and payment history (such as average payment days, DSO, etc.). The credit score can be used purely as statistical information or as… Read more
-
Payment calendar
Introduction The payment due date calculation takes several factors into account, including business working days. The Payment Calendar identifies if the calculated due date falls on a holiday or non-working day. In this cases, the due date is automatically moved forward to the next available business day. Configuration The configuration is the same for both… Read more
-
Payment Advices
Introduction In D365FO, there is built-in functionality to send payment notifications to vendors, when a payment has been processed. Configuration Feature management Path: System administration> Workspaces> Feature management Enable this feature “Enable batch processing for bank payment advice reports”: Form setup Path: Accounts receivable> Setup> Forms> Form setup. Create a new configuration for the payment… Read more
-
Financial period close workspace
Introduction The Financial Period Close is a task list manager that helps employees track tasks, assignees, and due dates for the periodic close process.As a simple checklist, it is not connected to the actual system functions. When a task is completed, the user must manually mark it as done to update progress. Process Financial period… Read more
-
Customer payments using credit card information
Business requirement In B2C, companies commonly accept credit card payments. Before fully confirming the service, the customer’s bank must authorize the card (verifying funds availability). Solution D365FO D365FO includes a built-in feature to authorize credit cards, checking validity and available funds, before proceeding with order processing steps.Important note: D365FO handles the authorization check, but the… Read more
-
Project budget
Introduction The budget can be set in the dedicated module, but it is often too generic for project management needs. During project definition, we create detailed forecasts for hours, items, and expenses. The user wants more granular budget control based on the project-specific data entered. In D365FO, there is an option to enter a budget… Read more
Dax365FO 