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Expense Reports: Automatically Inheriting Financial Dimensions from the Employee
Business requirements Expense reports in Dynamics 365 Finance and Operations collect expenses that need to be reimbursed to employees. However, since these represent business costs, they must be properly allocated in the general ledger. Allocation logic is often based on the employee’s organizational assignment (such as division, department, etc..). Instead of manually entering financial dimensions Read more
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Microsoft Dynamics 365 Business Process Catalog
Introduction Throughout my career, I have encountered several approaches to analyzing business needs in order to align ERP implementations effectively. This is a strategic imperative: you can have the best technical and functional expertise, but without an overall understanding of the business, it is impossible to deliver a consistent and effective solution. Each project stream Read more
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Communication diagram for ERP implementation
In the previous article, we introduced UML for ERP implementations. Now, let’s explore a communication diagram through an example and see how it can help us during implementation. The communication diagram is one of my favorites during the implementation phase. It’s similar to the component diagram, with the key difference being that it focuses on Read more
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Workflow – Approver based financial dimension or project responsables
Business requirement Often, the document approver varies based on the entry conditions. There are several ways to handle these requirements in D365FO, but this document presents a solution for how to leverage the financial dimensions present in your document lines to recognize the approver. This solution is available for the following documents: Expense, Purchase Order, Read more
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Invoice capture – System preference
Here we configure the general parameters to rule our system: Received files Captured Invoice Read more
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Bank credit limit tolerance
Business requirements This function allows you to set the negative credit limit permitted by the bank. The system will display a warning or error message when an attempt is made to post a transaction that would exceed this threshold. Configuration Path: Cash and bank management> Setup> Cash and bank management parameters. The only configuration required Read more
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