Dax365FO

Business requirement The business is regulated by a lifecycle of activities that are processed periodically. Like a clock, the activities are the business component of how they move in a specific frequency, and they define the business life rhythm. For example, typically, customer invoices are issued at the end of the month. Next month, we Read more

Business requirements The blocking journal is how we dedicate the journal’s utilization to a specific user. There are two ways to dedicate a journal to a user: In any case, the journal will be created as private, and the third user will not be able to touch it. So, it’s a way to restrain the Read more

Business requirements Posting restrictions are a validation that checks if the posting user is the same of the creation user. Don’t confuse this functionality with the approbation workflow because this one doesn’t work directly on the posting. The workflow’s responsibility is to authorize or deny the user’s proceeding with the posting. It does not care Read more

Business requirements The journal control is a collection of validation rules regarding the account type, main account, and financial dimension we can insert in a journal. It checks whether we can insert a value as account type, main account, or financial dimension. As an analogy, imagine that the main account, account type and financial dimension Read more

Business requirement Sometimes, the settlement is made directly from the main account transactions. This can be applied when we use a bridging account and we want to be sure that the events that happened in debit match those in credit. For example, it can be related to credit card transactions. Matching the transaction manually is Read more