Dax365FO

Making the invisible visible

Summary: Articles List

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  • Filtering options

    Business requirement Filtering is a constant necessity in our daily work. We leverage it during the inquiry, report, batch, and function launches. However, are we sure that we fully handle all the system’s functionalities? Let us propose a journey and a complete overall overview through the different filter options offered by D365FO. Solution D365FO The Read more

  • Periodic journal

    Business requirements. The periodic is a function that allows us to copy and paste a journal template previously created. It’s used to avoid reinserting the same entry from the beginning. It can be used as an alternative to the voucher template. Business process Create periodic journal Go to: General ledger> Journal entries> Periodic journals. Considering Read more

  • Automatic reverse journal

    Business requirements. When we perform a fast closing, we need to make an entry that should be reversed. That is because those entries are used only to perform intra-period closings. D365FO offers the possibility of automatically posting the reverse. This way, the user can only focus on registering the entry without looking at the reverse. Read more

  • Journal template registration

    Business requirements. The journal voucher template is a function that allows us to copy and paste a journal previously posted. It’s used to avoid reinserting the same entry from the beginning. It can be used as an alternative to the periodic journal for recurring posting. Business process Copy general journal Go to: General Ledger> Journal Read more

  • Automatic Journal posting

    Business requirements The journal entry is a subsequence of two activities: 1) creation of the journal and 2) journal posting. There are a bunch of solutions to make the creation of a journal easier (we will see it in further articles). However, for now, we will focus specifically on the second step: journal posting. Sometimes, Read more

  • Sales price quantity conversion

    This article is an expansion of the price management module explanation. The aim is to explains the quantity conversion unit apply in the sales order. Business requiremen In some industry the trade agreements is fixed with a certain unit of measure, otherers the sales order can be insert with another one. For example, in the Read more