Dax365FO

Business requirements Sometimes, the request is to insert a description in the journal to better understand the cause of the registration. In D365FO, it is possible to manually insert the description or decide to re-use a predefined description or reason code. As the name says, the predefined description allows us to insert a predefined value… Read more

Business requirements Accruals are the postings used to allocate revenue or costs throughout the time. For example, when we record an insurance invoice, we have to make a one-shot cost recognition. However, the insurance contract covers several months. So, we have to split this cost among the different months to represent the real cost in… Read more

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