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Vendor prepayment invoice feature
Business process D365FO proposes an out-of-box solution to manage the vendor prepayment. Insert prepayment information Go to: Accounts Payable> Purchase orders> All purchase orders. Create the purchase order as usual. Then, on the Action Pane, select the Purchase tab and click Prepayment.In the Prepayment dialog, the prepayment amount can be specified as a fixed amount… Read more
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Vendor advance payment
Solution D365FO This article continues the previous article: link. Please consult it if you want deep-dive architectural information and a framework vision of the different alternatives relating to managing vendor prepayment. Business process 1.Vendor payment Go to: Accounts payable> Payments> Vendor payment journal. Create a vendor payment as usual, but before posting the journal, go to… Read more
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Vendor prepayment management
Architectural perspective Globally, two alternative methodologies exist to post a vendor prepayment: 1-directly post an advance payment or 2-post the prepayment invoice. Each company chooses the best path based on fiscal and business requirements present in its own localization. Below, we can find a quick description of the two alternatives. Prepayment invoice In some countries,… Read more
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How are the sales tax and commodity codes inserted in the procurement categories?
D365FO solution Sometimes, we need to use the procurement category for your purchasing (for example, to make a prepayment, purchase services, etc.). However, it’s not always clear where we can set up the fiscal information. This article explains where to insert these information. Go to Procurement and Sourcing> Procurement categories, and select the category. Items… Read more
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Automatic charge for sales and purchase order
Business requirements Sometimes, we need to apply automatic charges in our sales or purchase orders. In this article, we will see a specific pathway: the automatic addition of a charge code at the header and/or line level. The system will add the charge exactly like the k-user can but respond to specific criteria set in… Read more
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