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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
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Choose from more exchange rate types for currency revaluation
Version: 10.39 This feature is an extension of the standard function “Foreign currency revaluation” from accounts payable and accounts receivable. Usually, the open invoice is revalued using the exchange rate set in the general ledger module. Usually, the balance in foreign currency is revalued using the exchange rate set in the general ledger module. However,… Read more
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Budgeting plan allocation
This function allows us to allocate project amounts through the financial dimension or time. Typically, it helps the user insert the entry more easily. As mentioned, we have two alternative allocation activities: Activities 1. Allocate financial dimension Select our budget planning lines and click on “allocation budget”. The information to insert is as follows: To… Read more
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Budget planning configuration – Budget planning process
Go to: Budgeting> Setup> Budget planning> Budget planning process. The budget planning configuration is the most important setup. Here, we will choose the pillar of our planning structure. The budgeting planning creation reference will change based on which budgeting planning we select. Please create a new budget plan and give it a name and a… Read more
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Budget planning configuration – User and employee
This article is link to the previous one who talking about: link The system to understand the authorization to work in budgeting planning will combine the information set in these three setups: For example, if a resource is a Budget manager we should to set: Roles & Grants authorization We need to grant correct access… Read more
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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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