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Financial period close workspace
Introduction The Financial Period Close is a task list manager that helps employees track tasks, assignees, and due dates for the periodic close process.As a simple checklist, it is not connected to the actual system functions. When a task is completed, the user must manually mark it as done to update progress. Process Financial period… Read more
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Customer payments using credit card information
Business requirement In B2C, companies commonly accept credit card payments. Before fully confirming the service, the customer’s bank must authorize the card (verifying funds availability). Solution D365FO D365FO includes a built-in feature to authorize credit cards, checking validity and available funds, before proceeding with order processing steps.Important note: D365FO handles the authorization check, but the… Read more
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Project budget
Introduction The budget can be set in the dedicated module, but it is often too generic for project management needs. During project definition, we create detailed forecasts for hours, items, and expenses. The user wants more granular budget control based on the project-specific data entered. In D365FO, there is an option to enter a budget… Read more
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Fixed asset depreciation – consumption method
Business requirement From a management accounting perspective, there are several ways to calculate realistic depreciation of a fixed asset for internal reporting. One approach is activity-based depreciation, which tracks depreciation based on actual consumption or usage rather than time. Example: we want to track the depreciation of our vehicle based on the millage/kilometer consumed. D365FO… Read more
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Centralized payment
Solution D365FO allows centralizing payments in a dedicated legal entity. Invoices are recorded in the respective operational legal entities, while payments are made and managed from the centralized egal entity.This feature is especially useful when operational entities are responsible only for sales/purchases, but payments are handled by a separate central entity. Configuration Organization hierarchy Go… Read more
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Organization hierarchy for Policies
Business requirement D365FO includes various process policies (example: purchase requisition policies and expense report policies) that validate submitted documents.A common challenge is deciding the right organizational level for applying these policies: some should apply across all legal entities, while others should apply only to specific operating units. Solution D365FO This article presents a solution to… Read more
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