LAST Article
-
Transfer budget planning to a budget entry
Transfer budget planning to a budget entry When we finish the budget planning process, we should start to feed the budget control. So, to do it, we need to convert budgeting planning into a budget register entry. D365FO has a dedicated batch function to perform that. Keep in mind that each budget plan can be… Read more
-
Generate budget planning from the forecast demand/supply
Demand forecasting is different from master planning. It’s a long-term plan used by companies to anticipate demand/supply. This paper explains the data source that will feed our budget planning. So, we will not explain how to produce a forecast automatically, because it is a matter of master planning. The activities for planning to create the… Read more
-
Generate budget planning from the fixed asset forecast
It’s possible to create a budget plan based on the information in the fixed asset module. The user will insert the forecasted transaction of their fixed asset in a specific journal type. D365FO will then use this information to create a budget plan. In another paper, we will explore how to release that transaction and… Read more
-
Generate budget planning from the project forecast
It’s possible to use the project’s forecast to calculate the budget plan proposition. This process is split into two activities: Insert project forecast Go into our project, and in the “plan” tab, we can see the function to insert the forecast: It works with different kinds of forecasts. Insert the future transaction with the details… Read more
-
Recurring free text invoice
This article explains how to issue frequent free text invoices using the recurring free text invoice functionality. From an architectural standpoint, this approach is an alternative to the Subscription module, designed for simpler business cases where a full subscription setup may be unnecessary. The recurring free text invoice feature allows users to define an invoice… Read more
-
Landing under/over delivery
This article is part of the topic of the landing module. For a better overview, you can see the parent article at this link: https://daxmsdynamics365.wordpress.com/2023/12/21/landed-cost-application-overview/ Business requirements It can happen in practice that we need to record as quantity receipt a different quantity from the good in transit. So, we expect to receive 10, but… Read more
Dax365FO 