Dax365FO

Making the invisible visible

Summary: Articles List

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  • Potential conflicts – inventory and general ledger

    Solution This report helps the understand different between the inventory transaction and the general ledger. Configuration Go to: Cost management> Ledger integration policies setup> Parameters. D365FO needs to identify the main account for comparing ledger and inventory transactions. If only two accounts are used (one for the warehouse and one for WIP), enter them directly Read more

  • Auto-populating financial tags using financial tag rules

    Business requirements Financial tags are an alternative to financial dimensions for collecting information related to ledger transactions. While it’s not the focus of this article, it’s important to note that financial tags differ significantly from financial dimensions. Unlike dimensions, financial tags do not enforce validation rules during data entry, and they cannot be used for Read more

  • How the configure email for the workflow

    Business requirements Users often want to receive workflow approval notifications by email. However, it’s not always clear how to set this up in D365FO. This article explains the necessary configuration to enable this functionality. Configuration User information Go in: System admiration> Users> Users. Select the user and open the “user option”. Under the tab “workflow” Read more

  • Approved customer list

    Business requirements Commonly, the company want to restrict the palette of items sellable based on which kind of customer we would like to deal with. For example, some items are sold only to B2B or B2C customers, or items may be restricted to certain client’s region. Into the system prospective, we release all the product Read more