Dax365FO

Making the invisible visible

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  • Derived financial dimension

    Business requirement The financial dimension is usually a tricky topic during the implementation because the proper allocation during the process affect the accuracy of the cost accounting report. Typically, more complex the business model is, and more structured the allocation roles become. One of the tools at the disposition of D365FO to handle the financial… Read more

  • Allocation terms

    Introduction This is the simplest way to run an allocation using the percentage method. The allocation template is a rule configured at the main account level. It automatically re-allocates amounts based on predefined percentages every time an entry is posted to that main account. Configuration Main account Go to: General ledger> Ledger setup> Ledger. Select… Read more

  • Sequence diagram from ERP implementation

    Sequence diagrams are used to analyze the communication sequence between solution components. They allow us to observe when components interact, how they communicate, and under what conditions these interactions occur. Let’s look at an example. In D365FO, a user generates a RIBA payment file to send to the bank. After processing, the bank returns a… Read more

  • Timing diagram for ERP implementation

    Timing diagrams are particularly interesting for analyzing the timing aspects of communication between solution components. They serve as an alternative to sequence diagrams, with the key difference being that timing diagrams focus on a deep dive into time consumption and durations. Let’s look at an example. In D365FO, a user generates a RIBA payment file… Read more

  • Package diagram for ERP implementation

    In the previous article, we introduced UML for ERP implementations. Now, let’s explore the package diagram through an example and see how it can help us during implementation. The package is a collection of classes, reports, etc. From an ERP perspective, I prefer to represent modules as sub-packages and the product as the main package.… Read more

  • Location for WMS

    Introduction In the WMS, warehouse locations must be configured within the warehouse management module. Before that, certain prerequisites need to be set up: Configuration Location type Go to: Warehouse management> Setup> Warehouse> Location types. These type are used as statistical information, and we use them to classify our location. Location format Go to: Warehouse management>… Read more