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Feature: Allow edits to internal data on general ledger vouchers
Budget requirement Sometimes, there is statistical information that we would like to modify on a voucher because we made a mistake in the document entry. Generally speaking, the best practice is when we make a wrong entry, we should write off the document entry and then proceed with the reposting of the original document with Read more
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Default description
Business requirement Sometimes, we have to insert a description tied to the value present on the document posted (like the invoice number, invoice, date, etc.) into our voucher transaction. There exists a function in D365FO that allows the system to insert a description based on the generic rules set on the system. In this article, Read more
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Release financial report
D365FO solution Usually, we build a report on the sandbox to do the proper testing and modifications. But, when we have finished, the necessity to move it from the sandbox to another environment rises up. Hence, this article briefly explains how to copy and pass a financial report from one environment to another. Copy financial report Read more
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Workflow – Completion policy
Solution D365FO It’s not rare that a single approbation task is assign to a group of users. The completion policy is used to define who to recognize this single task approved. It’s applicable if we use as assignation setup “participant”: The detailed explanation will clarify this configuration. The considered approved when: Read more
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Customer and Vendor payment throughout a proposal
Solution D365FO The principle of this solution is that during the line entry, we will select the invoice involved throughout the settle function. This selection has two advantages: With the vendor payment proposition we don’t directly select the invoice to include on journal, but we let D365FO do it. A proposal will be created based Read more
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Customer and Vendor payment throughout settle function
Solution D365FO The principle of this solution is that during the line entry, we will select the invoice involved throughout the settle function. This selection has two advantages: We will use the customer payment journal as an example, but consider that the process is exactly the same for both. Insert the payment journal Go to: Read more
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