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Use case diagram for ERP implementation
Introduction On the previous article we have introduce the UML for the ERP implementation: UML for ERP implementation – Dax365FO. So, now we will see through an example what’s a use case diagram and how that can help us. A use case outlines a scenario that the user intends to test in the system. We… Read more
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UML for ERP implementation
Summary UML is a visual modelling language usually associated with software engineering. It allows us to create diagrams to conceptualize a solution blueprint and communicate the software architecture idea in a clear way. This article is an analysis of UML from a functional architecture standpoint. We will not review the diagrams, and we will maintain… Read more
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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
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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
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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
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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
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