LAST Article
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Automatic customer invoicing
Business requirement The customer invoicing process should be as smooth as possible. Usually, during the go-live phase, it’s recommended to trigger invoice posting manually at first, to ensure the correct invoice is sent to the right customer. However, at a later stage, the document issuance should follow an optimal cadence. To achieve this, we can… Read more
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Feature: Vendor account rename data maintenance
Version: 10.0.42 Description: This feature is a application of the same logic of what present into the “Customer account rename data maintenance” but apply to the account payable. Sometime we have to rename the vendor ID, and that’s can provoke some consistency trouble across the tables. This feature gives us the list of the table… Read more
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Feature: Merge payment schedule for customer transactions or vendor transactions
Version: 10.0.42 Description: This feature improve the way to marge multiple payment contain on a payment schedule. From the customer or vendor settlement, we select the payments. One of them should set as primary, because is where the others will be move on: Here we can see the oucome: Read more
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Feature: Increase the length of invoice numbers
Increase the length of invoice numbers Business requirements When we receive the vendor’s invoice, we have to insert the invoice number, which is 20 characters at the maximum allowed by D365FO. However, the document number can be longer, so we need to extend the maximum. Solution D365FO The present feature extends the length of the… Read more
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Project’s timesheet – Audit trail
Business requirement The request is to track each change made in the project’s timesheet. Solution D365FO D365FO has an option that allows it to track any change made by the user during the timesheet inspection. Configuration Go to: Project management and accounting> Setup> Project management and accounting parameters. Here, we check the box “Require timesheet… Read more
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Timesheet for projects
Business requirement Recording the work done in a project is a common requirement. Those records should include the hours consumed by the resource working on a specific project. There are several ways to do this, but we will see the solution based on the timesheet here. Solution D365FO The process is that 1) the resource… Read more
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