Vendor collaboration in Microsoft Dynamics 365 for Finance and Operations

Vendor collaboration is a process where you, as a company, grant the access to your vendors in order to perform the following: review, accept, and reject request for quotations (RFQs) review, accept, reject, accept with the changes purchase orders (POs) perform vendor invoicing work with consignment stock Since Microsoft Dynamics 365 for Finance and Operations is web-based … Continue reading Vendor collaboration in Microsoft Dynamics 365 for Finance and Operations

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Order events in Microsoft Dynamics 365 for Finance and Operations

With this feature you are able to track the changes made to the order like prices changes, delivery information changes etc. as well as reviewing change history information afterwards. It will give you the ability to monitor the events occurring throughout sales. There are several factors to consider when planning to implement Order events functionality: If you … Continue reading Order events in Microsoft Dynamics 365 for Finance and Operations

D365: Set up margin alerts for sales orders

Margin alerts is useful feature that allow you determine price margin and decide whether this item is profitable or not, whether you’d like to add additional discount to the customer and still be afloat or not. With this feature you will see the visual indicator if the sales price was in a tolerance limit or … Continue reading D365: Set up margin alerts for sales orders

AX 2012 Solved issue: DMF Opening Balance import – cash discounts are not calculated

Recently I have bumped into the standard AX issue. Description: When you import vendor/customer open transaction with cash discount information (cash discount code, cash discount amount and cash discount date) though DIEF (LedgerOpenBalance entity) and then you post that journal, cash discount information is not created in the VendTransCashDisc table or CustTransCashDisc table. Path to … Continue reading AX 2012 Solved issue: DMF Opening Balance import – cash discounts are not calculated

D365: Full text search

With a large amount of data collected by companies in the system like items, customers, prospects, they need fast and convenient ability to search. For instance, when you are creating the sales order, you have to find the right product/customer from the list. Full-text search is a great way to simplify the search by examining … Continue reading D365: Full text search

D365: Safety level of invoiced orders. Allow/disallow changes to a fully invoiced sales order (purchase order)

In account receivable parameters there is an option that control what you can do with the fully invoiced sales order. This option is valid for purchase order as well. With this setup you allow or disallow to make any changes in the invoiced sales order (purchase order). Go to Accounts receivable > Setup > Accounts … Continue reading D365: Safety level of invoiced orders. Allow/disallow changes to a fully invoiced sales order (purchase order)

D365: Mark sales order as voided

In case if you do not want your sales order to be deleted for different reasons, in AX there is a nice feature of marking such sales orders are voided. It enables you to keep tracking missed deals or whatever reason was because these orders will be still in the system and they will not … Continue reading D365: Mark sales order as voided