MSDyn365FO: Expense report posting rules. Posted ledger entries. Main account and Offset accounts setup for the expense reports.

This blogpost provides information on setting up expense management in Microsoft Dynamics 365 for Operations, including setting up main and offset accounts. We'll explore setting up expense categories and payment methods and their effect on the expense report posting. We will review the scenario when we don’t use corporate credit cards, per diems, or cash advances. … Continue reading MSDyn365FO: Expense report posting rules. Posted ledger entries. Main account and Offset accounts setup for the expense reports.

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MSDyn365FO: Deep dive into Budget planning. Columns and Layouts

I have received a bunch of questions about Budget planning with its logic and I am planning to deep dive into one scenario with focusing on Layouts and Columns. Business scenario: We have just 4 departments as depicted below. Finance Planning and Analysis Department being on top of all the other departments: Operations, IT Department, … Continue reading MSDyn365FO: Deep dive into Budget planning. Columns and Layouts

MSDyn365FO: MRP and Inventory blocking

In this blog post I am going to review MRP result for different kind of blocked inventory. We will basically setup a simple coverage group with coverage code of Requirement. We will create sales orders to be considered as demand. Since we are using Requirement coverage, MRP will try to create a planned supply for … Continue reading MSDyn365FO: MRP and Inventory blocking

MSDyn365FO: Inventory blocking

In this blog post we are going to review the different approaches of the inventory blocking and their effect on the master planning: Manual inventory blocking Inventory blocking through Quality order Inventory blocking through Inventory status Inventory blocking through Quality order and batch disposition codes Manual Inventory blocking With this approach you manually block items … Continue reading MSDyn365FO: Inventory blocking

MSDyn365FO: Shelf life management: batch reservation with best before date / expiration date; generate inspection orders; update expiry date / update best before date / update shelf advice date; reset shelf life dates

What I intend to do is to explain D365 feature to track shelf life dates. It enables meeting market demands especially for food and beverage as well as chemical products. I'm going to deal with the following features: Review different capabilities of setting Manufacturing date of the batch. Review the generation of inspection orders for batches based … Continue reading MSDyn365FO: Shelf life management: batch reservation with best before date / expiration date; generate inspection orders; update expiry date / update best before date / update shelf advice date; reset shelf life dates

D365: Loading applets issue while connecting to Microsoft Dynamics 365 for Operations through Excel add-in

Recently, I have had an issue with the Microsoft Dynamics Office Add-in. Instead of having the window with ability to select Design, I noticed only Load applets button. At the time of loading applets, the following error came up: “No applet registrations found”. To solve this issue, just navigate to System administration > Setup > … Continue reading D365: Loading applets issue while connecting to Microsoft Dynamics 365 for Operations through Excel add-in

D365: Vendor bidding with Vendor collaboration

This is the second part of the post D365: Request for quotations (RFQ). Process RFQ overview: In this post I am going to walk through the same process but using Vendor collaboration feature. Let me remind you the overview of the request for quotations and then we will switch to D365. In general, the RFQ … Continue reading D365: Vendor bidding with Vendor collaboration