O365 Change management

For tracking purposes of Purchase Order's changes you can turn on the Change Management feature. change management may be used solely to help you manage changes as well as successfully adopt change to proceed with further PO handling. Once you’ve activated the Change management, approval workflow is introduced. At this point all purchase order changes … Continue reading O365 Change management

O365 Budget control statistics is empty

When I have setup Budget control check and tried to purchase goods that exceed my budget, I faced up with an issue that Budget funds available is 0. I was confused because I have already created Budget register entry and updated budget balances.  I double-checked Actual & Budget inquiry and I saw the data there. … Continue reading O365 Budget control statistics is empty

O365 Budgeting Cookbook (Part 2 of 3). Budget control

In today’s post I will be describing Budget control functionality. This is an important feature designated you to control of excesses the allocated budget. This allows you to monitor the availability of funds as well as to prevent additional activities (entering data, postings) in case if consumable budget exceeds threshold (it could be done through … Continue reading O365 Budgeting Cookbook (Part 2 of 3). Budget control

O365 Budgeting Cookbook (Part 1 of 3). Basic budgeting

Since budgeting aim is planning, control and analysis cash flows, in this post I’d like to go through one of the stage of financial planning: creation, allocation and usage of financial resources of the company on the example of cost budget. In AX budgeting consists of 4 main components: Basic budgeting Budgeting register entries Budget … Continue reading O365 Budgeting Cookbook (Part 1 of 3). Basic budgeting

How to configure Microsoft Dynamics 365 for Operation – Warehousing to connect to a Dynamics 365 for Operations instance

As I promised in my previous post Microsoft Dynamics 365 for Operations – Warehousing, in this post I would like to share my experiment in configuring Microsoft Dynamics 365 for Operation – Warehousing to connect to a Dynamics 365 for Operations instance. In this post I ‘d like to describe how I setup everything from … Continue reading How to configure Microsoft Dynamics 365 for Operation – Warehousing to connect to a Dynamics 365 for Operations instance

Microsoft Dynamics 365 for Operations – Warehousing

In this post, I would like to look at the new Dynamics 365 for Operations – Warehousing application released by Microsoft and which is available on Google Play Store and Windows Store. The purpose of this app is to boost productivity of warehouse workers: Detailed information about this one you may find by following the … Continue reading Microsoft Dynamics 365 for Operations – Warehousing

Invoicing methods

Each company might have their own procedures for handling invoicing. AX has a variety of ways to manage incoming invoices depends on company’s needs. I would like to show you these ways. 1. Invoice register → Invoice approval 2. Invoice pool excluding posting → Invoice journal 3. Invoice journal 4. Vendor invoice Let’s take a … Continue reading Invoicing methods