FAQ (Episode#1): MSDyn365F&SCM – A dead simple ATP calculation (Part1)

In the FAQ series, I will be answering questions that I am getting regarding MSDyn365F&SCM. In this blogpost the question is "What is the difference between APT and CTP?" . In order to answer this question, you will need to review both methods as thoroughly as you could. And we will start with ATP. ATP …

MSDyn365FO: Ship complete

The post is aimed at providing the details of Ship complete flag available on the sales order form. The idea behind the Ship complete feature is to determine whether the sales order could be shipped as a whole or not. Should you ever be desirous of using this feature, you’d want to know the details …

MSDyn365FO: Delivery schedule

You might be aware of the Delivery schedule feature available on the sales orders. But what I would like to consider today is the back side of this functionality. Don’t underestimate the importance of knowing about the background of this feature since it might affect your future development/customizations regarding sales order lines and its inventory transactions. …

MSDyn365FO: Blind Shipment

In Microsoft Dynamics 365 for Finance and Operations, there is an option to hide the address and any other identification information of your company on the shipment documents. It might be useful in the cases when the customer is having you ship directly to their customer (ship to end user). You might need to hide …

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 …

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 …

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 …

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 …

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 …

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 …