In D365 Finance and Operations, managing transfer orders is a crucial aspect of maintaining efficient inventory operations. However, there may be instances where you need to cancel a transfer order shipment due to various reasons such as changes in demand, inventory discrepancies, or operational adjustments. In such cases, it is essential to understand the process … Continue reading How to cancel Transfer Order Shipment in D365 Finance and Operations? →

In Dynamics 365 Finance and Operations (D365 F&O), the use of batch numbers is a common practice to manage and trace items with specific characteristics. Batch numbers are typically assigned to groups of items produced or received together, allowing for better control, tracking, and compliance with industry regulations. In this blog I will explain how … Continue reading “Expiration Date being past the Required Date” issue for Batch Number in D365 Finance & Operations. →

Hello Everyone!!! In this blog I will explain the Quarantine Management process in Dynamics 365 Supply Chain Management.  Here the Product was first received in the Main warehouse and then it was moved to Quarantine Warehouse for further inspection as the Product failed to clear the Quality Test. In this blog I will explain a … Continue reading Quarantine Management Process in Dynamics 365 FnO Supply Chain Management →

In today’s fast-paced business environment, efficient workflow management is essential for organizations to stay competitive.  Workflow email alerts help organizations stay on top of important business processes by automatically notifying designated individuals when certain tasks are completed or when specific conditions are met.  In this article, we will provide a step-by-step guide for setting up … Continue reading Workflow Email Alert Configuration in D365 Finance and Operations →

Personalization stands as a robust feature within Microsoft Dynamics 365 Finance and Operations, significantly enhancing consultants’ and users’ experiences while interacting with the platform. Among these personalization options, the workspace stands out as a feature I routinely recommend to end-users. Its advantages span from streamlining daily business activities, time-saving capabilities, and improved visibility into work … Continue reading Workspace Personalization in Microsoft Dynamics 365 Finance and Operations →

In any ERP, any accounting user might want to set up periodic journals on a monthly/quarterly/year basis for recording the costs of any services, like AMC charges, rents, subscription fees, etc. It can get tedious to manually create such entries every single time indefinitely. This can lead to errors and unnecessary time consumption if the … Continue reading Periodic Journals/Recurring Journal Entries in Dynamic 365 Finance →

Introduction In any accounting software, it is always important to keep track of all real-time bank transactions and record them in the ERP. Since bank transactions are booked manually in the ERP, it is necessary to ensure that the bank statements and ERP records are matched on any given date. This is where bank reconciliation … Continue reading Advanced & Auto Bank Reconciliation in Dynamics 365 Finance →

Introduction In any business organization, financial dimensions play a crucial role in identifying the posting routine of payments, sales, purchases, and other transactions in the ledger account.  Microsoft Dynamics 365 Finance and Operations (D365 F&O) provides the functionality of financial dimensions to help users identify the posting routine with details of the transaction.  However, in … Continue reading Configuring Financial Dimensions for Retail Stores in D365 Finance & Operations (SCM) →

Introduction Any product that is manufactured has a Manufacturing date as one of the important aspects, as based on manufacturing date many other parameters are defined. i.e. Warranty date, Expiry date, etc. In our day-to-day life, there are many items for which expiry date is very important. i.e. dairy products, packed food items, medicines, etc. … Continue reading How to change the Manufacturing date in Batch Number during registration in Dynamics 365 Finance & SCM →

In any organization with business spanning across multiple countries, multi-currency transactions play a vital role in day-to-day business. Any accounting software should be able to facilitate currency conversions not only at the time of booking the transaction but also calculating the forex gain/loss incurred during the end of any period or after settlements are made … Continue reading Foreign Currency Revaluation in Dynamics 365 Finance →