In the Part 1 of this blog series, we covered the Basics of Batch and Serial Numbers wherein we covered What are they, why they are important, and how to configure them. In this part we will cover how these tracking features are used in day-to-day transactions. For a better and easy understanding, I will cover the Purchase and Sales Transactions of Items that are Serial and Batch tracked. Firstly, create a Purchase Order and Select the Item which is Batch or Serially tracked. Here I have selected the Product which is Tracked by both Batch and Serial Number. Below is the screenshot for the Purchase Order that I have created you can see that the Purchase order is currently in the Approved stage: Now let’s process the Purchase Order. For that first Confirm the Purchase Order. Then after confirmation Register the Item with a Specific Batch Number. To do that click on the Update Line option present on the Purchase Order Line. Then Click on Registration under the Process Tab. Here you can see the Order status along with the Batch and Serial Numbers. As you can see, the system has automatically generated unique serial numbers for each quantity—since I’ve taken 5 quantities, the system has generated 5 different serial numbers. This happens because the Serial number control parameter is enabled on the Tracking dimension, which enforces the system to assign a unique serial number to each individual unit. Next click on Add Registration Line then click on Confirm Registration this will confirm the registration of the Items to that of the Batch Number and Serial Numbers. This simply means that this Batch Number or Serial number belongs to this product. And this quantity of Products was received with that Batch/Serial. As you click on that you can see that the Receipt Status will be changed to Registered. Now go back and Post the Product receipt. Then post the Invoice and the Purchase Process is done. The below screenshot shows the On Hand list report after Invoicing. 2. Sales Scenario: Create a New Sales Order and select the Item that has Serial/Batch number Tracking enabled. In my case I will take the same item that I have Procured which is D0111. Now for the Sales Process add the Sales Order line then Confirm the Sales Order. As you can see, we have not yet selected the Batch number and Serial number for the item to be sold. Since these tracking dimensions are not specified, the system currently does not know which specific serial-numbered item needs to be sold. So, to do that we will go to the Line Details tab. In that we can see the Batch and Serial Number options. The next step is to Select the Batch and Serial number which needs to be sold. As per my example I’m selecting the 000450 Serial Number from the Batch 250423-000038. After this Post the Packing slip and Invoice the Sales Order. This completes the blog series. Hope this helps. In this blog, we walked through how batch and serial numbers are used in the purchase and sales processes in D365 F&O. From registering items with unique identifiers during purchase to selecting the correct batch/serial during sales, these tracking features ensure complete traceability, accuracy, and compliance. Implementing them effectively helps streamline operations, reduce errors, and improve customer confidence. Hope this blog series helped you understand the end-to-end usage of batch and serial numbers in D365 F&O! Thanks for reading!!! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Event handlers in Dynamics 365 Finance and Operations (D365 F&O) allow developers to extend standard functionality without overlying customization. They help in: In this blog, we’ll explore: Types of Form Event Handlers in D365 F&O Triggered by UI interactions (form opens, button clicks, etc.) Event Type When It Fires Common Use Cases OnActivated When form loads Initial validation, default field values OnClosing Closed form Run custom logic on action OnInitialized Create new record Real-time validation OnPostRun Process completion Adding new process in flow To create event handler Step 1: Solution Explorer -> Add new class Give it proper name, so any other developer can recognized it ( Example : CustTableForm_EventHandler ) Use case: Automatically update particular field when user open particular customer details. Step 2: Get event code snippet. AOT-> Forms -> View Designer -> Events -> Copy event handler Paste all code to newly created classs. Additionally, there are separate events for methods also you can use that events to perform certain operation before that method or after that method get called. You can add your custom logic inside your event handler code snippet. In below example if current record has customer no. is equal to specific no. then it will validate particular field and update the form. Pro Tips To conclude, event handlers are powerful tools for customizing D365 F&O while maintaining upgradeability. By: You can build robust solutions that align with business needs. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Indian Companies are required to maintain fixed asset records as per Companies Act and Income Tax Act, governed by Companies Act, 2013, and the Income Tax Act, 1961, respectively. While the Companies Act focuses on providing a true and fair view of an organization’s financial position for stakeholders, the Income Tax Act is concerned with determining taxable income and ensuring fair tax collection. This blog will explore the methodologies, and practical considerations for managing fixed asset depreciation under the Companies Act and the Income Tax Act, helping organizations to be compliant. This is possible by following the below steps: This functionality helps companies to maintain proper records, traceability and retrieval of records for compliance. Organizations must carefully maintain separate records and calculations to meet the distinct requirements of both laws. Aligning accounting practices with these regulatory frameworks not only helps in minimizing compliance risks but also optimizes financial planning and tax efficiency. Regular reviews and updates in line with legislative changes are critical to sustaining accurate asset management and reporting. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Microsoft Dynamics 365 Finance & Operations (D365 F&O) is a powerful enterprise solution that helps businesses streamline their operations. However, troubleshooting issues in D365 F&O can be challenging if the root cause isn’t visible on a form. One of the most effective ways to diagnose problems is by connecting to the UAT (Sandbox) database and querying tables directly. This blog will walk you through: How to retrieve SQL connection details from LCS (Lifecycle Services) How to enable firewall access to allow a secure connection How to connect to the D365 UAT database using SQL Server Management Studio (SSMS) Why Connect to the UAT Database? Diagnose Issues: Querying the database allows you to inspect data and troubleshoot errors that aren’t visible in the front-end UI. Microsoft-Managed Environments: In sandbox/UAT environments, remote desktop access is restricted, making database queries essential for analysis. Test Before Deployment: Ensures that all configurations and data changes work as expected before going live. Step 1: Retrieve SQL Connection Details from LCS To connect to a D365 F&O UAT database, you must obtain SQL connection details from Lifecycle Services (LCS). Follow these steps: Go to Lifecycle Services (LCS): Select Your Project: Find the UAT Environment: Request Database Access: Find Database Connection Info: Step 2: Enable Firewall Access for Your IP Address By default, the D365 UAT database is secured behind a firewall. You must add a rule to allow access from your machine. Go to the LCS “Full Details” page for your UAT environment. Select: Maintain > Enable Access. Add a Firewall Rule: Note: The firewall rule expires after 8 hours, so you may need to re-add it later. Step 3: Connect to the UAT Database Using SQL Server Management Studio (SSMS) The best tool for connecting to the database is Microsoft SQL Server Management Studio (SSMS). Launch SSMS and Open the Connection Dialog Enter Connection Details from LCS Set Database Name in Connection Properties Click ‘Connect’ to Establish the Connection Key Takeaway Direct Access to Data: Enables in-depth troubleshooting by querying database tables directly. Secure and Controlled Access: LCS-managed firewall rules ensure data security. Easy Setup: The process takes only a few minutes to complete. By following these steps, you can quickly and efficiently connect to your D365 F&O UAT database and retrieve critical data for testing and issue resolution. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com. Need help troubleshooting your D365 environment? Let us know in the comments!

In Dynamics 365 Finance and Operations (D365 F&O), managing the lifecycle of purchase orders (POs) is important for maintaining accurate procurement, inventory, and financial records. Over time, companies may accumulate old or obsolete purchase orders that are no longer valid — whether due to supplier changes, business needs evolving, or operational delays. Cancelling these POs helps keep the system clean, improves reporting accuracy, and prevents unnecessary financial commitments. Purchase orders can have the following status & stages: Stage Status Confirmed Invoiced Rejected Received Draft Open order Approved Cancelled In review   Finalized   From Finance & Accounts point of view, Open PO means commitments to order and contingent financial liabilities. Rationale behind cancelling of old Pos: Cancelling old or unordered POs ensures that your records are up to date and reflective of actual business needs, which is important for financial planning, reporting, and auditing. Companies can streamline their procurement processes by maintaining only those Purchase Orders which are active and required as per current business needs. This was an issue faced by one of our Client in Oil and Gas industries which was resolved by using the below method. Stage Status Finalized Invoiced   Received Closing of Purchase orders: Purchase Orders can be closed only if all the items contained in the Purchase order are invoiced and the delivery is completed. Cancelling of Purchase orders: Purchase orders having In principle, in the above cases, PO is no longer required, and requirements are not fulfilled though the particular PO. Hence, it is justified to cancel the PO and not close it. Stage Status Confirmed Open order Rejected   Draft   Approved   In review   Click on Cancel quantity. In case of approved & draft purchase orders. Deactivate the workflow and continue the same process. We can delete the purchase orders which are in draft, however, then it would not be traceable in the system and the number sequences would be disrupted. By following the above process, Companies can maintain only active Purchase Orders, thereby, showing the actual committed value of an organization. Effectively cancelling old purchase orders in D365 F&O is crucial for maintaining clean procurement records, improving reporting accuracy, and ensuring better control over open financial commitments. By following systematic cancellation processes and adhering to best practices, organizations can avoid confusion, prevent overstatement of liabilities, and streamline operational workflows. Regularly reviewing and closing obsolete purchase orders not only enhances system performance but also supports better decision-making for purchasing, budgeting, and inventory management. A disciplined approach to managing old POs ultimately leads to greater efficiency, improved compliance, and stronger financial governance within D365 F&O. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Debugging is an essential skill for developers working with Dynamics 365 Finance and Operations (D365 F&O). The built-in debugger helps you identify and fix issues in your X++ code efficiently. In this blog post, we’ll walk through how to use the debugger effectively in D365 F&O. Prerequisites Before you can start debugging, you’ll need: Access to a D365 F&O development environment Appropriate permissions (developer role) Visual Studio installed (for some debugging scenarios) Enabling Debugging Set up debugging permissions: Navigate to System administration > Setup > License configuration Ensure the “Debugger” privilege is enabled for your user role Configure debugging options: Go to Tools > Options > Development > Debugging Configure your preferred debugging settings Starting a Debug Session There are several ways to start debugging in D365 F&O: 1. Attaching to a Process Open the Debugger workspace Click on Attach debugger Select the process you want to debug (user session) Click Attach 2. Debugging from Visual Studio Open your X++ project in Visual Studio Set breakpoints in your code Press F5 to start debugging (or use the Debug menu) 3. Using Conditional Breakpoints Navigate to the form or process you want to debug After adding the breakpoint, right-click it in the breakpoints list Select “Edit breakpoint” In the “Condition” field, enter your X++ expression Example: custAccount == “US-001” Key Debugging Features Breakpoints Breakpoints pause execution at specific lines of code. You can: Set conditional breakpoints that only trigger when certain conditions are met Set hit count breakpoints that trigger after a specified number of hits Enable/disable breakpoints as needed Stepping Through Code When execution is paused, you can: Step Over (F10): Execute the current line and move to the next Step Into (F11): Dive into method calls Step Out (Shift+F11): Complete the current method and return to the caller Examining Variables The debugger allows you to: View local variables in the Locals window Add watches for specific variables Quickly evaluate expressions in the Immediate window Call Stack The call stack shows: The hierarchy of method calls that led to the current execution point , Allows navigation to different levels of the call stack Debugging Different Scenarios Batch Jobs To debug batch jobs: Set breakpoints in the batch job code , submit the batch job and Attach the debugger to the batch process Business Events To debug business events: Set breakpoints in the event handler code Trigger the business event The debugger will pause when the event is processed Tips for Effective Debugging Use the debugger’s data tips (hover over variables to see their values) Common Debugging Challenges Solution: Use thread debugging and pay attention to execution order Solution: Replicate the production environment configuration as closely as possible Solution: Use targeted debugging rather than broad breakpoints To Conclude, The D365 F&O debugger is a powerful tool that can save you hours of troubleshooting time. By mastering breakpoints, variable inspection, and call stack navigation, you can quickly identify and resolve issues in your X++ code. Remember to use debugging judiciously in production environments and always follow your organization’s guidelines for debugging in live systems. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Financial records of a Company should show its true and fair value of its assets and liabilities. In circumstances, for value of assets to be shown correctly, they have to be depreciated as per their use. For examples, car (kms run), production machine (number of hours run). In this case, straight line or reducing balance method of depreciation is not appropriate. How to set up Consumption Depreciation in D365F&O: 2. Set up consumption units under Fixed Assets=>Setup=>Consumption depreciation=> Consumption units. 3. Set up the consumption factor, either percent or units. 4. Define the depreciation method to the specific asset. 5. Run depreciation proposal by selecting consumption depreciation proposal. This depreciation method is applicable to Manufacturing, Transportation & Logistics, Mining & Oil and Gas, Utilities & Energy, Agriculture, Printing and Publishing. This depreciation method is useful for performance-based maintenance and replacement planning. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

In the world of corporate reporting, presentation matters just as much as data. The more personalized and professional your reports look, the more impactful they become. If you’re using Dynamics 365 Finance and Operations (F&O), chances are you rely on SSRS (SQL Server Reporting Services) reports to generate vital business insights. But have you ever wondered how to make those reports more aligned with your company’s branding? Are you struggling with adding your company logo to SSRS reports in F&O? I am going to show you how to easily embed your corporate logo into your SSRS reports within Dynamics 365 F&O, transforming your data into visually appealing reports that reflect your brand identity. Whether you’re preparing financial statements, customer invoices, or custom reports, adding a logo enhances the look and feel, ensuring that your reports maintain a consistent and professional corporate image. Steps to Achieve the goal Before embedding your logo into the SSRS report, ensure that the image file (usually in PNG, JPG, or GIF format) is prepared and accessible. You need to upload the logo to a location within the F&O environment where your SSRS report can access it. Follow these steps: To conclude, adding your company logo to your SSRS reports in Dynamics 365 Finance & Operations is a powerful way to enhance your brand’s presence across all reports. You can instantly elevate the look and feel of your documents. Happy Coding! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Introduction When setting up trade agreements in Dynamics 365 Finance & Operations (D365FO), you may notice the “Find Next” option. What does this Find Next flag do? How does it affect discount calculations in the system? This blog will break it down with a simple example! What Does “Find Next” Do? Find Next = ON → The system accumulates multiple applicable trade agreement lines and applies all eligible discounts. Find Next = OFF → The system only applies the first best-fit discount and ignores other possible discounts. Key Impact: When enabled, multiple discounts can be combined. If disabled, only the most specific discount is applied. Step-by-Step Example: Trade Agreement with “Find Next” Let’s walk through a real-world scenario to see how this setting changes discount application. Step 1: Create a Trade Agreement Step 2: Add Discount Lines We add three discount lines for Item A: Line Condition Discount % 1 Basic discount for Item A 5% 2 Quantity-based discount (10 – 100 units) 10% 3 Quantity-based discount (101 – 500 units) 20% Scenario 1: “Find Next” is OFF (Disabled) Step 3: Create a Purchase Order Step 4: Increase the Order Quantity Scenario 2: “Find Next” is ON (Enabled) Step 5: Enable “Find Next” Step 6: Recreate the Purchase Order Step 7: How the Discount is Applied Key Takeaways Find Next OFF → The system applies only the first matching discount. Find Next ON → The system adds up multiple applicable discounts. Best Practice: Use Find Next when you want multiple discounts to be applied together. Understanding how Find Next works helps businesses configure trade agreements properly and avoid unexpected pricing issues. Need more D365 tips? Stay tuned for our next blog! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.

Managing inventory in a systematic way is essential for any business. Dynamics 365 Finance & Operations (D365F&O) provides reservation hierarchies to streamline how inventory is reserved and tracked across dimensions like site, warehouse, batch, or serial number. This guide explains the steps to enable reservation hierarchies and demonstrates their usage with practical examples. Reservation hierarchies are tools that determine the order in which inventory dimensions are used to allocate stock. For example, you might first reserve items by site and warehouse, followed by batch and serial numbers. This process helps ensure that inventory is allocated in a logical and efficient manner. Creating Reservation Hierarchies 2. Define the Hierarchy: 3. Select Dimensions: 4. Save and Finalize: Assigning Reservation Hierarchies to Products After creating the hierarchy, assign it to products to activate its functionality: Repeat these steps for all applicable products to standardize the process. Assigning Reservation Hierarchies to Products After creating the hierarchy, assign it to products to activate its functionality: Repeat these steps for all applicable products to standardize the process. Using Reservation Hierarchies in Transactions Sales Orders: When processing a sales order, the system automatically reserves inventory based on the hierarchy. It allocates stock step-by-step through the defined dimensions. Production Orders: For production, reservation hierarchies ensure materials are reserved systematically, avoiding stock conflicts. Transfer Orders: While transferring stock, the hierarchy helps select inventory from the correct dimensions, improving accuracy. Benefits of Reservation Hierarchies To conclude, reservation hierarchies are a simple yet powerful feature in D365F&O. They allow businesses to control how inventory is reserved, ensuring accuracy and efficiency in every transaction. By configuring them properly, you can streamline your operations and reduce errors. Take the time to test these features in a sandbox environment before using them in your live setup. This will help you understand how they work and ensure they fit your business needs. With reservation hierarchies in place, managing inventory becomes easier and more reliable, helping your business stay organized and efficient. That’s it for this blog! Hope this helps! Keep Sharing!! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.