D365 Finance and Operations Archives - Page 6 of 19 - - Page 6

Category Archives: D365 Finance and Operations

How to create entity specific Purchase requisition in multi entity environment in D365 Finance and Operations

Introduction In multi entity environment having separate legal entities for head quarter & regional entities, having separate sets of employees for each legal entity. & only head quarter employees taking decisions for which & how much inventory to be maintained at regional level & same employee having purchasing authority for all regional entities. In this … Continue reading How to create entity specific Purchase requisition in multi entity environment in D365 Finance and Operations

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Transfer Order/ Stock transfer Tax Information not showing for many users in Dynamics 365 Supply Chain Management

In this blog, we are going to address the issue that can be seen in the recent update in Microsoft Dynamics 365 Finance & Supply Chain Management. To solve this issue please follow below steps. Currently If we see before the setup there is no tax information showing in Stock Transfer Transaction. Only the Administrator … Continue reading Transfer Order/ Stock transfer Tax Information not showing for many users in Dynamics 365 Supply Chain Management

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How to change a Product Number in Dynamics 365 F&O

In this blog, we will learn how to change a Product’s Product Number. For this blog, I have created a New Product, Hand Gloves with Product Number P-000015 and released it into the system. The Path for Changing the Product Number is: Product Information Management>Products>Products. Step 1: Click on Change Number under the Maintain tab. … Continue reading How to change a Product Number in Dynamics 365 F&O

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Initialize Retail Commerce Scale Unit (Cloud)

In this blog, I am going to showcase how to initialize a Retail commerce scale unit. If you’re using a Tier-2 sandbox or production environment that has application version 8.1.2.x or later, you must initialize a Commerce Scale Unit (cloud) before you can use retail channel functionality either for point of sale (POS) operations or … Continue reading Initialize Retail Commerce Scale Unit (Cloud)

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Clienteling in Dynamics 365 Retail (Commerce)

Many retailers, especially high-end specialty retailers, want their sales associates to form long-term relationships with their key customers. The associates are expected to know about these customers’ likes and dislikes, purchase history, product preferences, and important dates, such as anniversaries and birthdays. Associates need a place where they can capture this information and easily find … Continue reading Clienteling in Dynamics 365 Retail (Commerce)

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How to Acquire a Fixed Asset from Purchase Requisition in D365 Finance and Operations

In this Blog, we will learn how to Acquire a Fixed Asset from Purchase Requisition (PR). The method that we are using for this process is: Purchase Requisition > Purchase Order Creation > Purchase Order Invoice > Fixed Asset. Prerequisites In the fixed Asset Parameters, Under Purchase Order Enable Allow Asset Acquisition from Purchasing. Step … Continue reading How to Acquire a Fixed Asset from Purchase Requisition in D365 Finance and Operations

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Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce

The Regression suite automation tool (RSAT) is used to reduce the time and cost of UAT (user acceptance testing) of finance and operations.  UAT is typically required before you take a Microsoft application update, or before you apply custom code and configurations to your production environment. RSAT lets functional power users record business tasks by … Continue reading Regression suite automation tool (RSAT) for D365 Finance and Operations, Commerce

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Latest purchase price option in the released product in D365 Finance and Operations (SCM)

In this blog, I’m going to showcase to you the impact of the latest purchase price parameter on the item purchase price. Enable the latest purchase price for any product. So whenever new purchase order is created for a product with a specific price or different price, and in case the price of the product … Continue reading Latest purchase price option in the released product in D365 Finance and Operations (SCM)

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Dynamics 365 New Store Commerce App Overview, Setup, and Installation

This blog explains how to configure the Microsoft Dynamics 365 Commerce Store Commerce app and applies to Microsoft Dynamics 365 Commerce version 10.0.25. The Store Commerce app in Dynamics 365 Commerce is the next-generation offering for physical stores. It combines Modern Point of Sale (MPOS) and Cloud Point of Sale (CPOS) into a single application, … Continue reading Dynamics 365 New Store Commerce App Overview, Setup, and Installation

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Manual statement posting in D365 Commerce (Retail)

In this blog, I am going to showcase how to create and post statements manually in D365 retail. In Dynamics 365 Commerce, the statement posting process is used to account for the transactions that occur in POS. The statement posting process uses the distribution schedule to pull a set of POS transactions into the headquarters … Continue reading Manual statement posting in D365 Commerce (Retail)

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