Introduction:  As a business owner, you might have come across a situation where you want to upgrade your current systems with renowned ERP solutions available on the market. One of the ERPs you would consider is Microsoft Dynamics. However, even choosing this would require a lot of brainstorming from all decision-makers because Microsoft Dynamics comes with two ERP platforms, i.e., Dynamics 365 Business Central and Dynamics 365 Finance & Supply Chain. I assume this brainstorming itself would have probably landed you on this article. Let’s dive into the key differences and use cases for each platform. Hopefully, by the end of the article, you will be able to make a decision and choose the right platform for your business.  Below are the key factors differentiating Dynamics 365 Business Central and Dynamics 365 Finance & Supply Chain: Company Size: When determining company size, the usual factors that are considered are revenue and employee count. The definition of which can change based on the country you are located in. Here, for reference, we would consider the following: – Revenue: a. SME: Having revenue between 0 and 1 billion USD. Business Central is ideal for this size of company. b. Large companies: Having revenue above 1 billion USD. Finance and Operations is the ideal platform for large organizations. – Employees: a. SME: having employees between 0 and 500. b. Large companies: having more than 500 employees. Number of Entities: If your company has multiple legal entities in multiple geographical locations across the world,a. Business Central is ideal for companies with a single legal entity or multiple legal entities in the same country. Business Central allows you to create and manage individual products and accounts for each legal entity; however, it cannot be managed centrally. b. Finance and supply chain are ideal for companies with multiple legal entities across the world. Finance & Supply Chain allows you to manage products and accounts centrally and release them centrally to each legal entity across the world. Business Operations: Does your company have streamlined and simple operations? a. Business Central can handle operations for companies with streamlined and simplified operations that do not require very detailed data capture or sophisticated reporting. b. Finance & Supply Chain captures detailed data, covers a lot more processes than Business Central, and hence can provide robust and detailed reporting. Future Growth: It is also important to consider what the growth plans are for your company. If you currently have 2–3 legal entities, you may be tempted to go with Business Central, as it comes with low implementation and operating costs, ease of use, and faster implementation timelines. However, ERP projects are not done frequently, and it is important that you consider future organizational plans. Let’s say you intend to expand over the next three to five years into multiple different geographical areas. You should think about finance and supply chain as your organization’s go-to platform since this will be a big, long-term investment. You might want to consider the following factors while making the decision: – Licensing: a. Since finance and supply chain are for large companies, they come with a minimum licensing requirement of 20 licenses. b. Business Central is perfect for small and medium-sized businesses (SMEs) because it only requires one license and has no minimum licensing requirements. – Implementation timelines:a. Finance and Supply Chain has a typical implementation timeline of 6 months or more, considering the size of the implementation and global rollout.b. Business Central can be up and running in 3–6 months.    Conclusion:  Choose Business Central if: You’re an SME seeking an easy-to-use, all-in-one solution with a lower upfront and operating cost.  Choose D365 Finance & Operations if: You’re a large enterprise requiring extensive functionalities, deep customization, and global capabilities.  We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com

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 of cancelling the transfer order shipment to ensure accurate inventory management and smooth operations. Here are the steps to cancel the transfer order shipment in D365 Finance and Operations: Go to Inventory Management>Out Bound Orders>Transfer Order. Here, I have already created the Transfer Order which is in Created State. Here, I am transferring the Items from (Warehouse W1 to Warehouse W2). The next step is to ship the Transfer Order. In the below screenshot you can see that the Transfer Order has been Shipped. As the Transfer Order is shipped the following Transactions are posted. Now to Cancel the Transfer Order Shipment. In the Transfer Order tab click on Transfer Order History which is under the View Action tab. Here you can see the Transfer Order Shipment. Select that and then click on the Cancel Button from the top of the screen. By clicking this the system will automatically reverse the Transaction. You will see that a Reverse entry is posted with negative quantity and there will be a right tick under the Cancelled Shipment column. Now if I go to Transactions, I can see that the entry has been reversed and the Transfer Order status has been reverted back to Created. Note: The Transfer Order which has been received cannot be Reversed by this process. Transfer Orders which are only in Shipped state or transfer orders where in Shipment has been sent can only be cancelled or Reversed. Depending on your system configuration you may need to manually adjust the Inventory. That’s it for this blog! Hope that helps, thank you for reading!!

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 to solve the expiration date issue while registering a Batch and Serial number tracked product. In the above screenshot you can see that the Batch Number 23010-CM-000088 has been assigned for my Item P-000014. Here, the Expiration Date is 08-04-2023. Now if I try to register this Item with the same Batch Number, I will get the Batch Number Expiration Date being past the Required Date error. Now to solve this error go to Inventory Management>Enquiries and Reports>Tracking Dimensions>Batches. Now on the Batch Number page go to Reset Tab then under the Reset tab click on Reset Shelf-Life Dates. The next step is to select the New Expiration Date and then Click Ok. This will Update the Expiiration Date of that Batch Number. In the above screenshot you can see that the Expiration Date has been changed. Now we will be able to register the Item. Here, you can see that now I am able to register the Item successfully. That’s it for this blog. Hope this helps you! Thank You!

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 scenario where the Products should be directly received in the Quarantine Warehouse for inspection and after final inspection it turns out that all the products fail the inspection so, a few products will be scrapped and the rest will be returned back to vendor. What is Quarantine Management? The quarantine management process in D365 aims to effectively manage and control quality issues, ensuring that only items meeting the required standards are released for use or distribution. The quarantine management process in Dynamics 365 is a systematic approach to handling items that are suspected of having quality issues or non-conformities. When an item is flagged for quarantine, it is physically segregated from the regular inventory and moved to a designated quarantine location. The quarantined item undergoes thorough inspection and testing to assess the extent of the quality issue. Based on the evaluation, decisions are made regarding the item’s disposition, which may include repair, return to the vendor, or scrapping. If the item is repairable, necessary actions are taken to rectify the identified issues. In cases where the vendor is responsible, the item can be returned for resolution. Once the necessary actions are completed, and the item meets the required quality standards, it is released from quarantine and reintegrated into the regular inventory for use or distribution. This process ensures that only items meeting quality criteria are allowed for further processing, while mitigating the risk of non-conforming products entering the supply chain Let’s start with the setups first: Step 1: Map the Quarantine Warehouse to the Main Warehouse. For that the Pathway is: Go to Inventory Management>Set Up>Inventory Breakdown>Warehouses. Step 2: The next step is to Enable the “Quarantine Management” parameter in the Item Model Group Quarantine Management Process: The below Purchase Order CM-PO-0000137 has been received in the Quarantine Warehouse as per the setup, hence a Quarantine Order CM-0000142 with 9 quantities has been created. Now if I go to the Quarantine Orders page, I can see that a new Quarantine Order has been created. The below screenshot shows the Transactions that took place after the Product Receipt was posted. After Inspection it was found out that 5 quantities were damaged, 4 quantities were to be returned back to the Vendor which means that all the 9 quantities failed to pass the Quality Inspection. So, what I will do is Scrap the 5 quantities and return back the 4 quantities to the Vendor by creating a Purchase Return Order.  Now I will split the Quarantine Order CM-0000142 into 2 separate Quarantine Orders. For that I will use the Split function which is available at the Top of the screen under the Functions Tab. In the above image you can see that I have split the Quarantine Order CM-0000142 into 2 different Quarantine Orders that is CM-0000143 and CM-0000144 for further processing. Now let’s begin the further processing. To scrap this order, I will use the Scrap functionality. To Scrap this order, click on Function and then select Scrap. Here, you can see that the Quarantine Order CM-000143 has been ended as it has been scrapped. 2.  Return the Items back to vendor: Now in order to return the Items back to vendor I will first the Invoice the existing Purchase Order which is CM-PO-0000137. Then I will receive the Items from the Quarantine warehouse to the W3 warehouse. Below you can see that I have invoiced the purchase order CM-PO-0000137. Now let’s receive the items from the Quarantine Warehouse to the Central Warehouse, for that I will use the Arrival Journal. As you can see that a New Arrival Journal has been created. Validate and Post the Journal. Vendor Return Process: After posting the Journal create a New Purchase Order with the type as Return Order.  For that go to Procurement and Sourcing>Purchase Orders>All Purchase Orders. Then select the Vendor to whom the Items will be returned and select the Purchase Type as Return Order. Enter the Site and Warehouse from which the Items will be returned back to the Vendor. Then enter the RMA number provided by the Vendor and then Click OK. Click on the Purchase Order line, select Credit Note, choose the specific invoice, input the quantity as a negative value, and then click OK. In my case the Invoice Number was 311711, so I will select that and then click OK. Then proceed with the normal purchase order processing which will be Product Receipt and Invoicing. After Invoicing the Return Order aa credit note will be  created which will be  deducted from the Vendor Balance. The below screenshot represents the On hand List before and after posting the Return Order Invoice. In the above screenshot you can see that the On hand Quantity changed from 26 to 22 since 4 quantities have been returned back to vendor. That’s it for this blog. Hope this helps you! Thank You!