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How to restrict which items and dimensions a customer can buy using the Approved Customer List
Thought of the Day: "When you give up the unwinnable struggle to do everything, that’s when you can start pouring your finite time and attention into a handful of things that truly count. When you no longer demand perfection from your creative work, your relationships, or anything else, that’s when you’re free to plunge energetically into them. And when you stop making your sanity or self-worth dependent on first reaching a state of control that humans don’t get to experi
Nov 13, 20251 min read


How to auto-copy the Customer Notes to the Sales Order Header when the Sales Order is created
Thought of the Day: "My dad encouraged us to fail. Growing up, he would ask us what we failed at that week. If we didn’t have something, he would be disappointed. It changed my mindset at an early age that failure is not the outcome, failure is not trying. Don’t be afraid to fail." Sara Blakely, Founder of SPANX Tip of the Day: Watch the video for guidance on how to automatically transfer Customer Notes to the Sales Order Header when a Sales Order is created in Microsoft Dyn
Nov 12, 20251 min read


To reverse a posted Sales Order Packing Slip that has not been invoiced
Tip of the Day: In Microsoft D365 Finance and Supply Change (D365 F&SC), in Sales and Marketing if changes need to be made to a posted...
Sep 26, 20232 min read


How to create a Credit Note for a Sales Order
Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), to see how to create a Credit Note for a Sales Order, follow the...
Aug 1, 20231 min read


Sales Order - Error Picking Route Status set to Complete
Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), in Sales and Marketing, did you know that there is a feature that...
Jul 24, 20231 min read


What has been shipped but not invoiced by Sales Order Line including Service Items
D365 F&SC Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), Sales and Marketing, did you know you can see by sales...
Jul 5, 20231 min read


Sales Order Prepayments
D365 F&SC Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), since Microsoft deprecated the Prepayment feature on...
Jun 20, 20232 min read
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